{"id":8601,"date":"2026-07-29T15:35:44","date_gmt":"2026-07-29T15:35:44","guid":{"rendered":"https:\/\/alvatax.com\/new\/?page_id=8601"},"modified":"2026-08-05T22:09:46","modified_gmt":"2026-08-05T22:09:46","slug":"tax-advisory-services","status":"publish","type":"page","link":"https:\/\/alvatax.com\/?page_id=8601","title":{"rendered":"Tax Advisory Services"},"content":{"rendered":"\t\t
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Alvarado Tax Advisory Services,\u00a0<\/strong>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.\u00a0 Our Members offer an unparalleled level of public accounting, law, private industry, and Puerto Rico Treasury Department experience as follows:<\/span><\/h5>
Members:<\/strong><\/h5>
  • Juan A. Alvarado Zayas, CPA, Esq., MBA (Member)\u00a0<\/strong>\u2013 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.<\/li>
  • Felipe A. Mariani Franco, CPA, MPA (Member)\u00a0<\/strong>\u2013 Over 25 years of experience in public accounting and tax and business advisory service practice.<\/li>
  • Carlos R. Gonz\u00e1lez Mart\u00ednez, CPA (Member)<\/strong>\u2013 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.<\/li>
  • C\u00e9sar de Jes\u00fas Umpierre, CPA (Member) \u2013\u00a0<\/strong>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.<\/li>
  • Rosirma Garc\u00eda Rivera, CPA, MST, CGMA (Member)<\/strong>\u2013 Over 20 years of experience in public accounting and tax and business advisory service practice.<\/li>
  • Corali del Llano Torres, CPA, Esq. (Member) \u2013\u00a0<\/strong>Over 17 years of experience in public accounting and tax and business advisory service practice.<\/li>
  • Denisse M. Galarza Mora, CPA (Member) \u2013<\/strong> Over 20 years of experience in public accounting and tax
    and business advisory service practice.<\/li>
  • Alejandro M\u00e9ndez Ramos, CPA, PhD (Member) \u2013<\/strong> 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.<\/li>
  • Luis J. Torres Llompart, CPA, CFE, CGMA (Director)-\u00a0<\/strong>Over 40 years of experience in providing consulting services in business, government, financial and operational areas, auditing, accounting systems, financial reporting, and others.<\/li><\/ul>

    Furthermore,\u00a0ATBA<\/strong>\u00a0managers\u2019 group, composed of eleven managers, provides to our clients a combined experience of over 50 years, thus assuring that clients\u2019 needs are handled by the unique and vast experience this company has to offer.\u00a0 The Company has a total of 45 professionals in the tax, business consulting, resolution and outsourcing businesses.\u00a0 In addition, those professionals are assisted by a well-qualified group of administrative personnel.<\/p>

    We specializes in tax and business advisory services, including the following:<\/strong><\/h5>
    • Assistance with the request for tax credits under tax incentives acts<\/li>
    • Negotiation, preparation and filing of tax exemption applications and supporting documents at both State and Municipal levels<\/li>
    • Assistance with the negotiation of contracts for special infrastructure incentives at the Puerto Rico Industrial Development Company<\/li>
    • Assistance with the negotiation, preparation and filing of application for tax credits under several tax exemption laws<\/li>
    • 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<\/li>
    • Assistance with the determination of the most efficient tax structure to operate inPuerto Rico<\/li>
    • Preparation of tax accrual reviews and deferred tax analysis<\/li>
    • 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.<\/li>
    • 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<\/li>
    • Negotiation, preparation and filing of ruling requests and closing agreements at the Puerto Rico Treasury Department<\/li>
    • Assistance with resolution of tax issues as part of an Arbitration Process or Court Proceedings<\/li>
    • Outsourcing of the preparation of monthly excise tax and payroll tax returns<\/li>
    • 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<\/li>
    • Estate tax planning for wealthy individuals<\/li>
    • Qualification of pension plans with the Puerto Rico Treasury Department<\/li>
    • Filing and obtaining sanitary licenses.<\/li>
    • Filing and obtaining Fire Department\u2019s licenses<\/li>
    • Filing and obtaining Bidder\u2019s Registry numbers and update of eligibility certificates.<\/li>
    • Filing and obtaining bonded imported numbers and manufacturer\u2019s excise tax numbers.<\/li>
    • Filing and obtaining employer\u2019s identification numbers.<\/li>
    • Modification, registration and cancellation of locations for Sales and Use Tax purposes.<\/li>
    • Filing and obtaining Dissolution and Withdrawal Certificates.<\/li><\/ul><\/div><\/div><\/div><\/div><\/div><\/section>
      Our group is well familiarized with the internal procedures of the following government agencies:<\/h5><\/div><\/div><\/div><\/div><\/div><\/section>
      • Puerto Rico Treasury Department<\/li>
      • Municipal Revenue Collection Center<\/li>
      • Puerto Rico Department of State<\/li>
      • Office of Industrial tax Exemption<\/li>
      • Puerto Rico Industrial Development Company<\/li>
      • Puerto Rico Department of Labor and Human Resources<\/li>
      • Puerto Rico\u2019s Municipalities<\/li>
      • State Insurance Fund Corporation<\/li>
      • Puerto Rico Tourism Company<\/li>
      • Puerto Rico Department of Agriculture<\/li>
      • Puerto Rico General Services Administration<\/li>
      • Puerto Rico Department of Health<\/li>
      • Puerto Rico Fire Department<\/li>
      • Puerto Rico Regulations and Permits Administration<\/li>
      • United States Internal Revenue Service<\/li>
      • Department of Transportation and Public Works<\/li><\/ul><\/div><\/div><\/div><\/div><\/div><\/section>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

        Alvarado Tax Advisory Services,\u00a0is 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.\u00a0 Our Members offer an unparalleled level of public accounting, law, private industry, and Puerto Rico Treasury Department experience as follows:…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-8601","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/alvatax.com\/index.php?rest_route=\/wp\/v2\/pages\/8601","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alvatax.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/alvatax.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/alvatax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alvatax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8601"}],"version-history":[{"count":22,"href":"https:\/\/alvatax.com\/index.php?rest_route=\/wp\/v2\/pages\/8601\/revisions"}],"predecessor-version":[{"id":8712,"href":"https:\/\/alvatax.com\/index.php?rest_route=\/wp\/v2\/pages\/8601\/revisions\/8712"}],"wp:attachment":[{"href":"https:\/\/alvatax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8601"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}