Alvarado Tax Advisory Services, is redefining the market for providing professional tax and business advisory services through its top-heavy structure, designed specifically to provide high level tax consulting to its clients on a more personalized basis.  Our Members offer an unparalleled level of public accounting, law, private industry, and Puerto Rico Treasury Department experience as follows:

Members:

• Juan A. Alvarado Zayas, CPA, Esq., MBA (Member) – Over 30 years of experience, including four years as Assistant Secretary of the Treasury for Administrative Appeals and more than one year as Deputy Secretary and Acting Secretary of the Treasury. Also, served as tax partner for two years in an international public accounting firm.
• Felipe A. Mariani Franco, CPA, MPA (Member) – Over 25 years of experience in public accounting and tax and business advisory service practice.
• Carlos R. González Martínez, CPA (Member)– Over 30 years of experience, including three years as Tax Manager of General Electric operations in Puerto Rico and seven years as Executive Tax Advisor at Puerto Rico Telephone Company.
• César de Jesús Umpierre, CPA (Member) – Over 20 years of experience, including five years as Tax Manager of American Community Properties Trust operations in US and Puerto Rico and two years as Tax Manager at Wal-Mart Puerto Rico, Inc.
• Rosirma García Rivera, CPA, MST, CGMA (Member)– Over 20 years of experience in public accounting and tax and business advisory service practice.
• Corali del Llano Torres, CPA, Esq. (Member) – Over 17 years of experience in public accounting and tax and business advisory service practice.
• Denisse M. Galarza Mora, CPA (Member) – Over 20 years of experience in public accounting and tax
  and business advisory service practice.
• Alejandro Méndez Ramos, CPA, PhD (Member) – Over 30 years of experience in public accounting and
  tax and business advisory service practice, government (Assistant Secretary of the Treasury for Internal
  Revenue and other related positions) and academia.
• Luis J. Torres Llompart, CPA, CFE, CGMA (Director)- Over 40 years of experience in providing consulting services in business, government, financial and operational areas, auditing, accounting systems, financial reporting, and others.

Furthermore, ATBA managers’ group, composed of eleven managers, provides to our clients a combined experience of over 50 years, thus assuring that clients’ needs are handled by the unique and vast experience this company has to offer.  The Company has a total of 45 professionals in the tax, business consulting, resolution and outsourcing businesses.  In addition, those professionals are assisted by a well-qualified group of administrative personnel.

We specializes in tax and business advisory services, including the following:

• Assistance with the request for tax credits under tax incentives acts
• Negotiation, preparation and filing of tax exemption applications and supporting documents at both State and Municipal levels
• Assistance with the negotiation of contracts for special infrastructure incentives at the Puerto Rico Industrial Development Company
• Assistance with the negotiation, preparation and filing of application for tax credits under several tax exemption laws
• Handling of tax audits at the Puerto Rico Treasury Department, Municipal Revenue Collection Center and the P.R. municipalities, including handling cases at the Appeals Office level
• Assistance with the determination of the most efficient tax structure to operate inPuerto Rico
• Preparation of tax accrual reviews and deferred tax analysis
• Research of income, property, excise and municipal license tax issues such as reorganizations, dividend distributions, determination of taxable and exempt status of articles for excise tax purposes, etc.
• Review or preparation of corporate and individual P.R. and U.S. tax returns, including income, property, excise, sales and use tax, municipal license and estate and trusts
• Negotiation, preparation and filing of ruling requests and closing agreements at the Puerto Rico Treasury Department
• Assistance with resolution of tax issues as part of an Arbitration Process or Court Proceedings
• Outsourcing of the preparation of monthly excise tax and payroll tax returns
• Assistance in the preparation and filing of initial filing requirements for new businesses with the P.R. Treasury Department, P.R. Department of State, Municipalities, P.R. Labor and Human Resources Department, State Insurance Fund and U.S. Internal Revenue Service
• Estate tax planning for wealthy individuals
• Qualification of pension plans with the Puerto Rico Treasury Department
• Filing and obtaining sanitary licenses.
• Filing and obtaining Fire Department’s licenses
• Filing and obtaining Bidder’s Registry numbers and update of eligibility certificates.
• Filing and obtaining bonded imported numbers and manufacturer’s excise tax numbers.
• Filing and obtaining employer’s identification numbers.
• Modification, registration and cancellation of locations for Sales and Use Tax purposes.
• Filing and obtaining Dissolution and Withdrawal Certificates.