TAX

Tax planning and compliance for confident decisions, including under the Tax Reform.

We work with companies and families on proper compliance with tax obligations and on tax planning, with ongoing professional advice that achieves the best position under current legislation.

Talk to a specialist What we do

Professional using a calculator at a desk

WHAT WE DO

Tax services

Legal and corporate

Company incorporation, commercial and civil contracts

Company purchases and sales

Corporate reorganizations

Structuring of individual and family wealth

Tax planning for high-net-worth families

Advisory on inheritance and gift tax (ITCMD)

Tax consulting

Tax diagnosis

Tax recovery

Legal and tax due diligence for acquisitions

Income tax methodology

Tax treatment of foreign investments and payments abroad

Transfer pricing calculation

Defense and representation before tax authorities and courts

Tax compliance

Ancillary obligations and sales taxes (federal, state and municipal)

Accounting, statutory, tax, paralegal and labor obligations

Income tax returns (individuals and companies)

Tax audits

Tax services for expatriates

Tax Reform (IBS and CBS)

Impact assessment and tax burden simulation

Review of prices, contracts and the supply chain

ERP tax configuration and new tax documents

2026–2033 transition plan

HOW WE WORK

A clear process, from first contact to delivery.

01DiagnosisReview of the current tax position, risks and credit opportunities.

02StrategyPlanning alternatives compared in figures.

03ImplementationAdjustments to processes, systems, contracts and corporate structure.

04Follow-upOngoing monitoring of legislation and obligations.

WHO WE SERVE

Local and multinational clients for more than 30 years.

Companies under Lucro Real and Lucro PresumidoSimples Nacional companiesEconomic groups and holding companiesForeign investorsHigh-net-worth families and estatesExpatriates

FREQUENTLY ASKED QUESTIONS

What is a tax diagnosis?

It is a structured review of tax calculations, ancillary obligations and the company’s tax regime. It identifies assessment risks, recoverable credits and planning opportunities.

How does the Tax Reform affect my company?

In 2026, CBS and IBS are shown on invoices on a test basis. In 2027, PIS and COFINS are abolished and CBS is charged in full. Between 2029 and 2032, ICMS and ISS are gradually reduced until the new system is fully in force in 2033. Prices, contracts, credits and systems need to be reviewed.

Do you also serve individuals?

Yes. We handle income tax returns, estate and succession planning, inheritance and gift taxes and tax services for expatriates.