Know your tax risks before the SAT points them out
We review your position with SAT, IMSS and INFONAVIT, your suppliers against the 69-B list and your REPSE compliance. You receive a risk traffic light with a correction plan ordered by priority.
- SAT: compliance opinion, tax mailbox, certificates and pending filings
- Proveedores: screening against the 69-B list and review of substance
- Nómina: IMSS, INFONAVIT, risk premium and REPSE
We sign an NDA · Reply within 2 business days
How exposed is your company?
Tick what you can confirm today. Whatever you leave unticked is the first thing we'd review.
What you can confirm today
Be honest: nobody else sees your answers.
Your traffic light
The risks nobody checks until the letter arrives
Differences the SAT already sees
The SAT cross-checks your invoices against your returns. Differences can arrive as an invitation letter, an electronic audit or a restriction of your invoicing certificates.
Suppliers on the 69-B list
If a supplier lands on the definitive list, you have 30 days from publication to prove the transaction or correct it. If you don't know, you can't act.
IMSS, INFONAVIT and REPSE out of sync
A miscalculated risk premium, differences between payroll and contributions, or an expired REPSE can lead to fines and lost contracts.
We work with your accountant, not instead of them
Your accountant handles the day-to-day. We do the in-depth review they don't have time for and hand them the plan to correct it.
A full review and a clear correction plan
Tax authority review
Compliance opinion, tax mailbox, validity of e.firma and certificates, filings, outstanding balances and unanswered letters.
Suppliers and substance
Screening of all your suppliers against the current 69-B list and review of contract, deliverable and payment for the most significant transactions.
IMSS, INFONAVIT, risk premium and REPSE
Comparison of stamped payroll against social security contributions, risk premium, assessments and REPSE validity.
Traffic light and prioritized plan
A green, yellow and red report with the estimated amount at risk, legal deadlines and steps to correct. If you want, we make the corrections.
Clarity before selling
We'll tell you if it's not right for you
If the assessment shows you don't need the service, we'll tell you and point you to what you do need.
15+ years of experience
Accounting, tax and finance for entrepreneurs, SMEs and foreign companies operating in Mexico.
100% online, anywhere in Mexico
We work by video call and WhatsApp. You send the information; we take care of the rest.
Your numbers and your to-dos, in one place
Updated compliance traffic light, suppliers on alert and SAT, IMSS and INFONAVIT deadlines.
From "I don't know what I owe" to a clear plan
Assessment
You share your tax status certificate, compliance opinion and supplier list, under an NDA.
Review
We cross-check your information with the public databases of SAT, IMSS and REPSE. The timing depends on the size of your company; we'll tell you at the assessment.
Risk report delivery
A meeting to explain what's urgent, how much it could cost and what to do first.
Corrections, if you decide
We help you correct it, together with your accountant.
Request your preventive review
For companies with 10 to 80 employees who want to prevent problems. If you've already received a letter or request, there's still time.
- Risk traffic light with estimated amounts
- Prioritized correction plan
- Checklist for an on-site audit
Prefer to pick a day and time? Book a 30-minute video call.
What clients usually ask us
Can the review trigger a SAT audit?
The review doesn't involve filing anything with the SAT. If we find something to correct, we explain the options and their implications before filing anything, and only with your authorization.
What if I already have suppliers on the 69-B list?
It depends on whether they are on the presumed or the definitive list. We help you gather evidence of the transaction (contract, quote, deliverable and payment) and, if applicable, correct your position within the deadline.
I already have an accountant. Why do I need this?
Your accountant handles the day-to-day. We do the in-depth review of 69-B, REPSE, risk premium, substance and SAT vs. IMSS cross-checks, and we work as a team with them.
How long does it take?
It depends on the number of employees and suppliers. At the assessment we give you the timeline; we usually deliver the urgent items before the full report.
How much does it cost?
It depends on the scope and the information you already have. After the assessment we send a written proposal with a fixed fee and no hidden charges.
Better to know today than from a SAT letter
30-minute assessment at no cost. If it's not right for you, we'll say so.