A Boutique Certified Public Accountants Firm
in the heart of San Juan, Puerto Rico

“Redefining Success Through Insight and Technical Excellence”







Tax Calendar

About our Firm

SME Solutions LLC (the “Firm”) is a for-profit limited liability corporation established following the rules and regulations of the Commonwealth of Puerto Rico.We’re locally recognized as a respectable local accounting firm serving dozens of small and medium enterprises across the island. Small and medium enterprises (“SME”) are the foundation of our Firm.


Our firm specializes in accounting and business advisory, including bookkeeping, payroll, taxes, and technical consulting services in a personalized and customized way so you feel unique and well attended. Your priorities are our priorities.


We have over 40 combined years of professional experience in the public accounting field with training and experience in accounting and taxes services.We’ve served variety of industries as commercial real estate, professional services, construction, retail, non-for-profits, technology, restaurants, and distribution just to mention a few.



We prepare everything you need for your tax return from planning to filing for
both individuals and entities.

Tax Preparation and Planning

We build financial models you can pitch to investors. A new endeavor can be
stressful, we are at your side all the way from the creation to the execution of a new
business.

Start-up Package

01

02

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Our professional bookkeeping services ensure accurate records, timely financial insights, and peace of mind—all tailored to fit your unique needs. From reconciling accounts to preparing financial statements, we provide the foundation for smarter decision-making and long-term success.

Outsourcing and Bookkeeping

Our

Services

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With a commitment to accuracy and professionalism, we deliver audits, reviews,
and other assurance solutions tailored to your organization's needs.

Assurance

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From financial planning to operational improvements, we help you unlock
opportunities, mitigate risks, and achieve sustainable growth.

Consulting

Tax Preparation and Planning

Tax season doesn’t have to be stressful. At SME Solutions LLC, we specialize in simplifying the complexities of tax preparation and planning for individuals and businesses. Our experienced CPAs stay updated on the latest tax laws and strategies, ensuring you minimize liabilities, maximize savings, and remain fully compliant with Puerto Rico and United States regulations.

What we offer:

  • Comprehensive Tax Preparation: Accurate and timely filing for individuals, corporations, partnerships, and non-profit
    entities.


  • Proactive Tax Planning: Customized strategies to optimize your tax position year-round, helping you make informed
    decisions that align with your financial goals.


  • Expert Representation: Assistance with audits, inquiries, and disputes, giving you peace of mind and a trusted advocate.


  • Industry-Specific Expertise: Tailored solutions for various industries, including real estate, healthcare, retail, and more.


  • Personalized Service: We understand that every financial situation is unique. Our approach ensures solutions are tailored to
    your needs.


  • Year-Round Support: Tax planning isn’t just seasonal for us; we work with you throughout the year to keep you ahead.



Start-up Package

Starting a business is exciting, but navigating the financial and regulatory landscape can be overwhelming. At SME Solutions LLC,
we offer a comprehensive start-up package designed to help entrepreneurs like you build a strong foundation for success.

What’s Included in Our Start-Up Package:

  • Entity Selection and Formation: Guidance on choosing the right business structure (LLC, Corporation, Partnership, etc.) and
    assistance with registration and incorporation.


  • Tax Registration: Assistance with obtaining an Employer Identification Number (EIN) and state tax registrations, as the
    Merchant Certificate.


  • Accounting System Setup: Implementation of user-friendly accounting software and establishment of chart of accounts
    tailored to your business.


  • Compliance Checklist: Ensure your business meets federal, state, and local regulatory requirements.


  • Budgeting and Financial Planning: Develop a realistic budget and financial plan to guide your business through its early
    stages.


  • Tax Planning and Strategy: Start smart with proactive tax strategies to minimize liabilities and avoid surprises.


Outsourcing and Bookkeeping

Our bookkeeping and outsourcing services provide you with accurate, timely, and reliable financial management, allowing you to
focus on growing your business.

What We Offer:

  • Complete Bookkeeping Services:
    • Bank and credit card reconciliations
    • Accounts payable and receivable management
    • General ledger maintenance
    • Financial statement preparation and analysis


  • Payroll Processing: Accurate and compliant payroll management tailored to your team’s needs.


  • Customized Reporting: Gain insights with detailed financial reports designed to support informed decision-making.


  • Outsourced CFO Services: Strategic guidance and financial expertise without the full-time cost.


