Business Intelligence · Tax · Incentives Advisory
Executive Services PR Onboarding Portal Confidential · Engagement Use Only
§ 01
Welcome
§ 02
About You
§ 03
Your Roadmap
§ 04
Project Intake
§ 05
Documents
§ 06
Schedule
§ 07
Confirmed
Bienvenidos · Welcome

Your Act 60 journey starts with a single conversation.

Executive Services PR handles the full Act 60 process under one roof: incentives planning, corporate structuring, decree registration, and ongoing compliance. Our Legal, Tax, and Audit professionals all work in-house, so one team stays accountable to you from start to finish. This short intake helps us match our advice to your specific situation.

⏱ Takes about 5–7 minutes
20+ Incentive & Compliance Specialists
100% Puerto Rico Based
7 Step Process
In-House Expertise
⚖️Legal 🧮Tax 📊Audit 🔁Transfer Pricing 🏛️Incentives
One accountable team for your incentive decree submission with DDEC, tax planning strategy, and ongoing regulatory compliance. We provide you a complete, end-to-end Act 60 solution, giving you a comprehensive, white-glove experience.
Executive Services PR 🇵🇷
ACT 60-2019
Puerto Rico Incentives Code
Business Intelligence·Tax·Incentives Advisory
Confidential · Engagement Use Only
Section 02 of 07
Section 02

Let's start with who you are.

A few quick questions so we can tailor your roadmap and route you to the right specialist on our team.

Quick context. All information is treated as engagement-confidential and is never shared outside Executive Services PR. Required fields are marked with an asterisk.

Select all that apply. We work on individual decrees, combinations of Act 60 decree types, and standalone tax & advisory engagements.

🏝️
Act 60: Resident Investor
Individual investor decree for capital gains, dividends & interest tax benefits (formerly Act 22)
🌐
Act 60: Export Services
2–4% corporate income tax for services provided to clients outside of Puerto Rico (formerly Act 20)
🏭
Act 60: Manufacturing
Industrial development, green energy & pioneer manufacturing decrees with reduced fixed-rate taxation
📜
Act 60: Other Incentive Decrees
Tourism, agriculture, creative industries, finance & other specialized Act 60 incentive decrees
🔄
Ongoing Tax & Act 60 Compliance
Annual reports, payroll & revenue requirements, estimated taxes & decree obligation management
🔬
Research & Development Tax Credits
Identifying, documenting & monetizing R&D tax credits for qualifying activities
🏨
Tourism & Hospitality Tax Credits
Tourism development tax credits for hotels, resorts & qualifying hospitality projects
⚖️
Transfer Pricing
Compliance with IRS §482 and PRIRC §1033.17(a)(16) & (17), plus any other applicable Federal or Puerto Rico revenue code sections governing transfer pricing
📊
Auditing
Financial auditing for annual corporate compliance, agreed-upon procedures (AUP) reports & tax credit auditing
🧭
Other
Something else, or you'd like guidance on which service or decree fits your needs
🔍
Researching
Gathering information & comparing options
📋
Planning a Move
Likely relocating in the next 12 months
✈️
Recently Relocated
Already in PR or moving in < 90 days
🏛️
Established in PR
Need ongoing tax/advisory or compliance work
As Soon as Possible
This month if available
📅
Within This Quarter
Next 1–3 months
🕰️
Just Exploring
No firm timeline yet
Section 03 of 07
Section 03

Here's how we'll work together.

Based on what you shared, we've sketched out the next steps. The detailed intake comes next so we can build a precise plan around your situation.

Welcome, friend.
We'll customize your engagement based on your interests.
Right now · 4–6 minutes
Detailed project intake
Complete our secure intake form so we capture the specifics, including entity structure, current tax situation, and project scope.
Before our call · ≈ 10 minutes
Prepare your documents
A short checklist of items that will let us hit the ground running on day one. Most are things you likely already have.
Within 48 hours
Schedule your discovery call
A 30-minute strategy session with a senior advisor. No obligation, completely confidential.
Within 5 business days
Receive your custom proposal
A clear scope, timeline, and fixed-fee structure, including projected tax savings under your chosen decree.
Section 04 of 07
Section 04

Tell us about your project.

