Tax advisory
Tax advisory for companies
We review your operations and how you are taxed so you stay fully and timely compliant with the SAT, Mexico’s tax authority. A partner handles your case from start to finish, in English or Spanish.
Tell us about your case
A partner will reply, in English or Spanish.
Tax advisory
Who it’s for
- Small and mid-sized companies that want clarity on what they owe and when
- Mexican subsidiaries of groups headquartered in the US, Europe or China
- Companies about to change their structure, line of business or tax regime
- Individuals whose income calls for a careful review
Tax advisory
What’s included
Advice tailored to your operations. No boilerplate.
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Tax compliance
We map your company’s tax obligations and help you meet them correctly and on time.
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The right tax regime
We work out with you which regime makes sense, for companies and individuals, always within the law.
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Transaction review
Before you sign a contract, restructure or open a new line of business, we review the tax impact and tell you the risks we see.
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Subsidiaries of foreign groups
We help Mexican subsidiaries calculate and pay their taxes correctly, and explain their tax position to headquarters in English.
Tax advisory
How we work
- 1
First conversation
You walk us through your operations and concerns. We tell you whether and how we can help.
- 2
Review
We go through your returns, contracts and records to understand where you actually stand.
- 3
Written recommendation
We give you our findings and what we propose, in plain language.
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Ongoing support
We stay with you as you implement it, and whenever your business or the law changes.
Frequently asked questions
What is the difference between tax advisory and accounting?
Accounting records what has already happened. Tax advisory looks ahead: how your company is taxed, what risks it carries and which decisions to make before a transaction. Many clients use us for both, but each can be hired on its own.
Do you work with individuals?
Yes. Our focus is companies, but we also advise individuals, especially shareholders, executives and foreigners who live or work in Mexico.
Who handles my case?
A partner of the firm. Your case doesn’t get passed around, and you won’t get a new contact every time you call.
Can I book a one-off consultation without hiring a full engagement?
Yes. Our one-on-one consultation is a 45 minutes session with a partner, over Teams or Zoom, in Spanish or English. It is paid before the session; contact us for the current fee.
Related
Related services
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International tax
Tax treaties, double taxation and cross-border transactions, in English or Spanish.
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Statutory tax opinion (dictamen fiscal)
An independent opinion on tax compliance, for federal and local purposes.
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Accounting for companies
Bookkeeping under Mexican FRS, IFRS or US GAAP, financial statements and monthly taxes.
Learn more
Have a specific tax question?
Tell us about your situation. A partner will review it and explain how we can help.