Who We Serve
Industries and Client Segments
We support clients across a wide range of industries and situations — from Act 60 incentives compliance to federal funds readiness, estate advisory, and tax legal representation.
Client Segments
Clients We Work With
Our intake process is designed to capture and properly route a wide range of matters across legal, advisory, compliance, and tax areas.
Act 60 Decree Holders and Incentives Clients
Individuals, investors, entrepreneurs, and export services businesses with Act 60 incentive decrees or actively exploring Puerto Rico tax incentive programs. Services include recurring compliance support, documentation organization, and decree-condition tracking through Sierra Norte Advisory, with legal issues routed to Soto Legal Counsel.
Tax and Government Authority Clients
Individuals, businesses, and entities facing Puerto Rico tax compliance issues, Hacienda notices, CRIM matters, municipal tax obligations, tax authority correspondence, payment plans, or administrative tax proceedings. Advisory compliance support and legal representation available through the appropriate entity.
Estate, Fiduciary, and Family Wealth
Executors, administrators, heirs, surviving spouses, family business owners, and high-net-worth individuals navigating estate administration, asset organization, fiduciary accounting coordination, and estate tax documentation. Non-legal administration coordination through Sierra Norte Advisory; legal estate matters through Soto Legal Counsel.
Federal Funds and Grant-Exposed Entities
Recipients, subrecipients, contractors, consultants, and organizations handling federal funds, public assistance grants, disaster recovery programs, workforce funds, or grant-funded activities requiring documentation support, compliance readiness, and internal controls advisory.
Nonprofit Organizations
Nonprofit entities receiving federal, state, municipal, or private grant funds, or organizations with governance documentation, compliance, internal controls, fraud readiness, and audit readiness needs. Compliance advisory through Sierra Norte Advisory; legal governance questions through Soto Legal Counsel.
Construction, Engineering, and Government Contracting
Contractors, subcontractors, engineers, architects, and professional-services firms involved in federally funded or government-related projects requiring compliance documentation, procurement support, contract compliance advisory, and internal controls review.
Recipient and Subrecipient Organizations
Organizations subject to pass-through entity oversight, monitoring visit requirements, subaward compliance obligations, corrective action plans, or federal reporting requirements under programs administered by state, municipal, or federal agencies.
Professional Services Firms
Law firms, accounting practices, advisory firms, consulting organizations, and other professional-services entities with governance, compliance, tax coordination, internal controls, and legal needs in Puerto Rico.
Not sure if your situation fits one of these categories? Submit an inquiry and we will review it. No professional relationship is created by submitting an inquiry.
Request ConsultationDisclaimer: 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.