• Personal Financial Planning

We prepare financial plans to help people deal with various personal financial issues through proper planning, which includes but is not limited to cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners).

 

• Financial Statements Audits

We conduct financial statements audits in accordance with auditing standards generally accepted in the United States of America with the objective of an expression of an opinion about whether the financial statements are fairly presented, in all material respect, in conformity with United States of America generally accepted accounting principles.

 

• Monthly Write-Up

We provide write-up services on a monthly basis.  Based on the necessity of the clients we can add or remove services from the standard monthly write-up services.  The standard monthly write-up services includes the preparation of the following financial reports; balance sheet, income statement, cash flow statement, general ledger, check register, bank reconciliations, property subsidiary with related depreciation schedules, payroll register - monthly, quarterly and annually, and the following quarterly returns; social security return, income tax withheld return, disability and unemployment tax return and chauffeurs tax return.  The monthly write-up services also includes the following year end financial reports, returns and forms; annual income tax return, volume of business tax declaration, state-insurance form, personal property tax return, estimated income tax declaration, annual corporation report (if apply), federal unemployment return, W-2s and 480s.

 

We provide sound solutions to daily management challenging situations.  These sound solutions run from tools like financial statements analysis and the preparation of budgets and projections to computerized information systems and strategic planning.  We also provide training for accounting personnel as well as setting-up accounting information systems.  As managerial accounting consultants we provide the following services; break-even analysis, internal controls evaluation for fraud and irregularities detections, efficiency and effectiveness analysis, process and job costing system design, pricing analysis, financial analysis, production analysis and others.

• Tax Consulting, Tax Returns Preparation and Representation

We provide tax consulting services to corporations, partnerships and individuals.  This consulting includes tax planning, tax returns preparation, tax exemptions request, tax credit requests and processing of ruling requests, among others.  In addition, we provide tax representation in every tax or tax related agency in the Commonwealth of Puerto Rico and in the Bureau of Internal Revenue of the United States Federal Government's Treasury Department, commonly known as Internal Revenue Services.

• Litigation Support

We provide support to lawyers and their clients in order to help them comprehend accounting and finances technical issues.  In addition, we prepare analysis to quantify damages, including loss of earnings.

• Governmental Financial Planning

We provide support to client in the analysis and evaluation of available governmental incentives, tax or non-tax, in order to develop a comprehensive plan to meet client objectives, in part, through the use of applicable governmental incentives.

• Agreed-Upon Procedures

We conduct financial and non-financial agreed-upon procedures engagements in order to report findings as result of the execution of the agreed procedures.

• Operational Audits

We conduct operational audits to assist client in identifying, operational problems, its related causes and alternative for improvement.