Our secure intake is built right into this page. It saves as you go, so you can finish everything here without leaving the form.

Confidential · Executive Services PR Onboarding Portal. Everything you share is engagement-confidential and reviewed only by your assigned advisor. Required fields are marked with an asterisk.

The legal or working name of your company, if you have one.

🧾
LLC
Limited liability company
🏢
Corporation
C-Corp or S-Corp
👤
Individual / Sole Proprietor
No separate operating entity
🧩
Not Sure Yet
Help me choose the right structure
🇺🇸
U.S. Mainland
Currently a U.S. state resident
🏝️
Puerto Rico
Already a PR resident
🌎
Outside the U.S.
Non-U.S. tax resident
🔄
Transitioning
Mid-move or mixed residency

A rough range is fine. It helps us size the opportunity and the right decree.

💵
Under $250K
Getting established
💰
$250K – $1M
Growing
📈
$1M – $5M
Scaling
🏦
$5M+
Substantial
🤝
Prefer Not to Say
We'll cover it on the call
🆕
No
This would be a first
Yes
Filed Form 8898 / as a PR resident
Not Applicable
Not a U.S. taxpayer

Who handles your taxes today, if anyone? This helps us coordinate a clean transition.

The more detail, the sharper your proposal. There are no wrong answers here.

Section 05 of 07
Section 05

Gather these before our call.

You don't need to send anything yet, just have these handy. Tick them off as you collect them and the list saves automatically. We'll request what we need through our secure portal after our discovery call.

Identity & Residency
Government-issued photo ID
Passport or driver's license for each beneficial owner
Required
Proof of PR address (or planned address)
Lease, utility bill, deed, or signed offer letter
Required
SSN / ITIN documentation
Social Security card or ITIN letter
Required
Tax History
Last 3 years of personal & business tax returns
Federal (1040 / 1120 / 1065) plus any state filings
Required
Prior PR filings, if any
Forms 482 / 480, decrees, or rulings
If applicable
Entity & Financial
Entity formation documents
Articles of incorporation, operating agreements, EIN letters
Required
Most recent financial statements
P&L, balance sheet, and cash flow (year-to-date)
Required
Capitalization table
For Export Services or investment-related decrees
If applicable
Banking
Last 12 months of business bank statements
All operating accounts; PDF or CSV is fine
Required
🔒 A note on privacy. Documents are never uploaded through this page. After our discovery call, you'll receive a secure link to our encrypted client portal.
Section 06 of 07
Section 06

Pick a time that works for you.

A 30-minute video call with a senior Act 60 advisor. We'll review your intake, answer your questions, and outline the path forward.

What to expect

A focused, no-pressure conversation tailored to your goals.

  • Review of your intake form & objectives
  • Discussion of optimal Act 60 strategy
  • Walkthrough of estimated tax impact
  • Clear explanation of fees & timeline
  • Q&A, bring everything on your mind
Duration 30 minutes
Format Secure video conference
Languages English & Español
Cost Complimentary
Loading calendar...
Section 07 of 07
Section 07

You're all set.

SUBMITTED

Thank you.

Your onboarding is complete. We've received your intake and you'll get a calendar invite shortly. Welcome to Executive Services PR. We're looking forward to working with you.

01

Confirmation Email

Arriving in your inbox within the next few minutes with your intake summary and calendar invite.

02

Pre-Call Brief

24 hours before your call, you'll receive a one-page brief from your assigned advisor.

03

Discovery Call

We'll meet at your scheduled time. Have your documents nearby, no need to send them yet.

04

Custom Proposal

Within 5 business days of our call, you'll receive a tailored proposal with fixed-fee structure.

Progress saved