SAT Compliant From Day One
Accounting & Tax
Monthly fiscal management — bookkeeping, ISR, IVA, DIOT filings, and CFDI invoicing. Compliant from day one, even during your pre-revenue COFEPRIS wait.
Fiscal compliance from day one. Even during your pre-revenue COFEPRIS wait, we file your monthly obligations on time. Zero SAT surprises.
Your US or Chinese accountant cannot file Mexican taxes. Here’s what’s required.
Once your Mexican entity has an RFC and begins operations, you are legally required to file monthly tax returns with SAT — even if you have zero revenue. Mexico’s tax system is entirely electronic (CFDI invoicing), with strict deadlines and penalties for late or incorrect filings. Our dedicated finance team in Mexico City handles everything so you stay compliant while focusing on growing your business.
Full financial record keeping aligned with Mexican GAAP. Bank reconciliation, expense categorization, and financial statements.
Monthly provisional payments and annual declaration. Proper deductions for imports, operational expenses, and payroll.
16% IVA calculation, crediting of IVA paid on imports and expenses, monthly declaration to SAT.
Monthly Declaración Informativa de Operaciones con Terceros. Required report of all transactions with third parties.
Electronic invoice generation, validation, and correction. Mexico’s electronic invoicing system is mandatory for all transactions.
Reduced-fee accounting during pre-revenue periods. If you’re waiting for COFEPRIS permits or haven’t started selling yet, we keep your entity compliant at minimal cost.
Year-end tax declaration including all informativas. Comprehensive reconciliation of the fiscal year.
Tax optimization strategies, transfer pricing guidance for related-party transactions, and compliance monitoring.
How we work every month to keep your entity compliant.
We gather bank statements, invoices, and expense receipts by the 5th of each month.
Reconciliation, categorization, and financial statement preparation by the 10th.
ISR, IVA, and DIOT declarations submitted to SAT by the 17th (legal deadline).
Monthly financial summary delivered to you with key metrics and compliance status.
| Obligation | Frequency | Deadline | Description |
|---|---|---|---|
| ISR (Income Tax) | Monthly + Annual | 17th of each month | Provisional payments based on estimated annual income |
| IVA (Value-Added Tax) | Monthly | 17th of each month | 16% on goods and services. IVA paid on imports is creditable. |
| DIOT | Monthly | 17th of each month | Report of operations with third-party providers |
| CFDI Invoicing | Per transaction | Within 24 hours | Electronic invoices for all revenue and expense transactions |
| Annual Declaration | Annual | March 31 | Comprehensive fiscal year reconciliation |
| Informativas | Annual | February 15 | Supplementary annual reports (related parties, foreign ops) |
Yes. Once your entity has an RFC, you must file monthly tax returns with SAT regardless of revenue. Tally offers “contabilidad en ceros” at reduced cost during pre-revenue periods.
No. Mexico has a completely separate tax system with electronic invoicing (CFDI), specific filing formats, and local deadlines. A Mexican accountant with SAT system access is required.
Yes. The 16% IVA paid on imports is fully creditable against IVA collected on sales. Proper accounting ensures you recover this significant cost through monthly tax filings.
SAT imposes automatic penalties and interest for late filings. Repeated non-compliance can result in RFC cancellation, which would halt your ability to import, sell, and operate. We ensure all deadlines are met.
Yes. For companies with related-party transactions (e.g., your US parent sells inventory to your Mexican subsidiary), we provide transfer pricing advisory to ensure compliance with Mexican and international regulations.
Starting at $588/month — bookkeeping, ISR, IVA, DIOT filings, and CFDI invoicing.
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