Our Services
Legal and Advisory Services
Two separately organized professional entities. One coordinated intake process.
Soto Legal Counsel, LLC
Legal Services
Tax authority matters, business law, estate-related legal issues, and government proceedings. Legal engagements require a separate conflict review and engagement agreement.
Tax Legal Services
Legal representation for Hacienda notices, CRIM matters, municipal tax issues, administrative tax proceedings, and Act 60 legal questions.
Business Legal Services
Business formation, governance documentation, contract review and drafting, and regulatory and administrative legal matters.
Estate-Related Legal Services
Probate, fiduciary obligations, estate administration legal matters, and estate tax legal issues — separate from non-legal advisory coordination.
Government & Administrative Legal
Government-facing legal matters, administrative agency proceedings, and regulatory legal issues in Puerto Rico.
Sierra Norte Advisory, LLC
Advisory Services
Nonattest advisory and compliance support — tax compliance, Act 60, estate coordination, federal funds, audit readiness, internal controls, and fraud readiness. Advisory engagements are scoped separately from legal services.
Tax Compliance Advisory
Compliance calendars, documentation organization, notice triage, and recurring advisory support for Puerto Rico tax obligations.
Book-to-Tax and Nonattest Support
Book-to-tax reconciliation, tax-basis schedules, depreciation support, and management-use workpapers — nonattest advisory only.
Act 60 Compliance Support
Annual compliance calendars, decree-condition tracking, documentation checklists, and recurring review for Act 60 decree holders.
Estate Advisory
Estate record organization, asset and liability coordination, fiduciary accounting support, and advisor coordination.
Federal FundsFederal Funds Compliance
Documentation support, procurement compliance review, internal controls, and readiness assistance for federal grant recipients.
Federal FundsSingle Audit Readiness
SEFA support documentation, finding remediation tracking, auditor-request preparation, and management response support.
Nonprofit Compliance
Governance documentation, grant compliance, internal controls, and fraud readiness support for nonprofit organizations.
Federal FundsRecipient & Subrecipient Compliance
Monitoring readiness, procurement files, corrective action tracking, and pass-through entity compliance support.
Disaster RecoveryFEMA / CDBG / COR3 Compliance
Documentation readiness, procurement file review, reimbursement support, and corrective action tracking for disaster recovery funding.
Fraud Readiness & Internal Controls
Fraud risk assessment, Benford analytics screening, payment controls review, and segregation-of-duties analysis.
Government Contracts & Procurement
Contract compliance, billing documentation, procurement file review, and deliverable tracking for government contractors.
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.