U.S.–Mexico Tax Coordination
Living in Mexico with U.S. income or a U.S. business? We review your situation, identify your likely Mexican filing obligations and coordinate them with your U.S. returns. Cross-border assessments start at $450.
Know what you need to file
A written assessment of your residency facts, income and business, with the Mexican filings you likely need and when they start.
Both countries, coordinated
Mexican filings prepared with our Mexico-based contador and matched to your U.S. returns, so income and credits line up.
For people living in Mexico who earn U.S. income or own a U.S. business, including S corporation owners, independent contractors and recent movers. We review your situation, identify your likely Mexican filing obligations, help with SAT registration where needed, and handle ongoing Mexican filings within an agreed scope, coordinated with your U.S. returns. Mexican filings are prepared together with our Mexico-based contador.
Who this is for
U.S. business owners in Mexico
You run a U.S. LLC or corporation and now live in Mexico, and you need to know what Mexico expects from you.
S corporation owners
You pay yourself a salary and take distributions from a U.S. S corporation, and you want both countries' rules applied correctly.
Contractors with U.S. clients
You work from Mexico for U.S. customers and get paid into a U.S. account.
Recent movers
You recently received a temporary or permanent residency card and aren't sure whether, or when, Mexican tax filings begin.
Already registered with SAT
You have an RFC and need someone to handle monthly filings and the annual return alongside your U.S. taxes.
Unsure where you stand
You split time between the two countries and want a clear written answer before deciding what to file.
Services and pricing
Cross-Border Assessment
from $450 fixed fee, confirmed before work starts
- Review of your move date, homes and remaining U.S. ties
- Review of your latest U.S. personal and business returns
- How your salary, distributions and business profits may be treated in Mexico
- List of likely Mexican filings and when they start
- Written findings, open questions and a fixed quote for next steps
After the assessment
Fees are in U.S. dollars. Mexican taxes are calculated and paid in pesos, and you pay them directly. Monthly pricing assumes one individual, one U.S. entity and manageable records; larger or more complex situations are quoted after the assessment. U.S. return prices follow our Tax Preparation page.
How We Work Together
Assess
We review your facts and returns and give you written findings and a filing plan.
Register
If needed, we help you register or update your RFC and set up your SAT access. You keep control of your credentials.
File monthly
You send last month's records by the fifth business day. We reconcile them, convert currency and prepare the filings for your approval.
Close the year
We prepare the Mexican annual return and coordinate the income and taxes with your U.S. returns.
Request a Cross-Border Assessment
Tell us about your situation. Next, you'll pick a time for a free 30-minute call. Please don't include Social Security numbers, RFC, CURP or tax documents here.
Thank you, we received your details.
The next step is a free 30-minute call. Pick a time that works for you. We'll talk through your situation and confirm the assessment scope and fee in writing.
A confirmation email is on its way. If you prefer email, reply to it and we'll answer there.
Free guide · English & Spanish
Moving to Mexico With a U.S. Business: A Cross-Border Tax Checklist
A plain-English checklist to sort out before (or right after) you move.
- Are you a Mexican tax resident?
- What registering with SAT involves
- Monthly and annual Mexican filings
- What continues on the U.S. side, including S corporations
Common Questions
Do I have to file taxes in Mexico if all my income comes from the U.S.?
Possibly. Under Mexican law, a person who establishes their home in Mexico is generally a Mexican tax resident, and residents are generally taxed on worldwide income, including U.S. income. Whether that applies to you depends on your facts, which is what the assessment is for.
Does my residency card make me a Mexican tax resident?
Not by itself. Immigration status and tax residency are different questions. Tax residency generally turns on where your home is and, if you have homes in both countries, where your center of vital interests is. Your residency card is useful documentation, but it doesn't decide the answer.
Will I be taxed twice?
The U.S.–Mexico tax treaty and foreign tax credits are designed to reduce double taxation, but they don't automatically exempt your income in either country. We match income and taxes across both returns so available relief is claimed, though we can't promise every peso of Mexican tax offsets U.S. tax.
Do I still need to file U.S. returns?
U.S. citizens generally keep filing U.S. returns while living abroad. Depending on the tests you meet, the foreign earned income exclusion or foreign tax credits may apply. You can keep your current U.S. preparer, and we'll coordinate with them, or we can prepare both.
Who prepares the Mexican filings?
Mexican filings are prepared together with our Mexico-based contador and sent to you for approval before filing. You keep control of your SAT password and e.firma, and you pay any Mexican taxes directly.
This page describes a service, not individual tax or legal advice. Mexican and U.S. filing requirements, residency and treaty treatment depend on your facts and current rules, and are confirmed in a written engagement. The assessment is not a legal opinion.