Welcome To Criterion Advisors Group Corp.
Welcome to Criterion Advisors Group Corp. Our group of advisors provides over 100 years of combined experience in Accounting, Tax & Estate Planning, Tax Preparation, Incorporation and Business Consulting.
Criterion is a Puerto Rico Corporation based in the quaint town of Naguabo on the East Coast of the island, approx. a one hour drive from San Juan. Naguabo means “here is the land where the water lies” as we receive high rain falls due to the closeness of El Yunque Tropical Rain Forest. It is also referred to as “The Soaked City”. We are also located near City of Fajardo where the largest marina in the Caribbean is located and the El Conquistador Hotel, an exclusive Hotel with excellent amenities including two 18 hole Golf Courses.
Our Company was formed in order to provide Businesses, Investors and other Individuals strategies to achieve their Financial, Estate Planning and Personal Objectives. We accomplish this by listening and communicating with our clients to ensure there is a clear understanding of what the Client wants and providing them multiple options to achieve their goals and objectives. Everyone’s situation is unique. We do not take a cookie cutter approach but a proactive one. We are here to educate and train, not to sell a specific product or service. Many of our Clients are surprised at the options that are available to them that their current advisors have never discussed. We work hard to arrive at strategies that meet you needs at a fair price.
In conjunction with our Consulting, we offer numerous other services such as low cost bookkeeping, Tax Preparation, Incorporation and Trust Services, and Puerto Rico Act 60 Tax Incentives among many others. All of our Services are listed on the pull down menus so please take a look at what we offer and how it may help you and/or your Business.
We are available to answer your questions by email or by phone. There is no initial cost and absolutely no obligation. You can find our Contact information here.
Criterion Advisors Group
We’re not just advisors; we’re your partners in success. With a century of combined experience in Accounting, Tax & Estate Planning, Tax Preparation, Incorporation, and Business Consulting, our team is dedicated to guiding you toward financial excellence. Imagine having a trusted team by your side, experts who understand the intricate nuances of your financial landscape. That’s exactly what we offer at Criterion Advisors Group Corp.
Our comprehensive suite of services is designed to address your every need, from optimizing your tax obligations to crafting tailored estate plans that safeguard your legacy. With us, you can navigate the complexities of incorporation seamlessly and tap into strategic business consulting to fuel your growth.
About Us
Criterion, a Puerto Rico Corporation headquarters in the charming town of Naguabo on the Island’s East Coast, owned by Peter Shifman, boasts a team of advisors with over a century of combined expertise in Accounting, Tax, Estate Planning, Tax Preparation, Incorporation, and Business Consulting. Our Company was founded with the aim of furnishing businesses, Investors, and individuals with tailored strategies to fulfill their financial, Estate planning, and personal objectives. Situated in Fajardo, Home to the Caribbean’s largest marina and the prestigious El Conquistador Hotel boasting two 10-hole golf courses, we are ideally positioned to serve our clients amidst luxurious surroundings and unparalleled amenities.
Our Vision
Our Company envisions a future where businesses, investors, and individuals confidently pursue their Financial, Estate Planning, and personal goals with tailored strategic guidance. Our commitment is to offer a range of personalized options, through proactive approaches. We uncover opportunities and unlock potential for every client. With a comprehensive suite of services, including consulting, bookkeeping, tax preparation, incorporation, trust services, and Puerto Rico Act 60 tax incentives, We stand prepared to meet diverse needs. Guided by transparency and fairness, we strive to exceed expectations, enriching lives and driving success for individuals and businesses alike.
Our Mission
Our Mission is to empower businesses, investors, and individuals to achieve their financial, estate planning, and personal objectives by providing tailored strategies and unwavering support. Through active listening and open communication, we ensure a thorough understanding of our client’s needs and aspirations. Recognizing the uniqueness of each situation, we reject a one-size-fits-all approach in favor of proactive and personalized solutions.
We enlighten our clients about the array of options available, often overlooked by traditional advisors. We diligently craft strategies that meet our clients’ needs at fair prices. In addition to our consulting services. We offer a range of essential services such as low-cost bookkeeping, tax preparation, incorporation, trust services, and Puerto Rico Act 60 tax incentives. Our commitment to transparency and accessibility is reflected in our comprehensive service offerings, easily accessible to our clients. We are dedicated to fostering success and prosperity for our clients and their businesses every step of the way.
Why Criterion Stands out
- Your financial journey is unique, and we treat it as such. We start by listening intently to understand your goals and objectives. Through clear communication, we ensure that your vision is at the forefront of every strategy we craft.
- We don’t believe in one-size-fits-all solutions. Instead, we provide you with multiple options designed to meet your specific needs and preferences. Whether you’re a business owner, investor, or individual, our proactive approach ensures that every strategy aligns perfectly with your objectives.
- Our goal isn’t just to sell you a product or service – it’s to empower you with knowledge and understanding. We’re here to educate and train, equipping you with the tools you need to make informed decisions about your financial future.
- Many of our clients are amazed by the range of options available to them – options they never knew existed. Our dedicated team works tirelessly to explore every avenue, uncovering innovative solutions that could transform your financial landscape.
- We understand the importance of fair pricing. That’s why we work hard to arrive at strategies that meet your needs without breaking the bank. Our commitment to transparency ensures that you receive lasting value at a price that’s right for you.
Our virtual assistants offer affordable bookkeeping services starting at $100 per month. We utilize military-grade encryption for secure document exchange, allowing small business owners and investors to focus on their businesses. Meanwhile, our highly trained bookkeepers handle their financial needs efficiently and effectively, providing peace of mind and enabling them to thrive in their endeavors. Read More..
We provide a comprehensive range of expert accounting and tax assistance tailored for small enterprises, non-profits, groups, and individuals. We understand the uniqueness of each client and business, and thus customize our accounting services to meet your specific needs, ensuring personalized attention and optimal solutions.” Read More…
Our flexible payroll services offer comprehensive solutions tailored precisely to your needs. We ensure accurate processing, timely tax filings, and cost-effectiveness, empowering you to focus solely on your business without the complexities and risks associated with payroll administration. With our assistance, you can confidently dedicate your energy to growing your business while we handle the intricacies of payroll management. Read More…
Our tax preparation services go beyond the mere completion of tax returns. We provide personalized support, comprehensive filing assistance, proactive tax planning, audit support, year-round assistance, and a free encrypted client portal. This ensures that individuals and businesses receive expert guidance tailored to their specific needs and objectives. With us, you’ll experience a level of service that extends far beyond tax season, offering peace of mind and confidence in your financial affairs. Read More…
Trusts, ranging from revocable to irrevocable, grant individuals varied legal rights and tax implications. They provide a diverse array of options for estate planning tailored to specific needs and objectives, emphasizing that one size does not fit all. With trusts, individuals can navigate a spectrum of legal and financial strategies, ensuring their assets are managed and distributed according to their unique circumstances and wishes. Read More…
Puerto Rico Act 60
Also known as the “Puerto Rico Incentives Code” is a game-changer for businesses and individuals seeking to optimize their tax strategies. We offer a unique opportunity to thrive in a tax-friendly environment and unlock new possibilities for financial success.
Wealth Preservation
We believe in the importance of proper wealth preservation, which safeguards the value of your assets through comprehensive financial management and tax strategies; depending on your objectives, implementing all of some of these strategies can benefit both your present and future self while also enabling you to create a nest egg for your loved ones or support a favorite cause.