Educational Mission for Tax Literacy

We believe understanding your tax obligations should not require expensive consultants for every question. Our platform provides clear, accessible education about electronic invoicing and basic fiscal compliance in Mexico.

Educational workspace with tax documentation and learning materials spread across a desk

Our Educational Approach

FinaVerdan emerged from recognizing a fundamental gap: many micro-business owners, online sellers, and independent workers in Mexico struggle to understand their tax obligations after registering with SAT. The complexity of regulations, combined with the cost of professional accounting services for every question, creates a barrier to compliance.

We address this through structured educational content that breaks down complex fiscal topics into understandable components. Our materials focus on practical knowledge—how to issue a CFDI, which regime applies to your situation, how to maintain basic records, and how to complete declarations through the SAT platform.

This is not personalized tax advice. We provide general educational information about procedures and requirements. For specific situations requiring professional judgment, we recommend consulting a licensed contador público.

Person reviewing tax guides and educational materials on a laptop in a study environment

Who Benefits From Our Content

Our educational materials serve individuals and small businesses navigating basic tax compliance in Mexico. This includes freelancers offering professional services, online sellers managing e-commerce operations, small shop owners, and others operating as micro-businesses under simplified tax regimes.

If you have recently registered with SAT and find the requirements overwhelming, or if you want to understand your ongoing obligations without hiring an accountant for routine questions, our content may be relevant to your situation.

We do not serve large corporations with complex structures, nor do we provide services for businesses requiring advanced tax planning or representation before authorities. Our focus remains on fundamental education for small taxpayers.

How We Operate

Our educational platform functions according to clear principles that define both what we provide and what we do not.

Educational Focus

We teach concepts and procedures. Our content explains how systems work, what requirements exist, and how to navigate processes independently.

Accuracy Priority

Content aligns with current SAT regulations and procedures. We update materials when requirements change to maintain relevance.

Accessible Language

We avoid unnecessary jargon. Technical terms are explained in context. Complexity is acknowledged, not hidden behind simplistic claims.

Clear Boundaries

We state explicitly what we are not. We do not prepare declarations, represent taxpayers, or provide personalized tax advice.

Practical Orientation

Content addresses real situations encountered by small taxpayers. Examples reflect common scenarios, not theoretical abstractions.

Honest Limitations

We acknowledge when situations require professional assistance. Education has value, but it does not replace qualified accounting services when needed.

Close-up of hands taking notes while studying tax documentation and electronic invoicing guides

Content Development Process

Our educational materials undergo structured development to ensure accuracy and usefulness. Content begins with research into current SAT regulations, official documentation, and published guidance. We identify common areas of confusion among new taxpayers and structure explanations to address these specific points.

Each guide follows a logical progression from foundational concepts to practical application. We include step-by-step procedures where appropriate, with screenshots or visual aids to clarify processes on the SAT platform.

Content is reviewed for accuracy against official sources before publication. When regulations change, affected materials are updated to reflect new requirements. This ongoing maintenance ensures users access current information rather than outdated procedures.

Important Disclaimers

Not Accounting Services

FinaVerdan is an educational platform, not a registered accounting firm. We do not:

  • Prepare tax declarations on behalf of taxpayers
  • Represent individuals or businesses before SAT
  • Provide personalized tax advice for specific situations
  • Offer tax planning or optimization strategies
  • Review or audit financial records
  • File documents with tax authorities on your behalf

General Information Only

All content on this platform constitutes general educational information about tax procedures and requirements in Mexico. It does not constitute professional advice tailored to your specific circumstances.

Tax situations vary based on numerous factors including business structure, income sources, deductions, and individual circumstances. While our educational content may help you understand general concepts, it cannot replace the judgment of a qualified professional reviewing your specific situation.

Professional Consultation Recommended

We recommend consulting a licensed contador público for:

  • Selecting the appropriate tax regime for your business
  • Complex deduction questions
  • Situations involving multiple income sources
  • Business structure decisions
  • Audits or inquiries from tax authorities
  • Any situation where you are uncertain about compliance

No Guarantee of Outcomes

While we strive for accuracy, tax regulations are complex and subject to interpretation. Using our educational materials does not guarantee compliance, nor does it ensure any particular outcome with tax authorities. Ultimate responsibility for tax compliance rests with the taxpayer.

Begin Your Learning Journey

Explore our educational resources and start understanding your tax obligations in Mexico.