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Fiscal & Accounting

Tax, accounting, and operational consulting for businesses and individuals.

We optimize your tax position and ensure compliance through smart strategies and rigorous audits.

Financial charts and analysis
01

Tax Planning

Tax strategies for individuals and corporations that maximize benefits within the legal framework.

02

Auditing

Accounting, tax, and operational audits to verify compliance and identify risks.

03

Financial Reporting

Financial statements and cash flow reports to assess your business health.

04

Real Estate Tax Optimization

Specialized strategies to minimize tax burden on property investments.

05

Expense Control

Implementation of transparency and spending monitoring mechanisms.

Our Process

How We Work

1

Tax Diagnosis

Comprehensive review of your current tax situation.

2

Analysis

Identification of opportunities and risks.

3

Action Plan

Customized tax strategy.

4

Implementation

Execution and ongoing monitoring.

FAQ

Common Questions Answered

Corporations in Mexico must file monthly income tax (ISR) and VAT (IVA) returns, an annual return, third-party transaction reports (DIOT), electronic accounting, and in some cases, a tax audit opinion. They must also issue CFDI invoices for each transaction and comply with employer obligations with IMSS and INFONAVIT.

Corporations must file their annual return by March 31 of the year following the fiscal year. Individuals have until April 30. Non-compliance can result in fines, surcharges, and restrictions on digital certificates for invoicing.

RESICO is a simplified tax regime for individuals with annual income up to 3.5 million pesos. It offers reduced ISR rates (1% to 2.5% on income) and simplifies accounting obligations. It is ideal for small business owners and professionals seeking a lighter tax burden.

Both serve complementary functions. An accountant handles bookkeeping, invoicing, and filing returns. A tax advisor strategically analyzes your situation to optimize tax burden, plan investments, and prevent tax contingencies. For businesses and complex estates, we recommend having both.

Foreigners who are tax residents in Mexico are taxed on their worldwide income. Non-residents are only taxed on Mexican-source income, with withholding rates that vary by income type (rent, fees, dividends). Tax treaties between Mexico and other countries can significantly reduce the tax burden.

Basic Guide to Tax Obligations for Corporations

Everything you need to know about your tax obligations as a business in Mexico.

Ready to protect your assets?

Schedule a free consultation with one of our specialists.