Practical tax support for businesses & individuals looking to manage their tax responsibilities with greater clarity & confidence.
From tax preparation and tax returns to tax consulting and VAT recovery, our team provides solutions tailored to your financial needs.
Managing taxes requires accurate financial information, organized records, and a clear understanding of your applicable tax responsibilities. Our team provides professional tax services in Mexico City to help businesses and individuals manage their tax matters with confidence.
From tax preparation services and tax return support to corporate tax services, tax consulting, and VAT recovery, we adapt our approach to the financial activities and requirements of each client.
OUR TAX SUPPORT INCLUDES:
Practical Tax Consulting for Your Financial Needs
Our tax consulting services help businesses and individuals better understand their tax responsibilities and make informed financial decisions. We review relevant financial and tax information to provide practical guidance based on your specific circumstances.
TAX CONSULTING SUPPORT INCLUDES:
Whether you need assistance with a particular tax matter or ongoing support, our team focuses on clear information, accurate records, and practical solutions.
Tax Advisory Services for Clearer Financial Decisions
Our tax advisory services provide businesses and individuals with professional guidance to help them understand their tax position and plan for ongoing responsibilities.
TAX ADVISORY SUPPORT INCLUDES:
We consider relevant financial information, business activities, and individual requirements when providing practical tax guidance, helping clients approach tax matters with greater clarity.
Corporate Tax Services for Businesses in Mexico City
Our corporate tax services help businesses organize and manage their tax responsibilities with reliable financial information and professional support.
CORPORATE TAX SUPPORT INCLUDES:
We work with entrepreneurs, small businesses, established companies, and international organizations, adapting our approach to each business’s structure, activities, and requirements.
VAT Recovery Support for Eligible Businesses
VAT recovery can require careful review of financial records, transactions, and supporting documentation. Our team helps businesses organize and review relevant information to support the VAT recovery process where applicable.
VAT RECOVERY SUPPORT INCLUDES:
We examine available records and documentation to help identify inconsistencies and ensure that relevant information is properly organized for review.
Tax Return Services for Businesses & Individuals
Accurate tax returns depend on complete financial information and properly organized supporting records. Our tax return services help businesses and individuals prepare and organize the information required for their applicable tax filings.
TAX RETURN SUPPORT INCLUDES:
Our team reviews relevant financial information and supporting documentation to help make the tax return process more organized and straightforward.
Professional Tax Preparation Services With Greater Clarity
Our tax preparation services help businesses and individuals organize their financial information and supporting records for accurate tax preparation.
TAX PREPARATION SUPPORT INCLUDES:
We review relevant documents and financial information to help ensure that the information used during the preparation process is properly organized and ready for the applicable tax requirements.
A Structured Approach to Tax Management
We follow a clear process to understand your requirements, review relevant information, and provide practical tax support.
We learn about your financial situation, business activities, tax responsibilities, and the specific areas where you require support.
Our team reviews relevant financial records, tax information, and supporting documentation to understand your current tax position.
We organize the required financial and tax information and prepare the relevant documentation or returns based on the scope of the engagement.
We review the prepared information and provide practical guidance on relevant tax matters and ongoing responsibilities.
As your business or financial requirements change, we remain available to provide continued tax consulting, preparation, return, and advisory support.
Whether you need tax preparation services, tax return support, corporate tax services, VAT recovery, or tax consulting, our team provides practical support built around your financial requirements.
Based in Mexico City, we provide professional tax support across Mexico to entrepreneurs, small businesses, established companies, international organizations, and individuals with different financial and tax requirements.
Our approach is tailored to each client’s circumstances, with a focus on accurate information, organized records, and practical guidance that helps clients manage their tax responsibilities with confidence.
With more than two decades of professional experience, Zaldivar Consulting combines accounting expertise with a practical understanding of business, financial, and tax requirements.
From tax preparation and tax return services to consulting and advisory support, our team provides practical solutions designed around your financial needs.
Alongside our tax solutions, Zaldivar Consulting also provides:
Whether you need support for personal finances or business operations, we’re here to help.
A clear, practical approach designed around your financial and business needs.
Taxes in Mexico are generally handled through the Servicio de Administración Tributaria (SAT). Individuals and businesses may need to register for an RFC, report applicable income, calculate taxes such as income tax (ISR) and VAT (IVA), and file required returns. The exact process depends on the taxpayer’s residency, income type, and tax regime.
Yes. Mexico has accounting professionals who provide services similar to CPAs in the United States. They can help individuals and businesses with bookkeeping, tax preparation, financial reporting, tax compliance, and other accounting needs. When choosing an accountant, consider their experience with Mexican tax laws and SAT requirements.
Yes, eligible foreign tourists may be able to receive a refund of VAT (IVA) paid on qualifying purchases in Mexico. The refund program has specific eligibility requirements, including rules about qualifying purchases and leaving Mexico by air or sea.
US citizens may have Mexican tax obligations if they are Mexican tax residents or earn income from Mexican sources. Citizenship alone does not determine Mexican tax liability. The applicable rules depend on factors such as tax residency, the source of income, and the type of income received.
US retirees living in Mexico may have Mexican tax obligations depending on their tax residency and the source and type of their retirement income. Living in Mexico does not automatically mean that every type of US retirement income is taxed in Mexico. Tax treatment can also depend on applicable international tax rules.
Foreigners may have to pay taxes in Mexico if they are Mexican tax residents or receive certain income from Mexican sources. Tax obligations can vary between residents and nonresidents and depend on factors such as income type, source, and applicable tax rules.
Foreign income is not automatically exempt from Mexican tax simply because it comes from another country. For Mexican tax residents, the treatment of foreign income depends on the type of income, residency status, Mexican tax rules, and potentially an applicable tax treaty. Some types of income may qualify for specific exemptions, deductions, or tax credits.
