Contact
Solutions

Systems that power day-to-day management.

Cloud platforms, integrations and dashboards built into your daily operations.

See all solutions →
Technology
We implement our own BI and AI solutionsLearn more →
About us

Alongside decision-makers since 2006.

Partners with over 25 years of experience and a team that knows you by name.

Meet Solidy →
Our team
Behind every number, people.Meet the team →
Advisory · Tax

Tax decisions on solid ground. Opportunities weighed with care.

Tax planning, tax regime reviews, tax credit recovery and tax reform readiness for small and midsize businesses and multinational subsidiaries. Because the same firm calculates your taxes every month, our analysis starts from your actual numbers.

Tax regimeTax creditsTax reformTransfer pricing
Where companies overpay

Your business changes. Your tax regime and tax procedures need to keep up.

The regime picked at incorporation becomes a habit, credits go unclaimed, and the rules change while the company stays put. A review usually pays for itself.

  • A tax regime chosen at incorporation and never revisited, even though the company is now three times bigger.
  • PIS, Cofins and ICMS credits left on the table month after month, with no one reviewing the purchase invoices.
  • Tax incentives and special regimes the business qualifies for but never applied for.
  • Profits distributed without planning, now that dividends have been taxed since 2026.

If any of these sounds like your company, a review is the place to start.

What we do, and what we don't

Responsible tax planning also means saying what we won't do.

In a market full of promised savings, we put our limits in writing. The savings we propose are the ones you can defend in a tax audit.

What we do

  • ✓Tax regime reviews and planning grounded in the law and settled case law
  • ✓Recovery of credits that actually exist, backed by documents and calculation workpapers
  • ✓Savings estimates after the assessment, not before
  • ✓The risk of each option explained before you decide

What we don't do

  • ✕Aggressive tax positions sold as a sure thing
  • ✕Buying or selling third-party tax credits
  • ✕Promising a percentage in savings before looking at the numbers
  • ✕Credits that don't exist, however good they look on a spreadsheet

The right tax is the tax you can defend.

What we do

From tax regime review to tax reform readiness.

Tax planning

A structure that has your company pay what it owes, and no more, within the law.

Tax regime review

Simples Nacional, Lucro Presumido or Lucro Real, compared against your actual numbers every year.

Tax credit recovery

Taxes overpaid over the past five years, reviewed and safely offset.

Tax reform

The impact of CBS, IBS and the Selective Tax on pricing, margins and cash flow.

Structure and dividends

Corporate structure, owners' compensation (pró-labore) and profit distributions, planned together.

Tax incentives and special regimes

State and federal incentives your business can use, applied for the right way.

Transfer pricing

Transactions with group companies abroad, under the rules in force since 2024.

Tax audits and disputes

Technical support with requests from the tax authorities, tax assessments and administrative appeals.

The Solidy way

The analysis starts from real numbers.

The same firm that calculates your taxes every month does the planning. No generic assumptions.

Tax reform

The biggest change in decades. And every company feels it differently.

For some companies, the new credit system lowers the tax burden; for others, it raises it. Only an analysis built on your numbers can tell which side you're on, and what to do before 2027.

2026

Test year: CBS and IBS shown on invoices at token test rates.

2027

CBS replaces PIS and Cofins, and the Selective Tax takes effect.

2029–2032

ICMS and ISS are phased down year by year as IBS is phased in.

2033

The new system is fully in place.

Tax Reform Portal

See in numbers what the reform changes for your company.

Solidy's portal covers what is already law, what is still open, and a calculator that compares your current tax burden with the IBS/CBS model, year by year through 2033, based on your company's revenue, tax regime, line of business and state.

The transition, step by step

The weight of each consumption tax, year by year
20262027202820292030203120322033PIS/CofinsICMS/ISSCBSIBS
PIS/Cofins · ICMS · ISSCBS · IBS
Simplified view of the timeline set by Constitutional Amendment 132/2023 and Complementary Law 214/2025.
Our approach

Assessment first. Recommendations second.

1
Screening

First look

Your tax regime, operations and recent tax calculations, to see where it's worth digging in.

2
Fact-finding

Technical analysis

Numbers, documents and the law applied to your case, with calculation workpapers.

3
Plan

Options and risks

Each path with its estimated savings, its risk and what needs to change.

4
Implementation

Execute and monitor

Changes to tax compliance, accounting and the ERP, checked every month.

Let's talk

Does your tax setup reflect how your business really runs? Let's look at it with your numbers.

Tell us your tax regime, your revenue and where you operate. You'll walk away from the first conversation knowing which points deserve a review.

No obligationReply within 1 business dayEstimates only after the assessment