Trusted Partners

SJB Global

Cross-border financial planning for US & UK expats — pensions, investments and tax-efficient wealth across two countries. Independent and regulated.

Best for: Expats with pensions, investments or property in more than one country

Spartan FX

FCA-regulated currency specialist for larger international transfers — better-than-bank rates, no fees, and a dedicated dealer.

Best for: Property purchases, pension and large savings transfers across currencies

Wise (formerly TransferWise)

Multi-currency account, real exchange rates, low fees. Best way to fund TRV/PRV income proof, monthly Mexican living expenses, and MXN payments.

Best for: TRV/PRV income proof, monthly USD-to-MXN transfers, paying Mexican rent

XE Money Transfer

Bank-to-bank international transfers for amounts beyond Wise upper limits. Better for Mexican real estate purchases and PRV-savings asset transfers.

Best for: $10,000+ transfers, Mexican real estate purchases, PRV savings-route asset moves

SafetyWing

Travel medical insurance designed for nomads. Cheaper than Cigna ($45-80/mo), good fit for FMM-tourist or TRV-based remote workers.

Best for: Mexico-based digital nomads on FMM or TRV, multi-country DN lifestyles, short-to-medium stays

VisitorsCoverage

Short-term visitor health insurance for US family visiting you in Mexico, or for the bridge weeks before IMSS or private insurance kicks in.

Best for: US family visiting, gap before IMSS enrollment, scouting trips

MyExpatTaxes

Affordable DIY expat tax software built by an IRS Enrolled Agent, with real human support on every plan. FEIE, FTC, FBAR, FATCA, 50+ IRS forms and instant e-filing, from $175.

Best for: Straightforward returns, budget-conscious filers, and fast online e-filing

Expert Tax Services

Alternative full-service expat tax provider. Multi-country expertise; useful for second opinion on Mexican tax-residency questions.

Best for: Complex treaty cases, second opinion on Mexican tax residency status, dual-residency edge cases

Universal Tax Professionals

Full-service US expat tax preparation. Handles US-Mexico treaty positions, US Social Security taxation in Mexico, FBAR, FATCA, and Mexican tax residency edge cases.

Best for: US-Mexico treaty cases, retirees with Social Security and pensions, Mexican tax-residency analysis

Monument Visa

US apostille for the documents needed for TRV and PRV applications: FBI background check, marriage and birth certificates, education credentials.

Best for: Every TRV/PRV applicant. Required at the consulate appointment.

Read our guide: How to Apostille for a Mexican TRV or PRV →

Translayte

Certified Spanish translations of U.S. and other source-language documents for Mexican consulate appointments and supporting paperwork. Self-service platform — upload your apostilled document, pay online, and receive the certified translation in 1–2 business days. Note: once you arrive in Mexico, INM and notarial procedures still require a Mexican perito traductor; Translayte is most useful at the consulate stage and for pre-arrival paperwork.

Best for: TRV / PRV consulate document packs, marriage and birth certificates supporting family-unity visas, and any pre-arrival paperwork requiring certified Spanish translation.

Traveling Mailbox

Virtual US mailing address for IRS correspondence, US bank/brokerage statements, and maintaining no-tax-state domicile while you live in Mexico.

Best for: Active US tax filers (everyone), Schwab/Fidelity account holders, tax residents of US no-income-tax states

International Moving Quotes

Compare international movers for full-household shipments to Mexico (containers, full-service packing). Useful when you have too much to drive across the border.

Best for: Retirees shipping the entire household, moves with significant furniture and possessions

Send My Bag

Door-to-door luggage and parcel shipping. Useful if you are flying to Mexico (rather than driving) and need more than 4 bags worth of luggage moved.

Best for: Digital nomads flying down, scouting trips, pre-arrival shipping to Mérida or CDMX

PetCargo

Standard international pet transport to Mexico. IATA-compliant kennels, commercial cargo handling. Critical for retirees bringing pets without driving across the border.

Best for: Pet relocations from outside North America, flying-in retirees with pets, $1,000-$3,000 budget

Holafly

Travel eSIM with data in 200+ destinations, installed before you fly. Unlimited-data options; keep your own SIM and number in the phone.

Best for: Instant data on arrival — scouting trips and the first weeks after a move

Tello Mobile

Affordable U.S. eSIM carrier for keeping your American number alive abroad — bank codes, 2FA and U.S. calls still reach you over Wi‑Fi. No contract.

Best for: Anyone whose bank, broker or logins still text a U.S. number after moving abroad

Airalo Global eSIM

Instant eSIM data plans. Activate before flying or driving across the border and have data the moment you arrive in Mexico.

Best for: Every reader. Day-zero connectivity before getting a Mexican Telcel/Movistar SIM.

Preply

1-on-1 Spanish tutors. Mexican Spanish specifically (different vocabulary and accent than Castilian), flexible scheduling, native speakers.

Best for: Daily-life Spanish for SMA, Mérida, Lake Chapala life; navigating SAT, INM, IMSS in Spanish

HomeExchange

Home swap marketplace. Trade your US home for a San Miguel, Mérida, Lake Chapala, or Puerto Vallarta home for 2-4 weeks — ideal scouting trip without rental costs.

Best for: Pre-move scouting trips, snowbird testing, sabbatical-style stays