Tax optimization for real estate group

The Challenge

A real estate group operating in Nayarit and Jalisco faced a high tax burden due to an inefficient tax structure. Returns were prepared reactively, and there was no strategic tax planning.

The Solution

We conducted a comprehensive tax assessment, identified unused deductions, restructured the accounting for real estate assets, and designed a tax optimization plan leveraging applicable incentives and benefits for the real estate sector.

The Result

The new tax strategy generated a 30% reduction in the group’s annual tax burden, while establishing accounting controls that prevent tax contingencies and facilitate informed financial decision-making.