What We Do
Comprehensive Tax & Advisory Services
FinTax Advisors LLC offers a focused set of services built around Puerto Rico's unique tax environment — from Act 60 decree applications to fractional CFO support for growing businesses.
One Firm. The Whole Process.
We don't hand you off. Whether you're applying for an Act 60 decree, filing your Puerto Rico tax return, getting a business valuation, or building out your accounting function, Alejandro handles your engagement directly — with the depth of experience and the attention to detail your situation requires.
Act 60 Decree Services
Act 60 Decree Application & Compliance
We guide clients through every stage of the Act 60 process — from initial eligibility review through DDEC application, decree issuance, and ongoing annual compliance. No handoffs, no gaps.
Puerto Rico's Act 60 incentives are powerful and legitimate. But the application process is detailed, the compliance obligations are real, and the consequences of getting it wrong are serious. We've been through this process many times and know exactly what DDEC and OIN expect.
What's included
- Eligibility review and decree type selection
- Puerto Rico entity formation and structuring
- DDEC application preparation and submission
- Annual Act 60 report preparation and filing
- OIN compliance monitoring
- Decree amendment and modification support
Tax Compliance & Planning
Puerto Rico & U.S. Tax Compliance
Accurate, on-time Puerto Rico tax filings for individuals and businesses — with the cross-border U.S. knowledge that clients with income on both sides of the water need.
Puerto Rico's tax system is distinct from the U.S. federal system, and clients with income in both jurisdictions face a complex filing landscape. We handle both sides with care, taking well-documented positions that hold up under scrutiny.
What's included
- Puerto Rico individual income tax returns
- Puerto Rico corporate and pass-through returns
- Informative returns and withholding filings
- Payroll tax compliance
- Amended returns and prior-year corrections
- U.S.–Puerto Rico cross-border tax planning
Business Valuation
Independent Business Valuation
Rigorous, defensible business valuations for transactions, ownership transfers, compliance requirements, and strategic planning.
A credible valuation requires more than a formula — it requires deep knowledge of the business, the industry, and the purpose of the engagement. We produce well-documented valuations that stand up to scrutiny from buyers, sellers, regulators, and the IRS.
What's included
- Transaction and M&A valuations
- Ownership transfer and buy-sell valuations
- Estate and gift tax valuations
- Act 60 compliance valuations
- Minority interest and control premium analysis
- Financial reporting valuations
Fund Services
Fund Administration & Compliance
Fund administration, financial reporting, and regulatory compliance for investment funds operating under Puerto Rico's OCIF framework.
Puerto Rico's investment fund framework offers meaningful advantages for qualifying funds — but OCIF oversight is rigorous. We support fund managers with the administration, reporting, and compliance infrastructure they need to operate cleanly.
What's included
- Fund financial statement preparation
- OCIF regulatory compliance support
- Investor reporting and capital account maintenance
- Puerto Rico fund tax filings
- Annual audit support and coordination
- Fund formation and structuring advisory
Fractional CFO & Accounting
Fractional CFO & Accounting Services
Monthly bookkeeping, financial statements, management reporting, and CFO-level advisory for businesses that need financial leadership without a full-time hire.
Growing businesses often need more than a bookkeeper but aren't ready for a full-time CFO. We fill that gap — providing clean books, reliable financial statements, and the strategic financial perspective that helps owners make better decisions.
What's included
- Monthly bookkeeping and reconciliation
- Financial statement preparation
- Management reporting and KPI dashboards
- Records reconstruction and cleanup
- Transaction preparation for private equity
- Cash flow planning and forecasting
Not Sure Where to Start?
Schedule a consultation and we'll help you figure out exactly what you need — no pressure, no unnecessary upsells.