Services Offered

Creation of Tax Strategy and Compliance Plan

Coordination and Oversight of Professionals (Including On-Going Compliance Monitoring)

Risk Mitigation: Review of Financial Statements and Annual Report

Act 60 Application Process Management

About Us

Rachel Farris, CPA

Managing Partner

Rachel Farris, a top 40 Under 40 CPA recognized by CPA Practice Advisor, leads a firm that helps individuals and families navigate complex tax and compliance issues. She specializes in advanced tax planning, minimization strategies, and Act 60 guidance, bringing a global perspective shaped by her Big 4 experience.

White Glove Services: Simplifying Your Act 60 Journey

Let us create your tax strategy, manage compliance, and execute a game plan tailored to maximize wealth and minimize stress during your relocation to Puerto Rico under Act 60. 

Ready to let us handle your Act 60 journey from start to finish?

Let us facilitate your stress-free Act 60 process. Take the first step towards a wealth-maximizing tax strategy and seamless relocation process today!

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