Consulting and Strategic Planning in Tax and Financial Matters

We maximize the profitability of your company or business and protect your assets through strategic tax management and robust defense.
Our approach combines deep technical analysis with business acumen to transform your tax obligations into a competitive advantage.

Tax Planning for Companies

Structuring operations to optimize the tax burden without compromising legal compliance.

Tax impact analysis of mergers, spin-offs, acquisitions, and corporate restructuring.

Implementation of tax deferral or efficiency strategies according to the applicable regime.

Strategic use of intangible assets (e.g. brands, licenses, patents) to leverage tax benefits.

Formulation, design, and presentation of formal consultations with tax authorities, both at the local and federal levels, as well as with regard to International Conventions to Avoid Double Taxation.

Tax Compliance and Control

Audits and Reviews (Due Diligence): We conduct comprehensive reviews to ensure compliance with legal provisions in your daily operations.
Analysis, documentation, and utilization of CUCA, CUFIN, fiscal cost of assets, and equity.
Preventive audits and review of working papers for risk mitigation.
Attention and processing of requests for information and documentation made by local and/or federal tax authorities.

Financial Models and Tax Feasibility

Financial projection with integration of fiscal variables for decision-making.
Simulation of financial and fiscal scenarios for evaluating investment projects.
Development of cash flow models adjusted to the real tax burden.
Assessment of tax impact on retained earnings and dividends.

Corporate Governance and Tax Sustainability

Design of tax-efficient corporate structures, in accordance with the LGSM.
Legal and tax risk assessment for asset protection.
Internal policies for the traceability and control of financial decisions.
Alignment of financial objectives with regulatory compliance.
Advice and support in the implementation of administrative controls to achieve greater fiscal and financial efficiency.

Tax Optimization
for Individuals

Tax profile analysis to identify applicable deductions, exemptions, and benefits.
Analysis and implementation of strategies to reduce the tax burden on shareholders.
Revenue flow planning (e.g. salaries, fees, leases, royalties) to maximize tax payment efficiency.
Tax structuring for business activities under the Simplified Trust Regime, fees, or leases.

Wealth and Asset Management

Advice on structures for asset protection and transfer (e.g. trusts, donations, wills).
Tax assessment of the sale of real estate, shares and intangible assets.
Planning for inheritances, successions, and donations between family members.

Investments and Financial Taxation

Tax analysis of investments in financial instruments, cryptocurrencies, real estate, and startups.
International taxation strategies (e.g. effective rate, double taxation treaties, controlling beneficiaries).
Use of efficient tax vehicles (e.g. companies, funds, trusts) to channel investments.

Tax Residence and International Mobility

Determination of tax residency in Mexico and abroad.
Strategies for expatriates or capital repatriation.
Tax analysis of global income and compliance under foreign legislation.

Tax Compliance and Regularization before Tax Authorities

Attention to Authorities: We manage and respond to requests for information and documentation from local and federal tax authorities, planning and addressing each stage of the audit process.
Diagnosis and correction of tax omissions from previous years.
Preparation and submission of annual and provisional returns.
Advice, support, and lobbying before the SAT in cases of tax discrepancies, electronic audits, or handling of invitation letters.
Inquiries and Authorizations: We formulate and manage formal inquiries with tax authorities to obtain legal certainty, and we process key authorizations such as authorized donees and other tax incentives.
Consulting for the Government Sector: We advise and train officials at all three levels of government, and analyze legislative projects related to tax matters.