In today’s highly regulated tax environment, Mexican companies are subject to increasing fiscal pressure—often accompanied by overpayments, accumulated tax credits, or unaccredited contributions. These retained funds represent potential liquidity that can be recovered through mechanisms established under current tax legislation.
Whether due to overpayments, unclaimed deductions, or incorrectly paid taxes, taxpayers who comply with their obligations may access formal tax refund procedures as provided by Mexican tax law.
This right applies to taxpayers who can properly substantiate a credit balance in the following categories:
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- Income Tax (ISR): When provisional payments exceed the annual tax liability.
- Value-Added Tax (VAT): For accumulated, uncredited input taxes.
- Special Tax on Production and Services (IEPS): In authorized operations.
- Duplicate or erroneous payments, identified through internal audits or accounting reviews.
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ST STRATEGO: Comprehensive, Specialized Tax Refund Management
At ST STRATEGO, we combine deep technical expertise, legal knowledge, and tailored advisory services to manage the recovery of tax credits successfully—ensuring regulatory compliance at every stage.
Our firm has successfully recovered multimillion-peso refunds for clients across various industries. Several of our success stories can be reviewed here:
Success Cases – Tax Refunds
These outcomes reflect our commitment to excellence and a results-driven approach that prioritizes compliance, certainty, and client value.
In a landscape where financial efficiency is essential, securing tax refunds is a powerful tool for releasing capital—without compromising fiscal integrity. Properly managing these processes not only mitigates future risk but also maximizes the legal benefits available to compliant taxpayers.
Moreover, engaging a specialized firm adds value beyond technical precision. Outsourcing tax refund procedures is a strategic operational decision. These processes are often complex, time-consuming, and subject to constant regulatory changes—diverting internal teams from high-impact activities.
By entrusting ST STRATEGO with these responsibilities, your company frees its finance and operations teams to focus on core activities such as process optimization, internal controls, or financial analysis. This improves administrative efficiency and contributes to business continuity and growth, all while maintaining robust tax compliance.
Our Specialized Tax Refund Service Includes:
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- Strategic tax diagnostics to identify and quantify balances in favor.
- Verification of supporting documentation: digital tax receipts (CFDI), working papers, electronic accounting records.
- Full integration of technical files and documentation.
- Filing of amended tax returns and formal refund requests through SAT’s digital platforms.
- Response to SAT inquiries and technical representation.
- Ongoing legal and accounting advisory to ensure sustained compliance.
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Strategic Benefits for Your Business:
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- Recovery of cash flow without external financing.
- Documented, strong compliance posture in case of audits.
- Reduction of potential future tax and accounting contingencies.
- Enhanced financial and tax indicators for stakeholders (banks, partners, investors).
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Why Work with ST STRATEGO?
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- Over 20 years of experience in tax advisory and litigation.
- A multidisciplinary team of attorneys, CPAs, and tax specialists.
- Nationwide coverage, with offices in Mexico City, Tijuana, Monterrey, and Guadalajara.
- Strategies grounded in current legislation, SAT criteria, and binding precedents.
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Our Commitment to Quality: ISO 9001 Certified
Recovering tax credits efficiently is not only possible—it’s essential for businesses seeking to improve their financial standing without compromising on compliance. At ST STRATEGO, our mission is to deliver tangible value through timely, reliable, and technically sound tax services.
We are proud to operate under ISO 9001 certification, which ensures every process is executed according to internationally recognized standards of quality management and continuous improvement. This guarantees consistency, legal certainty, and professionalism throughout each stage of the refund process.
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Unlock the value of your tax credits with strategic precision.
This document does not constitute a particular consultation, and therefore, ST Stratego, is not responsible for the interpretation
or application given to it. The total or partial reproduction of this publication, by any means or procedure, is prohibited without the prior, express and written authorization of the author. Any form of unauthorized use will be prosecuted in accordance with the provisions of the Federal Copyright Law. We are at your service to answer your questions or comments, for more information on this subject and our services, please contact us at: info@stratego-st.com