Individual Income Taxes
Brazilian Citizens and Expatriates
Preparing of income tax returns and consulting for Brazilian citizens and expatriates.
A specialized team serves expatriates. We act as a tax area facilitator between the human resource department and the expatriate.
Our Services
- Preparing and filing of individual income tax forms and schedules;
- Review of individual income tax forms;
- Consultations and/or meetings;
- Tax planning between the individual and the company;
- Monthly calculation of estimated taxes on foreign income and for individuals;
- Calculating of taxes on capital gains (Brazil and abroad);
- Calculating of monthly taxes on stock purchases and sales;
- Preparing of annual filing for estates and closings;
- Preparing of filing for rural land tax;
- Procedure for leaving Brazil preparing and filing of temporary or permanent departure from Brazil;
- Obtaining of tax clearance certificates;
- Handling of tax notices;
- Obtaining of tax residence certificates;
- Obtaining or renewal of Social Security status certificate (Certificado de Deslocamento);
- Analysis of tax treaties;
- Calculating of tax equalization;
Central Bank – Statement of Overseas Holdings
Preparing of statement by taxpayers with total foreign holdings that exceed US$100,000.00 as of December 31 of each year for filing with the Central Bank.
Concluding Work
Final meeting to conclude filing process and deliver a kit that includes the following:
- Statement of origin and uses of funds to assure compatible growth in wealth;
- Personalized file with copy of final income tax return filed, supporting documentation, digital file on CD, and filing receipt.