Sierra Norte Advisory, LLC
Tax Compliance Advisory
Structured compliance calendars, documentation organization, and advisory support for Puerto Rico and federal tax obligations — nonattest.
Who This Serves
Businesses and individuals with Puerto Rico tax obligations — multiple filing deadlines, multi-entity structures, recurring Hacienda, CRIM, and municipal obligations — often lack the structured documentation and calendar discipline to stay consistently current. Disorganized records, missed deadlines, or unaddressed notices can compound into larger compliance problems over time. Sierra Norte Advisory serves clients who need recurring, organized advisory support to maintain their tax compliance posture and coordinate effectively with their tax preparers and legal counsel.
How We Can Help
Sierra Norte Advisory provides structured tax compliance advisory support through documentation organization, compliance calendaring, incoming notice triage, and coordination with tax preparers and legal counsel. Each engagement is scoped to the client's specific obligations and advisor relationships. This is nonattest advisory — not tax return preparation, tax legal representation, or an opinion on tax positions.
What to Expect
- Tax compliance calendar covering applicable Puerto Rico (Hacienda, CRIM, municipal) and federal deadlines and filing obligations
- Documentation organization and records-readiness review against compliance requirements
- Incoming notice intake summary and triage — identifying the type of notice, applicable deadlines, and coordination needs
- Compliance gap identification memo noting unaddressed obligations or documentation deficiencies
- Coordination memo for tax preparer or legal counsel summarizing compliance status and open items
- Recurring compliance review and calendar update on an agreed schedule
Important — Scope and Boundaries
- —Tax compliance advisory is a nonattest service provided by Sierra Norte Advisory, LLC.
- —This service does not constitute legal tax advice, tax legal representation, tax return preparation, or an opinion on any tax position.
- —No guarantee of tax authority acceptance, tax savings, penalty avoidance, or favorable outcome.
- —Tax legal matters — including Hacienda proceedings, CRIM disputes, and administrative tax appeals — are separate services provided by Soto Legal Counsel, LLC.
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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.