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Tax & Accounting

Mexican tax compliance, planning and accounting

Compliance, planning and clear numbers for individuals and companies.

Accountants in Nuevo Vallarta who keep your taxes and books in order, so you can make decisions with clear numbers and stay current with the SAT (Mexico’s tax authority) without surprises.

Financial statements, a calculator and a blue folder on a desk, seen from above.

Who it’s for

  • Individuals

    Who want to meet their Mexican tax obligations without paying more than the law requires.

  • Companies

    That need clean books, reliable financial statements and audits that catch risks early.

  • Real estate investors

    Who buy, rent or sell and want to understand the tax impact before they decide.

What we do

  • Tax planning and compliance

    For individuals and companies: tax returns, recurring filings and planning that stays ahead of your decisions.

  • Accounting, tax and operational audits

    We check that your numbers and processes are in order, and tell you where the risks are and how to fix them.

  • Financial statements and cash flow reports

    Clear, timely financial information, so you know where your business stands and can decide on solid ground.

  • Tax planning for real estate investments

    We look at how you buy, rent and sell property so you pay the taxes that apply, and only those.

  • Transparency and expense controls

    We put controls in place so every expense is documented and you know where every peso goes.

Works with

  • Selling a property? We estimate capital gains together with our real estate team.

    Real Estate

  • Companies and trusts: the legal and tax structures are designed at the same time.

    Legal & Corporate

  • If you rent out your property, managing it and handling the taxes on that income go hand in hand.

    Legal & Property Concierge

Frequently asked questions

General answers only. Your situation may call for a different analysis.

What does tax planning include?

We review your income, deductions, investments and the legal structure you operate under, so you meet your obligations with the lowest burden the law allows. It’s planning within current law, not tax evasion.

What kinds of audits do you offer?

Accounting, tax and operational audits. They confirm you’re compliant, catch risks before they turn into problems and improve your internal processes.

What are financial statements for?

They show the financial health of a business. You use them to make informed decisions, report to partners, banks or investors, and meet your tax obligations.

How can a real estate investment be made more tax-efficient?

By choosing the right structure to buy and operate the property (in your own name, through a bank trust or through a company, depending on where the property is, how you use it and whether you’re a foreigner), applying the deductions the law allows, and planning from the start how it will pass to your heirs. All within the law.

What are the benefits of an expense control system?

It makes operations more efficient, prevents money from leaking out and gives you reliable information to decide. It also makes it easier to report to partners or condo owners.

Tell us about your matter.

Share a few details. We’ll be clear about how we can help.

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Address
Plaza Bahía, Local 6, Blvd. Riviera Nayarit, Nuevo Vallarta, Nayarit 63735, Mexico.
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Office hours
Monday to Friday, 9:00 a.m. to 5:00 p.m. Saturdays, 9:00 a.m. to noon.