Puerto Rico's New Standard in Tax Advisory

Tax Advisory,EngineeredDifferently.

We don't just file your taxes. We work with Puerto Rico startups and growing businesses at every stage — from bookkeeping and compliance through tax strategy and complex structures — with principal-level judgment, not a template.

Integrated Disciplines
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Accounting, compliance, tax advisory, resolution, CFO depth, and incentive work—organized so you can start simple and scale.

Bookkeeping through structures
Puerto Rico + United States
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Federal, state, and PR obligations woven into one plan for founders, families, and growing companies with cross-border footprints.

Coordinated tax posture
Our Standard
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Principal-level engagement on every client file. No associates, no handoffs, no exceptions — ever.

The Hawthorne Ridge Promise
One Relationship
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The same senior advisor owns your outcome whether you need clean monthly books or a complex multi-entity design.

From books to structure
What We Do

Six disciplines. One relationship.

From your first clean close to your most complex structure — the same standard whether you are launching or scaling in Puerto Rico.

01
Accounting & Bookkeeping

Monthly bookkeeping, financial statement preparation, and controller-level services for Puerto Rico startups and established businesses alike. Whether you are getting your first payroll right or tightening a growing operation, your books should tell a story — we make sure it's the right one.

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02
Tax Planning & Compliance

Federal and Puerto Rico tax planning, preparation, and compliance for individuals, businesses, and pass-through entities. We model the future and identify every legal mechanism to minimize your obligation before the year closes. For our clients, April 15th is a formality, not a surprise.

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03
IRS & Hacienda Resolution

Direct representation before the IRS and Puerto Rico's Department of Treasury. Audits, payroll tax liabilities, unfiled returns, penalty abatement, and collection defense — handled with urgency and precision. If you've received a notice, don't respond without representation.

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04
CFO Advisory

Fractional CFO services delivering institutional-quality financial leadership to growing businesses. Financial modeling, treasury management, investor reporting, and board presentations — the full CFO capability without the full-time cost. We become part of your leadership team.

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05
Act 60 Tax Incentives

End-to-end Act 60 application, structuring, and annual compliance for individual investors and export services companies. We guide clients from initial eligibility through decree issuance and ongoing compliance — maximizing the incentive while preventing the mistakes that invalidate it.

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06
Government Consulting

Financial reporting, CapEx tracking, and fiscal compliance for Puerto Rico government agencies, public corporations, and federally funded entities. Deep expertise in OGP frameworks, Hacienda reporting, and federal grant compliance including FEMA, HUD, and DOT-funded projects.

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Now Available to All Active Clients

Your private
command center.

The Hawthorne Ridge Client Portal gives you 24/7 access to your documents, tax history, real-time projections, and personalized planning strategies.