We’ll walk you through everything step-by-step, but here’s a general idea of what you’ll need:

For individuals:

A valid photo ID, last year’s tax return, and any income forms like W-2s, 1099s, or 480s. If you have deductible expenses, bring those receipts too.

For businesses:

We’ll schedule an initial meeting (online or in person) to understand your situation and guide you on exactly what documents to gather — such as bank statements, expense records, payroll reports, and your business registration details.

Yes, and you're not alone many of our clients come to us after falling behind. We specialize in sorting out late filings, cleaning up records, and helping you get fully compliant without judgment. We’ll make a plan that fits your pace and priorities.  

Not at all. We serve individuals, self-employed workers, freelancers, and small to mid-sized businesses. Whether you need help with a simple tax return or full-service support for your growing company, we’ve got you covered.  

Our pricing is flexible and tailored to your unique needs. We always provide a clear quote before starting — no hidden fees, ever.

For individuals:

We offer fixed pricing for common services. You can find more details in the Pricing section below.

For businesses:

Our services are customized based on the size of your business and the level of support required. Whether it's bookkeeping, payroll, or tax compliance, we’ll discuss your needs during an initial consultation and provide a personalized quote. We also offer ongoing support plans and payment options to fit your budget.

You can choose what works best. We can handle everything digitally through secure uploads, video calls, and email or meet in person if you prefer. We’re based in Puerto Rico and happy to accommodate your schedule and style.

Yes. We use encrypted systems, secure cloud storage, and strict confidentiality protocols. Your data is never shared without your consent, and we treat every document with the same care we’d expect for our own.

Don’t panic we’re here to help. Whether it's a notice, audit, or request for documentation, we offer full representation and handle the communication for you. We'll explain what it means and take the right steps to resolve it quickly and properly.

Yes, we assist with the financial documents and summaries often required for grant or loan applications, including income statements, expense tracking, and proof of tax compliance. Whether you're applying for business support or personal aid, we help you get paperwork-ready and increase your chances of approval. 

Unlike automated tools, we provide personalized guidance, real human support, and proactive help with compliance and planning. We don’t just file forms — we explain, advise, and stand by your year-round so nothing slips through the cracks.