Alvarado Tax & Business Advisors

What Alvarado Tax & Business Advisors does

Alvarado Tax & Business Advisors LLC is a Puerto Rico-based professional services firm founded in 2002, organized as a limited liability company under Puerto Rico law and headquartered in Guaynabo. The firm is the first truly multidisciplinary tax and business advisory practice in Puerto Rico structured outside the SEC-regulated auditing model, allowing it to advise public-company clients without conflict-of-interest constraints. It operates four core service lines: Tax Advisory Services (consulting, credits, exemptions, and compliance), Tax Resolution Services (government resolution, licensing, and debt clearance), Outsourcing Services (finance, accounting, tax management, and payroll), and Business Consulting Services (operations, management, and financial advisory to boards of directors). It serves clients across manufacturing, retail, insurance, telecommunications, banking, and restaurant verticals, plus Puerto Rico government entities, and holds membership in Taxand for cross-border engagements.

The firm's value proposition is built on a top-heavy talent bench of nine members with 15-40+ years of experience, including former Puerto Rico Treasury Department officials (Assistant Secretaries for Internal Revenue and Tax Policy), an Arthur Andersen tax partner, and senior tax executives formerly at Wal-Mart Puerto Rico, General Electric, and Puerto Rico Telephone Company. Firm members have served on Puerto Rico Treasury Department teams that drafted the 2005-2007 Internal Revenue Code overhaul, the 2008 Tax Incentives Act regulations, and the 2013-2014 sales and use tax regulations, plus municipal-level tax legislation for Guaynabo, Dorado, and Caguas. The firm operates approximately 45 professionals total — nine members, eleven managers, and senior associates — and complements its advisory practice with sustained thought-leadership publishing from 2007 through April 2026.

The business model is project-based and engagement-driven professional services revenue with a recurring managed services component through outsourcing. Pricing is quote-based, not publicly disclosed, and engagement terms are determined per client based on scope and complexity. Distribution is direct appointment-based sales through professional networks, industry reputation, and thought-leadership content; the firm maintains a content marketing presence via bulletins, newsletters, webcasts, and corporate LinkedIn and Facebook pages. No external institutional investment, acquisitions, or subsidiaries are disclosed, and the firm remains a founder- and member-owned partnership with no public funding history.

Name

Alvarado Tax & Business Advisors

Legal name

Alvarado Tax & Business Advisors LLC

Website

https://alvatax.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Alvarado Tax & Business Advisors is a Puerto Rico-based multidisciplinary tax and business advisory firm founded in 2002, serving manufacturing, retail, insurance, telecommunications, banking, and government clients with tax advisory, tax resolution, outsourcing, and business consulting services.

Ownership category

akta.pro rank

Product category

Tax Advisory Services

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industry

Tax Planning & Compliance for Family Offices (FSAAADAE)

Keywords

• Tax advisory services
• Business consulting
• Tax resolution services
• Outsourced accounting
• Corporate tax compliance

Headquarters

HQ city

Guaynabo

HQ country

Puerto Rico

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Tax Advisory Services: High-level tax consulting services provided on a personalized basis through nine members with extensive public accounting, law, private industry, and Puerto Rico Treasury Department experience. Services include assistance with tax credits, tax exemption applications, tax structure optimization, and tax return preparation.
2. Tax Resolution Services: Government resolution services including assistance with clearance of tax debts, obtaining certificates, filing tax refund requests, and obtaining various licenses and permits from government agencies.
3. Outsourcing Services: Finance, accounting, tax management, and payroll services outsourced to clients on an ongoing basis. Includes accounting and bookkeeping, financial analysis, and consulting services.
4. Business Consulting Services: High-end operations, management, and financial consulting services including evaluation of operations, preparation of management reports, financial analysis, and assistance to audit committees.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Alvarado Tax & Business Advisors provides multidisciplinary tax and business advisory services to corporate clients in Puerto Rico. Its core work covers corporate and individual tax consulting, tax credits and exemption applications under Puerto Rico incentive acts (including Act 60-2019), government resolution of tax debts and licensing matters, outsourced finance/accounting/payroll, and operations and financial consulting including audit-committee support. The firm is delivered by nine member-partners, eleven managers, and approximately 45 professionals, and is a member of the Taxand global network of independent tax advisory firms.

