Tax & legal firm · Monterrey
A boutique firm for tax advisory, litigation, wealth protection and corporate law. Lawful, documented and defensible strategy — so you pay what is fair and sleep easy.
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Philosophy
Our method starts with a comprehensive diagnostic and turns into an actionable plan: it optimizes profits, payroll, collections and invoicing, safeguards your wealth and keeps the business running. Experience, security, certainty and boutique service.
Services
From planning to implementation and defense: tax advisory, litigation, wealth protection and corporate law integrated under a single strategy.
Personalized tax advisory, planning and strategy to optimize your financial, human and material resources. We work closely with you to design a plan tailored to your goals, minimizing risk and with legal certainty at every step.
Full representation and defense against audits, assessments and acts of authority, with rigorous evidentiary strategies and compliance at every stage of the proceeding.
A comprehensive diagnostic of your personal and operating situation to identify critical assets and points of risk. We structure vehicles and contracts — holding and operating companies, subsidiaries, SPVs, trusts and international structures (LLCs, Corps, Trusts) — with regulatory compliance, an optimized tax burden and a solid defense before domestic and international audits. No sham arrangements.
Your company's legal health: bylaws and minutes, shareholder protocols, powers of attorney and corporate books, key contracts and compliance — controlling beneficiary, AML/KYC, data privacy. Practical corporate governance to reduce risk, ease investment and sustain growth.
Method
A full picture of your tax, wealth and corporate situation: critical assets, points of risk, contingencies and opportunities.
We design the structure and strategy around your goals, with legal certainty, an optimized tax burden and every step documented.
Incorporation of vehicles, contracts, minutes and policies. A single dedicated lead, clear communication and fast turnaround from start to finish.
Audit-ready documentation and, if the authority acts, tax and administrative litigation of the highest rigor at every stage.
The best tax defense does not start in court: it starts years earlier, in the structure.Strategium · Monterrey
Advantages
Lawful, documented strategies, so you pay what is fair with peace of mind before audits, reviews and due diligence.
Review of your tax file, standardization of policies, contracts and CFDIs (electronic invoices) with supporting evidence, reducing risk and contingencies.
A senior team, clear communication and a single dedicated lead, with regular updates and constant follow-up.
From planning to implementation and defense: tax advisory, litigation, wealth protection and corporate law on a single front.
Interpretations
The interpretations library gathers the firm's technical analyses of specific structures and transactions — salary-assimilated income, loans, RESICO (simplified regime) without VAT, gifts and inheritances, CUCA and intangibles, among others — grounded article by article, with the risk labeled without euphemisms. They are interpretations we share with our clients as an input for their own decisions; access is requested document by document.
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