The tax regime, the ownership structure and the way certain operations are carried out can directly affect a company's tax burden.
With AlphaCont's Tax Planning, we analyze the reality of your business, simulate scenarios and identify legal alternatives to pursue greater tax efficiency, without compromising the security of your operation.
When to review
When does your company need Tax Planning?
Tax planning should not happen only when taxes seem high. Changes in operations, revenue or company structure can significantly alter the tax picture and justify a new analysis.
AlphaCont recommends reviewing it at least once a year and whenever relevant changes occur in the business, such as the situations below.
Revenue has grown
Company growth can change how efficient the current regime is and call for a new tax assessment.
Profit margin has changed
Changes in profitability can influence the comparison between different regimes and tax strategies.
Payroll has grown
The staffing structure can affect the tax analysis and needs to be considered in the simulations.
The company has started new activities
New services, products or operations may involve different tax treatment from what was used before.
There has been a change in ownership
Partners joining or leaving and changes to the corporate structure may require a review of the planning.
The company is expanding
New units, markets or states can bring tax impacts that need to be assessed before expansion.
The legislation has changed
Important changes in legislation can modify the company's tax picture and justify a new analysis.
Risks
Paying taxes without reviewing your strategy can cost more than necessary
There is no tax regime that is automatically best for every company.
A choice based only on revenue, or on the perception that a given regime “charges less tax,” can overlook important factors in the operation.
Unsuitable tax regime
Staying in a regime without comparing alternatives can result in a tax burden that is less efficient for the company's current reality.
Tax benefits not reviewed
Depending on the activity and the operation, there may be incentives or specific treatments that need to be assessed.
Tax credits not used
Certain operations can generate credits provided for by law that need to be correctly identified and analyzed.
Ownership structure not reviewed
The way the company is organized can also have tax impacts and deserves analysis as part of the planning.
Decisions made without simulations
Changing the regime or structure without comparing scenarios can swap one problem for another.
What is included
What is included in Tax Planning?
The work starts with a diagnosis of the company to compare scenarios and identify opportunities for tax efficiency within the law.
Tax diagnosis
We analyze the company's current situation, its regime, its operation and its main tax characteristics.
Tax regime simulation
We compare scenarios under Simples Nacional (Brazil's simplified tax regime for small businesses), Lucro Presumido and Lucro Real, when applicable to the company's reality.
Tax benefit analysis
We assess whether incentives and benefits related to the business's activities and operations exist and apply.
Tax credit analysis
We identify opportunities to use credits allowed by the applicable legislation.
What sets us apart
Tax Planning is not a promise of lower taxes
The goal is to pursue tax efficiency within legal possibilities and each company's reality. That is why AlphaCont does not make generic promises of savings before analyzing the business.
In some cases, the study may identify significant opportunities. In others, it may show that the current structure is already appropriate.
The value of planning lies in replacing assumptions with a technical, data-based analysis.
Integration
Good planning depends on information from every area
The simulations take into account revenue, margin, payroll and the company's operations, information that comes from the accounting, tax, payroll and financial routines.
That is why AlphaCont's Tax Planning works in integration with Accounting Services, Tax Advisory, Payroll and HR and Financial BPO.
Frequently asked questions
Straight answers to the most common questions on this topic. If yours is not here, talk to our team.
Ask my questionWhat is Tax Planning?
It is a strategic analysis of the company's structure and operations to compare scenarios and identify legal alternatives for tax efficiency.
Is Tax Planning just about changing the company's tax regime?
No. The analysis can cover the tax regime, tax benefits, credits, ownership structure and specific operations, depending on the reality of the business.
Can my company pay less tax after the planning?
Planning can identify legal opportunities to reduce the tax burden, but the result depends on each company's situation. That is why AlphaCont does not promise savings percentages before the analysis.
Is Simples Nacional always the most economical option?
No. The best alternative depends on factors such as activity, revenue, margin, payroll and the characteristics of the operation.
How often should I review my Tax Planning?
AlphaCont recommends reviewing it at least once a year and whenever significant changes occur in the company.
Is your tax setup as efficient as it could be?
Talk to AlphaCont so we can analyze your business structure and identify which tax scenarios deserve to be evaluated.