Tag: taxes

Secure Document Exchange Portal Dear Valued Client, We now use Client Center, a secure web portal, to easily exchange files and communications (tax questionnaire, eSignature, supporting documents, and returns). This is a web portal that you log in to, with helpful features and even a mobile app option. Use the following steps and resources to get started.   ! From this month on all of our clients will receive a Registration…  Read more

With the COVID-19 pandemic escalating, both CPA firms and their clients are facing emergency planning issues.  As a small CPA firm we are not exempt from this.  The most pressing issues are protecting the health of our employees, our clients, and preserving business continuity.   Thus we hereby share some of the measures we have taken: We are advising clients to deliver documents via our secure document portal service (my-cpa-file).  This…  Read more

Thanks to Victor Gonzalez from Infusion Investments for inviting me to their 23rd podcast and speak about basic investment income taxes in Puerto Rico. Jose Javier Infusion Investments  Read more

Preparing for tax season is really a year-round endeavor. Tip number one for Small Business Owners (SMB) owners is to update financials on a monthly basis, using a streamlined software or cloud-based system. This way, come tax time, everything you need is all in one place. And well organized SMBs are better positioned to minimize their tax bill while avoiding penalties associated with missing or inaccurate information. Here are four…  Read more

Federal Employees, Taxes, and Puerto Rico Some Federal Agency employees, specially those that worked during the Hurricane Maria emergency, had local income taxes retained as part of their work in the island.  Must importantly they must file a tax return with the Commonwealth of Puerto Rico.  Do you need a CPA in Puerto Rico to take care of this matter? https://www.irs.gov/individuals/international-taxpayers/special-withholding-rules-for-us-federal-agency-employers-with-employees-in-cnmi-or-puerto-rico Contact us..  Read more