We implement accounting systems that provide real-time financial control.
We evaluate your needs, configure the right platform and organize books, users, reports and integrations for a more visible operation.
San Juan, Puerto Rico
E. Marrero & Associates
High-level accounting solutions and financial consulting.
We optimize your company's fiscal performance with precision, transparency and tailored strategy. We integrate Zoho Books, QuickBooks, Sage and NolaPro with IVU management, accounting books, employer policies, permits and government filings.
PTIN
Tax preparers with PTIN and an authorized IRS identification number.
Accounting software
Tax compliance
Business filing services
01
Accounting software implemented
02
Active fiscal calendar
03
Filings with evidence
04
Management reporting
Clients
COMMITTED TO THE SUCCESS OF EVERY ORGANIZATION WE SERVE
- Santiago Electric and General Contractors
- ZDM Security Services, LLC.
- Centro de Servicios Multidisciplinarios, Inc. (CSMI)
- Iglesia de Dios Mission Board Puerto Rico
- Combined Building and Housing Promoters, Inc.
- Critical Solutions, LLC.
- Iglesia Cristiana Carismática Fuente de Amor, Inc.
- Concilio Tabernáculo de Obreros
Integrated services
Integrated accounting, tax and business services.
E. Marrero & Associates integrates accounting software, tax advisory and business filing support using leading platforms such as Zoho Books, QuickBooks, Sage and NolaPro ERP. We centralize your financial and administrative processes to support compliance, organization and business peace of mind.
Accounting, IVU, permits and remote support moving through one work path
We reduce tax risk and help optimize your fiscal position legally.
We support compliance calendars, IVU, tax accounts, evidence, employer policies and documentation for responsible administrative decisions.
We handle filings so your business can operate without interruptions.
We manage agency processes, permits, certifications and key documentation so every filing has follow-up and support.
Tax and accounting services
EFIN, PTIN and ITIN: clear tax structure before filing.
In federal tax processes, organizing identification numbers, evidence and responsibilities is as important as the filing itself. We help you understand which number applies, which documents should be ready and how to maintain an accounting path with support.
EFIN
Electronic filing
Identifies firms approved by the IRS to participate as authorized e-file providers and electronically transmit returns.
PTIN
Paid preparer
Applies to people who prepare or help prepare federal tax returns for compensation and must sign with a valid PTIN.
ITIN
Taxpayer without SSN
A nine-digit number for federal tax purposes when an individual is not eligible for a Social Security number.
01Identify
The number, account or registration needed for the case.
02Organize
Documents, evidence and data before filing.
03File
Coordinated processes with follow-up and control.
04Support
Confirmations, copies and compliance calendar.
Office workflow
Visible accounting in motion.
We combine document review, software configuration and administrative follow-up so every decision has clear information and ready evidence.
Digital accounting
Books, banking and reports connected.
Tax advisory
IVU, SURI, employer policies and critical dates.
Business filing support
Filings, permits and closing evidence.
Accounting software and ERP
Accounting platforms with clear data.
We evaluate your needs and select the most appropriate technology solution based on your company's size, industry and operational complexity.
Recommended route
Select the priority; we connect the software, fiscal calendar and filing support around it.
Organize books
Migrate data
Control inventory
File IVU
Renew permits
Prepare reports
Active configuration
Accounting platforms aligned with reports, users and evidence.
Visible operation
Documents, filings and calendars moving with clear follow-up.
Accounting, reporting, inventory and operating workflows.
Configuration, data cleanup, users, banking, invoicing, reports and integrations for growing businesses.
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Sage 300
Financial ERP for sales, purchasing, inventory and distribution.
Sales, configuration and support for companies with higher volume, permissions, modules and entity reporting.
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Sage 50
Desktop accounting with inventory and daily control.
Installation, review, maintenance, reporting, closes, banking, accounts receivable and accounts payable.
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Web ERP for accounting, inventory, payroll and orders.
Authorized implementation, data cleanup, modules, users, training and support for Puerto Rico operations.
Request DemoPuerto Rico filing support
Filing support for steady operations.
We prepare the case, validate requirements, submit requests when applicable and follow up on certifications, permits and employer policies. The goal is to end each process with saved evidence and a clear next action.
Filing diagnosis
Documents and access
Submission or transaction
Follow-up and close
SURI, IVU and Merchant Registration.
Location registrations or amendments, certifications, monthly IVU returns, payments, debt items and tax evidence.
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Employer policies, payroll declarations and certifications.
Employer registration, policy formalization or renewal, payroll declarations, payments and debt or validity certifications.
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Single Permit, licenses and SBP.
Support with profiles, requirements, Single Business Portal requests, renewals, status follow-up and operating case files.
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Movable property return, debt and certifications.
Certifications, account statements, values, property-tax debt, movable-property returns, payments and property-related requests.
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From scattered systems to clear control.
Diagnose, configure, manage and sustain with evidence
We identify systems, access, agencies, dates and critical documents.
We align accounts, workflows and calendars so the information can be used.
We follow up on filings, permits, payments, certifications and evidence.
We provide reports, controls and next steps to keep operations current.
Frequently asked questions
We can help.
If the issue touches accounting software, fiscal administration, operational compliance or agency filings, we can evaluate the case and turn it into an action plan.
01Can you evaluate or replace my current accounting system?
Yes. We review how sales, purchases, accounts receivable, accounts payable, inventory, payroll and reports are being handled. Then we define whether to adjust the current system, migrate data or implement QuickBooks, Sage 300, Sage 50 or NolaPro.
02Can you help if SURI, IVU or Merchant Registration is behind?
Yes. We organize access, periods, documents and evidence to work on monthly IVU returns, payments, certifications, location amendments and next steps with Hacienda.
03Do you handle permits, employer policies and agency certifications?
Yes. We can support transactions before Hacienda, CFSE, OGPe/SBP and CRIM, including permits, employer policies, certifications, account statements, movable-property returns, renewals and case follow-up.
04Can you start even if my documents are incomplete or disorganized?
Yes. We begin with a diagnostic review, identify what is missing, organize evidence folders and prioritize urgent items so each filing has a document trail.
05Can you manage recurring business administration?
Yes. We create calendars, closing routines, pending-item boards, evidence controls and reports so owners or managers can supervise the operation without missing important dates.
06Do you offer ticket support or remote sessions?
Yes. You can schedule a consultation, open a service ticket or start a remote session when a system, access, report or specific configuration needs to be reviewed.
Contact
Request a free consultation.
Simplify your accounting, support compliance and gain stronger control of your business. Share what software you use, which deadlines or agencies are creating pressure and we will coordinate a clear work path.
- Advisor
- 787-336-0969
- Office
- 787-426-3838
- Location
- Calle 3, 340 Industrial Victor Fernandez, Suite 201A, San Juan, PR 00926