An American CPA and IRS Enrolled Agent serving foreign-owned US LLCs, US expats in Mexico, and binational businesses. ITIN applications, Form 1065 partnerships, cross-border treaty planning, and the Mexican fiscal year, all in one practice.
Compliance is the floor. The useful work is the conversation we have before the form is filed, and the one we have after the notice arrives.
As an IRS-listed Certifying Acceptance Agent, the firm verifies passports in person or remotely and submits the W-7 package directly. Your passport never travels to Austin. Most ITINs return within six to eleven weeks.
For foreign LLC members · Non-resident filers · Remote service availableForm 1065 partnership returns, K-1s, and the Form 8804/8805 withholding flow on Effectively Connected Income. The firm plans treaty positions before they appear in an IRS notice, not after.
For NM, DE, WY & international structuresIf you hold a US passport and a Mexican address, you owe both. The firm coordinates Form 1040, foreign earned income exclusion, foreign tax credits, and the disclosure forms (FBAR, FATCA, Form 8938) that prevent the steepest penalties.
For US persons resident in MexicoThe Mexican side. RFC registration, monthly IVA, annual ISR, e.firma renewals, and dual-residency analysis under the bilateral treaty. The two systems coordinated so you never pay twice and never miss an obligation.
For binational individuals & entitiesChoosing the entity, the jurisdiction, and the treaty position before they harden into a problem. The Mexico-US treaty is among the most useful bilateral instruments in the world if read before, not after, the first transaction.
For new investors, founders & relocationsAn IRS Enrolled Agent holds unlimited representation rights before the Internal Revenue Service. Notices, audits, collection matters, and appeals on the US side. SAT correspondence and audits on the Mexican side, through licensed CP partners. You stop opening envelopes; we open them.
Audits · Notices · Appeals · Collection mattersA direct phone call. You describe where you are; I listen for what's actually open, and what's about to become open. Held in English, Spanish, French, Italian, or Portuguese.
Scope, deliverables, fixed fees. No surprise hourly invoices. You see the price of the work before you agree to it.
Documents move through the firm's SecureFilePro portal, not consumer email. A short, specific list. I tell you what I need; I don't ask you to send everything.
The firm files, you receive copies of every form, and we track confirmations until each one lands. ITIN numbers, EFTPS payment receipts, SAT acuses, all closed in writing.
"David is an outstanding accountant who provides an excellent service to navigate the complexity of Mexican tax system. As an expat myself, I recommend him without hesitation."
"My experience with David has been excellent. Diligent and passionate about his work. Deep knowledge of Mexican, American and Spanish tax law. Close, personalized treatment. I've recommended him to family and friends and will continue to."
"David is experienced with the complexities of international taxation in the USA and Europe. His partners know Mexican tax law and practice inside out. It's a fantastic synergy, and I'm confident that they got me off on the right track for my plans to live and invest internationally."
"They gave me clear advice with precise information and concrete steps. I appreciate that someone with such tax experience took the time to listen to my case."
Bring an open filing, an open question, or just a vague unease about what you should have done last year. By phone or video, in any of five languages.
Or call directly.
+52 56 2007 9744