HOW TO GET STARTED
The Right Starting Point Depends on Your Situation
At Saavedra CPA, we work with businesses, professionals, individuals, organizations, and Puerto Rico tax incentive clients.
Because no two situations are exactly alike, we do not require you to determine which accounting or tax service you need before speaking with us. We first understand your situation, then determine the appropriate scope of work and professional engagement.
Choose that best fit for your situation:
Introductory Call
$45
15–20 Minutes
Have a general question or want to determine whether we may be able to help?
The introductory call is designed for a brief discussion of your situation, your needs, and the appropriate next step.
This may be appropriate for:
- General tax questions
- Straightforward individual matters
- Questions about our services
- Determining whether your needs are within our practice
- Situations where no document review is initially required
Calls may be cancelled or rescheduled without charge when requested at least 48 hours in advance.
Diagnostic & Document Review
$200
Some situations cannot be responsibly evaluated through a short conversation.
If your circumstances involve an existing business, prior-year tax returns, investments, real estate, accounting records, tax history, business structure, Act 60 matters, or other documents requiring review, a professional diagnostic may be appropriate.
The diagnostic allows us to review the relevant information and determine what needs to be done before recommending the appropriate engagement.
A short-form engagement letter will define the scope of services identified through the diagnostic before the engagement begins.
Professional Engagement
$500
If you are ready to move forward, we may establish the professional engagement directly.
Depending on your needs, the engagement may involve:
- Business formation
- Ongoing accounting
- Payroll
- Tax preparation
- Tax planning
- Business compliance
- Act 60 services
- Financial reporting
- Consulting and advisory
- Other professional services
The specific scope, responsibilities, and fees are established in the applicable engagement letter before work begins.
Our Services
If you’re exploring the benefits of relocating to Puerto Rico under Act 60, visit our Act 60 Tax Exemption or Act 60 Grant Compliance pages for detailed guidance. You can also learn more about available Puerto Rico Tax Credits and how to integrate them into your investment or operations strategy.
We’re here to help you move forward with clarity.
Once the appropriate engagement has been established, Saavedra CPA provides professional accounting, tax, compliance, advisory, and financial services.
Accounting & Compliance
Ongoing accounting, bookkeeping, reconciliations, financial reporting, and compliance support for businesses and organizations.
Tax Services
Puerto Rico and federal tax preparation, compliance, planning, and coordination for individuals and businesses.
Act 60 Tax Incentives
Assistance with Act 60 matters, including tax incentive planning, grant compliance, annual requirements, and related accounting and tax services.
Business Setup & Registration
Assistance establishing businesses and coordinating Puerto Rico and federal registrations, tax accounts, and initial compliance requirements.
Payroll Services
Payroll processing and related Puerto Rico and federal payroll compliance for businesses and organizations.
Financial Statements
Preparation of professional financial statements and financial information for management, lenders, investors, transactions, and other specified purposes.
Consulting & Advisory
Professional guidance involving business structure, accounting, tax planning, financial matters, operations, and other business decisions.
Business Valuation
Business valuation and related financial analysis for transactions, planning, tax, and other professional purposes.
Other Professional Services
If your needs do not fit neatly into one of the categories above, that is not a problem. Describe your situation through our intake and we will determine the appropriate next step.
Not Sure Which Option Is Right?
You do not need to figure that out on your own. We can start with the information you have available. We will determine whether your situation is best handled through an introductory call, a diagnostic and document review, or a professional engagement:
-> Start With the Intake <-
All professional services are subject to the applicable engagement letter, terms and conditions and privacy policy.
