Do I need a lawyer for Act 60?
You need licensed professional review for regulated Act 60 work. The better question is what should be organized before that professional starts reviewing the file.
What licensed professionals should own
- Legal or tax conclusions about your facts.
- Residency, sourcing, basis, and filing-position review.
- Application strategy, signature, filing, and official communications.
- Professional judgment on current law, including Act 38-2026 and FOMB-related status.
What can be prepared before review
Residency evidence
Travel records, housing records, tax-home support, and closer-connection evidence.
Basis and sourcing records
Crypto, equity, business, and income records organized for CPA and Puerto Rico professional review.
Advisor coordination
Open questions and responsibilities split across mainland CPA, wealth advisor, and Puerto Rico professional.
Deadline plan
A dated checklist for application, annual report, donation, and compliance tasks.
Act 60 Sprint is non-advisory. We do not provide legal, tax, accounting, investment, or financial advice, and we do not provide eligibility verdicts.
Related pages
Lawyer FAQ
Can I file Act 60 without a lawyer?
Some applicants may use different professional paths, but regulated review and filing should be handled by qualified licensed professionals. Confirm the right route for your facts.
Can Act 60 Sprint tell me if I should apply?
No. We can organize facts and route a file. A licensed professional decides legal or tax positions.
Why organize the file first?
Clean records help the licensed professional review the facts more efficiently and identify missing information before a deadline.