Services
Tax advisory and defenseOur approach
Review before the authority asks. A timely assessment prevents most tax assessments.
Once the authority acts, the same team that knows your books builds the defense: less hand-off, better evidence.
Every matter is handled by a named specialist, from start to finish.
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Through comprehensive research and analysis of tax legislation, we advise on the tax matters raised by our clients: interpreting a specific legal provision or explaining the tax treatment of a particular business transaction.
We review the working papers companies prepare to calculate annual and estimated taxes, and to determine tax attributes such as the Net Tax Profit Account (CUFIN), the tax basis of shares and the Contributed Capital Account (CUCA).
We assist our clients with corporate mergers, spin-offs and liquidations.
At our clients' request, we assess tax compliance and social security compliance, verifying the salary base for contributions and obligations before the Mexican Social Security Institute (IMSS).
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We assess the documentary evidence supporting the actual occurrence and substance of companies' transactions, considering what tax authorities may examine during an audit.
This preventive service verifies that an adequate body of evidence supports the transactions a company considers significant.
Our review covers the accounting, legal, commercial and corporate aspects of the transactions.
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We represent clients in tax disputes involving acts or decisions of the tax authorities or the IMSS: an administrative appeal for revocation, a nullity action before the Federal Administrative Justice Tribunal (TFJA), or direct or indirect amparo proceedings, as appropriate.
We seek to provide comprehensive legal certainty to clients whose interests are affected by actions of the tax authorities, including:
- Tax assessments resulting from on-site, desk or electronic audits.
- Denials of federal tax refund applications.
- Restriction or cancellation of digital certificates used for invoicing.
- Conclusive Agreements before the Taxpayer Defense Office (PRODECON).
- Amparo actions challenging laws and their amendments.
- Invitation letters and in-depth reviews by tax authorities.
- Notices presuming non-existent transactions under Article 69-B of the Federal Tax Code, in the administrative stage and in legal remedies.
- Support throughout audits: submissions, review and selection of evidence, responses to findings and to the final partial audit report.
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We analyze, prepare and submit applications to the tax authorities to confirm a particular interpretation or complete procedures such as:
- Refunds of federal tax credit balances (VAT, income tax and others).
- Authorization to reduce estimated income tax payments.
- Authorization to pay federal tax liabilities in installments.
- Destruction or donation of obsolete inventory.
- Authorization as a tax-deductible donee.
- Certifications for the capitalization of liabilities under the Federal Tax Code.
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We issue tax opinions on share transfers in the cases provided by law, to reduce the 20% income tax withholding applicable to the seller, or to restructure a group's shareholdings through a "transfer of shares at tax basis".
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We prepare shareholders' meeting minutes for the various types of companies, and draft or review commercial and civil agreements.
We take part in financial, tax and legal due diligence for business acquisitions.
What did the tax authority send you?
Pick the document you received. We show which service applies, how long you usually have, and how we start.
Tax assessment
Administrative appeal or nullity action
We analyze the decision, its legal grounds and the audit behind it, then choose the path: appeal before the SAT or action before the Federal Administrative Justice Tribunal.
Indicative deadlines. Your document confirms the exact one.