Structured Compliance and Accounting Packages
Our packages are designed to provide reliable, ongoing tax compliance and accounting support tailored to your specific reporting and operational needs.
“Packages reflect service scope. Final engagement is determined after review.”
Who Our Packages Are Designed For
Individuals with Puerto Rico filing requirements
Support for Puerto Rico residents and Act 60 individuals requiring ongoing tax compliance.
Business owners and entitie
Compliance and accounting support for LLCs, corporations, and pass-through entities.
Clients with ongoing compliance and reporting needs
Structured support for clients requiring ongoing tax and accounting services.
What's Included Across Our Packages
- Partner-led tax and accounting support
- Puerto Rico and U.S. compliance coordination
- Structured review and preparation processes
- Secure document handling
- Ongoing compliance monitoring
- Advisory support based on your needs
ACCOUNTAX PARTNERS
How Our Packages Work
Step 1
Initial consultation and service evaluation
Step 2
Package recommendation based on your needs
Step 3
Structured onboarding and document review
Step 4
Ongoing compliance and accounting support
Why Clients Choose Structured Packages
Consistency
Ongoing support ensures compliance and accuracy throughout the year.
Clarity
Structured services provide clear expectations and deliverables.
Efficiency
Coordinated services reduce complexity and administrative burden.
Individual (Non-Decree)
Service Scope Overview
- Puerto Rico, Federal & State tax returns
- SURI registration and compliance
- IRS and Hacienda notifications management
- Quarterly estimated tax payment computations
- Ongoing tax consultation
Designed for individuals without tax incentive decrees.
Individual Act 60 (Decree)
Service Scope Overview
- Puerto Rico, Federal & State tax returns
- SURI registration and compliance
- IRS and Hacienda notifications management
- Quarterly estimated tax payment computations
- Ongoing tax consultation
- Notifications From DDEC
- EAR Preparation and Filings
Ongoing compliance support for Act 60 decree holders.
Accountax Premium
Most Complete
Full Compliance & Accounting Support
- Business Full Tax Compliance
- Payroll quarterly filings (499R3, 941PR, PRSD10, 940PR)
- W2PR, 499R1B, W3PR preparation and filing
- CFSE payroll policy renewal
- Monthly bookkeeping (QBO)
- Monthly financial statements
- Adjusting journal entries
- Ongoing consulting access
- Quarterly estimated tax payment computations
- Agency notifications management
- Payroll deposits
- IVU filings
- 480’s filings (10 included)
Payroll calculations are not included.
Business & Pass-Through Entities
Service Scope Overview
- Puerto Rico, Federal & State tax returns
- SURI registration and compliance
- Agency notifications management
- Quarterly estimated tax payment computations
- Ongoing tax consultation
- Business Volume Declaration Filings (VOB)
- CRIM Municipal Tax Filings
- Annual Corporate Reports (ACR)
Ongoing tax compliance and advisory support
Act 20 / 60 Entities
Service Scope Overview
- Puerto Rico Tax Returns
- SURI registration and compliance
- Agency notifications management.
- Quarterly estimated tax payment computations
- Ongoing tax consultation
- Business Volume Declaration Filings (VOB)
- CRIM Municipal Tax Filings
- Annual Corporate Reports (ACR)
- Notifications From DDEC
- EAR Preparation and Filings
Designed for incentive-aligned entities requiring multi-agency compliance.
Why Clients Work With Accountax Partners
- Specialized in Puerto Rico and U.S. tax compliance
- Experience with Act 60 individuals and business entities
- Partner-led service model
- Structured and reliable compliance support
ACCOUNTAX PARTNERS
Not Sure Which Package Is Right for You?
We evaluate your situation and recommend the appropriate package based on your filing and compliance needs.