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Tax Consulting
Paying less tax, lawfully, starts with understanding the operation. We run a tax X-ray of the company, compare scenarios and recommend the most efficient path, with legal and tax certainty.
What we do
- Diagnosis and review of the tax burden
- Comparison of Simples Nacional, Lucro Presumido and Lucro Real
- Preventive tax planning
- Review of classification (activity codes, annexes and rates)
- Identification of opportunities to recover overpaid taxes
- Guidance on notices and assessments
- Preparing the company for the Brazilian tax reform
How it works
X-ray
We analyze the operation, invoices and taxes paid.
Scenarios
We simulate regimes and lawful alternatives.
Recommendation
We present the best strategy and expected impact.
Follow-up
We implement and track the results.
Who it is for
Tax consulting: plan to pay the right tax
Tax consulting looks at how your company is taxed today and compares legal alternatives: Simples Nacional, Presumed Profit or Actual Profit, activity classification, tax credits and benefits. The goal is not to pay less at any cost, but to pay the correct tax, without risk and without waste.
We also prepare your company for Brazil’s tax reform (CBS and IBS), with a review of registrations, invoices and regime simulations.
Practical example: the “Fator R” (illustrative)
A service company under the Simples Nacional bills R$ 10,000 a month and has a payroll of R$ 3,000, which is 30% of revenue. Because the Fator R (payroll divided by revenue) is 28% or more, the activity may be taxed under Annex III, whose first bracket starts at 6%, instead of Annex V, which starts at 15.5%. In the first bracket that would be about R$ 600 versus R$ 1,550 of monthly tax.
Simplified illustrative example. The real calculation depends on the revenue bracket, the activity and the 12-month history.
Which analysis makes sense for your size?
| Profile | What tax consulting usually reviews |
|---|---|
| MEI (micro-entrepreneur) | Revenue limit, when to move to a micro company and the cost of staying at the limit. |
| Micro and small companies (Simples Nacional) | Correct annex, Fator R, sublimit and when the Simples stops being worthwhile. |
| Presumed Profit | Presumed margin by activity, limits and the impact of profit distribution. |
| Actual Profit and corporations (S.A.) | Broad tax credits, detailed calculation and tax planning for dividends. |
Common mistakes we avoid
- Choosing the tax regime based only on the accountant’s fee.
- Staying in the Simples Nacional after it stops being worthwhile.
- Missing tax credits the company is entitled to.
- Ignoring legal changes such as the tax reform.
- Distributing profits without planning the tax effect.
Documents and information to get started
- Revenue for the last 12 months.
- Payroll and management pay (pró-labore).
- Current tax regime and activities (CNAE).
- Main costs and purchases, with invoices.
- Recently paid tax slips.
- Growth plans for the coming months.
Why work with Conceito Forte
Conceito Forte combines tax consulting with day-to-day accounting: whoever analyzes your regime also knows your numbers. That avoids generic advice. See also our business accounting and financial planning.
Frequently asked questions
Is tax planning legal?
Yes. Tax planning means choosing, within the law, the least burdensome way to run the operation. Our work is based on current legislation and proper documentation.
When is it worth changing tax regime?
It depends on revenue, expenses, payroll and activity. That is why we simulate scenarios before recommending any change.
Is tax consulting the same as accounting?
No. Accounting records facts and meets obligations; tax consulting analyzes and plans, comparing regimes and legal alternatives.
Can I change my tax regime at any time?
As a rule, the choice of regime follows deadlines and rules, and often applies to the whole year. That is why planning ahead matters.
Do you defend the company in legal proceedings?
We advise on and follow administrative notices. Lawsuits should be handled by a tax attorney, and we can work together with one.
When is the best time to do tax planning?
Before opening the company, at the end of the year (for the following year) and whenever revenue, payroll or activity change significantly.
Does the consulting cover the tax reform?
Yes. We follow the changes and simulate the impact on your regime and your clients.
The information on this page is general in nature and does not replace an analysis of your company’s specific case.
Shall we talk about your company’s accounting?
Tell us about your situation and receive a clear proposal, with no obligation. We reply during business hours.