AI-assisted tax guidance
Describe your tax situation and receive initial guidance
A tool to identify possible pending items, key documents and next steps before requesting a formal review.
It does not replace a technical review. It helps organize the first conversation and understand what should be reviewed first.
Tax filings that may not have been submitted or reconciled.
Differences between bank activity, CFDIs and accounting records.
A negative or uncertain compliance opinion.
SAT requests, invitation letters or questions about prior periods.
Result
What you will receive
The initial guidance organizes your description into areas to review, useful documents and suggested steps for a technical conversation.
Possible pending items
Obligations, periods or differences that should be reviewed.
Next steps
An initial sequence to diagnose before correcting or filing.
Documentation
Information that helps support balances, filings and records.
Key questions
Points an advisor should confirm before recommending actions.
After the orientation
Turn the findings into a tax diagnosis
A specialist can review documentation, periods, obligations and traceability to define what should be corrected, filed or clarified.