A clear process for your Spanish tax matters
AlbeaTax is a boutique Spanish tax advisory firm for individuals and families with international circumstances. Almudena Ollero and Beatriz Pita provide direct, senior advice, with the work shaped around your situation and the services agreed with you.
From the initial briefing to the explanation of documents filed, our approach is to make the Spanish tax work clear and coordinate with your existing advisors abroad when needed and authorized.
1. Start with your circumstances
We begin with a briefing about your plans, your current situation and the Spanish tax questions you want to understand. Your expected arrival or departure date, work arrangements, family circumstances, income and assets can all help define what needs to be reviewed.
2. Agree the scope and fees
We set out a proposal describing the services to be provided and the corresponding fees. This establishes the work included in the engagement and gives you a clear basis for deciding how to proceed.
3. Gather and review the relevant documents
We identify the information and supporting documents needed for the agreed work. We review what you provide and discuss any questions or additional information required to assess your Spanish tax position.
4. Carry out the agreed Spanish tax work
We provide the Spanish tax advice and prepare the filings or communications included in the engagement. The work may relate to planning your move, the Special Tax Regime (Beckham Law), Spanish Tax Returns (Renta / IRPF), Foreign Asset Reporting (Modelo 720) or other matters within the agreed scope.
5. Coordinate with your advisor abroad
With your authorization, we can share relevant information with your CPA or tax advisor in another country. Where needed, we can arrange virtual meetings to clarify questions, explain the Spanish tax treatment or confirm a proposed transaction. AlbeaTax advises on Spanish taxation; your advisor abroad handles the work agreed with them in their jurisdiction.
6. Explain the work completed and the next steps
We provide the Spanish filings and documents included in the agreed scope and explain what each form or concept relates to. We discuss the follow-up relevant to the engagement and can review further questions or changes in circumstances as additional work is agreed.
Discuss your circumstances with AlbeaTax
Tell us what you are planning, what has changed or which Spanish tax questions you need help with. Our team can discuss the relevant next steps.