Accounting & Taxes

Accounting & tax planning for Puerto Rico

Year-round bookkeeping, compliance, and proactive tax strategy for individuals and small businesses — including Puerto Rico's incentive landscape.

Important Disclosure — Accounting & Tax Services

Accounting and tax planning services are offered by JS Advisory Group separately and independently from any securities or investment advisory activities. These services are not supervised by or offered through San Blas Securities LLC. Tax-related content and discussions on this page are educational in nature and do not constitute individualized tax advice. Personalized tax guidance requires a separate engagement agreement with JS Advisory Group.

Accounting and tax planning for Puerto Rico — all year, not just in April

Good accounting isn't about scrambling at tax time. It's about keeping your numbers organized and your tax position optimized throughout the year, so there are no surprises and no missed opportunities. We work with individuals and small businesses across Puerto Rico to do exactly that.

For small businesses

Running a business in Puerto Rico means navigating a tax framework that's distinct from the mainland. We help you stay compliant, keep clean books, and plan ahead so your tax bill reflects smart decisions made all year — not whatever happened by default.

  • Bookkeeping & compliance — accurate records and on-time filings.
  • Proactive tax planning — strategies considered before year-end, when they can still make a difference.
  • Entity guidance — understanding how your business structure affects what you owe.

For individuals and households

From tax preparation to year-round planning, we help individuals and families keep more of what they earn while staying fully compliant with Puerto Rico and federal requirements.

Puerto Rico Tax Incentives

Act 60 and Puerto Rico's incentive landscape

Puerto Rico offers a range of tax incentives — including those consolidated under Act 60 — that can have significant implications for individuals and businesses. The rules are detailed and the eligibility requirements specific. We help you understand whether they apply to your situation and what they would actually mean for you. Any discussion of taxes is for informational purposes; you should consult with an attorney or accountant concerning your specific situation.

Coordinated with the rest of your financial life

Because we also handle investments, retirement, and insurance, your accounting doesn't sit in a silo. Your tax strategy can inform your retirement contributions, your investment decisions, and more — all working from the same playbook.

Frequently Asked

Questions people ask us

Act 60 consolidates several of Puerto Rico's tax incentive programs into a single code, covering areas such as individual investor and business incentives. The rules and eligibility requirements are specific and detailed. We can help you understand whether they apply to your situation. Any discussion of taxes is for informational purposes — consult a qualified professional for advice on your circumstances.

A CPA (Certified Public Accountant) holds a professional license and can perform a broad range of accounting, audit, and tax work. A tax advisor focuses specifically on tax strategy and may or may not be a CPA. We focus on practical, year-round tax planning and compliance for Puerto Rico individuals and businesses.

Costs include state registration fees and any professional fees for setup, and they can vary based on your situation. Beyond the filing cost, the more important question is whether an LLC is the right structure for your tax position — which is exactly the kind of thing we help you think through.

The most effective tax planning happens throughout the year, not in the final weeks. Many strategies have to be in place before December 31 to count. Working with us year-round means decisions are made with their tax impact already in view.

Let's Talk

One conversation, no pressure

Tell us what's on your mind. We respond with clarity and no pressure — the first conversation is always about understanding your situation.

Location
San Juan, Puerto Rico

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