Saavedra CPA LLC :: Short Intake Form
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What is your filing status?

Are you a full-year resident of:

Number of dependents:

  • I have a debt repayment plan (IRS, State, PR Hacienda, or child support).
  • I need to amend a prior year tax return.
  • I made estimated tax payments.
  • I moved between PR and the U.S. during the year.
  • I was self-employed or owned a business/rental property.
  • I hold a PR Act 60/20/22 decree.
  • I received retirement distributions or equity compensation (RSUs/options).
  • I have made past IRA contributions.
  • I traded crypto, stocks, property, or have foreign accounts/trusts.
  • I made large gifts or received an inheritance (e.g., cash, property, or stock to family members).
  • I claimed major tax credits in the past.

Check all that apply. If unsure, you may upload your prior year return and current year tax information using this link.