Services

More than 10 years of experience

Quality services

We strive to provide services that align seamlessly with our clients’ expectations. Our offerings include accounting services, audits, consulting, advisory, business permits, and more.

Consulting

The experience gained from collaborating with other clients enables us to provide the following services:

Tax Forms

We prepare the following tax forms:

Financial Statements

We prepare personal and business financial statements, which are essential for managerial decision-making.

Audits

As Certified Public Accountants (CPAs), we are legally empowered through a state-granted license by the Commonwealth of Puerto Rico to provide audit services. The culmination of an audit is a report in which the auditor provides an opinion (certification) on an entity’s financial reports, determining whether they are presented in accordance with generally accepted accounting principles or other established criteria.

Payroll and Quarterly Tax Returns

In alliance with processing companies, payroll, withholdings, and payments of quarterly returns (State Unemployment, Disability, Driver, Social Security and Medicare) are processed. Annually, the Withholding Proof (W-2), Payroll Declaration to the State Insurance Fund and Federal Unemployment Return (940 PR) are filed.

Accounting Services (Bookkeeping)

Bookkeeping isn’t just about monthly data entry. It ensures that your accounting is structured correctly for streamlined tax preparation and effective business management. Properly executed bookkeeping can be an exceptional business tool when handled by your accountant. This allows you to have accurate insights into your business’s performance and manage customers, suppliers, and inventory efficiently and effectively. Regardless of your business’s size, we design a streamlined and organized process to keep your accounting up-to-date, enabling you to make informed decisions based on well-documented information.

"Agreed Upon Procedures"

This is an engagement in which certain review procedures are applied based on prior agreement with the client who engages the service and/or with interested users, known as an Agreed Upon Procedures Report.

Business Permits

Tax Incentives