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San José (Montes de Oca) · Guanacaste (Tilarán)

Jiménez y GuzmánPublic and Private Accountants

Service

Tax advisory for taxpayers in Costa Rica

We help you optimize your taxes within the legal framework, meet your tax obligations on time and prevent fines and tax risks.

Accountant calculating taxes with a calculator and documents
Tax advisory

The Costa Rican tax system has undergone reforms and updates, and the Tax Administration has moved its procedures to new digital platforms. Each change brings new deadlines, forms and criteria.

We provide specialized tax advice so that you comply correctly with your tax obligations, take advantage of the benefits allowed by law and avoid paying unnecessary taxes. Our goal is to help you prevent risks, avoid penalties and make decisions with greater certainty, backed by professionals with a Master's degree in Tax Consulting.

When is tax advice worth it?

  • Before the end of the tax year, to plan instead of improvising.
  • When you receive an information request or a tax audit from the Ministry of Finance.
  • When starting operations, changing tax regime or restructuring the company.
  • If you are not sure your income tax, VAT or withholding returns are correct.
  • When an investment, a contract or a significant sale has tax effects.

Deliverables

What does the service include?

  • 01

    Tax diagnosis

    Review of returns, records and criteria to detect risks and overpayments.

  • 02

    Tax planning

    Lawful alternatives to structure transactions with the lowest possible tax burden.

  • 03

    Tax audits and requests

    We prepare the response, support you through the process and draft the arguments.

  • 04

    Specific opinions

    A written opinion on the tax treatment of a particular transaction.

Frequently asked questions

Can you handle a tax audit that has already started?

Yes. The first step is to review what the Tax Administration is requesting and the deadline. The sooner you involve us, the more options there are to prepare an orderly response.

Does the service include filing monthly returns?

Periodic filing is part of our accounting services. Tax advisory focuses on judgment: reviewing, planning and defending.

Do you serve individuals or only companies?

We serve companies as well as independent professionals and individuals with business activities.

Shall we talk about tax advisory?

What do you need? We will send you a written proposal with scope, timelines and a fee estimate.