Defend Your Bona Fide Residency Against IRS Scrutiny

Under the new IRS campaign, simply claiming to be a resident of Puerto Rico is not enough. You must be prepared to prove it. The three-part bona fide residency test is the battleground. Act60Shield helps you fortify your position by meticulously documenting your compliance with the Presence, Tax Home, and Closer Connection tests. We operate on the principle of preparing for the worst-case scenario, ensuring every aspect of your residency is documented and defensible. In a market where most decree holders find help through word-of-mouth, our systematic approach provides an institutional-grade defense.

An IRS auditor will scrutinize your travel records, looking for any inconsistency that could invalidate your residency claim. Act60Shield helps you construct a bulletproof timeline of your presence in Puerto Rico. We go beyond the 183-day count, documenting the purpose and nature of your travel to counter any suggestion that your time on the island is incidental. This proactive documentation is designed to preemptively answer the questions an auditor would ask, turning a potential vulnerability into a source of strength.

The subjective nature of the Tax Home and Closer Connection tests makes them fertile ground for IRS challenges. Act60Shield helps you build a defensive dossier that leaves no room for doubt. We guide you in consolidating proof of your Puerto Rico tax home and documenting the myriad personal and economic ties that bind you to the island. From bank accounts to social club memberships, we help you weave a narrative of residency so compelling it can deter an audit before it even begins. This is not just a review; it's the construction of a shield to protect your assets and your decree.