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Integrated Tax Advisory for North American Investors, Expats & Businesses

Integrated Tax Advisory for North American Investors, Expats & BusinessesIntegrated Tax Advisory for North American Investors, Expats & BusinessesIntegrated Tax Advisory for North American Investors, Expats & Businesses

Simplifying US, Canadian, and Mexican tax compliance.

Schedule My Tax Consultation

Integrated Tax Advisory for North American Investors, Expats & Businesses

Integrated Tax Advisory for North American Investors, Expats & BusinessesIntegrated Tax Advisory for North American Investors, Expats & BusinessesIntegrated Tax Advisory for North American Investors, Expats & Businesses

Simplifying US, Canadian, and Mexican tax compliance.

Schedule My Tax Consultation

Continental Tax Partners LLC is a cross-border consultancy providing integrated tax planning, compliance, and advisory services for clients with financial, business, or personal interests in Mexico, the United States, and Canada.


We serve high-net-worth individuals, remote professionals, real estate investors, and business owners navigating complex tax obligations across multiple jurisdictions. Our firm works in collaboration with licensed tax professionals in Mexico, the US, and Canada to deliver fully compliant, fixed-rate services with white-glove support.

Our Services

US Tax Advisory & Filing Services

Canadian Tax Support (Mexico-Focused)

US Tax Advisory & Filing Services

For US citizens and business owners living or investing in Mexico

  • US federal tax return preparation (Form 1040 and related schedules)
     
  • Foreign income exclusion and foreign tax credit optimization
     
  • FBAR, FATCA, and foreign asset reporting (Forms 8938, 5471, 8865, 1120, etc.)
     
  • Tax strategy for US LLCs, S Corps, and partnerships used in Mexico
     
  • Cross-border rental and business income reporting
     
  • Dual-residency tax guidance and treatment planning

Mexican Tax Advisory & Compliance

Canadian Tax Support (Mexico-Focused)

US Tax Advisory & Filing Services

For foreigners with Mexican residency, business operations, or real estate assets

  • RFC registration and SAT account setup
     
  • Monthly ISR, VAT, and DIOT declarations
     
  • CFDI invoicing and digital bookkeeping in compliance with SAT rules
     
  • Annual tax return preparation for individuals and corporations
     
  • Business structuring and compliance for foreign-owned Mexican entities
     
  • Real estate and rental income tax reporting
     
  • SAT audit response and legal coordination

Canadian Tax Support (Mexico-Focused)

Canadian Tax Support (Mexico-Focused)

Canadian Tax Support (Mexico-Focused)

For Canadians with assets, rental properties, or business interests in Mexico

  • Canadian T1 returns and NR4/216 reporting for non-residents
     
  • T1135 foreign asset reporting
     
  • Tax coordination for Canadians living part-time or full-time in Mexico
     
  • Support for trust and real estate ownership structures
     
  • Cross-border treaty interpretation and compliance

Cross-Border Estate Planning

Bookkeeping & Payroll Services

Canadian Tax Support (Mexico-Focused)

Integrated planning to protect your assets in Mexico and beyond

  • Legally valid wills and succession plans for property held in Mexico
     
  • Coordination with Mexican notaries and US/Canadian estate attorneys
     
  • Structuring to reduce probate delays, inheritance disputes, and tax exposure
     
  • Advisory on trusts, beneficiaries, and dual-jurisdiction estates
     
  • Estate planning bundles for couples and property-owning families
     

Bookkeeping & Payroll Services

Bookkeeping & Payroll Services

Bookkeeping & Payroll Services

For businesses and investors who need compliant, streamlined back-office operations in Mexico

  • Bilingual bookkeeping using Mexican and international accounting standards
     
  • Monthly reconciliation and digital invoicing (CFDIs)
     
  • Payroll processing for Mexican employees (IMSS, ISR, INFONAVIT, etc.)
     
  • Expense categorization and audit-ready recordkeeping
     
  • Integration with tax filing and advisory services for full compliance

Why Work With Continental Tax Partners?

  • Cross-Border Expertise
    We specialize exclusively in clients with cross-border tax profiles—no generic tax prep here. Every service is designed for expats, investors, and global entrepreneurs operating between Mexico, the US, and Canada.
     
  • Licensed Professionals in All Jurisdictions
    We collaborate with trusted, licensed accountants and legal professionals in Mexico, the US, and Canada to ensure your filings are compliant, coordinated, and strategically aligned.
     
  • Fixed-Rate, Transparent Pricing
    No hourly billing, no surprise fees. Our services are packaged and priced with clarity, so you always know what you're getting—and what it's worth.
     
