Tax
"In an increasingly complex tax environment, strategy is just as important as compliance.
At Valanz, both go hand in hand."
Jorge Carrera
Accounting and Tax Services Partner
The tax environment in Mexico and internationally is constantly evolving.
At Valanz, we help our clients anticipate and adapt by providing comprehensive tax advisory services that combine technical precision, legal insight, and strategic perspective.
Tax
Planning
Comprehensive analysis of tax burden and optimization alternatives.
Planning for corporations and individuals.
Tax projections and cash flow strategies.
Implementation of efficient corporate and wealth structures.
Evaluation of tax implications in reorganizations and mergers.
International
Taxation
Analysis and application of tax treaties to avoid double taxation.
International tax planning and investment structuring.
Advisory on profit repatriation and dividend withholding.
Support in BEPS compliance and transfer pricing matters.
Coordination with foreign advisors for multinational operations.
Corporate
Tax
Calculation of income tax (ISR), profit sharing (PTU), withholdings, and monthly advance payments.
Accounting–tax reconciliation and review of authorized deductions.
Monthly and annual tax compliance advisory before the SAT.
Development of internal tax policies.
Support during electronic reviews and tax audits.
Tax Defense and Controversy
Representation in electronic reviews and on-site audits.
Preparation of appeals, revocations, and contentious proceedings.
Representation before tax authorities and courts.
Assessment of tax risk and preventive strategies.
Technical opinions and comprehensive defense in complex disputes.
Indirect
Taxes
Review and recovery of VAT credit balances.
Analysis of VAT accreditation and refund claims.
Advisory on exempt or non-taxable transactions.
Planning and compliance for excise taxes (IEPS).
Foreign
Trade
Tariff classification and customs valuation.
Review of import/export documentation, treaties, and certificates of origin.
Compliance with VAT and excise tax (IEPS) obligations in import/export operations.
Advisory on IMMEX, PROSEC, and tax refund programs.
Diagnostics and defense in customs audits.