  • Cloud-Based Solutions: Secure and user-friendly tools to access your financial data anytime, anywhere.


Stay focused on what you do best while we handle your finances. Contact Us today to learn how our bookkeeping and outsourcing
services can simplify your operations and drive your success!


Assurance

In today’s competitive and regulated business environment, ensuring the integrity and reliability of your financial reporting is essential. Our assurance services provide the transparency and confidence you need to meet stakeholder expectations and regulatory requirements.

What We Offer:

  • Financial Statement Audits: Comprehensive, independent assessments to ensure the accuracy and fairness of your financial
    statements.


  • Reviews and Compilations: Limited-scope and tailored reporting options to provide assurance without a full audit.


  • Internal Controls Evaluation: Assessments to identify risks and strengthen internal processes for improved efficiency and
    compliance.


  • Agreed-Upon Procedures: Custom engagements designed to address specific financial reporting needs or concerns.


  • Compliance Reporting: Assistance with meeting industry-specific regulations, lender requirements, and investor
    expectations.


Whether you’re seeking to reassure investors, satisfy regulatory requirements, or strengthen internal processes, our assurance
services are here to support your goals. Contact SME Solutions LLC today to discuss how we can help you achieve greater
confidence in your financial reporting!


Consulting

In a rapidly changing business environment, having the right strategies and insights can make all the difference. At SME Solutions LLC, our consulting services are designed to help you navigate challenges, seize opportunities, and achieve your goals with confidence.

What We Offer:

  • Strategic Business Planning: Develop actionable plans to drive growth, improve efficiency, and achieve long-term success.


  • Financial Consulting: Analyze and optimize your financial performance, cash flow, and profitability.


  • Risk Assessment Evaluation: Identify, assess, and mitigate risks to protect your business and ensure compliance.


  • Mergers and Acquisitions: Guidance on valuation, due diligence, and integration for successful transactions.


  • Internal audit: Assess and strengthen your internal control systems to reduce vulnerabilities and enhance security.


  • Forensic Examinations: Implement measures to prevent fraud and conduct investigations when concerns arise.


  • Policy and Procedure Development: Help you develop and implement new policies, procedures, and controls that align with
    industry best practices.


  • Training and Education: Provide training for your team to ensure they understand and are equipped to follow new guidelines
    effectively.



Our Partners

Arnaldo Garcia, CPA, CFE, CGMA,
MBA

Stephen Lopez, MBA

Mr. García has over 22 years of experience in public accounting in a combination between local and Big 4 accounting firms. He has served clients in several industries, specializing in construction, manufacturing, distribution, retail, non-for-profit entities, real estate, commercial banking and international financial entities, international banking entities, airlines, and government. He has participated in a variety of attestation and consulting engagement, including extensive experience in integrated audits under Regulation 404 – Sarbanes Oxley (SOX). He specializes in the design of internal control and evaluation of the operating effectiveness, risk assessments, documentation of processes, narratives, walkthroughs, and flowcharts. Also, he has participated in several forensic examinations.


  • His experience also includes a wide range in consulting services in addition to audit and accounting, including but not limited to corporate and individual taxation, financial and operational advice in the areas of business development, fraud investigations, litigation support and strategic planning. Furthermore, he has served the governmental sector in designing and developing the allowance for loan losses methodology, computation, and reporting.
  • He is a member of the American Institute of Certified Public Accountant, Association of Certified Fraud Examiners, and Puerto Rico Society of Certified Public Accountants. He possesses a bachelor’s degree in accounting, a master’s degree in finances, and prestigious licenses as Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and Charter Global Management Accountant (CGMA).


Mr. López has over 22 years of experience in several local public accounting firms. He has served clients in several industries, specializing in professional services, contractors, manufacturing, distribution, retail, non-for-profit entities, commercial real estate, commercial airlines, and government, and International Baking and Financial Entities (IBEs and IFEs).


His experience also includes a wide range in consulting services including but not limited to bookkeeping, corporate and individual taxation.Moreover, Mr. López has plenty experience in accounting restructures, financial reporting, and internal controls.


He possesses a bachelor’s degree in accounting and a Master in Business Administration

701 Ponce de Leon Avenue

Suite 105

Centro de Seguros Building

San Juan, Puerto Rico 00906

Mailing Address

Email Address

info@smesolutionspr.com

Phone Number

(787)636-0005

Let's work together.