Product overview

Alvarado Tax & Business Advisors is a professional services firm offering a unified suite of tax and business advisory services. The firm provides four core service lines: Tax Advisory Services (tax consulting, credits, exemptions, and compliance), Tax Resolution Services (government resolution and licensing), Outsourcing Services (accounting, bookkeeping, payroll, and financial analysis), and Business Consulting Services (management consulting and financial advisory). The firm serves clients across retail, manufacturing, telecommunications, services, and insurance industries, and is a member of Taxand, a global network of independent tax advisory firms.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Advisory Services Professional tax and business advisory services delivered by experienced CPAs and attorneys, including tax credits, exemption applications, tax structure determination, tax accrual reviews, and tax return preparation for corporate and individual clients in Puerto Rico.
• Tax Resolution Services Government resolution services that assist businesses with clearance of tax debts, obtaining certificates, filing tax refund requests, and obtaining various business licenses and permits from Puerto Rico Treasury, Municipal and other authorities.
• Outsourcing Services Finance, accounting, tax management, and payroll services outsourced to clients on a daily, monthly, quarterly, or annual basis, including bookkeeping, financial analysis, consulting, and payroll administration.
• Business Consulting Services Operations, management, and financial consulting including evaluation of operations, financial analysis, risk management, and advisory services to boards of directors and audit committees for public and private institutions in Puerto Rico.

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• TaxandcoreStrategic or Co-development PartnerTaxand is a global network of independent tax advisory firms. Alvarado Tax & Business Advisors maintains global presence through this membership, enabling access to international tax expertise and cross-border advisory capabilities for clients with global operations.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Deloitte Puerto Rico: Big 4 firm with a San Juan practice delivering tax, consulting, and audit services to large PR corporates; competes with ATBA for complex corporate tax work within a global, broad-line portfolio.
• PwC Puerto Rico: Big 4 firm with a PR practice serving large enterprises in tax, audit, and advisory; competes with ATBA on sophisticated tax and incentive engagements but is constrained by audit-firm affiliation.
• FTI Consulting: Global advisory firm with a tax and corporate restructuring practice serving large clients in PR and the Caribbean; competes with ATBA's business consulting and tax resolution work from a much larger, public-company base.
• EY Puerto Rico: Big 4 firm offering tax, audit, and consulting services to large PR-based corporates and multinationals; a broad incumbent that competes with ATBA on complex tax matters as part of a much wider portfolio.
• KPMG Puerto Rico: Big 4 firm with a San Juan office providing audit, tax, and advisory services to large multinationals operating in PR; competes for the largest enterprise tax engagements but is broader and audit-tied.

Direct peers

• Grant Thornton Puerto Rico: Grant Thornton's PR practice provides corporate tax, advisory, and outsourcing services to mid-market clients in manufacturing, retail, and financial services, overlapping directly with ATBA's core verticals.
• BDO Puerto Rico: Mid-tier accounting and tax advisory firm operating in Puerto Rico with a broad corporate tax, audit, and consulting practice serving manufacturing, retail, and financial services clients; directly comparable in size and service mix to ATBA.
• Baker Tilly Puerto Rico: Mid-tier advisory firm with a PR presence providing tax, accounting, and consulting services to closely held and middle-market businesses; comparable in scale and client profile to ATBA.
• RSM Puerto Rico: RSM's Puerto Rico practice delivers tax, consulting, and accounting services to mid-market companies across the island, directly competing with ATBA for corporate tax and outsourcing engagements.

Others

• Taxand: Global network of independent tax advisory firms of which ATBA is a member; provides cross-border referral infrastructure and is a strategic ecosystem participant rather than a competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/p/Alvarado-Tax-Business-Advisors-100090194862354
• LinkedInpr.linkedin.com/company/alvarado-tax-&-business-advisors-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Alvarado Tax & Business Advisors