🧮

PRODUCT

CPA Tax Strategy

Act 60 relocation and U.S. tax strategy cases for accounting firms — in one place

A professional workspace for CPAs: two separate lines (clients who relocate to Puerto Rico under Act 60, and clients who stay U.S. residents), a 19-step case workflow, tax savings tracked as estimated vs. verified by a professional, 183-day presence and work-location logs, compliance calendar, documents and audit trail. Includes the GO-COUNTING AI base subscription, GOQR and CRM.

Create free account →Pay As You Go

Already have an account? Sign in · One account for every SEEKNOVA product.

CPA Tax Strategy▶ DEMO

📊 Firm dashboard

📁 Cases

💳 Plans

✓ Two business lines that never mix: Act 60 Relocation · U.S. Tax Strategy

✓ 19-step case workflow with professional review gates

✓ Tax savings: baseline vs. strategy, estimated vs. verified

✓ 183-day presence and work-location logs

▶ Click to play the interactive demo

▶ See CPA Tax Strategy working

A 20-second tour of the whole flow — tap any step.

CPA Tax Strategy● LIVE DEMO

🔎 |

Sample data

What CPA Tax Strategy does for you

🎯 Use cases

CPA firms with Act 60 clients
Firms modeling CFC / §962 structures for U.S. residents
Firms that want one dashboard for every case and accountant

✨ Capabilities

✓Two business lines that never mix: Act 60 Relocation · U.S. Tax Strategy
✓19-step case workflow with professional review gates
✓Tax savings: baseline vs. strategy, estimated vs. verified
✓183-day presence and work-location logs
✓Compliance calendar (5471, 8992, §962, FBAR, DDEC report)
✓Firm dashboard + audit trail · data isolated per firm
✓GO-COUNTING AI base (8 of the firm's own bank accounts) · GOQR · CRM

How it works

Create your firm and choose a plan

Open a case: Act 60 or U.S. strategy

Simulate, review, document and verify

Track deadlines and results for every client

Pricing

Clear prices, shown before you pay. One account, one bill for every SEEKNOVA product.

Ley 60 Professional

1 CPA · 3 active Act 60 relocation cases (extra case $49/mo) · compliance checklists · documents · PDF reports · GO-COUNTING AI base · GOQR · CRM

$297/mo

Choose Ley 60 Professional →

U.S. Tax Strategy Pro

1 CPA · 3 active U.S. strategy cases (extra case $99/mo) · federal & state scenarios · CFC / §962 modeling · savings comparison

$497/mo

Choose U.S. Tax Strategy Pro →

CPA Elite

Both lines · 5 active cases per line · advanced scenario comparison · document automation · collaboration

$697/mo

Choose CPA Elite →

CPA Enterprise Full Access

ONE FIRM · UNLIMITED ACCOUNTANTS · UNLIMITED CASES · both lines · white-label reports & client portal · team permissions & activity log · priority support

$997/mo

Choose CPA Enterprise Full Access →

🔒 Secure payment with Stripe (SeekNova AI). Month to month, cancel anytime.

Per accounting firm, month to month. +6% SeekNova platform fee at checkout. Client-business bank accounts in GO-COUNTING, payment processing and premium third-party services are billed separately and shown before you pay.

Start free →Pay As You Go

Frequently asked questions

Does it guarantee tax savings?

No. It is a planning and case-management tool for licensed professionals. Savings are shown as estimates until a professional verifies them with evidence.

Does a U.S. resident get Act 60 benefits by forming a PR company?

Not automatically. Federal (CFC/NCTI) and state rules still apply; the suite keeps the relocation and non-relocation lines separate for that reason.

What does Enterprise include?

One firm, unlimited accountants and unlimited cases in both lines for $997/month — no per-seat or per-case charges.

Works great with

Ready to try CPA Tax Strategy?

Create one free account — GoGuide takes you straight into CPA Tax Strategy.

Start free →Sign in

Need a demo, white label or enterprise pricing? Talk to our team →

💬WhatsApp SeekNova+1 (787) 663-9878 · escríbenos, la IA responde