SAAVEDRA CPA | Tax Compliance Services
Tax compliance is a key objective for any successful organization.
Puerto Rico tax compliance includes monthly, quarterly, and annual tax filings for various concepts. We offer tax solutions that incorporate all aspects of your Puerto Rico business, including annual tax reports and filings, sales and use and import tax, municipal sales tax, withholding deposits and quarterly filings on payments for services rendered, business volume tax, personal property tax, and business license and permits. We help coordinate estimated tax payments for applicable taxes throughout the year and file any extensions, if necessary.
If your organization operates outside of Puerto Rico, we may assist you. In certain circumstances, it may be suitable to coordinate with a local professional or CPA. We can discuss the details of your enterprise to provide an assessment of appropriate considerations. We may also recommend a professional from our network, if requested.
We provide Puerto Rico, Federal, and State income tax return e-filing for all individuals.
Tax Compliance Services are billed at our hourly rate. We can prepare an estimate based on complexity, filing requirements, and volume of transactions.
All tax returns are filed electronically, where permitted.
How can we help you?
Do you need tax compliance services for an organization, an individual, or an Estate?
Tax Compliance Services include these corporate tax obligations
for a Puerto Rico organization:
Puerto Rico
Business Volume Tax Declaration
Employee W-2, as applicable
Form 480 informative tax return filings
Tax grant maintenance, if applicable
Income tax return, as applicable
Audit or Agreed Upon Procedures (AUP), if applicable
Payroll tax (Federal)
Tax Compliance estimates exclude tax grant maintenance, AUP, and payroll tax services, if applicable:
For profit | $2,875.00
Non-profit | $2,550.00
Generally, a US entity or a Puerto Rico entity doing business outside of Puerto Rico must file the applicable federal income tax return for the entity:
All Puerto Rico nonprofit organizations must file:
Informative Return for Income Tax Exempt Organizations
$525.00
Only certain nonprofit entities must file:
Return of Organization Exempt from Income
$725.00
For information regarding tax filing criteria, visit our summarized Federal tax filing section.
Individual Tax Compliance Services include these tax obligations
A Puerto Rico resident generally must file a Puerto Rico individual income tax return. In certain cases, a Puerto Rico resident may be required to file a federal income tax return if they work for the US government, or earned self-employment income. For more details visit our Puerto Rico individual income tax section:
Additional schedules for all individual income tax returns are between $15 and $25, with few exceptions.
Estate Tax Compliance Services include these tax obligations
Estate tax filing requires an analysis of the property held by the estate, decedent and beneficiary details, and type of trust, if applicable. Information regarding the applicable estate tax returns are found under Gift and Estate tax, or Federal tax filings.
We file estate tax returns for individuals in Puerto Rico with property held in the United States and abroad. If you need our assistance to file your federal and state tax returns, please send a request to schedule a call with you and understand your situation.