Tax Legal Services

Individuals and businesses in Puerto Rico often face notices, assessments, or formal proceedings from Hacienda, CRIM, the IRS, or municipal tax authorities without a clear understanding of their legal rights or the steps ahead. A tax notice or deficiency assessment can escalate into a formal administrative proceeding with significant legal and financial consequences if not addressed promptly and with appropriate legal counsel. Soto Legal Counsel, LLC serves clients who need a qualified attorney — not just documentation support — when navigating tax authority disputes and administrative tax proceedings.

Soto Legal Counsel, LLC begins by reviewing the underlying notice, assessment, or proceeding to identify the legal issues, applicable deadlines, and available responses. Where a legal response, objection, or administrative appeal is appropriate, the firm develops a strategy tailored to the client's specific situation and engages the relevant tax authority under a written legal engagement. The attorney-CPA background of the firm's principal informs how tax legal matters are analyzed — particularly where legal issues intersect with compliance, penalty abatement, and administrative procedure questions specific to Puerto Rico.

• Review of the underlying notice, assessment, or proceeding and a written summary of the legal issues and procedural deadlines
• Identification of available legal responses, administrative appeals, and applicable timelines
• Preparation and submission of legal responses, objections, or administrative appeal filings where appropriate
• Representation in Hacienda, CRIM, municipal, or IRS administrative proceedings under a written legal engagement
• Coordination with Sierra Norte Advisory, LLC for related tax compliance documentation support, where applicable and appropriate