PERSONAL TAX BRASIL
TAXes| INDIVIDUALS | EXPATRIATESPersonal Tax Brasil provides a wide range of services and solutions regarding individual tax compliance and advisory for companies and expatriates.
Customized services
Here you will find a complete assistance for your convenience
personal tax brasil
About Us
Personal Tax Brasil emerged from the vision of three executives with specialized knowledge in individual tax with over a decade of experience working in Big Four consulting firms.
Our solutions are spread over these 3 main services lines:
Tax compliance for individuals
Global mobility management solutions
Inheritance planning
OUR PURPOSE
PROVIDE CUSTOMIZED, HIGH STANDARD QUALITY AND AFFORDABLE SERVICES TO OUR CLIENTS
What makes us different
- Personalized support considering the profile and expectations of each client
- Direct involvement of the partners in the work environment
- Strategic approach to deliver practical and straightforward solutions
- Signing conditions with reasonable arrangements
What We do
Tax compliance for individuals
Preparation and submission of the annual income tax return and departure tax return. Also, we will monitor the processing and release of the tax refund
Preparation and submission of the Central Bank return (“CBE”)
Calculation of the Brazilian monthly income tax (“Carnê-Leão”)
Calculation of the income tax due over capital gains
Tax analysis of the operations with cryptocurrencies
Tax orientation meeting
Assistance with tax clearance
Tax planning
What We do
Global mobility management solutions
Tax compliance work focused on the expatriates
Preparation of cost projections
Preparation of gross-up, hypothetical tax and tax equalization/reconciliation
Preparation and review of local and global mobility policy
Preparation and review of local labor contracts and offer letter
Preparation, review and implementation of stock options and long-term incentive plans
Preparation, review and implementation of shadow payroll
Development of training programs
Analysis of labor and social security aspects
Analysis of social security treaties and application of certificate of coverage
Analysis of international tax treaties to avoid double taxation
Preparation of technical reports and practical guidances
what de do
Inheritance planning
Analysis and support with inheritance planning
Assistance with inheritance process (judicial or extrajudicial)
Assistance with planning and establishing family’s holding company or business enterprises
PERSONAL TAX BRASIL
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PERSONAL TAX BRASIL
The Team
Familiar with big firms routine as well as the needs of its executives, expatriates and employees,
our partners are responsible for the exclusive assistance and tailor-made services.
Roberto Terra
Partner / Lawyer – Brazil
Roberto is a lawyer with 20 years experience in tax advisory and estate planning. With over 15 years dedicated in providing tax advisory services in a Big Four company, he has lead multidisciplinary projects focused in estate tax and equity based plans (Stock Options/RSUs). Roberto has also given presentations to employees and Human Resources team on several Global Mobility and equity based plans topics. He majored in Law at Universidade Presbiteriana Mackenzie, with a Professional’s Master degree in Tax Law at LFG
Cauê Cardoso
Partner / Accountant – Brazil
Cauê has been a tax specialist for over 14 years, with 12 years dedicated to providing tax advisory services in a Big Four company. During his career, he delivered several tax projects and has participated in training around the globe. He was the leading manager for Global Mobility services to the Japanese Desk in a Big Four for 7 years. Caue is majored in Business at Fundação Santo André and Accounting at Trevisan Escola de Negócios, with a Master of Business Administration at Brazilian Business School
Fábio Cabral
Partner / Economist – Brazil
Fabio has over 14 years dedicated to individual tax matters and Global Mobility in a Big Four company. Highly experienced in individual tax planning and implementation of payroll processes for mobile employees in Brazil, focusing on risk mitigation and cost savings. Fabio is also a specialist in Equity-Based Plans. He has delivered several presentations in-company, workshops, and training on Global Mobility and Equity-Based Plans matters to H&R, Payroll teams, and employees. He is majored in Economy at Universidade Presbiteriana Mackenzie, with a Professional’s Master degree in Tax Management & Planning at Fundação Getúlio Vargas
(11) 93054-4364
Dennis Alves
Partner / Lawyer – Brazil
Dennis has over 12 years of experience in tax advice to expatriates in Brazil and abroad. He lived the experience of expatriation twice in Seattle and London. Dennis assisted in the development of multinational´s expatriation policies from the ground. Also, he assisted companies with global mobility population management, addressing matters on double taxation, labor legislation, immigration, tax planning, and tax regularization for individuals.
