Navigate complexity.
Plan with purpose.
Puerto Rico and federal tax obligations follow different rules, calendars and forms. We handle both and plan across them.
Compliance with the broader picture in view
Puerto Rico returns, federal returns and the information reporting that accompanies them. For clients with obligations in both systems, the filings are prepared with each other in view.
Plan before the transaction
Entity selection, ownership structure, distributions, transaction timing and the Puerto Rico and federal consequences of each. Planning is most useful while there is still time to evaluate alternatives.
The right structure matters
Business and entity organization, reorganizations and the tax treatment that follows. We help evaluate how a structure fits the business model, owners, jurisdictions and longer-term objectives.
When the agency has questions
Support with correspondence, notices and tax authority inquiries. We define the scope of representation and support during tax examinations based on the matter and the required authorizations.