Retail

We provide specialized tax advisory services to the retail sector, combining deep industry and regulatory expertise with a data-driven approach tailored to complex, high-volume operations.

Our methodology integrates tax, operational, financial, and regulatory perspectives, ensuring compliance while identifying efficiencies and supporting strategic decision-making. It is designed to align tax processes with operational reality and the sector’s regulatory framework, helping companies navigate constant change with greater predictability, efficiency, and value creation.

Differentiators of Our Methodology

We combine tax expertise and deep retail industry knowledge to transform regulatory changes into sustainable business outcomes.

Retail-Driven Approach

Tax analysis connected to the real dynamics of the sector, covering physical stores, e-commerce, marketplaces, distribution centers, loyalty programs, payment methods, and inventory management.

Integrated Accounting, Tax, and Commercial Perspective

Our methodology assesses the simultaneous impact on pricing, margins, cash flow, competitiveness, and tax compliance—critical factors for high-volume retail operations.

Focus on Data, Systems, and Tax Automation

Aligned with the use of ERPs, internal accounting and sales reports, inbound transaction data, and inventory management systems, ensuring consistency between tax calculation, bookkeeping, and reporting obligations.

Proactive Analysis of Tax Risks and Opportunities

Early identification of risks related to tax substitution regimes, tax incentives, tax credits, product classification, interstate transactions, and digital sales.

Strategic Vision for a Dynamic Market

A methodology designed to support decision-making that balances tax efficiency, profitability, and adaptation to continuous regulatory and market changes.

Rapidez na conclusão das obrigações e cruzamentos.

Uso de informações eletrônicas, a mesma base de dados que o Fisco tem acesso.

Profissionais da área de Tax e TI trabalhando juntos para processar a base de dados e criar relatórios customizados.

Our Solutions

Discover how our specialized solutions transform your company’s tax management, ensuring compliance while optimizing performance.

Comprehensive Retail Tax Diagnostic

Mapping of operations, sales channels, logistics structure, and tax classification of product master data, with a focus on risks, opportunities, and tax compliance.

Structured Tax Planning

Evaluation of legally sound alternatives to optimize the tax burden, considering the financial, operational, and commercial impacts of retail operations.

Tax Credit Review and Recovery

Identification and recovery of tax credits related to purchasing operations, logistics, warehousing, and other core retail activities.

Tax Reform Advisory (IBS, CBS, and Excise Tax – IS)

Analysis of the economic and operational impacts of tax reform on the retail sector, including effects on cash flow and profit, non-cumulative taxation, split payment mechanisms, pricing formation, contracts, invoicing, product master data, and assisted tax calculation.

Ongoing Advisory and Strategic Support

Continuous support for technical questions, legislative monitoring, and strategic decision-making in a constantly evolving business environment.

Rapidez na conclusão das obrigações e cruzamentos.

Uso de informações eletrônicas, a mesma base de dados que o Fisco tem acesso.

Profissionais da área de Tax e TI trabalhando juntos para processar a base de dados e criar relatórios customizados.

Tax Compliance

Ensure tax compliance and reduce risks with intelligent analysis and complete diagnostics.

Review federal, state and social security taxes
Review ancillary obligations and SPED
Perform a detailed tax diagnosis
Analyze data to identify opportunities

Reports in
Legal Action

Specialized technical support with accurate expert reports and strategic defenses.

Prepare expert reports for credit qualification
Issue asset and intangible valuation reports
Act in administrative and judicial proceedings
Conduct defenses against tax assessments

Outsourcing
BPO

Outsource accounting and tax routines and free up time for strategic decisions.

Execute tax routines and ancillary obligations
Manage payroll, vacations and benefits
Bookkeeping and financial statements
Review processes and internal controls

INFIS+

An exclusive platform for cross-referencing tax data and strategic automation.

Cross-reference ancillary obligations in real time
Analyze data to generate insights
Structure tax action plans
Monitor ongoing compliance and conformity

Tax Consulting
and Planning

We offer planning and support for assertive and secure tax decisions.

