Monthly Accounting Services
Reliable books, meaningful financial information, and a team that understands the business behind the numbers.
- Bookkeeping and monthly close
- Financial reporting and review
- QuickBooks support and clean-up
ACCOUNTING · TAX · LAW · BUSINESS
We bring clarity
to complexity.
When the numbers, the rules, and the real-life decision all matter, you should not have to piece the answer together alone.
ABOUT STRATÉGIE
Built for decisions that do not fit neatly into one box
Stratégie CPALAW is an integrated accounting, tax, legal and business advisory firm serving business owners, professional firms, investors and families navigating complex financial and strategic decisions. By bringing these disciplines together, we help clients understand the full impact of a decision and move forward with greater clarity and confidence.
Meet our founder
Elvia M. Vargas brings together accounting, tax and legal expertise to advise clients on decisions that often cross traditional professional boundaries. As a CPA, attorney, notary and LL.M. in Tax Law, she offers clients a multidisciplinary perspective grounded in technical depth, practical judgment and a clear understanding of the business and personal considerations behind each decision.
A TEAM-BASED PRACTICE
Stratégie operates through a collaborative team structure spanning client accounting, payroll, compliance and firm operations. This coordinated approach supports consistent service, thoughtful review and reliable follow-through across every engagement.
How we work
CPA · Attorney · Notary · LL.M. in Tax Law
WHAT WE DO
Expertise that works together.
Some clients need one defined engagement. Others need coordinated support across the year. We begin with what you are navigating and bring in the right perspective from there.
Payroll & Employer Compliance
Consistent payroll processing and Puerto Rico employer compliance, with reliable follow-through.
- Payroll processing
- Employer deposits and filings
- Year-end W-2, W-3, and 480 reporting
Tax Return Services
Puerto Rico and federal returns prepared with attention to how the filing fits into the broader picture.
- Individuals and businesses
- Trusts and estates
- Puerto Rico and federal coordination
Estate Planning, Trusts & Sucesiones
Legal and tax planning for families and business owners preparing to protect and transfer what they have built.
- Estate and succession planning
- Trusts and related tax matters
- Estate administration support
Act 60 & Businesses with Decrees
Practical accounting, compliance, and planning for businesses operating under Puerto Rico tax incentive decrees.
- Decree-aware accounting
- Annual compliance coordination
- Planning as the business changes
Tax & Business Advisory
Integrated thinking for consequential decisions: formation, expansion, reorganization, acquisition, or transition.
- Entity and transaction planning
- Tax strategy and analysis
- Specialized support for professional firms
WHY STRATÉGIE
One firm. A broader view of the decision.
Integrated expertise
Accounting, tax, legal and business considerations are evaluated together.
Senior-level perspective
Thoughtful guidance grounded in technical depth, professional judgment and an understanding of the business or family behind the numbers.
Built for consequential decisions
From business growth and tax planning to succession, estate matters and Puerto Rico incentives, we help clients navigate decisions where the details—and the consequences—matter.
NOT SURE WHERE TO BEGIN?
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What feels most relevant today?
SERVICE PLANS
Monthly accounting, built around the support you need.
Service Plans are separate from our project-based work. Each plan begins with dependable monthly accounting, then adds the right level of review and forward-looking support. Scope and pricing are tailored after we understand the business.
FOUNDATION
Monthly Accounting
For businesses that need organized books, a consistent close, and reliable financial reports.
INSIGHT
Accounting + Oversight
For owners who want monthly accounting plus recurring review, compliance coordination, and closer attention.
ADVISORY
Accounting + Strategy
For growing or complex businesses that benefit from ongoing analysis, planning, and decision support.
CORE BELIEFS
Good work should leave you clearer, better informed, and ready to act.
Clarity Comes Before Action
We explain the options, tradeoffs, and what comes next—clearly, honestly, and without unnecessary jargon.
The Whole Picture Matters
Accounting, tax, business, legal, and personal decisions affect one another. Our guidance reflects those connections.
Accounting Is an Ongoing Conversation
We stay involved throughout the year—reviewing the numbers, asking questions, and helping clients prepare for what comes next.
Make the Work Useful
Every report, return, process, or plan should do more than check a box. It should support better decisions and intentional growth.
Firm Page
Stratégie CPALAW on LinkedIn
Firm updates, specialized content, and resources for business owners and investors.
Follow firm page →Professional Profile
Elvia Vargas on LinkedIn
Insights on tax planning, Puerto Rico incentives, and business strategy.
Follow personal profile →LET'S TALK
Bring us the decision.
We’ll help clarify the path.
Tell us what you are navigating and we will begin with a thoughtful conversation about what you need and whether Stratégie is the right fit.
*Services are subject to applicable professional and jurisdictional limitations.
Submitting this form does not create an attorney-client, CPA-client, or advisory relationship. Please do not include confidential information until representation is confirmed in writing.