Ana Paula Bottarini
Associate – Brazil
Graduated in engineering from Escola de Engenharia Mauá, she has more than 18 years of experience in Big Four consulting and extensive experience in expatriate management, including immigration, payroll, labor law and tax planning for individuals. Fluent in Italian, she assisted several Italian companies located in Brazil.
Paulo Marangoni
International Advisor – Canada
Majored in Law at Universidade Presbiteriana Mackenzie, with a Professional’s Master degree in Tax Law at Fundação Getúlio Vargas – FGVLaw and Specialized in International Business Operation & Management at Universidade of California, Irvine. Regularly register at the São Paulo Bar Association (OAB/SP) under the number 417.185. Vast experience with Global Mobility advisory and international tax planning.
Roberto Terra
Partner / Lawyer – Brazil
Roberto is a lawyer with 20 years experience in tax advisory and estate planning. With over 15 years dedicated in providing tax advisory services in a Big Four company, he has lead multidisciplinary projects focused in estate tax and equity based plans (Stock Options/RSUs). Roberto has also given presentations to employees and Human Resources team on several Global Mobility and equity based plans topics. He majored in Law at Universidade Presbiteriana Mackenzie, with a Professional’s Master degree in Tax Law at LFG.
Cauê Cardoso
Partner / Accountant – Brazil
Cauê has been a tax specialist for over 14 years, with 12 years dedicated to providing tax advisory services in a Big Four company. During his career, he delivered several tax projects and has participated in training around the globe. He was the leading manager for Global Mobility services to the Japanese Desk in a Big Four for 7 years. Caue is majored in Business at Fundação Santo André and Accounting at Trevisan Escola de Negócios, with a Master of Business Administration at Brazilian Business School.
Fábio Cabral
Partner / Economist – Brazil
Fabio has over 14 years dedicated to individual tax matters and Global Mobility in a Big Four company. Highly experienced in individual tax planning and implementation of payroll processes for mobile employees in Brazil, focusing on risk mitigation and cost savings. Fabio is also a specialist in Equity-Based Plans. He has delivered several presentations in-company, workshops, and training on Global Mobility and Equity-Based Plans matters to H&R, Payroll teams, and employees. He is majored in Economy at Universidade Presbiteriana Mackenzie, with a Professional’s Master degree in Tax Management & Planning at Fundação Getúlio Vargas.
Dennis Alves
Partner / Lawyer – Brazil
Dennis has over 12 years of experience in tax advice to expatriates in Brazil and abroad. He lived the experience of expatriation twice in Seattle and London. Dennis assisted in the development of multinational´s expatriation policies from the ground. Also, he assisted companies with global mobility population management, addressing matters on double taxation, labor legislation, immigration, tax planning, and tax regularization for individuals.
Ana Paula Bottarini
Associate – Brazil
Graduated in engineering from Escola de Engenharia Mauá, she has more than 18 years of experience in Big Four consulting and extensive experience in expatriate management, including immigration, payroll, labor law and tax planning for individuals. Fluent in Italian, she assisted several Italian companies located in Brazil.
Paulo Marangoni
International Advisor– Canada
Majored in Law at Universidade Presbiteriana Mackenzie, with a Professional’s Master degree in Tax Law at Fundação Getúlio Vargas – FGVLaw and Specialized in International Business Operation & Management at Universidade of California, Irvine. Regularly register at the São Paulo Bar Association (OAB/SP) under the number 417.185. Vast experience with Global Mobility advisory and international tax planning.
Contact us
CONTATO@PERSONALTAX.COM.BR
+55 (11) 3777-8079
RUA FLÓRIDA, 1758, 9º ANDAR – BROOKLIN, SÃO PAULO – SP, 04565-001, BRASIL
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