Tax Advisory
Ongoing support, so tax is part of the decision before it is made.
Request a conversation →Why ongoing
Many of a company's tax problems begin before the tax is calculated: in decisions made without considering their tax effect.
Ongoing advisory exists so that this analysis happens before the decision, while there is still a choice of paths, not afterwards, when all that is left is to correct.
We follow the company's tax matters every month. Before a relevant decision, such as an investment, a reorganisation, a long-term contract or a price change, management measures the tax effect with people who already know the business.
What it includes
Scope and response times defined by contract.
- Regular meetings with management
- Monitoring tax liabilities and tax compliance status
- Tax analysis of decisions, transactions and contracts
- Analysis of changes in legislation and case law that affect the company
- Prioritising the year's tax projects
Decisions that go through tax
The situations in which our advisory most often comes in.
New operation, product or unit
Classification, tax burden and obligations defined before operations begin.
Major investment
The credits the asset generates, applicable incentives and which group company should hold it.
Major contract
Tax clauses, withholdings and price adjustments in light of the reform.
Reorganisation or new shareholder
How the transaction is structured and its effects for the company and its shareholders.
Expanding to another state
Interstate ICMS, incentives in the destination state and the design of the new unit.
Price or margin change
The effective tax burden per product during the transition to CBS and IBS.
Cash flow pressure
What to pay, negotiate, dispute and secure, and in what order.
Acquiring a company or assets
The target's tax liabilities and the protections in the contract.
Change of tax regime
The effect of a change in tax or regulatory regime on the business.
How the relationship works
The diagnosis opens the relationship. Then prioritisation, plan and follow-up repeat over time.
360º DiagnosisThe starting point: the full picture of the tax position.
PrioritisationWhat weighs most on cash and risk, and in what order to tackle it.
PlanAlternatives, sequence and owners, in writing.
Follow-upExecution, review and the next move, in a continuous cycle.
The better the firm knows the company, the earlier it joins the decision.
Who we work with
Companies where tax affects cash, margin or growth, with management that wants to decide with that variable on the table.
Frequently asked questions
How is this different from the accountants' work?+
Accountants calculate taxes and handle compliance. Legal advisory assesses risk, interpretation, defence and strategy. The two complement each other, and we work side by side with each client's accountants.
Where does the advisory start?+
With the 360º Tax Diagnosis, which gives the full picture of the company. From there, follow-up continues in a cycle, with the year's priorities set together with management.
How are scope and timelines defined?+
By contract, according to the company's operations and needs, including meeting frequency and response times.
Practice
Areas of a single tax practice.