Tax Preparation Services in Puerto Vallarta

The annual ISR return deadline is April 30 — and most individuals leave thousands of pesos in unclaimed deductions on the table. We find every one before we file.

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Who This Is For

  • Self-employed professionals (freelancers, consultants, doctors, architects)
  • Business owners who need monthly ISR and IVA declarations filed on time
  • Rental property owners required to declare arrendamiento income
  • Foreigners with Mexican-source income who need SAT compliance
  • Employees who received income from multiple employers or sources in the year

What's Included

  • Monthly ISR provisional declarations
  • Monthly IVA declarations and DIOT filing
  • Annual ISR return for individuals and businesses
  • Deduction review and optimization before filing
  • Tax regime analysis — Resico, general activity, arrendamiento
  • SAT portal management and e.firma renewal
  • SAT audit representation and correspondence handling
  • Tax refund (devolución) processing and follow-up

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Why AccountingPV

Accounting experts who know Puerto Vallarta

We Find Deductions Your Current Accountant Missed

Medical expenses, mortgage interest, pension contributions, tuition, and charitable donations are all potentially deductible. Most taxpayers claim fewer than half of what they are entitled to. We do a full deduction review before every annual return.

Filed On Time, Every Month

Late SAT declarations trigger automatic surcharges and can escalate to SAT audits. We file on the same schedule every month — you will never receive a SAT notification for a missed deadline.

Right Tax Regime for Your Situation

Choosing between Resico, general activity (régimen general), or rental income (arrendamiento) affects your tax rate and obligations significantly. We analyze your situation and recommend the optimal regime when you start.

Bilingual Explanation of Every Filing

We send you a plain-language summary in English with every filing — what was declared, what you owe, and why. No mystery, no black-box accounting.

FAQ

Common questions

Individuals must file their annual ISR return (declaración anual de personas físicas) by April 30 of the following year. Corporations file by March 31. Monthly declarations are due by the 17th of each following month.

Personal deductions include medical expenses (doctors, hospitals, dental, vision, glasses), mortgage interest on your primary residence, pension contributions, educational tuition (for children), and donations to authorized charities. There are annual limits on total personal deductions.

Resico (Régimen Simplificado de Confianza) is a simplified tax regime for individuals with annual income under approximately $3.5 million MXN. Tax rates range from 1% to 2.5%, which is significantly lower than the general activity regime for many earners. Eligibility depends on your income type and sources.

Yes. If your monthly ISR payments exceed your annual liability, or if you have excess IVA credits, SAT owes you a refund (devolución). We identify refund opportunities in every annual return and file the request with full documentation to accelerate processing.

Missing monthly declarations results in automatic surcharges (recargos) and can trigger SAT notifications or audits. We can file overdue declarations retroactively and, in many cases, reduce penalties through a formal voluntary disclosure process.

If you had a single employer all year who issued your CFDI nómina correctly, SAT may auto-generate a pre-filled return you just need to approve. However, if you have personal deductions to claim or received income from multiple sources, filing manually is essential to avoid overpaying.

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Related services & resources

Service Tax Preparation Services Annual and monthly SAT filings handled for you. Calculator Income Tax Calculator Estimate your ISR before you file. Calculator IVA Calculator Calculate IVA due on your sales. Resource Taxes for Foreigners in Mexico Tax filing guide for non-residents. Landing Bookkeeping Services Clean books make tax filing accurate and easy. Landing Foreign Investor Tax Services Tax filing for foreign investors in Mexico.

Ready to Get Your Accounting in Order?

Whether you're a business owner, foreign investor, or vacation rental operator — we're here to help.

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