Tax advice in Palma for BUSINESSES, SELF-EMPLOYED PROFESSIONALS AND INDIVIDUALS

Tax advice in Palma de Mallorca

Tax advisory services in Palma for businesses, self-employed professionals and individuals

Trust our experience and specialist knowledge

in preparing and filing your tax returns

Corporation Tax (Form 200)
Personal Income Tax (IRPF)
Forms 130 and 131: IRPF instalment payments for businesses and self-employed professionals (simplified direct assessment and modular schemes)
Value Added Tax (VAT)
Non-profit organisations covered by Law 49/2002 or partially exempt
Withholding tax on employment income and business activities
Withholding tax on income from movable and immovable capital
Informative returns: Forms 347, 190 and 390
Instalment tax payments
Non-Resident Income Tax
Preparation and filing of annual accounts

Personalised tax advisory and consultancy services:
Handling tax authorities’ requests and tax audits
Tax inspections
Appeals before the Economic-Administrative Court and other competent bodies
Family business transfers: inheritances, gifts and transfers for consideration
Declaration of assets and rights held abroad (Form 720)

Tax advice for foundations

Preparation and submission of the financial report to the Spanish Tax Agency (AEAT).

Tax management: advice on the Corporation Tax regime and review of applicable VAT exemptions.

Tax adjustments required to comply with Law 49/2002 on the tax regime for non-profit entities.

Family business succession

First, we provide professional support that adds value and guides the transfer to the next generation.

Next, we analyse the family business structure and personal and shared assets.

Finally, we develop a succession plan that supports a smooth generational and professional handover.

Tax procedures

We represent businesses and individuals facing tax audits or inspections.

We challenge administrative decisions and use the available procedures to recover tax:

Ordinary appeals against administrative decisions and applications to suspend payment obligations.
Procedures to reclaim tax already paid, through ordinary or exceptional routes.

Tax audits

Our rigorous approach, ongoing training and specialist knowledge in Palma

enable us to audit your compliance with tax obligations

First, we assess whether the company is meeting its tax and accounting obligations.

Next, we identify its strengths and weaknesses and propose practical solutions.

Regular independent reviews help detect tax irregularities early. We recommend having this external review carried out periodically by an independent third party.

Tax planning and optimisation for businesses and individuals

Proactive advice for effective tax planning

We review the business and personal and family assets to identify deductions and tax relief available under current legislation and help minimise the overall tax burden.

Joint tax planning for shareholders and companies

We review the shareholders’ and the company’s tax position together to optimise the overall tax bill.

How can we help?

Reduce the company’s tax burden.
Anticipate upcoming tax changes.
Start a new business activity or diversify existing activities.
Plan business succession.

Solutions that move your business forward

We take a friendly, personalised approach and become an extension of your team, providing ongoing support with your tax obligations.

We are an extension of your team

Our professional services include:

From the very beginning, you’ll receive personalised service tailored to your business. We’ll keep you up to date on legislative changes, reports, financial statements, statistics, grants and subsidies.

We’ll handle your tax and accounting obligations. If you wish, you’ll also have unlimited access to intuitive invoicing software with a full range of features.

We’ll advise you and handle all the procedures for registering as self-employed with Social Security and the tax authorities, so you can start invoicing as soon as possible.

Choose how to send us your documents: bring them to our office, upload them through our server or send them by post. We’ll process them promptly.