Business Services
With our offices located along the border of Mexico and the United States (on both sides), we understand the demands of cross-border business. With offices on both sides of the US/Mexico border, we have built a reputation for providing expert cross-border compliance and business support services. Our team of bilingual (English and Spanish) accountants and professionals are experienced in helping our clients create and execute effective cross-border tax planning strategies. Commerce and trade flow in both directions in South Texas. We ensure our Clients meet their fiscal obligations on both sides of the border.
We specialize in providing compliance and tax advisory and preparation services to US clients, individuals, and businesses with international activities in Mexico, and to foreign nationals, individuals and businesses conducting business or investment in the US. We also work closely with a network of Mexican professionals, including accountants and attorneys, who specialize in cross-border matters.
Business Accounting Solutions
Accounting in Mexico is uniquely complex due to regulatory requirements. From electronic invoicing to tracking taxes and reimbursements, there are many specific reporting to SAT, IMMEX, COCEX, VAT reporting and other specialized compliance hurdles unique to effectively doing business in Mexico. We simplify and manage these complexities, handling the accounting details in Mexico. Additionally, we help clients minimize foreign currency exposure through hedging strategies.
Mexican companies operate under the IMMEX program face specific tax requirements, including income tax, profit sharing with employees, and complex reporting of payroll taxes. Compliance with these taxes is regularly audited by various agencies. We handle these compliance functions for our clients, using Mexico-compliant systems and processes.
To facilitate transactions in Mexico, we assist our clients in establishing US Dollar and Mexican Peso denominated bank accounts. Many suppliers in the border region accept payment in either currency. Our team compiles a weekly cash request, including vendor invoices and approved payroll, which we use to fund operating costs in Mexico. Cash received is dispersed according to client-approved instructions and vendor terms.
Tax Compliance and Tax Planning
In addition to our accounting service compliance services, we provide cross-border tax planning strategies for businesses and individuals. We can assist U.S. citizens living outside the United States, foreign citizens with interests in the United States, businesses with operations in the United States and/or other countries, and foreign nationals with interests in the United States. Our goal is to ensure that our clients fulfill their tax obligations while optimizing their tax planning strategies.
U.S. Persons doing Business Abroad
If you are a U.S. citizen living abroad, we offer personal tax planning and tax return preparation services tailored to your situation.
For U.S. businesses and individuals in the U.S. and conducting business in Mexico, we provide exceptional tax planning and tax return preparation services to ensure your financial success.
Foreign Nationals needing cross-border accounting services
Foreign citizens with real estate and business interest in the United States can also count on us for tax planning and tax return preparation with the goal of minimizing U.S. income tax and possible elimination of U.S. estate taxes on your U.S. interest.
Don’t let complicated tax and accounting issues that arise from doing business on both sides of the border get in the way. Trust our experienced team to manage your international financial affairs with efficiency and expertise.