Zephyr Tax & Advisory
Services

Services built around how businesses actually operate.

Accounting, tax, compliance, and advisory services designed to help Puerto Rico business owners stay organized, compliant, and confident year round.

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What We Do

Five focused service areas. One long term partner.

Each engagement is shaped around your business stage, structure, and goals. Start with one service or combine several.

01

Book Cleanup & Catch Up Accounting

When your books are a mess, start here.

Whether you're starting from scratch, cleaning up prior years, or correcting inaccurate records, we help establish financial information you can trust.

Ideal For

Businesses with incomplete, inaccurate, or neglected accounting records.

What's Included
  • Historical bookkeeping cleanup
  • Account reconciliations
  • Balance sheet review
  • Fixed asset review
  • Loan and liability cleanup
  • Financial statement reconstruction
  • QuickBooks Online setup and optimization
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02

Monthly Bookkeeping & Financial Reporting

Know where your business stands every month.

We maintain your books, reconcile accounts, and provide financial reporting so you always understand your business performance.

Ideal For

Businesses that want accurate books and reliable financial reporting.

What's Included
  • Monthly bookkeeping
  • Bank reconciliations
  • Credit card reconciliations
  • Financial statement preparation
  • Balance sheet maintenance
  • Revenue and expense tracking
  • Ongoing accounting support
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03

Tax & Compliance Management

Stay compliant and avoid surprises.

Tax season should not be a once a year event. We help businesses stay ahead of filing requirements, estimated payments, and compliance deadlines throughout the year.

Ideal For

Businesses looking for a proactive compliance partner.

What's Included
  • Puerto Rico income tax returns
  • Federal income tax returns
  • IVU filings
  • Patente Municipal
  • Annual Reports
  • CRIM compliance
  • Informative returns
  • Estimated tax planning
  • Tax notice assistance
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04

Business Formation & Advisory

Starting a business? Build it correctly from day one.

We help entrepreneurs choose the appropriate structure, understand compliance requirements, and establish a strong operational foundation.

Ideal For

New businesses and entrepreneurs.

What's Included
  • Entity selection
  • New business registration
  • Compliance planning
  • Accounting system setup
  • Tax strategy
  • Business advisory
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05

Act 60 Services

From application to annual compliance.

Zephyr helps businesses and individuals evaluate, apply for, and maintain Puerto Rico Act 60 incentives.

Ideal For

Businesses and individuals pursuing Act 60 incentives.

What's Included
  • Export Services incentives
  • Resident Individual Investor incentives
  • Young Entrepreneur incentives
  • Eligibility reviews
  • Application preparation
  • CPA certified application support
  • Annual compliance
  • Tax return preparation
  • Ongoing advisory
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The Zephyr Difference

More than a service provider.

Responsive

We strive to respond to client communications within one business day.

Transparent

Fixed fee pricing. No surprise invoices.

Proactive

We help identify issues before they become problems.

Collaborative

Clients stay informed through secure portals and ongoing communication.

Not Sure What You Need?

Let's find the right solution together.

Every business is different. Schedule a consultation and we'll help determine the right combination of accounting, tax, compliance, and advisory services for your business.

Schedule a Consultation