Practice areas

Comprehensive professional
services

Specialist advice at every stage of the business cycle. Technical rigor, a strategic view and personal attention for domestic and international companies.

Tax

Compliance, planning and defense before the tax authority, with a strategic approach to tax efficiency.

  • Tax determination and computation
  • Tax planning and optimization
  • Handling SAT audits
  • Special proceedings before the authorities
  • Transfer pricing
  • International taxation
  • BEPS compliance
  • Tax rulings and formal enquiries

About this service

Our tax team combines first-rate technical training with experience at international firms. We pair rigorous compliance with a strategic view aimed at sustainable tax efficiency for each client.

We support individuals, domestic companies and multinational groups across all their obligations before the SAT, from correct tax determination through to defense in audit proceedings. Our international tax experience allows us to advise on cross-border transactions with full command of double taxation treaties.

We also design efficient tax structures aligned with each client's business objectives, always within the current legal framework and in line with international best practice.

Lower tax burden

We identify legitimate tax saving opportunities within the current legal framework.

Legal certainty

Timely compliance with every obligation, avoiding penalties, surcharges and contingencies.

Specialist defense

Representation before the SAT, PRODECON and the tax courts at every stage of the proceeding.

International perspective

Advisors experienced in inbound and outbound transactions and in OECD/BEPS rules.

Accounting

Reliable, timely financial information prepared under the highest Mexican and international reporting standards.

  • Preparation of financial statements
  • Mexican Financial Reporting Standards (NIF)
  • US GAAP
  • International standards (IFRS)
  • Reporting to head office
  • Monthly and annual closings
  • Bank reconciliations
  • Electronic accounting filings (SAT)

About this service

We provide full accounting services to high standards of quality and precision. Our accountants are certified and current on the most demanding reporting standards, allowing us to serve clients with both local and international requirements.

For international groups with Mexican operations, we prepare reports under US GAAP or IFRS/NIF as required by head office, ensuring consistent accounting treatment and timely delivery.

Our systems ensure compliance with the SAT's electronic accounting requirements, including timely filing of the chart of accounts, trial balance and journal entries the authority requires.

Multiple standards

Ability to report under NIF, US GAAP and IFRS simultaneously.

Timely information

On-time closings to support strategic decisions.

SAT compliance

Electronic accounting filed correctly and on time.

Group reporting support

Head office reporting in the formats required.

Soft Landing in Mexico

End-to-end support for foreign companies starting operations in Mexico, from incorporation through the first annual closing.

  • Incorporation of the Mexican entity
  • RFC registration and e.firma issuance
  • Employer registration with IMSS and INFONAVIT
  • National Foreign Investment Registry
  • Analysis of double taxation treaties
  • Transfer pricing structure
  • Accounting under US GAAP or IFRS
  • Monthly reporting to head office

About this service

Nearshoring has brought Jalisco a steady flow of corporations that need to operate in Mexico without knowing the local regulatory framework. The costliest mistake at this stage is incorporating with a structure that later proves inefficient or incompatible with the planned intercompany transactions.

We support the whole process from before incorporation: we review the group's corporate structure, the treaty between Mexico and the home country, and the intended operating model, in order to recommend the right legal form and tax regime.

Once the entity is incorporated, we take on day-to-day compliance: accounting under the standard head office requires, payroll and social security, monthly and annual returns, and transfer pricing documentation for related-party transactions.

A single point of contact

Legal, tax, accounting and payroll in one firm, with no need to coordinate three separate providers.

Head office reporting

Financial information in the format and standard the group requires, in English where needed.

Structure from day one

We set transfer pricing before intercompany transactions begin.

International taxation

Managing partner, member of the International Tax Committee at the CCPGJ.

Payroll & Social Security

Full payroll administration with compliance before IMSS, INFONAVIT and the labor authorities.

  • Payroll processing
  • IMSS and INFONAVIT statutory reports
  • Filing through SUA, IDSE and SIROC
  • Social security and labor compliance
  • Employer and employee contribution calculations
  • IMSS and INFONAVIT advisory
  • Statutory profit sharing (PTU) and benefits
  • Review of employment contracts

About this service

Our payroll practice provides full personnel and payroll administration, ensuring compliance with every obligation before IMSS, INFONAVIT and the labor authorities, and reducing the company's exposure.

Our payroll processing covers precise calculation of earnings and deductions, issuance of electronic payslips (CFDI), computation of employer and employee contributions, and timely filing of movements with IMSS. We handle all official systems: SUA, IDSE and SIROC.

Our social security specialists advise on correct risk classification, optimization of IMSS contributions and proper handling of INFONAVIT loans, avoiding discrepancies and penalties.

Payroll without errors

Accurate calculation and on-time delivery of CFDI payslips for every employee.

IMSS compliance

Timely filing of enrolment movements and employer contributions.

Contribution optimization

Analysis and management of accident rates to reduce the occupational risk premium before IMSS.

IMSS/INFONAVIT statutory report

Preparation of the social security compliance report.

