Tax Diagnosis
The full picture of the tax position, before any measure.
Request a conversation →Tax Diagnosis
A full survey of the company's tax position: debts, registered liabilities, enforcement actions, assessments, compliance status, unused credits and exposure to the reform.
The result shows where the risks and opportunities are, what each represents and in what order to address them. It is the first stage of the firm's method and, in most relationships, the starting point for ongoing advisory.
What we deliver
- The starting position, documented
- The origin of each problem, not just the symptom
- Alternatives with their estimated effect on cash and risk
- An action plan with sequence and owners
Frequently asked questions
Which documents are needed?+
Generally, the tax status reports from the Federal Revenue Service and the National Treasury Attorney's Office (PGFN), state and municipal certificates, recent tax filings and the financial statements. The exact list depends on the tax regime and the business.
Does the diagnosis commit us to further work?+
No. It is a complete piece of work in itself, and the company decides what to do with the plan.
Practice
Areas of a single tax practice.