Who We Are

“In this world nothing can be said to be certain, except death and taxes.” - Benjamin Franklin

About Us

Rachel Farris, CPA, is a licensed accountant in California with a firm presence in both Puerto Rico and San Francisco, where she divides her professional time. She began her career with a top-tier Big 4 international accounting firm, specializing in mergers and acquisitions—a foundation that shapes her strategic approach to tax planning and compliance. Rachel’s expertise is widely recognized, with her work featured in respected publications such as California Tax Lawyer and the Journal of Marketing Education. She has earned and been nominated for numerous awards, including The Wire’s “30 Under 30” and CPA Practice Advisor’s “40 Under 40.”

She is particularly known for her strategic implementation of Puerto Rico’s Act 60 tax incentives, helping high-net-worth clients achieve significant tax savings. Rachel’s mission is to deliver outstanding service, drawing on years of refined expertise to meet the specialized needs of her clients.

Copyright© 2024 Rachel Farris, CPA, P.C. | All Right Reserved

No Rendering of Advice
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

The Department of the Treasury and the Internal Revenue Service (“IRS”) have promulgated rules at CFR Part 10 (the so called “Circular 230 rules”) that govern practice before the IRS, including providing certain forms of written tax advice termed “Covered Opinions”. The Circular 230 rules require that Covered Opinions (a) adhere to certain standards of factual and legal due diligence, (b) be presented in a certain format, and (c) contain certain information. We have concluded that this advice does not constitute a Covered Opinion and we disclose to you that this website is not intended or written by us to be used, and cannot be used, by you or any other person for the purpose of avoiding penalties.