Soto Professional Group
Puerto Rico · Legal · Advisory · Compliance
Judgment.
Strategy.
Trust.
Soto Professional Group is a coordinated platform for legal, tax compliance, and advisory services in Puerto Rico — delivering structure, professional judgment, and accountability to individuals, businesses, nonprofits, and government-related entities facing complex matters.
Our Structure
Separate Practices.
Coordinated Judgment.
Soto Legal Counsel, LLC
Legal representation for tax authority disputes, business and corporate matters, estate and probate, and government and administrative proceedings.
Sierra Norte Advisory, LLC
Nonattest advisory and compliance support — Act 60, tax compliance advisory, estate coordination, federal funds compliance readiness, internal controls, and fraud readiness.
Each practice operates under independent engagements and professional responsibilities. No professional relationship is formed until written engagement terms are executed by the applicable entity.
About the Platform
Coordinated Legal and Advisory Services in Puerto Rico
Soto Professional Group coordinates two independently operating entities — Soto Legal Counsel, LLC and Sierra Norte Advisory, LLC — through a shared intake and referral process. Legal services and advisory services each carry distinct engagements, billing, and professional responsibilities. The two practices remain separate; visiting this site or submitting an inquiry does not create a professional relationship with either entity.
Our Structure
Separate Practices. Coordinated Judgment.
Legal services and advisory services operate through independent practices — each with distinct engagements, billing, and professional responsibilities — coordinated through a shared intake and referral process.
Legal Practice
Soto Legal Counsel, LLC
Soto Legal Counsel, LLC handles legal matters — including tax authority disputes, business and corporate legal needs, estate and probate proceedings, and government and administrative matters. Legal engagements require a separate conflict review and engagement agreement with Soto Legal Counsel, LLC.
Legal ServicesAdvisory Practice
Sierra Norte Advisory, LLC
Sierra Norte Advisory, LLC provides nonattest advisory and compliance support — including tax compliance advisory, Act 60 compliance support, estate advisory coordination, federal funds compliance readiness, internal controls advisory, and fraud readiness. Advisory services are scoped separately from legal work and do not constitute legal advice.
Advisory ServicesService Areas
What We Help With
We support clients across a range of legal, tax compliance, advisory, and compliance matters in Puerto Rico.
Sierra Norte Advisory
Act 60 Compliance Support
Recurring compliance calendars, decree-condition tracking, documentation organization, and advisor coordination for Act 60 decree holders and Puerto Rico incentives clients.
Sierra Norte Advisory
Tax Compliance Advisory
Tax compliance calendars, documentation organization, notice triage, and recurring advisory support for businesses and individuals with Puerto Rico tax obligations.
Soto Legal Counsel
Tax Legal Services
Legal representation for Hacienda notices, CRIM matters, municipal tax issues, and administrative tax proceedings.
Sierra Norte Advisory
Estate Advisory
Estate record organization, asset and liability coordination, fiduciary accounting support, and professional advisor coordination for families and estate administrators.
Sierra Norte Advisory
Federal Funds & Audit Readiness
Documentation support, internal controls advisory, corrective action tracking, and compliance readiness for federal funds recipients, nonprofits, and grant-funded entities.
Sierra Norte Advisory
Fraud Readiness & Internal Controls
Fraud risk assessment, payment controls review, segregation-of-duties analysis, and Benford analytics screening to support internal accountability.
Why Soto Professional Group
A Different Kind of Professional Platform
OIG-Informed Perspective
The firm's principal brings federal audit and compliance experience through prior work with the Office of Inspector General — applied to audit readiness, internal controls, federal funds compliance, and documentation advisory.
Coordinated Legal and Advisory Structure
Legal services and advisory services operate through separate practices with independent engagements and professional duties — coordinated at the intake level through a structured referral and routing process.
Human-Reviewed Intake
Every submission is reviewed by a team member before any engagement decision. No advice is provided through the intake process, and no professional relationship is formed until written engagement terms are executed.
Puerto Rico Regulatory Focus
Services are structured around Puerto Rico's regulatory environment — including Hacienda, CRIM, DDEC, OITE, Act 60, municipal tax, COR3, and federal grant and compliance requirements.
About the Founder
Agustín J. Soto Pérez is an attorney and certified public accountant (CPA) based in Puerto Rico. His professional background includes experience in government audit, compliance, and internal controls through prior work with the Office of Inspector General.
He founded Soto Professional Group to provide coordinated legal and advisory services — through two separate professional entities — to individuals, businesses, nonprofits, and government-related entities in Puerto Rico.
About Soto Professional GroupGet Started
Ready to Discuss Your Situation?
Submit a brief inquiry through our structured intake process. Every submission is reviewed by a team member before any engagement decision. No advice is provided through the intake form, and no professional relationship is formed until written engagement terms are executed by the applicable entity.
Disclaimer: Website use does not create an attorney-client, CPA-client, advisor-client, fiduciary, or confidential professional relationship. Submission of an inquiry does not create representation. No professional relationship is formed, and no work begins, until a conflict review is completed, an engagement is accepted, and written engagement terms are signed by the applicable entity.