Our Services

Our Most Loved Treatments

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Banking Services

We compare top banks to structure your accounts and investments with optimal terms and faster approvals.

Mortgage & Financing

From reservation to closing, we secure the best financing terms for your Costa Rica property investment.

Tax & Accounting

Complete tax planning, bookkeeping, and compliance management to keep you legal while maximizing savings.

Shared Services Network

Access our vetted network of legal, immigration, real estate, and construction experts.

Your Gateway to Costa Rica's Financial System

Banking Services

Navigating Costa Rica’s banking landscape can be complex for foreign investors. We simplify the entire process by comparing the country’s top financial institutions to find the perfect match for your specific needs—whether you’re opening your first account, structuring business finances, or exploring investment opportunities.

What We Provide

Initial Consultation

We analyze your financial profile, business structure, and banking objectives

Bank Comparison

Present detailed comparisons of institutions best suited to your needs

Introduction

Guide you through documentation and bank introductions to complete your application

Account Activation

Ensure successful setup of all accounts, cards, and online banking access

From Dream Property to Keys in Hand

Mortgage & Financing

Securing financing for property in Costa Rica requires insider knowledge of the local lending landscape. With over 20 years of mortgage expertise, we guide you from reservation to closing, ensuring you secure optimal terms while navigating the unique requirements foreign buyers face in Costa Rica’s real estate market.

What We Provide

Financial Profiling

Evaluate your complete financial picture, financing capacity, and investment objectives.

Strategy

Design optimal loan structure and identify potential issues before submission

Bank Submission

Present your application to multiple institutions simultaneously

Closing Support

Coordinate all parties through final approval, fund disbursement, and property transfer

Stay Compliant, Maximize Savings

Tax & Accounting

Costa Rica’s tax system presents both opportunities and complexities for foreign investors. We provide comprehensive accounting and tax services from day one, ensuring full compliance while implementing strategic optimization approaches. Our team acts as your external financial management, handling everything from monthly bookkeeping to complex tax planning.

What We Provide

Business Setup

Establish your legal entity with proper tax registrations and compliance structure

System Implementation

Set up accounting software, invoicing systems, and financial tracking tools

Monthly Management

Handle all bookkeeping, payroll, tax filings, and recurring compliance obligations

Strategic Advisory

Provide year-round tax optimization and financial guidance for business decisions

Your Trusted Expert Ecosystem

Shared Services Network

Beyond our core financial services, your Costa Rica journey requires coordination with multiple specialized professionals. We’ve built relationships with the country’s most qualified experts across every field you’ll need. We don’t just refer—we actively coordinate these specialists on your behalf, ensuring seamless communication and aligned objectives throughout your project.

What We Provide

Legal & Trust
Immigration
Real Estate
Construction
Insurance & Risk
Lifestyle

Ready to Make Costa Rica Home?

Book your complimentary 30-minute consultation and start building your future in paradise today.

Based in Costa Rica, Serving Expats Worldwide

Book Your Appointment