Quezada Fernandez

Name

Quezada Fernandez

Legal name

Quezada Fernandez

Website

https://quezadafernandez.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Accounting and Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

akta.pro primary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Binational tax services
• Cross-border accounting
• International tax compliance
• Payroll processing services
• Financial audit services

Headquarters

HQ city

Tijuana

HQ country

Mexico

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Professional Accounting Services: Day-to-day accounting maintenance, bookkeeping, bank reconciliations, and monthly close supervision services provided to binational businesses.
2. Tax Preparation and Advisory: US federal and state tax return preparation (federal and California), Mexican tax returns, international information returns (Forms 5471, 8938, 3520, 709, FBAR), GILTI tax calculations, and Transition Tax compliance.
3. Payroll Processing: Weekly, bi-weekly, or monthly payroll generation, direct deposit processing, payroll system configuration, and related tax form filing (Forms 940, 941, W2).
4. New Business Formation: Assistance with establishing corporate structures for binational businesses, working with legal specialists to create optimal operating structures.
5. Tax Compliance Services: IRS and FTB certified tax preparation services, including foreign investment reporting forms 5471, 8938, FinCEN 114 (FBAR), GILTI Tax calculations.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Quezada Fernandez is a binational professional services firm providing accounting, tax advisory, payroll processing, new business formation, and tax compliance services for clients with cross-border operations between the United States and Mexico. The firm maintains licensed offices and professional staff in both Tijuana, Mexico and San Diego, California, leveraging Mexican CPCs and IRS Enrolled Agents to deliver integrated US-Mexico tax preparation, accounting supervision, and international information reporting (Forms 5471, 8938, FBAR, GILTI).

Product overview

Quezada Fernandez is a binational accounting and tax advisory firm (not a software product company) offering six integrated professional services for US-Mexico cross-border operations: International Tax Consulting, Full-Service Accounting, Tax Advisory, New Business Formation, Payroll Processing, and Tax Compliance. The firm serves US residents with Mexican investments and vice versa, leveraging over 20 years of experience and offices in both San Diego, California and Tijuana, Mexico. Services include QuickBooks expertise, monthly close supervision, cross-border tax planning, and IRS/FTB tax form preparation.

Differentiator

Problem solved

Functional benefit

Products and services

• Consultoría Internacional (International Consulting) Advisory services covering cross-border tax planning, binational financial and accounting guidance, and international business operations between the US and Mexico.
• Servicios de Contabilidad (Accounting Services) Comprehensive accounting services including bookkeeping maintenance, bank reconciliations, financial statement preparation, and monthly close supervision for binational businesses.
• Asesoría Fiscal (Tax Advisory) Tax advisory services including monthly transaction oversight, tax return preparation, compliance monitoring, and tax regularization for prior periods in both US and Mexico.
• Creación de Nuevas Empresas (New Business Formation) Binational business structuring and new company formation services, including legal structure recommendations and operational setup coordination with corporate attorneys.
• Procesamiento de Nóminas (Payroll Processing) Payroll processing services for weekly, bi-weekly, or monthly salary payments, including system configuration, direct deposit setup, and federal form 940/941 compliance.
• Cumplimiento Fiscal (Tax Compliance) US tax compliance services for international investments, including Forms 5471, 8938, FinCEN 114 (FBAR), and GILTI Tax calculation and reporting.

Quantifiable outcome

• 1000+ satisfied clients served
• +2 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Specialized Tax and Corporate AttorneyscoreStrategic or Co-development PartnerThe firm works in coordination with specialized tax and corporate lawyers to provide comprehensive services for new business formation and complex tax situations. This partnership enables clients to receive both accounting/tax and legal guidance for binational business structures.

Scale indicators4 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• BDO USA: BDO USA runs a dedicated Latin America/Mexico cross-border practice providing US-Mexico tax compliance, accounting, and advisory to binational businesses. While much larger in scale, it competes for the same core cross-border tax and accounting engagements that Quezada Fernandez serves.
• RSM US: RSM US has a recognized international tax practice serving US companies and individuals with Mexico and Latin America interests. It overlaps directly with Quezada Fernandez's binational tax compliance, cross-border structuring, and FBAR/Form 5471 service lines, although at meaningfully larger scale and broader geographic scope.
• Cherry Bekaert: Cherry Bekaert maintains an International Tax Practice covering foreign income, foreign asset reporting (FBAR, 5471, 8938), and cross-border compliance for US persons with overseas holdings. The firm targets the same binational taxpayer segment as Quezada Fernandez, including Mexican investment reporting.
• Crowe LLP: Crowe LLP provides international tax services covering cross-border compliance, transfer pricing, and expatriate taxation for clients with multi-jurisdictional footprints including Mexico. Its mid-market focus and international tax bench overlap with the binational compliance niche Quezada Fernandez occupies.
• Eide Bailly: Eide Bailly offers international tax and business advisory for clients with foreign operations and investments, including Mexico. It competes for US-based companies and individuals needing cross-border tax preparation and compliance, directly comparable to Quezada Fernandez's core offering.
• Withum: Withum's International Tax and Global Mobility practices serve US entities and individuals with cross-border activities including Mexico, providing FBAR, 5471, GILTI, and treaty-based planning. It targets a similar binational client base even though it operates at significantly larger scale.
• FORVIS: FORVIS provides international tax services for clients with foreign investments and operations, including cross-border structuring and US reporting on Mexican assets. Its mid-market positioning and growing Mexico-related practice make it an incumbent competitor for binational tax engagements.
• CBIZ: CBIZ offers tax compliance and advisory services including international tax for individuals and businesses with multi-state and cross-border footprints. It competes in adjacent US tax compliance territory where Quezada Fernandez serves clients with foreign-asset reporting needs.

Regional players

• KPMG México: KPMG México is one of the largest Mexico-based accounting and advisory firms and serves both Mexican-domiciled businesses and US-connected entities needing Mexican-side compliance. It provides the same cross-border accounting, payroll, tax, and audit capabilities as Quezada Fernandez from the Mexico-side of the binational relationship.
• Deloitte México: Deloitte's Mexico practice delivers auditing, tax, consulting, and financial advisory to multinational and binational clients operating in Mexico. It competes for the Mexican-side compliance, transfer pricing, and audit work that Quezada Fernandez provides, though at vastly greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/KrestonQFSC
• Facebookfacebook.com/QuezadaFernandezMX
• LinkedInlinkedin.com/company/quezada-fernandez

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quezada Fernandez