Readiness Review — $500
Evidence index, missing-doc map, advisor handoff notes, and a recommended path.
- Fixed scope, fixed price
- Refundable before substantive work begins
- Credits in full toward the Sprint
Act 60 Readiness Read
Let's map what your Act 60 file needs.
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
Select all that apply, then continue.
0 / 500
Why we ask · example
Organizing your answers
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 dollar Readiness Review turns this into an evidence index, a missing-document map, advisor handoff notes, and a recommended path, and it credits in full toward the Sprint.
Start my Readiness ReviewWhere should I send the full brief?
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Your readiness brief
Act 60 Sprint — $7,500
We coordinate the whole file — with your advisor, or a vetted Puerto Rico professional from our network. You do three things: approve the plan, supply documents once, join one review call. We handle the rest, through filing handoff.
- Evidence index and gap map
- Gain-timing and asset evidence file
- Advisor coordination and a dated plan to filing
Excludes professional and government fees — licensed PR professionals bill their own review, signature, and filing work.
We take a maximum of 5 Sprint files per month to keep delivery dates honest.
Start my free readiness read →Not sure which? The free readiness read ends with a recommended path.
Planning inputs
Gross amount before taxes. Used only for the rate-gap estimate.
$
Used for routing; the math stays the same.
Frames deadline urgency.
Use 0% if the gain accrues after becoming a bona fide Puerto Rico resident. Raise it if basis or appreciation spans before the move.
Day count is one residency input; shortfalls are useful early.
of 183+
Estimates execution risk, not eligibility.
Basis, source docs, exports, cap tables, and sale docs drive review time.
Sprint organizes the file; licensed professionals make regulated determinations.
The useful output is the fact list to organize before a CPA, lawyer, or licensed Puerto Rico professional reviews the file.
Estimated PR income tax difference between a qualifying 2026 applicant and a 2027+ applicant on the modeled post-move gain.
Potential rate gap
4% applied to the modeled post-move amount.
Modeled 0% amount
Amount used for the rate illustration.
Needs allocation review
Pre-move share that may sit outside the simple math.
Readiness signal
| Gross gain entered | |
| Potential pre-move appreciation to review | |
| Modeled post-move amount | |
| 2026 applicant — 0% rate (Act 38-2026, pending FOMB) | $0 |
| 2027+ applicant — 4% rate on modeled amount | |
| Illustrative difference |
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.
See what the Sprint includes →