Accounting, Tax, and Advisory Services in Puerto Rico
CPA Group PR provides a full range of services to businesses, individuals, and professionals who need reliable accounting support and tax guidance in Puerto Rico.
Business Services
More than number crunching and tax preparation.
- Corporate tax preparation and planning
- Accounting and bookkeeping
- Financial statement preparation
- Payroll tax assistance
- IVU / SUT support
- SURI-related compliance support
- Business startup advisory
- Entity structure coordination with attorneys
- Cash flow and budgeting
- Business acquisition and transition support
- Year-end tax planning
- Monthly accounting support
Individual Tax Services
More than annual tax filing.
- Individual tax preparation
- Self-employed tax planning
- Retirement and estimated tax planning
- Personal financial organization
- Tax planning for professionals
- Tax support for individuals with business income
- Guidance for residents, relocated professionals, and Puerto Rico-based taxpayers
QuickBooks & Accounting Systems
More than financial data entry.
- QuickBooks Online setup
- Chart of accounts design
- Bookkeeping cleanup
- Bank and credit card reconciliations
- Monthly financial reports
- Payroll integration support
- Staff training
- Accounting workflow improvement
- Cloud accounting advisory
Other Services & Act 60 Advisory
Consulting, feasibility studies, and Puerto Rico Act 60.
- Business consulting & strategic advisory
- Feasibility studies
- Business plans & financial projections
- Business valuation support
- Mergers, acquisitions & due diligence
- Internal controls & process review
- Puerto Rico Act 60-2019 advisory & compliance
- Coordination with legal counsel on decree applications
Industries
Industries We Serve in Puerto Rico
Different industries face different accounting and tax challenges. We work with business owners and professionals across Puerto Rico to provide practical financial guidance.
Restaurants & Hospitality
Accounting, payroll, IVU compliance, cash flow, and reporting for restaurants, cafés, bars, and hospitality.
Common challenges: High transaction volume, tip reporting, IVU filings, and labor cost control.
Medical and Dental Practices
Practice bookkeeping, payroll, and tax planning for healthcare professionals.
Common challenges: Insurance receivables, equipment depreciation, and provider compensation.
Contractors and Construction
Job costing, payroll, and contractor tax compliance.
Common challenges: Project-based accounting, subcontractor 1099s, and progress billings.
Professional Services
Accounting and tax guidance for consultants, agencies, and advisors.
Common challenges: Time tracking, retainer revenue, and partner distributions.
Real Estate and Property Management
Rental income, depreciation schedules, and entity-level reporting.
Common challenges: Multi-property tracking, depreciation, and passive activity rules.
Retail and E-commerce
Sales tax, inventory, and multi-channel revenue reporting.
Common challenges: Inventory valuation, marketplace fees, and IVU collection.
Nonprofit Organizations
Bookkeeping and reporting tailored for mission-driven organizations.
Common challenges: Restricted funds, grant tracking, and donor reporting.
Technology and Digital Businesses
Accounting workflows for SaaS, agencies, and digital businesses.
Common challenges: Deferred revenue, contractor payments, and remote teams.
Tourism and Service Businesses
Financial reporting for tour operators and service-based businesses.
Common challenges: Seasonal cash flow, reservations, and payroll planning.
Family-Owned Businesses
Multi-generational accounting, planning, and transition guidance.
Common challenges: Succession planning, owner compensation, and family distributions.
Consultants and Freelancers
Self-employed tax planning and quarterly estimates.
Common challenges: Estimated taxes, self-employment tax, and expense organization.
Import, Distribution, and Logistics
Inventory accounting and compliance for distributors.
Common challenges: Landed cost, multi-warehouse inventory, and IVU rules.
Not sure which service fits your needs?
Let's talk through your situation and find the right starting point.
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