Tax Assessment

MX$0.00

At Loeza & Zapata Consulting, we offer specialized tax assessment and strategic structuring services for clients engaging in high-impact personal or business transactions. Our work goes beyond simple compliance—we provide you with deep legal and fiscal insight to ensure that each transaction is optimized, documented, and protected on both sides of the border.

Whether you're selling property, receiving an inheritance, investing internationally, or signing a cross-border contract, our bilingual team of tax professionals will guide you through every stage, identifying fiscal risks, avoiding double taxation, and helping you make decisions with confidence.

At Loeza & Zapata Consulting, we offer specialized tax assessment and strategic structuring services for clients engaging in high-impact personal or business transactions. Our work goes beyond simple compliance—we provide you with deep legal and fiscal insight to ensure that each transaction is optimized, documented, and protected on both sides of the border.

Whether you're selling property, receiving an inheritance, investing internationally, or signing a cross-border contract, our bilingual team of tax professionals will guide you through every stage, identifying fiscal risks, avoiding double taxation, and helping you make decisions with confidence.

What’s included:

  • Personalized tax impact analysis for the U.S. (IRS) and Mexico (SAT)

  • Capital gains calculation (including cost basis reconstruction & inflation adjustments)

  • Inheritance and gift tax evaluation, both domestic and international

  • Real estate transaction support: ISR/IVA estimation, exemptions, notarial coordination

  • Cross-border business contract reviews and tax structuring

  • Review of double taxation treaties to reduce or avoid unnecessary obligations

  • Coordination with accountants, notaries, and legal teams when needed

Who it's for:

  • U.S. citizens or residents selling property in Mexico

  • Mexican nationals acquiring assets or inheriting abroad

  • Investors or business owners entering into cross-border operations

  • Heirs, executors, and families managing international estates

  • Clients receiving foreign income, gifts, or legal settlements

Pricing & Packages

  • Book a 30 minute free consultation! After our conversation, we will send a tailored budget

  • Custom packages available for ongoing business operations, multiple assets, or high-value cases

  • Bundled with our accounting and real estate services, clients enjoy greater accuracy and integration

Why Choose Us

  • Decades of combined experience guiding expats, U.S. citizens, and international families

  • Bilingual and bicultural fluency in both tax systems (IRS + SAT)

  • Trusted advisors in San Miguel, Querétaro, CDMX, and beyond

  • Transparent pricing, clear explanations, and total confidentiality

  • We help you structure your transactions intelligently from the beginning, not just report the outcome

Delivery Time

  • Standard reports delivered within 3–5 business days

  • Rush service available (48 hours) for urgent closings or notarizations

Example Use Cases

  • A U.S. citizen sells a home in San Miguel—what’s the Mexican ISR and the U.S. capital gains impact?

  • A dual-national receives a $200,000 inheritance from an aunt in Texas—how should it be reported?

  • A Mexican business signs a supply agreement with a U.S. partner—how to structure the income legally and efficiently?

  • A retiree gifts property to their children—how to manage taxes and compliance in both countries?