About the service
What is tax planning?
Tax planning is the set of legal strategies for reducing a company's tax burden. It is not evasion: it is understanding the legislation and applying it correctly.
Most Brazilian SMEs overpay taxes simply because they never had a specialist look at their tax structure with the business in mind. The regime chosen at founding may no longer fit current revenue and margins. Credits available under the law may not be claimed. Partner compensation may be costing more in taxes than it needs to.
At Pró-Contaty, planning starts with each company's actual situation: revenue, margins, sector, and current tax regime. We build every strategy from there, with legal certainty and complete documentation.
"A tech company came to us paying under Lucro Real with compressed margins. After analysis, we changed their tax regime and identified unused PIS/COFINS credits. Result: six-figure savings in the first year, within the law."
Ideal profile
Who is this service for?
Pró-Contaty's tax planning is recommended when:
- You have never reviewed your tax regime since the company was founded
- Your revenue has grown, but your tax structure has not been updated
- You are not sure whether you are taking advantage of all available credits under the law
- Your tax burden is compromising your margin and competitiveness
- You need legal certainty in operations such as profit distribution or corporate restructuring
- The company is considering a holding structure or succession planning
How we work
Main areas of focus
The scope is defined based on each company's assessment. The most common areas include:
Tax regime review
Comparative analysis of Simples Nacional, Lucro Presumido, and Lucro Real to identify the most efficient structure for your revenue, margin, and sector. Many companies overpay simply because they never revised their regime since founding.
Credit optimization
Non-cumulative PIS/COFINS, ICMS, IPI, and other credits that many companies fail to utilize due to lack of specialized guidance. We recover credits within legal deadlines and optimize ongoing utilization.
Profit distribution
Structuring partner compensation to reduce total tax incidence, within the law and with complete documentation. For most SMEs, it is the strategy with the greatest immediate impact.
Succession and estate planning
Formation of family and corporate holdings to optimize partners' asset taxation, facilitate succession, and protect what has been built over years of work.
Legal changes monitoring
Monitoring changes in tax legislation (including the Tax Reform), with direct communication about impacts and opportunities before they become urgent.
Tax regularization
Identification and regularization of tax liabilities through installment strategies, amnesty programs, and negotiation with the Federal Revenue Service for companies with pending tax obligations.
The process
How it works
Tax assessment
We analyze the company's current tax situation: current regime, assessment history, utilized credits, and unexplored opportunities. This review forms the foundation of the entire strategy.
Comparative study and proposal
We simulate alternative tax scenarios using the company's numbers, quantify identified opportunities, and present a proposal with the expected impact for each area.
Implementation and monitoring
We execute the defined strategies with full documentation and legal certainty. We continuously monitor results and revise the plan whenever the company's situation or legislation changes.
What you gain
Expected results
Material reduction
Potential to reduce the tax burden through regime review and credit utilization
6 figures
Savings identified in the first year in cases of regime migration with recovered credits
100%
Legal certainty in every strategy: complete documentation and legal backing.
Ongoing
Proactive monitoring of legislation and periodic plan reviews as the business evolves
Depoimento de cliente
"I was told I had been in the wrong tax regime for years. After the review, the savings were considerable and everything was done within the law. What surprised me was how clearly they explained each step. I understood every part of the process."
Result:
Significant tax burden reduction in the first year of partnership.
Next step
I want a free tax assessment
In 30 minutes, a specialist analyzes your company's current tax structure, identifies legal opportunities, and presents a proposal built for your situation. No commitment.
Pró-Contaty Contabilidade & Consultoria · CRC-SP 2SP024428/O-0 · 31 anos de atuação em São Paulo