Puerto Rican firm dedicated to guiding individuals and businesses successfully through the Puerto Rico tax landscape with clarity, compliance and confidence.

Our Commitment

Clarity

Complex tax law made understandable through transparent guidance

Compliance

Absolute adherence to all requirements with proactive monitoring

Confidence

Peace of mind through proven expertise and established relationships

Your Trusted Advisors

We are a CPA-led team committed to ensuring the success of our clients by minimizing tax liabilities and maximizing your tax position through a proactive and strategic tax compliance and advisory service that meets your specific needs.

Whether you are an individual relocating to the island or a business starting from 0, we are your trusted advisors ensuring compliance and maximizing your benefits.

Professional Services

Comprehensive Solutions

Tailored boutique services that maximize your benefits while ensuring clarity and compliance

Setup Process

We ensure compliance, clarity & confidence from day one.

Tax Compliance & Advisory

We help our clients confidently navigate Puerto Rico's Tax Landscape, through comprehensive Tax Compliance & Advisory Services.

Act 60 Solutions

We are your trusted advisors, leveraging Act 60 to maximize benefits, reducing tax burdens.

Business Solutions

We provide business solutions that allow you to focus on your business, tailored to your needs.

Ready to Begin?

Whether you are an individual relocating to the island or a business starting from zero, we are your trusted advisors ensuring compliance and maximizing your benefits.

Tax Optimization Programs

Act 60 Tax Incentives

From high-net-worth individuals to global service exporters and local entrepreneurs, Virtus Advisory is your trusted advisor — specializing in leveraging Act 60 benefits to maximize opportunities for both individuals and corporations.

Resident Investor

Chapter 2 • Act 60
0%
Capital Gains Tax
Keep more of what you earn
0% tax on capital gains and interest income generated post relocation
0% tax on Puerto Rico Source Income
Contractual Certainty Via tax decree

Export Services

Chapter 3 • Act 60
4%
Corporate Tax Rate
Export Globally from paradise
4% tax rate on eligible export services and trade income
0% tax on Dividends
Preferential Rate on P.R. tax filings

Young Entrepreneur

Chapter 10 • Act 60
0%
Tax Rate on First $500k
Empowering growth for entrepreneurs
0% Tax Rate on the first $500k of net income for the first three years of your new business
0% Tax Rate on Distributions from Exempt Profits

Why Puerto Rico?

Puerto Rico combines natural beauty, rich culture, and economic opportunity. With its world-class beaches, lush rainforests, and breathtaking mountain landscapes, the island offers a unique quality of life and a welcoming environment for businesses, individuals, and families. It is rapidly becoming a hub for innovation, entrepreneurship, and global investment, attracting leaders in technology, finance, crypto, and professional services.

From San Juan, a dynamic hub where entrepreneurs, investors, and professionals connect and collaborate within a thriving urban ecosystem, to Dorado, one of the Caribbean's most sought-after communities for investors and families, with proximity to the island's top business and educational institutions, Puerto Rico offers a compelling spectrum of living and working environments.

Puerto Rico's bilingual and highly educated workforce, combined with its strategic location, positions it as the ideal bridge between North and Latin America. As a U.S. territory, it provides the stability of the U.S. legal and financial framework while offering some of the most competitive tax advantages for investors and entrepreneurs looking to expand or relocate their businesses. Puerto Rico isn't just a destination. It's where opportunity, innovation, and lifestyle converge.

El Morro garita overlooking the ocean in San Juan, Puerto Rico
Virtus Advisory Logo

Alfonso Rodríguez, CPA

Managing Partner & Founder

Alfonso Rodríguez, CPA

Your trusted Puerto Rico Tax Expert Advisor

With a career that began at PwC Los Angeles and now rooted in Puerto Rico, Alfonso Rodríguez brings top-tier expertise in U.S. and Puerto Rico tax systems. As founder of Virtus Advisory, he helps individuals and businesses unlock the full benefits of Act 60, reduce tax burdens, and navigate cross-border compliance with confidence.

Puerto Rico & Federal Tax Experienced
Act 60 Specialist
Fluent in English and Spanish
Customer Service Driven

"Every client deserves clarity, compliance, and maximum tax optimization."

— Alfonso Rodriguez, CPA