Tax and Compliance

Tax compliance and consultation

Tax compliance is complex and ever-changing, but our comprehensive services simplify this process and uncover opportunities to optimize your tax burden legally and effectively. We work closely with you to tailor strategies that fit your personal and business needs. 

Real support, real people

Comprehensive tax compliance

We handle all filings for individuals and corporations in Puerto Rico and the U.S., leveraging technology and expertise to reduce errors, meet deadlines, and mitigate audit risks. 

Business formation and corporate registration

From startup to mature enterprises, we streamline the formation and registration process across all relevant government agencies, ensuring full compliance and positioning your business for optimal tax treatment and legal protection. 

Tax Incentives, decrees, and closing agreements

We help you identify, apply for, and maintain eligibility for local and federal tax incentives, including industrial exemptions and other beneficial programs designed to reduce your tax burden and encourage reinvestment. 

Representation in audits and investigations

If faced with tax authorities’ scrutiny, we provide expert representation, negotiate on your behalf, and work to resolve issues swiftly and favorably, protecting your reputation and resources.

Personal and executive financial planning

Our approach integrates tax-efficient investment strategies and retirement planning to secure your financial future and minimize liabilities. We help you navigate complex tax laws to maximize wealth preservation and growth. 

Corporate entity selection advice

Choosing the right business structure is key to managing your tax responsibilities, legal liability, and future growth. We provide personalized guidance to help you make informed, compliant decisions that support your goals

Retirement plans and industrial tax exemptions

Our advisors help design retirement plans that benefit both employees and employers while securing available industrial tax exemptions to improve your company’s bottom line. 

With Baker Tilly Puerto Rico, you gain a proactive partner who not only ensures compliance but actively seeks ways to enhance your financial health through smart tax planning.