Audit Defense for Your Seattle to Puerto Rico Relocation

The IRS has explicitly targeted Act 60 decree holders with its 'Puerto Rico Act 22/60 Compliance Campaign.' This isn't a routine check; it's a focused audit initiative. For those moving from a no-tax state like Washington, the scrutiny on residency and income sourcing is even more intense. They are looking for errors in your bona fide residency claim and pre-move asset appreciation. Act60Shield is designed to fortify your position by stress-testing your compliance against the very criteria the IRS uses, helping you prepare a powerful defense before you ever receive a notice.

For former Seattle residents, proving you've truly severed ties and established a new 'tax home' in Puerto Rico is a critical battleground in an audit. The IRS will scrutinize your bank accounts, social clubs, and family ties. Simply meeting the 183-day rule is not enough. Act60Shield provides a framework for documenting your 'closer connection' to Puerto Rico, creating a defensible file that substantiates your claim. We help you build the shield that protects your decree from challenges to your residency status, a key focus of the DDEC Performance Evaluation reports on the program.

A primary goal of an IRS audit is to reclassify your post-move, 0%-taxed capital gains as pre-move, U.S.-taxable gains. This is especially true for investors and entrepreneurs from Seattle's thriving tech scene. They will challenge your asset valuations and the timing of your residency establishment. Act60Shield focuses on creating an unimpeachable record of your asset basis and holding periods, aligned with IRC Section 933. We help you prepare the evidence needed to defend the tax treatment of your gains, protecting the core benefit of your move.