  • High-Touch Client Experience
    Our operations are designed to support high-net-worth individuals and business owners who demand accuracy, discretion, and exceptional service.




Schedule My Tax Consultation

Client Success Stories

Real Solutions for Complex Cross-Border Challenges

At Continental Tax Partners, we specialize in resolving the intricate tax and compliance issues that high-net-worth individuals and investors face when operating across Mexico, the U.S., and Canada. Due to our strict client confidentiality policy, we don’t share names—but here are a few recent client outcomes:

International Exit Strategy

Cross-Border Entity Setup for Real Estate Development

Cross-Border Entity Setup for Real Estate Development

We guided a property investor with holdings in Canada, the U.S., and Mexico through a compliant Canadian tax exit, minimizing their departure tax exposure while preserving cross-border asset value.

Cross-Border Entity Setup for Real Estate Development

Cross-Border Entity Setup for Real Estate Development

Cross-Border Entity Setup for Real Estate Development

A U.S.-based development firm retained us to structure a compliant Mexican corporation with a U.S. parent for a new project in Bucerías, Nayarit. We delivered full tax, legal, and reporting compliance in both jurisdictions.
 

Vacation Property Tax Reporting

Mexican Tax & Immigration Compliance

Mexican Tax & Immigration Compliance

We helped a U.S. investor with a short-term rental in Mexico hire a 3rd party property manager and implement a fully compliant tax reporting structure in both Mexico and the United States.

Mexican Tax & Immigration Compliance

Mexican Tax & Immigration Compliance

Mexican Tax & Immigration Compliance

We assisted a foreign investor in obtaining their RFC number and Mexican work permit, ensuring full compliance with Mexican tax, employment, and immigration regulations for ongoing business activities in the country.

Get My Tax Strategy Call

Frequently Asked Questions

If you earn rental income, operate a business, hold employment, or have become a tax resident under Mexican law, you are required to register with the SAT (Mexico's tax authority) and file monthly and/or annual tax returns. Even non-residents with income sourced in Mexico (such as rent) may have obligations.


Filing in the US or Canada does not exempt you from filing in Mexico. However, tax treaties exist to help prevent double taxation. We specialize in coordinating filings across jurisdictions to ensure you meet all legal obligations while minimizing overpayment.


In both Mexico and your home country, certain expenses—such as maintenance, utilities, property management, and depreciation—may be deductible against rental income. We help structure your filings to maximize deductions within each legal system.


Continental Tax Partners works in partnership with licensed tax professionals in each jurisdiction. Your file is managed holistically so that filings and strategies are aligned across borders. This ensures that no critical forms are missed (eg, FBAR, T1135, DIOT) and that credits and exclusions are applied properly.


Yes, in most cases. Foreigners who earn income in Mexico, own property, or open bank accounts are generally required to register for an RFC. This is the first step to becoming tax compliant and accessing legal financial services in Mexico.


Each country has its own tax laws, reporting requirements, and compliance obligations. Our model ensures that you are supported by licensed professionals in each jurisdiction, coordinated under one advisory umbrella. You are not left to juggle multiple signatures with disconnected advice.


We provide fixed-rate pricing for all core services, including tax filings, monthly declarations, bookkeeping, and estate planning. This approach gives our clients certainty and transparency—no hourly billing, no surprises.


Absolutely. We provide bilingual estate planning services that are valid under Mexican law and coordinated with your US or Canadian estate plan. This includes wills, succession planning, and coordination with notaries for property transfers.


We assist clients who operate US LLCs, Canadian corporations, or trusts with activities or holdings in Mexico. We help you stay compliant on both sides of the border and advise on the optimal structure for tax efficiency and legal protection.


No. We are a fully remote consultancy with secure digital infrastructure to serve clients worldwide. For clients located in Mexico, we offer optional in-person meetings in Puerto Vallarta or Guadalajara.


Schedule Your 30-Minute Tax Consultation

Contact us to schedule your 30-minute cross-border tax consultation for a nominal fee of $25 USD. The fee will be fully credited toward any services you choose to engage. 


One of our consultants will contact you within 48 hours to begin the discovery process and help you simplify your tax life while protecting your investments in Mexico.

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CONTINENTAL TAX PARTNERS LLC

30 N Gould St Ste R, Sheridan, WY 82801 USA


Continental Tax Partners LLC is a consultancy that works with licensed tax and accounting professionals in Mexico, the United States, and Canada to provide fully compliant services to our clients. However, Continental Tax Partners LLC is not itself a licensed tax provider and does not offer tax or legal services directly. All filings and regulated services are performed by duly licensed professionals under applicable jurisdictions.


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