Invalid transition date
Migration document and actual tax residence may arise at different points.
Taxes · Mexico
Tax planning for moving to Mexico
We compare personal status with foreign income, companies, assets and future business activity in the country.
Tax position
Moving changes more than just your attendance calendar
Personal status must be compared with income, companies, assets, place of management and liabilities in other countries. In this jurisdiction we separately take into account consular procedure, economic solvency, admissibility of activities and corporate presence.
Foreign income
Salaries, dividends, interest and business income are analyzed according to different rules.
Owner company
A personal move can change the assessment of a company's management and its tax obligations.
Double obligations
Links to the former country and the rules of agreements must be checked before filing reports in Mexico.
Our specialization in Mexico
Tax planning: accompanying item
Meridian coordinates the legal, tax, banking and documentary parts of the project through one point of responsibility.
Permanent housing and center of vital interests
We determine the moment of personal tax residency and the significance of actual ties with the country.
Foreign employment and business income
We classify foreign income and check where and when the obligation to declare it arises.
Mexican company and payments to the owner
We analyze the owner's company, payments and the risk of changing the place of actual management.
Accounts, investments and real estate
We draw up a map of accounts, investments, real estate and capital movements before changing status.
Reporting and elimination of double taxation
We create a reporting calendar and check the mechanisms for eliminating double taxation in Mexico.
Operating procedure
Engagement stages
The composition of the stages is fixed after checking the initial data and does not replace the decisions of banks, registrars or government bodies.
Diagnostics
We fix the goal, participants, timing, geography of operations and known restrictions.
Architecture
We compare the applicable options and determine the professional outline of the project.
Implementation
We coordinate documents, local specialists and mandatory external procedures.
Escort
We control the result, subsequent obligations and changes in the initial situation.
Initial data
What determines the route, timing and budget
For a preliminary assessment, we use the actual data of a specific project.
Discuss the source data- Permanent housing and center of vital interests
- Foreign employment and business income
- Mexican company and payments to the owner
- Accounts, investments and real estate
- Reporting and elimination of double taxation
Frequently asked questions
What is important to know before starting work
Does tax residency arise simultaneously with a residence permit?
Not necessarily. Migration and tax status are determined according to different criteria.
Are foreign companies and assets taken into account?
Yes. The analysis covers payments, place of management, accounts, investments and liabilities in other countries.
Is it possible to start working remotely?
We carry out diagnostics and a significant part of the preparation remotely. Personal presence depends on the specific procedure in Mexico.
What is included in the preliminary assessment?
Checking the initial task, main restrictions, participants and issues that need to be resolved before launch.
How is the cost of support determined?
After diagnostics, when the volume of documents, external procedures, local specialists and the number of participants are clear.
What should I tell you first?
Purpose, nationality and composition of participants, desired period, geography of income or operations and known restrictions.
Confidential consultation
Describe the task in general terms
Let's sort it out tax position in Mexico and propose a practical route for further work.
Confidential replyNo documents are needed at the first step
All directions in Mexico