U.S. based CPA - Helping high net worth Act 60 individuals & families maximize their tax savings

➤ Represents individual investors and business owners seeking guidance on Act 60 compliance and strategy

➤ Dorado Beach member who travels between her San Francisco & Puerto Rico offices

➤ Oversees and manages the collaboration between your current financial advisors, lawyers, and CPAs

➤ Full compliance & tax planning with IRS & Puerto Rico tax laws

"Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes…” - Judge Learned Hand

Rachel Farris, CPA

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Rachel Farris is a distinguished Certified Public Accountant. Her CPA firm specializes in helping high-net-worth individuals & families through the complex landscape of tax and compliance issues, offering sophisticated tax planning & minimization strategies. Her extensive experience at a top-tier Big 4 international accounting firm informs her comprehensive & global approach. Her additional expertise in mergers and acquisitions also positions her uniquely to advise companies of all sizes on exit strategies.

She represents some of the wealthiest Act 60 families & family offices in Puerto Rico. She is a Dorado Beach member who travels between offices in San Francisco & Puerto Rico.

Rachel Farris, CPA is highlighted for her strategic use of the Act 60 Puerto Rico investor & business tax decrees – to maximize tax savings for her clients. Her firm’s mission is to deliver exceptional service, leveraging specialized expertise in tax planning & compliance to meet the needs of their high-net-worth clientele.

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