Strengthen Your Audit Defenses as an Act 60 Retiree

The IRS and Hacienda are intensely focused on how retirees source their income. An incorrect determination on a pension or 401(k) distribution can trigger a costly audit. Act 60 Shield is designed to stress-test your filings against the rigorous standards used by tax authorities. Our system, with its CPA-verified rule set, meticulously examines your income sourcing documentation and reporting to identify weaknesses before they become liabilities. We help you build a robust file designed to withstand scrutiny, providing a layer of protection that goes beyond basic tax preparation.

Proving you are a bona fide resident of Puerto Rico is the cornerstone of any Act 60 defense. This goes far beyond the 183-day rule. We analyze your connections to the island against the 'tax home' and 'closer connection' tests, the same criteria auditors use to challenge decrees. With many decree holders finding help through word-of-mouth, critical details are often missed. Our platform provides an authoritative, data-driven analysis of your residency status, helping you fortify this crucial aspect of your compliance.

The IRS has publicly stated its intent to audit high-income individuals claiming Puerto Rico tax benefits. Act 60 Shield was created for this new era of enforcement. We don't offer legal advice, but we provide a powerful tool to help you and your advisors prepare a formidable defense. Our review is designed to identify the very issues targeted by Campaign 685, giving you the opportunity to address them proactively. For those who take compliance seriously, our service is an essential component of a comprehensive asset protection strategy.