Audit Defense for the San Francisco to Puerto Rico Move

Relocating from a high-tax area like San Francisco to take advantage of Act 60 places you squarely on the radar of the IRS. The agency's 'Campaign 685' specifically targets Act 60 decree holders, signaling a clear intent to challenge non-compliance. This is not a time for passive hope; it is a time for active preparation. Most decree holders find compliance help through word-of-mouth, which is inadequate for building a robust defense. Act 60 Shield provides a systematic, defense-oriented review designed to fortify your tax position against challenges from both the IRS and Puerto Rico's Hacienda.

A successful audit defense hinges on irrefutable proof of bona fide residency and meticulous income sourcing. The burden of proof is on you, the taxpayer. Can you definitively prove your tax home is in Puerto Rico? Is your documentation for the 'closer connection' test organized and unassailable? Act 60 Shield focuses on these core pillars of compliance, helping you identify and remediate potential weaknesses in your documentation and tax strategy before they are challenged by an auditor. This proactive stance is critical for anyone serious about protecting their decree.

For tech professionals, the complexity of income from stock options, intellectual property, and international SaaS sales can create vulnerabilities. An auditor will closely examine how this income was sourced and reported. Act 60 Shield is designed to stress-test these specific areas. We help you ensure your treatment of pre-move appreciation and ongoing tech-related income is consistent with established legal precedent and the stringent requirements of your decree. This level of preparation is essential for those who take compliance, and the protection of their assets, seriously.