Comprehensive Tax & Financial Consulting Services

We offer expert tax advisory and financial consulting services tailored to individuals and businesses seeking financial stability and growth.

Tax Consulting

Our tax consulting practice is rooted in deep technical knowledge and practical experience. We advise individuals, families and businesses

Incentives Planning & Compliance ...

At THRIV LLC, we offer specialized advisory services for individuals and entities covered under Puerto Rico’s tax incentive laws

Payroll Services

Our payroll solutions are designed to simplify your operations while ensuring full compliance. We handle payroll processing, direct deposit

Tax Compliance – Puerto Rico and U.S.

We manage all aspects of personal and business tax compliance at both the Puerto Rico and U.S. levels

Tax Resolution

we represent clients before the Puerto Rico Treasury Department (“Hacienda”), the IRS, Municipalities ...

Expert Witness Services

Our team offers expert witness and litigation support services in tax matters. We deliver objective.

Attestation Services

At THRIV LLC, we provide a full range of attestation services to meet the financial reporting needs of businesses, nonprofit organizations, and government entities.

Expert Tax & Financial Solutions You Can Trust, Get Started Now!

Managing taxes and financial planning can be complex, but our experts are here to guide you every step of the way.

Showcasing Our Latest Achievements

Estate Planning & Inheritance Tax Reduction

The client risked paying 40% estate tax due to improper planning. The family legally reduced their taxable estate.

Tax Optimization for a Small Business

The company was overpaying on taxes due to inefficient structuring and lack of deductions.

Tax Consulting

Our tax consulting practice is rooted in deep technical knowledge and practical experience. We advise individuals, families, and businesses on a wide range of strategic planning opportunities

Including:

Whether you’re navigating complex compliance rules, pursuing a tax incentive, or entering a new market, we deliver clarity and confidence in every stage of planning.

Incentives Planning and Compliance – Act 20, 22, and Act 60

At THRIV LLC, we offer specialized advisory services for individuals and entities covered under Puerto Rico’s tax incentive laws, including legacy Acts 20 and 22, now consolidated under Act 60 of 2019. We assist clients throughout the full lifecycle of these incentives:

Technical Tax Planning

We analyze your unique financial, operational, and residency profile to determine eligibility and optimize the benefits available under Puerto Rico’s incentive laws. This includes structuring service-based businesses under the Export Services regime, Tourism, Manufacturing or other business activities covered under Act 60 of 2019, planning for Bona Fide Residency, and evaluating potential tax exposure in both Puerto Rico and the U.S.

Application and Decree Process

We guide individuals and entities through the full application process for tax decrees, ensuring accurate and complete documentation, timely submissions, and coordination with the Department of Economic Development and Commerce (DDEC). Our team helps craft a strong narrative aligned with the policy intent of the incentives to maximize potential tax benefits under the incentives regime.

Ongoing Compliance and Reporting

Once a tax decree is granted, beneficiaries must comply with various annual filing and operational requirements. We provide end-to-end support with compliance tasks,
Our goal is not just to help you qualify—but to ensure you maintain compliance and maximize the long-term value of your decree, while managing audit risk.

Payroll Services

Our payroll solutions are designed to simplify your operations while ensuring full compliance. We handle payroll processing, direct deposit, tax withholdings, and reporting. We also manage quarterly and annual filings for both Puerto Rico and U.S. jurisdictions, including SURI, IRS, and state-level requirements. With us, your team gets paid on time—and your business stays compliant.

Tax Compliance – Puerto Rico and U.S.

We manage all aspects of personal and business tax compliance at both the Puerto Rico and U.S. levels. Our services include preparation and filing of income tax returns, estimated tax payments, and informational returns.

We also specialize in detailed and experienced compliance services for entities operating under tax exemption decrees—ensuring you meet all regulatory requirements tied to your incentives while maximizing benefits.

Tax Resolution

We represent clients before the Puerto Rico Treasury (Hacienda), the IRS, and municipalities to resolve audits, collections, and other disputes. Our focus is always on protecting your rights, negotiating fair outcomes, and resolving matters efficiently. Whether the issue is personal or business-related, local or federal, we’re your trusted advocate.

Expert Witness Services

Our team offers expert witness and litigation support services in tax matters. We deliver objective, defensible analysis and testimony in legal disputes, drawing on years of experience and technical depth to support attorneys and their clients in complex civil and criminal cases

Attestation Services

At THRIV LLC, we provide a full range of attestation services to meet the financial reporting needs of businesses, nonprofit organizations, and government entities. Whether you require financial statements for internal decision-making, external reporting, or compliance with regulatory or contractual obligations, our team delivers reliable, standards-based reports you can trust.

Financial Statement Preparation

We assist clients in the preparation of financial statements in accordance with generally accepted accounting principles (GAAP) or other applicable frameworks. These statements are useful for management, stakeholders, and lenders seeking insight into a business’s financial health and performance. While no assurance is provided, this service ensures that your reports are organized, accurate, and professionally presented.

Compilation Engagements

In a compilation, we present your financial information in the form of financial statements without providing any assurance. This service is ideal for small to mid-sized businesses that need financial statements for internal use or to meet third-party requirements, such as loan applications or vendor agreements. We ensure that the information is properly formatted and free of obvious errors or omissions.

Review Engagements

A review engagement offers limited assurance that there are no material modifications that should be made to your financial statements. Using analytical procedures and inquiry, we help clients meet reporting obligations when a full audit is not required but a higher level of credibility is necessary. This service is often appropriate for lenders, investors, or regulatory agencies that require some level of assurance.

Agreed-Upon Procedures (AUP)

Our firm designs and performs customized procedures as agreed upon with the client and/or third parties (such as government agencies or grantors). This service is particularly useful when a full audit is not required, but specific tests or validations are needed—such as verifying expense eligibility under the Puerto Rico tax code or a tax exemption decree, confirming internal control processes, or substantiating grant compliance. The final report details the findings without offering an opinion or assurance.