One question at a time. You'll see your readiness read, evidence gaps, and likely next route. Free · about 2 minutes · no email to start.
Your readiness conversation
Question 1 of ~8
A60
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Select all that apply, then continue.
0 / 500
Why we ask · example
Organizing your answers
Organizing your answers
Matching review items
Writing your read
Your readiness read
A first picture of what a professional may flag in your file.
What you told us
Want this checked properly?
The $500 Readiness Review turns this into an evidence index, a missing-document map, advisor handoff notes, and a recommended path — the organizing work your CPA or attorney would otherwise bill you by the hour to do.
Your licensed Puerto Rico professional works from primary sources. These are the ones that most often govern a file like yours — we organize your facts against them; they decide how each applies.
IRS Publication 570 — U.S. possessions income guidance.
IRS Form 8898 — the bona fide residence start/end statement.
Act 60-2019 — the Puerto Rico Incentives Code.
Act 38-2026 — current law, pending final FOMB endorsement.
DDEC Incentives Portal — where incentive applications are filed.
Departamento de Hacienda — Puerto Rico tax administration.
Where should I send the full brief?
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Your readiness brief
Readiness Review — $500
Evidence index, missing-doc map, advisor handoff notes, and a recommended path — so your CPA or attorney opens a finished file instead of billing you to build one.
Fixed scope, fixed price
Refundable before substantive work begins
Cuts the billable hours spent on intake and document chasing
Illustrative only; not tax or legal advice. Excludes federal tax, pre-move appreciation, gain sourcing, holding periods, and residency.
Planning readiness
Review flags
Next moves
Want the scenario checklist?
Enter your email for the evidence checklist and advisor handoff notes.
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Unlocked: scenario checklist
What the 0% path needs
A licensed professional reviews residency, sourcing, timing, basis evidence, and compliance. This checklist is educational, not a determination.
Run the basic estimate to generate a scenario-specific handoff summary.
Scenario-specific checklist
Baseline review areas
Residency review needs days, tax home, closer connection, and records.
Pre-move appreciation and Puerto Rico sourcing need support.
Crypto, stock, or business-sale files need exports, basis reports, sale docs, and a gaps log.
Assign one owner for the evidence index, missing-doc map, and advisor handoff.
Compliance includes donation evidence, principal residence, and annual report records.
Sprint organizes the evidence index, missing-doc map, basis support, handoff, and dated plan for licensed professional review. It does not replace your CPA or lawyer.