We Help you Plan for the Events of your Life.


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

  1. 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.

  2. Quality- we do what we do well, within the boundaries of the law.

  3. 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.

  4. Accountability- we stand by our clients.


 Our Services

Business Meeting

Tax Planning

review of your personal and business taxation to look for deductions, and strategies that can help reduce your tax bill.

family immigration.jpg


along with our partner firm, we work with entrepreneurs, business owners and executives on filing and supporting employment-based immigrant and non-immigrant visas in the United States.


Business Services

With years of experience, our staff has the capabilities and expertise to take your business to the next level. At Trusts & Taxes LLC, we combine our insights and skills to transform your processes and strategies, and in turn, your company. We’re proud to help shape and improve how our clients structure and manage their business.


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.