Hlb Puerto Rico Llc

What Hlb Puerto Rico Llc does

HLB Puerto Rico LLC is a San Juan-headquartered professional services firm offering tax compliance and consulting, audit and assurance, advisory, and IT risk services to enterprises, government entities, and high-net-worth individuals operating in Puerto Rico and the broader Caribbean. The firm is an independent member of HLB International, a global advisory and accounting network spanning more than 156 countries, which provides cross-border resourcing and referral access while the firm maintains local autonomy and boutique positioning.

The firm's service portfolio spans four core lines: Advisory (corporate restructuring, risk advisory, strategic consulting), Tax (compliance and consulting for individuals and corporations, with particular specialization in Puerto Rico's Act 60-2019, Act 20, and Act 22 incentive programs), Audit & Assurance (financial statement audits, IFRS reporting, internal audit, SOX 404 engagements, sustainability reporting), and IT Risk and Advisory (cybersecurity, IT assurance, business control advisory). Its client base includes named Fortune-grade enterprises (Coca-Cola, McDonald's, Hewlett-Packard, Dell, Marriott, Volvo, Mitsubishi, Becton Dickinson), major insurers (MAPFRE, Guardian, USIC, Madison, StateTrust), and Puerto Rico government entities (PRASA, PREPA, PRHTA).

The business model is partner-led professional services delivery, with fees determined by engagement scope and complexity. The firm markets through content (tax-law blog posts), email newsletters, and the HLB global network platform. Leadership comprises Big 4 alumni — Luis R. Lomba (ex-KPMG, Managing Director), Edgardo Vázquez (ex-EY, Assurance Partner), José Díaz (ex-EY, Assurance Partner), Keysha Torres Pérez (Tax Compliance Partner), and Lynette Guzmán (Outsourcing and Office Manager). No revenue, headcount, funding events, M&A, or AI/ML capabilities are disclosed in the available source material.

Name

Hlb Puerto Rico Llc

Legal name

HLB Puerto Rico LLC

Website

https://hlbpr.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

HLB Puerto Rico LLC is a San Juan-based professional services firm providing tax, audit, advisory, and IT risk services to enterprises, government entities, and individual investors in Puerto Rico and the Caribbean, operating as an independent member of HLB International.

Ownership category

akta.pro rank

Headquarters

HQ city

San Juan

HQ country

Puerto Rico

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Professional Services: Advisory, tax compliance and consulting, audit and assurance, and IT risk and advisory services billed on professional service fee arrangements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

HLB Puerto Rico LLC is a professional services firm providing advisory, tax compliance and consulting, audit and assurance, and IT risk and advisory services to corporations, businesses, and individuals operating in Puerto Rico and the broader Caribbean region. The firm operates as an independent member of HLB International, combining boutique customer service with access to a global advisory and accounting network across 156+ countries. Core specializations include Puerto Rico tax incentive programs such as Act 60-2019, Act 20, and Act 22.

Product overview

HLB Puerto Rico LLC operates as a professional services firm offering an integrated portfolio of advisory, tax, audit and assurance, and IT risk and advisory services. As an independent member of HLB International, the firm combines boutique customer service with access to a global network to deliver financial solutions. The core service lines work together to provide comprehensive support for businesses operating in Puerto Rico, encompassing tax compliance and planning, financial statement audits, corporate advisory, and technology risk management. The firm's value proposition centers on deep expertise in local Puerto Rico tax incentives (Act 60, Act 20, Act 22) combined with international reach through the HLB Global network.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services Corporate advisory services including restructuring, risk advisory, and strategic consulting for businesses operating in Puerto Rico and international markets.
• Tax Services Tax compliance and consulting services for individuals and corporations doing business in Puerto Rico, the U.S., and foreign countries, including Act 60, Act 20, and Act 22 incentives navigation, mergers and acquisitions, and corporate reorganizations.
• Audit & Assurance Services Financial audits, global accounting and compliance services, IFRS reporting, internal audit services, IT audit, risk assurance services, and sustainability audit and reporting for large, complex clients across multiple industries.
• IT Risk and Advisory Services IT risk management services including internal audit services, IT assurance and business control advisory, and cybersecurity solutions to help organizations safeguard operations and ensure compliance.

Named customers21 records

Segments2 records

Ideal customer profiles2 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.

• HLB InternationalcoreStrategic or Co-development PartnerIndependent member of HLB International, a global network of advisory and accounting firms. Provides access to international contacts and resources while maintaining local expertise in Puerto Rico.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• Crowe LLP: Crowe is a global mid-tier accounting and advisory network with audit, tax, and consulting capabilities that compete for enterprise and government audit mandates in Puerto Rico and the broader Caribbean.
• KPMG Puerto Rico: KPMG's Puerto Rico practice is a Big 4 audit and advisory firm offering tax, audit, and advisory services to enterprises across the island, including many of the same regulated industries (insurance, banking, government) that HLB Puerto Rico serves. Managing Partner Luis Lomba's prior tenure at KPMG PR makes it the closest direct competitor for talent and enterprise mandates.
• Deloitte Puerto Rico: Deloitte's Puerto Rico practice is a Big 4 audit, consulting, tax, and risk advisory firm serving enterprise and government clients on the island. It competes with HLB Puerto Rico for large audit engagements and for IT risk advisory mandates in regulated industries.
• PwC Puerto Rico: PwC's Puerto Rico office delivers Big 4 audit, tax, and advisory services to large enterprises and government entities in Puerto Rico, directly competing for the same SOX, GAAP, and compliance audit mandates that HLB Puerto Rico serves.
• Ferraiuoli LLC: Ferraiuoli is one of the largest locally headquartered CPA and advisory firms in Puerto Rico, offering audit, tax, and advisory services to enterprise and government clients. As a fellow local independent firm rather than a network member, it is a direct competitor for Puerto Rico-centric mandates.
• Grant Thornton Puerto Rico: Grant Thornton's Puerto Rico office is part of a global mid-tier accounting network delivering audit, tax, and advisory services to dynamic mid-market and enterprise clients. It competes with HLB Puerto Rico for advisory, assurance, and IT risk mandates in the Puerto Rico market.
• BDO Puerto Rico: BDO Puerto Rico is a mid-tier global network accounting and advisory firm offering audit, tax, and advisory services across the island, competing with HLB Puerto Rico for mid-market and large enterprise engagements and pursuing a similar network-driven positioning.
• Baker Tilly US, LLP: Baker Tilly operates a global advisory, tax, and assurance network with a Caribbean presence, competing with HLB Puerto Rico for middle-market and large enterprise engagements across audit, tax, and IT risk advisory.
• RSM Puerto Rico: RSM Puerto Rico is the local member of a global mid-tier accounting network, providing audit, tax, and consulting services to middle-market and enterprise clients. It competes with HLB Puerto Rico for the same category of client mandates on the island.
• EY Puerto Rico: EY's Puerto Rico practice provides assurance, tax, and advisory services to large enterprise and government clients in the same industries as HLB Puerto Rico. Multiple HLB Puerto Rico partners previously held senior roles at EY Puerto Rico, making it a primary direct competitor for both clients and senior staff.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/hbl-puerto-rico

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Hlb Puerto Rico Llc