What to review before filing the annual return
A checklist for companies and individuals before the annual tax return in Mexico: invoices, deductions, payroll, monthly payments and the compliance certificate.
October 20, 2026
Tax and accounting firm · Monterrey, Mexico
Tax, accounting and compliance for companies operating in Mexico.
We handle monthly and annual tax compliance for Mexican companies and for U.S. companies with operations in Mexico, with a legal team for permits in the Monterrey metro area.
- Fast response
- by WhatsApp, phone or form
- 8:30 to 20:00
- office hours
- All of Mexico
- and clients abroad
- One team
- for tax, accounting and legal
Services
See all services
Tax and accounting at the core, with a legal team alongside.
Tax, accounting and legal with one team.
01
Tax
Tax compliance, reviews and planning.
02
Accounting and corporate
Day-to-day numbers and the big changes in a company.
03
Foreign companies
For U.S. and other foreign companies with operations in Mexico.
04
Legal and regulatory
Permits and filings in the Monterrey metro area, Santiago and Saltillo.
October to December
Review your fiscal year before you file the annual return.
Between October and December there is still time to check how your company is filing, find differences and correct them before the annual return.
- 01
Short review
We look at your company and how it is filing.
- 02
Differences and errors
We tell you what we found and the risk behind each item.
- 03
Self-correction
We help you correct in time to file the annual return properly.
U.S. companies
Representation, tax administration and liquidation in Mexico.
For companies that open, run or close in Mexico. Beyond the legal side of a closing, we act as your company's representative in Mexico.
- 01Set-upIncorporation or registration and representation.
- 02OperationAccounting, taxes and notices every month.
- 03ClosingLiquidation and representation until the end.
Getting started
Three steps to work together.
- 01
Call
You tell us about your case and what you need.
- 02
Meeting
We review your information and tell you what to do first.
- 03
Proposal and engagement
Monthly retainer, per project or per filing, depending on the service.
Who we work with
From individuals to mid-sized and large companies.
U.S. and foreign companies
Representation, tax administration and liquidation in Mexico.
Mid-sized and large companies
Mexican and international, with monthly and annual compliance.
SME owners and founders
Accounting, taxes and setting up your company.
Individuals and RESICO
Accounting and taxes.
Restaurants and franchises
Liquor licenses and permits to open or regularize.
Real estate and developers
Zoning, property transfer tax and anti-money laundering.
Insights
Insights
Changes in Mexican tax rules, explained.
What to do with a negative compliance certificate
Why the SAT compliance certificate comes out negative in Mexico, how to see the reason and what to do to turn it positive.
October 20, 2026Liquidating a company in Mexico: where to start
The steps to dissolve and liquidate a company in Mexico: shareholder resolution, SAT notices, taxes during liquidation, final balance and deregistration.
October 20, 2026Let's talk about your company.
Fast response by WhatsApp, phone or form, 8:30 a.m. to 8:00 p.m. (Monterrey time).