Tax considerations affect nearly every business transaction—often in significant ways. Our firm provides comprehensive assistance in preparing a full range of tax returns, including corporations, partnerships (pass-through entities in PR), and individual income taxes both at the local and federal levels.
In addition, we handle key Puerto Rico municipal and regulatory filings such as:
- Declaration of Volume of Business (Municipal License)
- Personal Property Tax (CRIM)
- Annual Report for the Department of State
- Merchant’s Registry with the Puerto Rico Treasury Department
- Sales and Use Tax
If you are contacted by any government agency regarding your tax matters, your first call should be to us. We will address the issue promptly and professionally so you can stay focused on running your business.
The estate tax landscape for Puerto Rico–born residents presents unique challenges, particularly when navigating the interaction between Puerto Rico and U.S. federal tax systems. Our firm specializes in these estate and inheritance taxes, providing comprehensive guidance and preparation services for both Puerto Rico and federal filings. We prepare Puerto Rico “Caudal Relicto” returns for residents and nonresidents, as well as Federal Forms 706 and 706‑NA for U.S. estate tax compliance.
Our team also handles gift tax filings, including Puerto Rico gift tax returns and Federal Form 709.
With deep experience in this highly technical area, we help clients understand their obligations, minimize tax exposure, and ensure that estates and gifts are reported accurately and efficiently.