Calderón y Asociados

What Calderón y Asociados does

Calderón y Asociados is a bilingual (Spanish/English) accounting, tax, and legal advisory firm founded in 1985 and headquartered in Puerto Vallarta, Jalisco, Mexico, with additional offices in San Francisco and Sayulita, Nayarit. The firm serves small and medium-sized enterprises, US and Canadian expatriates, foreign real estate investors, and operators in the construction and professional services sectors, with a particular specialization in Mexico-side compliance for foreign property owners — including fideicomiso trust structuring, RNIE registration, and cross-border tax filing for US (IRS) and Canadian (CRA) clients.

The firm's service offering spans corporate accounting, tax planning and filing, legal advisory, and trust administration, delivered through a traditional professional services model rather than a technology platform. To extend its cross-border delivery capability, the firm maintains formal partnerships with a US CPA (Rick Ashley) and a Canadian accounting firm (Marcil Girard), enabling it to coordinate US and Canadian tax compliance for clients with Mexican holdings without building in-house US/Canadian practice capacity. The firm operates with approximately 30 employees across its three offices and generates revenue through recurring compliance engagements, project-based advisory work, and ongoing trust and entity administration for foreign-owned Mexican real estate and businesses.

The business model is relationship-driven and locally anchored: the firm monetizes through hourly and engagement-based professional fees for tax, accounting, and legal work, with cross-border services priced as a premium overlay on top of Mexico-side compliance. Its distribution is built on referrals within the expat and foreign-investor communities of Mexico's Pacific coast, supplemented by long-standing relationships with notaries in Jalisco and Nayarit. The firm does not disclose revenue, has no external funding, and operates as a private partnership.

Name

Calderón y Asociados

Legal name

Calderón y Asociados

Website

https://calderonadvise.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

Calderón y Asociados is a bilingual accounting, tax, and legal advisory firm founded in 1985 in Puerto Vallarta, Mexico, serving SMEs, US/Canadian expatriates, and foreign real estate investors across three Pacific coast offices via recurring compliance and cross-border tax engagements.

Ownership category

akta.pro rank

Headquarters

HQ city

Puerto Vallarta

HQ country

Mexico

HQ region

Latin America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Bookkeeping Services: Monthly accounting services including electronic processing, tax payments (federal, state, local), financial reporting, and special reports.
2. Tax Planning and Filing Services: Fiscal strategy design, personalized legal strategy, ongoing advisement for tax optimization. Includes Mexican tax filing and US/Canadian IRS compliance services.
3. Audit Services: Administrative audits and fiscal judgment audits for SAT compliance.
4. Business Formation and Registration: Company incorporation, RNIE registration, trademark assistance (IMPI), notary services, immigration services.
5. Administration Services: Property administration (condominium/house), bill payments, payroll services, annual renewals.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels1 record

Core offering

Calderón y Asociados is a professional accounting and advisory firm that delivers bookkeeping, fiscal planning, tax filing (Mexican, US IRS, and Canadian), audit, legal defense, business formation (RNIE registration), notary management, real estate tax consulting, and immigration services. The firm primarily serves SMEs, real estate and construction businesses, professional practitioners, and US/Canadian expatriates living in Mexico, with bilingual Spanish/English service delivery across offices in Puerto Vallarta and Nayarit.

Product overview

Calderón y Asociados offers a comprehensive suite of professional accounting and advisory services as a unified service portfolio rather than a modular software product. The core offering includes bookkeeping and accounting services, tax planning and filing (Mexican, US IRS, and Canadian), audit services, legal defense, and business consulting. The services integrate across specialized areas including foreign investment registration (RNIE), immigration services, notary management, and real estate administration. The firm operates as a traditional accounting firm with bilingual (Spanish/English) capabilities, serving small and medium enterprises, developers, construction companies, and professional service providers across Puerto Vallarta, Bahía de Banderas, and Riviera Nayarit.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping and Accounting Service (Servicio de Registro Contable)

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• Marcil Girard (Canadian Accounting Firm)coreStrategic or Co-development PartnerPartnership with Canadian accounting firm led by an associate who has lived in Puerto Vallarta for 8 years. Created to serve the growing Canadian community in Mexico with personal and business fiscal services. Marcil Girard specializes in Canadian taxation system compliance for Canadians living or doing business in Mexico.
• Rick Ashley (US Certified Public Accountant)coreStrategic or Co-development PartnerPartnership with US CPA Rick Ashley for serving US citizens in Mexico with IRS compliance. Ashley has extensive knowledge and experience in audits, accounting services, and tax filings with the IRS. Handles US tax obligations including FBAR (Form 90-22.1), Fideicomiso reporting (Forms 3520/3520A), foreign corporation ownership (Form 5471), and foreign partnership interests (Form 8865).
• Notaries in Jalisco and NayaritcoreImplementation/ SI/ Consulting PartnerEstablished relationships with notaries in Jalisco and Nayarit states for company constitution, capital increase registration, share purchase/sale, assembly meetings, and real estate acquisition. Firm assists clients in obtaining reduced costs and expenses through these partnerships.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Grant Thornton México: Mid-tier international accounting and advisory firm with offices in major Mexican cities. Comparable to Calderón in serving mid-market and foreign-owned SMEs requiring cross-border tax compliance.
• PwC México: Big 4 firm providing audit, tax, and legal services in Mexico with cross-border capabilities. Competes for higher-end foreign investor and expat tax mandates in Jalisco and Nayarit corridors.
• Baker Tilly México: Mid-tier international firm providing audit, tax, and advisory to SMEs and foreign-invested businesses in Mexico. Overlaps with Calderón on accounting and tax services for foreign clients, with broader geographic coverage.
• KPMG México (KPMG Cárdenas Dosal): Big 4 firm in Mexico offering audit, tax, and advisory across Mexican, US, and Canadian jurisdictions. Overlaps with Calderón on cross-border tax compliance for foreign-owned businesses operating in Mexico, but competes as a large national platform rather than a regional specialist.
• BDO México: Top 5 global accounting network with strong Mexico presence serving mid-market SMEs and foreign-owned businesses. Closest comparable in target segment (SME cross-border accounting and tax), though national rather than regional in scope.
• EY México (Mancera, S.C.): Big 4 firm in Mexico (formerly Mancera) offering tax planning, audit, and advisory. Overlaps with Calderón on cross-border tax advisory for expats and foreign-owned Mexican businesses, though operating at significantly larger scale.
• Deloitte México (Galaz, Yamazaki, Ruiz Urquiza): Big 4 firm in Mexico providing tax, audit, legal, and consulting services with strong US-Mexico cross-border practice. Comparable to Calderón for foreign-investor tax compliance, though serves enterprise-scale clients across Mexico.
• Crowe México (Crowe Horwath): Top 10 global accounting network operating in Mexico, serving mid-market and SME clients with cross-border needs. Comparable on tax and accounting services for foreign-owned businesses but at national scale.

Emerging players

• International Tax Advisors Mexico: Specialized cross-border tax advisory serving expats and foreign investors in Mexico. Comparable to Calderón for IRS, CRA, and SAT compliance work, often competing for the same expat client pool in coastal destinations like Puerto Vallarta and Lake Chapala.

Direct peers

• Tax & Accounting Mexico (specialty cross-border tax firm): Specialty cross-border tax and accounting firm focused on US and Canadian expatriates doing business or owning property in Mexico. Direct competitor to Calderón's expat tax niche, offering similar bilingual, multi-jurisdictional services.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/calder%C3%B3n-y-asociados

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Calderón y Asociados