Puerto Rico & U.S. Federal Tax Compliance

Tax Preparation Services

Professional tax preparation for individuals and businesses with Puerto Rico and, when applicable, U.S. federal filing considerations.

Tax Preparation Services

We prepare tax returns with a focus on accuracy, documentation, and compliance. Our work is designed for clients who need more than basic filing support—especially when Puerto Rico tax rules, SURI filings, informatives, and U.S. federal obligations must be evaluated together.

Who this is for

Puerto Rico residents and entities, including individuals, corporations, LLCs, partnerships, and professionals with local filing responsibilities.

We also assist individuals and entities outside Puerto Rico that are doing business in the island or receiving Puerto Rico-source income.

What we handle

Puerto Rico tax filings for individuals and entities, including income tax returns, related schedules, and coordination with required supporting documentation.

We also assist with compliance matters involving SURI, Puerto Rico informatives such as Forms 480.6A, 480.6SP, 480.7E, and pass-through entity reporting such as Form 480.2EC when applicable.

Common issues

Local and federal compliance related to income reporting, withholding, informative declarations, and documentation consistency.

Common issues include missing or incorrect informatives, discrepancies between accounting records and Forms 480, Puerto Rico-source income classification, and coordination with federal filings such as Form 1040, 1040-SS, or other applicable federal requirements.