Our Services

Six disciplines.
One relationship.

Every service is designed around one goal — giving you total command of your financial position. Tap any service to learn more.

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.

Clean up your books
  • Monthly close & reconciliation
  • P&L, Balance Sheet & Cash Flow statements
  • Accounts payable & receivable management
  • Payroll processing & compliance
  • Year-end close & audit preparation

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.

Explore tax planning
  • Federal & PR individual tax returns
  • Business entity strategy & compliance
  • Year-round proactive planning
  • Multi-state & dual-jurisdiction returns
  • Estimated tax & cash flow planning

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.

Discuss your situation
  • IRS audit representation
  • Payroll tax & Trust Fund penalty resolution
  • Offer in Compromise & installment agreements
  • Currently Not Collectible status filings
  • Penalty & interest abatement

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.

Build your financial team
  • Financial modeling & forecasting
  • Cash flow management & reporting
  • Investor & board-level presentations
  • KPI dashboards & management reporting
  • Capital structure & financing strategy

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.

Start the conversation
  • Eligibility assessment & residency planning
  • Decree application & government liaison
  • Annual compliance report filing
  • Act 60 audit defense & representation
  • 0% capital gains & 4% income structuring

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.

Government inquiries
  • CapEx project tracking & B2A reporting
  • Federal & SRF grant compliance
  • OGP submission workbook preparation
  • Financial statement preparation & review
  • Oracle Fusion & PRIFAS reporting
Ready to Begin?

Let's talk about your
financial future.

Every engagement starts with a confidential conversation. No pressure, no templates — just an honest assessment of what's possible.