Who We Are
We help you plan for the events of your life.
Our team and group of associated professionals, can offer a comprehensive blue print to evaluate you taxation, finances, business and estate planning. Our goal is to help you plan for the different events of your life.
Core Values
Innovation- we innovate in a space that is overlooked, traditional firms don’t develop innovative strategies and usually are not in the cutting edge of financial and tax planning.
Quality- we do what we do well, within the boundaries of the law.
Integrity- our clients come first, we will never advise on or provide a strategy that is not in accordance with our client’s needs and goals.
Accountability- we stand by our clients.
Our Services
Puerto Rico Tax Incentives
Your business can thrive in Puerto Rico
Since 2012 Puerto Rico offers various tax incentives for both individuals and businesses. Contact us today and we can help you make a decision of moving your business, or a portion of it, to Puerto Rico and pay 4% on export of services increasing your return on investment.