Full service catalog
Everything you need, in one place.
From your annual return to your business's monthly bookkeeping, we work alongside you with the same clarity and speed at every step.
Tax filing
Tax filing
We file your federal and Puerto Rico returns and claim every credit you qualify for.
- Federal returnWe prepare and file your federal return with every applicable credit.Learn more
- Puerto Rico state returnHacienda compliant. We maximize every deduction allowed under the PR Internal Revenue Code.Learn more
- Monthly IVU returnWe file your IVU sales-tax return through SURI on time, every month.Learn more
- Senior taxpayer returnWe meet the requirements for taxpayers age 65 and over and maximize your refund.Learn more
- Child Tax Credit (CTC)We claim up to $2,000 per eligible child under the federal Child Tax Credit.Learn more
- American Opportunity CreditUp to $2,500 per eligible college student. We gather your 1098-T forms.Learn more
- Earned Income Credit (EITC)If you work for wages or self-employed, we help you claim the earned income credit.Learn more
Certifications & filings
Certifications & filings
We handle certifications and filings with Hacienda, ASUME, CRIM, SURI, and the IRS.
- Hacienda certificationsDebt, filing, non-taxpayer, residency — whichever certification you need.Learn more
- ASUME certificationFor loans, contracts, or any process requiring proof you owe no child support.Learn more
- CRIM certificationTax-debt and no-debt certifications for real property in Puerto Rico.Learn more
- IRS account validationWe resolve identity verification issues and confirm your IRS account standing.Learn more
- IRS IP PINWe request your Identity Protection PIN to safeguard your identity with the IRS.Learn more
- BOI report (FinCEN)Beneficial Ownership Information filings for corporations and LLCs under FinCEN.Learn more
- SURI filingsRegistrations, returns, payments, and communications with Hacienda through SURI.Learn more
Business services
Business services
We register, account for, and keep your business in good standing.
- Merchant RegistrationWe register you as a merchant in SURI so you can operate legally.Learn more
- Municipal license taxWe handle your municipal license and volume-of-business filings.Learn more
- Business IVURegistration, collection, and monthly IVU filing for your business.Learn more
- Monthly bookkeepingWe keep your books current with clear monthly financial statements.Learn more
- Payroll & employer filingsWe run your payroll, 941-PR, 499 R-1B, W-2 PR, and other employer filings.Learn more
Consulting
Consulting
We advise you before you make financial decisions, not after.
Ready to file?
A short conversation tells us everything we need to get started.