Transfer Pricing

Compliance and documentation of intercompany transactions under OECD guidelines and Mexican law.

  • Transfer pricing study
  • Supporting documentation
  • Information returns (DISIF)
  • Comparability analysis
  • Advance pricing agreements (APAs)
  • Review of intercompany transactions
  • BEPS compliance (Action 13)
  • Country-by-Country Reports (CbCR)

About this service

Our transfer pricing practice, led by Alfonso Noyola, has deep knowledge of the OECD rules and their application in Mexico. We prepare studies and supporting documentation that meet the requirements of the SAT and of foreign tax authorities.

We analyze our clients' intercompany transactions to ensure they are conducted at arm's length, reducing the risk of adjustments by the authorities. Our studies include functional analyses, selection of the most appropriate method and robust comparables searches.

We also advise on OECD BEPS compliance, including preparation of the Country-by-Country Report (CbCR) and the master and local files for multinational groups with Mexican operations.

OECD documentation

Studies that comply with the OECD Guidelines and Mexican law.

Risk reduction

Identifying and mitigating risk in intercompany transactions.

BEPS compliance

Alignment with the BEPS action plan and the required information returns.

APAs and negotiations

Advice on advance pricing agreements for greater tax certainty.

Audit

Independent review and verification of financial and tax information to the highest professional standards.

  • Audit of financial statements
  • Statutory tax report (dictamen fiscal)
  • Review of internal procedures
  • Due diligence
  • Compliance audit
  • Internal control review
  • Forensic audit
  • Compilations and review reports

About this service

Our audit services give companies and their stakeholders the assurance they need over financial information. Our auditors apply the International Standards on Auditing (ISA) with professional rigor and full independence.

The statutory tax report (dictamen fiscal) allows companies to evidence compliance before the SAT and reduce exposure to later audits. Our certified public accountants carry out a thorough review of the client's tax position.

In due diligence we support buyers, sellers and investors in acquisitions, mergers and investments, examining in depth the financial, tax and accounting position of the target business to surface risks and contingencies.

Financial assurance

An independent opinion that gives comfort to investors, banks and authorities.

Statutory tax report (dictamen fiscal)

A thorough review that reduces exposure to SAT audits.

Due diligence

Full analysis to support informed investment and acquisition decisions.

Internal control

Identifying weaknesses and recommending ways to strengthen processes.

Tax Controversy

Technical representation when the authority restricts, assesses or audits. We act with the urgency these proceedings demand.

  • Temporary restriction of digital seal certificates
  • Article 69-B blacklist: clarification and rebuttal
  • Administrative appeal
  • Administrative court proceedings
  • Conclusive agreements before PRODECON
  • Securing the tax interest
  • Handling on-site tax inspections
  • Rejected refunds and offsets

About this service

When the SAT restricts a digital seal certificate, the business stops: without CFDI there is no invoicing, and without invoicing there is no collection. These proceedings run on short, strict deadlines, so the response must be properly grounded from the outset.

Our team combines accounting and legal training within the same firm, avoiding the usual problem of coordinating an accountant and a lawyer who do not share the file. Our managing partner is both a Certified Public Accountant and an attorney, registered to issue statutory reports before the SAT.

We handle the entire process: from the administrative clarification provided for in article 17-H Bis of the Federal Tax Code through to the administrative appeal and annulment proceedings before the Federal Administrative Justice Court once the administrative route is exhausted.

Immediate response

Deadlines in seal restriction cases run in business days; we treat these matters as a priority.

Accountant and lawyer

One firm with both disciplines: the technical and the legal argument are built together.

Administrative route first

We seek the least costly route before escalating to litigation, including conclusive agreements.

Insight into the authority

Team members with prior experience inside the SAT's regional administration.

AML Compliance

Anti-money laundering compliance for those carrying out activities deemed vulnerable under the applicable law.

  • Assessment of vulnerable activities
  • Registration on the AML portal
  • Monthly filings
  • Client identification policy manual
  • Compilation of client files
  • Appointment of a compliance officer
  • Annual staff training
  • Responding to UIF requests

About this service

Mexico's anti-money laundering law imposes obligations on those carrying out so-called vulnerable activities: real estate developers, vehicle dealers, professional service providers, notaries, pawnshops and other sectors.

Many companies are unaware they fall under these obligations until they receive a formal request. Penalties for missed filings are high and accrue for each filing not made, so accumulated non-compliance can reach significant amounts.

We assess whether the company actually carries out vulnerable activities and under which thresholds, implement the compliance manual, compile client identification files and submit filings on time.

Initial assessment

We determine precisely whether your activity falls under the law and at which filing thresholds.

Bringing filings up to date

Where filings have been missed, we assess how to bring them up to date before a formal request arrives.

Ongoing operation

We take on the monthly filings and the safekeeping of documentation.

Real estate sector

Specific experience with developers, where the filing threshold is triggered frequently.

Let's talk about your business

Tax, legal, accounting or compliance: tell us your situation and a partner will reply personally.

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