Act 60 Advisory & Ongoing Tax Compliance Support
Advisory support focused on maintaining Act 60 compliance through structured tax reporting, documentation alignment, and cross-jurisdiction coordination.
Scope of Advisory Services
- Ongoing Act 60 compliance oversight
- Coordination of Puerto Rico and U.S. tax filings
- Support with incentive-related reporting requirements
- Documentation alignment for decree compliance
- Monitoring of compliance risks and deadlines
Who This Is For
- Individuals granted or applying for Act 60 benefits
- High-net-worth individuals with multi-source income
- Clients requiring ongoing compliance monitoring
- Clients working alongside legal or relocation advisors
ACCOUNTAX PARTNERS
ACCOUNTAX PARTNERS
Key Value Points
- Maintained Act 60 eligibility
- Reduced compliance risk
- Clear reporting structure
- Centralized oversight
Act 60 Strategic Advisory Pillars
Residency & Qualification Strategy
We advise clients on establishing and maintaining Puerto Rico tax residency in compliance with Act 60 requirements, focusing on documentation, sourcing, and long-term eligibility preservation.
Tax Residency Law 60
Capital Gains & Investment Planning
Strategic planning for capital gains, crypto assets, and investments, including pre- and post-relocation analysis to align with Act 60 tax treatment.
Earnings and Investments
Entity Structure & Income Sourcing
Evaluation and structuring of entities to ensure income qualifies under Puerto Rico sourcing rules while maintaining federal compliance.
Tax Structuring
Act 60 Advisory Insights
Key Considerations Before Applying for Act 60
An overview of strategic factors to evaluate before submitting an Act 60 application, including residency timing and income planning.
Common Act 60 Compliance Risks
Strategic risks Act 60 individuals face if income sourcing, entity structure, or residency requirements are not properly addressed.
Ongoing Advisory vs. One-Time Planning
Why Act 60 benefits require continuous monitoring and strategic advisory rather than isolated planning decisions.
Act 60 Advisory & Compliance – Frequently Asked Questions
Act 60 advisory goes beyond the application process. It includes strategic planning, residency guidance, income sourcing analysis, entity structuring, and ongoing compliance support to ensure clients maintain eligibility and maximize the benefits of their decree.
No. Act 60 requires continuous compliance and monitoring. Maintaining residency status, meeting annual filing requirements, and properly sourcing income are essential to preserving tax benefits over time.
Income sourcing is critical. Even with an approved decree, improperly sourced income may be subject to regular Puerto Rico or U.S. taxation. Strategic sourcing analysis helps ensure income qualifies for preferential treatment under Act 60.
Act 60 does not eliminate U.S. federal filing requirements. Advisory services focus on coordinating Puerto Rico and U.S. tax rules to ensure compliance while avoiding unnecessary exposure or reporting issues.
Act 60 advisory is best suited for investors, entrepreneurs, crypto holders, high-net-worth individuals, and business owners with complex income streams or cross-border tax considerations.
Yes. Changes in tax laws, income sources, or personal circumstances can impact eligibility. Ongoing advisory support helps identify risks early and adjust strategies to remain compliant and efficient.
Absolutely. Pre-relocation planning is often the most valuable phase, allowing clients to structure income, investments, and timing before establishing Puerto Rico tax residency.
Common risks include failing residency tests, misclassifying income, overlooking annual reporting obligations, and improper entity structures. Advisory services help mitigate these risks proactively.
Act 60 Advisory Designed for Compliance and Long-Term Tax Efficiency
Our advisory services support Act 60 residents and applicants with residency compliance, tax coordination, and ongoing strategic guidance aligned with Puerto Rico tax requirements.
ACCOUNTAX PARTNERS