Take a step back and try to understand the reason for the client's resistance. Many times such resistance stems from certain preconceived notions or past experiences. Try to get to the root of the issue so that you can give better advice.

Faire des simulations de calculs sur son activité et dégager les écarts positifs qui en découlent surtout que la plus value et l'avantage est toujours pecunier. Alors donc il est judicieux de faire ses simulations

The trick is bringing it out that tax saving measures also make the client remain compliant to different tax laws. Many tax saving measure are backed by law where certain reliefs are provided upon certain conditions and applying such tax relief allowances provided in the tax laws ensure the client saves tax outflows and remains compliant

• Listen and Address Concerns directly. • Simplify the benefits by providing clear, tangible financial examples. • Show the long-term benefits and how tax savings align with their personal or business goals. • Emphasize that the strategies are legal and low-risk. • Present it as a missed opportunity if they don’t take advantage of it. (Opportunity costs)

Saving on costs and taxes to increase profitability: this could be the goal of any business or client. When we must seek to obtain savings or tax benefits, they represent a great advantage for the taxpayer and a reduction in the payment in their annual income tax return. Knowing how to explain to the client financially the importance of effective tax planning and its benefits continues to be a challenge for all financiers; a good strategy during the year will be key to paying less taxes in the organization. How to optimize tax benefits 1. Correct control of invoices 2. Comply with filing taxes on time. In short, if it is possible to prepare the company, and do correct tax planning based on future predictions derived from specific data.

You could use a cost-benefit analysis for the same, convince them with numbers, and show them how by using these tax savings figures they can strengthen their balance sheet and cash flows in the future which will help in expansion plans, paying dividends, buyback of share. Tell them the options, they will get by saving the amount now.

Start by explaining how tax-saving measures can boost their cash flow and long-term growth. Use real examples to show potential savings, and emphasize how these strategies align with their financial goals.

When a client resists tax-saving measures, start by listening to their concerns and acknowledging their perspective. Once understood, explain the benefits in simple terms that align with their goals, such as financial security or more disposable income. Use relatable examples to show how strategies like retirement contributions or deductions can lead to significant savings over time. Reassure them that tax-saving doesn’t have to be complex, offering to guide them through small, manageable steps. The key is to frame it as an opportunity for long-term financial growth rather than a burden.

Essa resistência por muitas vezes é cultural, bem como o medo da mudança e da perda financeira. Para que possamos trazer clareza e segurança, é fundamental entender todo o histórico contábil, bem como todos os impactos positivos e negativos que houve em todo o período. Desta forma, fica factível trazer os benefícios perdidos neste período com redução de gastos oriundos de carga tributária. A melhor forma de tangibilizar os benefícios e colocar na ponta do lápis as projeções futuras com aumento de faturamento, oriunda da mudança de um regime de tributação.

O sistema tributário brasileiro é bastante complexo e um planejamento tributário pode economizar um bom dinheiro. A complexidade deixa os empresários reféns de opiniões equivocadas e correndo o risco de apontar para a elisão (procurar meios de redução por meios lícitos) e acabar cometendo evasão fiscal (práticas proibidas através da sonegação e falsificação de dados). Buscar uma assessoria séria e competente é o melhor caminho para economizar com segurança. É complexo, mas é possível.