Prepare tax and customs consultations
Analyze tax-related contractual clauses
Set pricing and interpret legislation
Structure operations and audits

M&A Support

Specialized advisory in mergers and acquisitions operations.

Conduct complete due diligence
Prepare company valuations
Map tax risks in transactions
Support strategic negotiations

Tax Intelligence

Automation and systems to make your tax management more efficient.

Map and automate tax routines
Support ERP implementation (SAP, Oracle, etc.)
Update tax rules and controls
Integrate reports across corporate systems

Taxes

Strategic management of direct, indirect and social security taxes for tax efficiency.

Review tax base and obligations
Analyze tax risks and opportunities
Structure tax planning and strategies
Recover social security and tax credits

Customs
Consulting

Security, efficiency and strategy for international operations.

Strategic Customs Planning
Tax Consultations and Customs Regulations
Tax Classification and Tax Treatment
Support in Audits and Customs Litigation

Tax Reform

Strategic adaptation to a new tax landscape in Brazil.

Diagnosis of the Reform's Impacts
Adaptation of Processes and Systems
Strategic Tax Planning
Training and Capacity Building

PMO and Project
Governance

We structure and manage PMOs to ensure governance, control and results in strategic projects.

Strategic, tactical and operational PMO
Portfolio governance and project management
CAPEX project control
Tax Reform PMO
PMO for ERP

Trusted by Leading

Retail Brands

We serve major retail chains and franchise networks, helping optimize tax processes, reduce costs, and improve financial predictability.

Why Choose INFIS?

We combine specialized tax consulting and advanced technology to deliver solutions that generate measurable results.

Análise Fiscal Profunda Utilizamos tecnologia e conhecimento tributário para identificar oportunidades reais.
Compromisso com Resultado
Foco total em gerar economia e evitar passivos fiscais para sua empresa.
Atendimento especializado
Suporte direto com especialistas, sem enrolação ou linguagem técnica excessiva.
Redução de Custos
Atuamos para reduzir encargos e maximizar os créditos fiscais.
Transparência em Cada Etapa
Relatórios claros e acesso total às informações do seu projeto.
Conformidade e Segurança Jurídica
Atuamos dentro das normas legais, com respaldo técnico e jurídico atualizado.

Deep Industry Expertise

INFIS brings together specialists who understand the tax and operational challenges of the retail sector, including physical stores, digital channels, and multichannel sales models.

Integrated and Tailored Approach

Each project is designed according to the company’s size, sales channels, logistics and operational structure, fiscal and systems data, and strategic objectives.

Prepared for Highly Complex Environments

Proven capability to operate in high-volume transactional environments with multiple units, diverse product portfolios, and constantly evolving regulatory requirements.

Trust, Transparency, and Long-Term Partnership

A close, consultative relationship built on clear communication, predictability, and a strong focus on results and tax security for the business.

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Ready to Transform Your Tax Strategy?

Schedule a conversation with our specialists and discover how we can help your company optimize tax processes and reduce risks.

The Minds Behind This Practice Area:

Gédson Carmo

Tax consultant since 2012, with extensive experience across sectors such as pharmaceuticals, cosmetics, oil and gas, and consumer goods. An accountant with an MBA in Tax Management, specialized in tax diagnostics, tax advisory services, opportunity identification, and the preparation of technical expert reports.

He has solid expertise in ERP systems such as SAP, MSAF, and TaxOne, with experience in system implementation projects.

A dedicated professional with strong analytical skills and a focus on strategic tax solutions, contributing to the tax efficiency and compliance of organizations.

Partner

Ana Clara Borges

Graduated in Accounting Sciences from UFRJ, with an MBA in Business Management in Taxation and Accounting from UFF.

Specialist in Strategic People Management and currently pursuing a postgraduate degree in Financial and Tax Law at UERJ. She has over 10 years of experience in the tax area, working in the retail, oil and gas, and mining sectors.

Throughout her career, she has developed solid expertise in tax compliance and strategic tax management, and currently serves as Tax Compliance Manager, with a focus on efficiency, governance, and value creation for organizations.