Accounting, tax planning and tax review
Accounting with a tax strategy for your business.
We analyze your company's operations and taxation to identify opportunities to save, review tax payments and guide your decisions. We combine tax planning and review with full support for the accounting, tax and payroll routines.
We reply on WhatsApp during business hours (Brasília time, UTC−3).
Tax reform: 2026 is the test year. Those who enter with the right tax calculation enter with the right credit.
CBS and IBS are already running at a test rate alongside today's taxes. Credit miscalculated today is credit lost at the changeover, and the review of the last 5 years is the same work that prepares the transition.
Legal basis: EC 132/2023; LC 214/2025.
How it works
First conversation at no cost. 5-year review with scope and price fixed beforehand.
There is no way to know whether a company has tax to recover without looking at all the documentation for the period. That is why the tax review is a service in itself, with a written proposal and no documents asked for before it.
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You send a message
Say what the company does, its current tax regime and its annual revenue, roughly. Construction company: whether it supplies materials. Clinic: how many professionals and how they are paid. Exporter: how much of the revenue comes from exports.
2 minutes · no documents
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Catarine evaluates the case
She reads what you sent and decides the way forward: a tax review of the last 5 years, a change of regime, or just the monthly accounting. You receive the proposal in writing, with scope and price fixed.
First conversation · R$ 0
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Tax review, document by document
Invoices, tax payment slips and returns for the 5 years. The report lists each amount with its legal basis, and you approve item by item before any amended filing or PER/DCOMP (electronic request to refund or offset tax credits). Anything without documentary support stays out.
Timeframe and price in the proposal
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If it makes sense, we take over the accounting
We request the documents from the previous accountant and take over the obligations from the following month, including the CNO (national registry of construction works) for construction companies, the PGDAS (monthly return of Simples Nacional, the small-business regime) for clinics and the e-CredAc (São Paulo's system for accumulated ICMS credit) for exporters. Recovering does not require you to switch.
At the turn of the month
Those who switched
Those who have been through the process
I transferred all the documentation of my law firm to the Catarine Coelho accounting firm and, to my surprise, the processes are great and I have never had any problem!
Carla ConejoLaw practice
Catarine Coelho's office works in a very clear and objective way, always informing us of every step so that our companies are always up to date with their taxes. Besides that, it clears up all our questions, always leaving us feeling secure.
Rosa HelenaBusiness owner
I transferred all my company's documentation to Catarine, an excellent professional, and I always try to follow her guidance. She is great, very polite, gentle and patient when giving guidance. I could not have made a better choice.
Maria da PenhaBusiness owner
Frequently asked questions
The five questions everyone has
Is switching accountants a lot of work?
For you: an electronic power of attorney and a message notifying your current accountant. We take care of the documents, the Junta Comercial (state business registry), the digital certificate, the e-CAC (online portal of the Receita Federal, Brazil's federal tax authority) and, for construction companies, the CNOs of open projects. The switch happens at the turn of the month, without stopping the company's routine.
Does asking for tax back cause problems with the Receita Federal?
Amending a return and offsetting through PER/DCOMP is a procedure provided for by law, not a loophole. The risk is in claiming what does not qualify, so the review comes before the request, with the legal basis for each amount, and you approve item by item. Anything without documentary support stays out.
Do you serve clients outside Sorocaba?
Yes. Electronic signature, tax payment slips and receipts through WhatsApp, video meetings when needed. Clients in Sorocaba and the surrounding region can come to the office; those elsewhere lose nothing.
How much does it cost?
The first conversation costs nothing. The 5-year tax review is a separate service, with the price fixed in the proposal, because it requires looking at all the documentation for the period. The monthly accounting fee comes in writing, before any decision, and does not change unexpectedly.
What types of companies do you work with?
Construction, clinics, exporters and e-commerce each have their own page in the Segments menu, because the tax rules differ from one to the next. Transport companies, real estate agencies, retail and wholesale businesses and independent professionals are also served: send what the company does and its current regime, and Catarine will tell you whether there is anything to review.
Describe your case. Catarine will tell you what comes back and what stops going out.
Review of the last 5 years and tax calculation redone from now on. If there is no difference, you hear that too, and you stay with your current accountant.
or Talk to Conectcont · +55 15 99790-1851 · business hours (Brasília time, UTC−3)