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Ocean Tax
Recover

Tax Credit Recovery

Recover the tax you overpaid and put the cash back into the business. Ocean Tax reviews the last five years of filings, documents every credit and carries the recovery through.

Talk to a specialist

Who this work is for Tax Credit Recovery

The work pays off when the company recognizes itself in at least one of these profiles.

  • Companies under Lucro RealIndustry matters little. The tax regime matters: under Lucro Real, tax is calculated tax by tax on actual results, and that is where five years of unused credit can pile up.
  • Operations with a high volume of invoicesA high volume of tax documents calls for a structured review, because the same discrepancy repeated over time adds up.
  • Companies with five years of historyThe review covers the periods that can still be reopened, in many cases the last 60 months. A younger operation has less to reopen.

What it is Tax Credit Recovery

A second look at the returns your company has already filed with Brazil's tax authority.

Even with the books in order, there are payments and credits that deserve a second check. Our team cross-references invoices and accounting records to find the differences that piled up in the operation.

You receive the amounts found, the calculations and the legal basis for each credit. We present the results, then decide with you what will be recovered.

What this solves Tax Credit Recovery

One mistake repeated on every monthly tax payment drains cash for years.

The review finds what was paid without being owed and the credits that were never used. Ocean Tax files the corrections and the claims to bring that money back or apply it against taxes due.

What you are left with

  1. A report of the credits found, with amounts and periods
  2. Calculations and documents that support each credit
  3. A meeting to walk through the results
  4. An approved plan of what will be recovered
  5. Amended filings and execution of refunds and offsets

How it works, from the first meeting to the money

  1. Engagement

    We formalize the engagement, the confidentiality terms and the authorization to access your documents.

  2. Data collection

    We request the tax data for the last five years.

  3. Organization

    We check the documents and request whatever is missing.

  4. Cross-checking

    We compare invoices, tax returns and accounting records.

  5. Identification

    We calculate the credits and document the legal basis for each amount.

  6. Presentation

    We explain the results to the people in charge at the company.

  7. Decision

    You approve which opportunities to pursue.

  8. Execution

    We file the corrections and run the procedures to receive cash or offset taxes due, depending on the credit.

Ocean Tax in numbers

recovered for clients
R$ 160M+recovered for clients
companies served
400+companies served
states served
21+states served
partner firms
110partner firms

10+ years of founder experience · We serve clients in Brazil and abroad

Tell us what your company is facing today.

You do not need to arrive with the diagnosis ready. The team reads the context and points the conversation to whoever can assess the case properly.

We serve companies under Lucro Real and Presumido. Your data is used only so a specialist can contact you about your case. No spam.

Common questions

Are you the same as the people who cold call offering tax credit recovery?

You can check without taking our word for it. Ocean Tax has a street address, a registered company ID (CNPJ) and the name of the person accountable for the firm on this site. Whoever signs the work holds a professional license and answers for it. Every credit comes with the calculation and the legal basis in writing. And we turn work down: Simples Nacional companies do not enter this review.

How long does it take?

The analysis takes two months because we check the documentation invoice by invoice. The money comes afterward, depending on the type of credit and how the claim progresses.

Will I get the money in cash?

There are two routes: a cash refund, or using the credit to offset taxes due. We show you which one applies to each amount before executing.

Does this raise the chance of an audit?

The review works on documents the company has already filed with the Receita Federal, Brazil's federal tax authority, and booking a credit or deduction the company is entitled to is complying with the law, not going against it. Every position leaves here grounded and documented, and that is what separates a supported amendment from an unsupported one.

Do I need to change accountants?

No. Ocean Tax takes technical responsibility for the whole job and handles the amendments, refunds and offsets in-house. Your current accountant stays with the company: what they receive is the result, not the task.

Which companies can hire this service?

The service is aimed mainly at companies under Lucro Real. Under Lucro Presumido, recovery rarely produces the same result, and our screening may point to tax planning or another service. Simples Nacional companies do not enter this process.

Do I need to sign anything to get started?

Yes. The work starts with a signed engagement agreement, which is what authorizes access to the last five years of your books. The agreement sets out scope, responsibilities, confidentiality and the commercial terms, all presented before any work begins.

Which taxes can be reviewed?

The analysis can cover federal and state taxes such as PIS and Cofins (federal contributions on revenue), IPI (the federal tax on manufactured goods), IRPJ and CSLL (corporate income tax and the social contribution on net profit), INSS (social security contributions) and ICMS (the state tax on goods and certain services), depending on the company's regime and operations. The list does not mean every company has credit in all of them.

Do I need to be in your region to become a client?

No. Tax records in Brazil are digital and the analysis does not depend on a site visit, so we serve companies remotely across the country.

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