Other Services
Did you know that obtaining a mortgage for a property in Mexico is possible? It might not be the right choice for everyone, but it’s definitely an option worth considering. While many people purchase property in Puerto Vallarta with cash, we’ve built a strong relationship with a reliable mortgage provider to help guide our clients through this process when needed. Although we haven’t personally used their services, we’ve had extensive discussions to ensure they are a trustworthy and reliable choice for you.
If you're renting out your property, you'll need to stay on top of tax reports and payments. This requires a local, Mexican-licensed accountant. Our experience with accountants wasn’t smooth at first—our first choice didn’t meet the competency we needed, resulting in mistakes. Thankfully, after much searching, we found an excellent accountant who has kept us current with all our tax obligations.
If you plan to rent your property, a reliable management company is essential, especially if you're not in Puerto Vallarta full-time. We’ve interviewed several property management companies, each with its own strengths and weaknesses. They assist with guest services (like Airbnb), property upkeep, and more. The crucial point is finding the right fit from the start, and we can connect you with reputable companies from our network that are ready to help.
Expert Referrals and Guidance
We’ve carefully built a professional network to support you in your property purchase journey in Puerto Vallarta. The compensation we receive comes directly from our network, not you, ensuring our sole focus is on helping you succeed.
The Referral Process
We want to be efficient with both your time and ours. While we're happy to connect you with trusted professionals, the entry point is that you'll need to purchase property through a real estate agent in our network. This ensures a smooth and well-supported transaction.
Providing Valuable Insight
Many people don’t know these essential details, and that’s why we’re here to ensure you’re fully informed. It’s better to be aware of these issues from the start rather than facing confusion later down the road. We want to give you as much value as possible so you can confidently navigate the process and make the best decisions for your investment.
Tax Services and U.S.- Mexico Expertise
If you rent out your property or engage in more complex activities like opening bank accounts or starting a business, you may need specialized tax services. We can connect you with a U.S.-based CPA familiar with the tax implications of owning property in Mexico. Many U.S. CPAs mistakenly believe that a “Mexican Trust” requires you to file a trust tax return in the U.S.—it’s not true! The trust is just a conduit for the Mexican government to collect fees (around $500+ annually).