Tax Planning & Compliance
Year-round, proactive tax strategy for individuals, businesses, and nonprofits in Puerto Rico.
What We Handle
Comprehensive tax services tailored to Puerto Rico's unique regulatory landscape.
Year-Round Tax Planning
Proactive quarterly check-ins so you never face surprises at filing time.
Individual Tax Compliance
PR and Federal individual returns prepared with accuracy and care.
Business Tax Compliance
LLCs, corporations, and pass-through entities handled with deep PR expertise.
Nonprofit Tax Compliance
Form 990-PR, tax exemptions, and governance guidance for mission-driven organizations.
Quarterly Withholding & Estimated Payments
Stay on track with withholding schedules and estimated payment planning.
SURI Compliance & Hacienda Requirements
Navigate Puerto Rico's tax portal and regulatory requirements with confidence.
Act 60 Advisory & Compliance
Expert guidance on Act 60 incentives, applications, and ongoing compliance.
Entity Selection for PR Startups
Choose the right structure for your Puerto Rico business from day one.
Estate & Trust Tax Matters
Thoughtful handling of estate and trust tax obligations in Puerto Rico.
What Makes It Different
Tax compliance is a commodity. Proactive strategy is not.
Proactive Quarterly Check-Ins
We don't wait until April. Regular strategy sessions keep your tax position optimized year-round.
AI-Powered Workflows
Technology accelerates research, automates routine tasks, and lets us focus on what matters — your strategy.
Deep PR-Specific Expertise
From SURI to Hacienda to Act 60, we live and breathe Puerto Rico tax law every day.
Bilingual Service
Fully fluent in English and Spanish, serving clients across Puerto Rico without language barriers.
Ready to Take Control of Your Tax Strategy?
Let's build a proactive plan that works for your situation — not just at tax time, but all year long.