Tax Planning for Americans Moving to Spain

Cross-Border Tax Advisory · U.S. — Spain

Tax Planning for Americans Moving to Spain.

CVITA is a boutique international tax advisory practice providing tax planning for Americans moving to Spain, helping U.S. individuals, families and internationally mobile clients understand the tax implications of relocation before they become Spanish tax residents.

For Americans, taxes in Spain can involve Spanish tax residency, worldwide income, foreign assets, investments, retirement accounts, business interests and ongoing U.S. reporting obligations. We provide practical, personalized U.S.–Spain tax planning so you can move with clarity and confidence.

“The best time to address Spanish tax issues is before becoming a Spanish tax resident.”

Plan Before You Move

The best time to begin tax planning for Americans moving to Spain is before becoming a Spanish tax resident.

A relocation to Spain may affect how your income, assets, investments, retirement accounts, business interests
and foreign reporting obligations are treated. Early planning can help reduce uncertainty, avoid unnecessary
surprises and create a clearer path before the move takes place.

Our practice helps clients identify the key tax considerations involved in moving to Spain and develop a practical
strategy based on their personal and financial circumstances.

For many clients, the Spain Relocation Tax Analysis is the recommended first step. It provides a structured review
of the key tax issues, planning opportunities and compliance considerations that may apply before relocating to
Spain.

Services

A focused practice for U.S.–Spain tax matters.

Spain Relocation Tax Analysis

CVITA’s signature service for Americans planning a move to Spain, providing a structured review of tax residency, worldwide income, assets, planning opportunities and compliance considerations before relocation.

Tax Planning Before Moving to Spain

Pre-relocation tax planning for U.S. individuals and families considering a move to Spain.

Spanish Tax Residency Analysis

Guidance on Spanish tax residency rules and how residency may affect your worldwide tax position.

U.S.–Spain Cross-Border Tax Advisory

Advisory support for clients dealing with tax issues involving Spain, the United States and other jurisdictions.

Spanish & U.S. Tax Compliance

Support with Spanish and U.S. tax obligations, reporting requirements and ongoing compliance after relocation.

IRS & AEAT Representation

Representation support for tax notices, audits, penalty matters and cross-border tax authority issues involving the IRS or the Spanish Tax Agency, AEAT.

Business and Investment Tax Advisory

Tax guidance for entrepreneurs, investors and business owners with interests connected to Spain and the United States.

Who We Help

We work with clients such as:

01

U.S. citizens and residents moving to Spain

02

U.S. expats already living in Spain

03

Families planning an international relocation

04

Spanish nationals returning from the United States

05

Entrepreneurs and business owners with U.S.–Spain connections

06

Investors with assets or business interests in Spain

07

Remote professionals and internationally mobile individuals

Founder

Cayetano Valdellós

Licensed in Spain & California

Why Work With Us

Cross-border tax planning requires more than understanding one tax system.

Led by a lawyer licensed in both Spain and California, CVITA combines international tax experience with practical advisory support for clients navigating tax issues between Spain, the United States and other jurisdictions. Our goal is to help clients make informed decisions before, during and after their move to Spain.

Articles & Insights

For Americans, taxes in Spain can involve Spanish tax residency, worldwide income, foreign assets, investments,
retirement accounts, business interests and ongoing U.S. reporting obligations. We provide practical,
personalized U.S.–Spain tax planning so you can move with clarity and confidence.

01 Updates

FBAR and FATCA Reporting for Americans in Spain

Americans living in Spain may need to file U.S. foreign account and asset reports even

5 MIN READ

02 Residency

Beckham Law for Americans in Spain

Spain’s Beckham Law can offer a special tax regime for qualifying individuals who move

7 MIN READ

03 Pre-Relocation

Modelo 720 in Spain and Foreign Asset Reporting

Modelo 720 is Spain’s foreign asset reporting form for Spanish tax residents who hold certain

10 MIN READ

04 Cross Border

U.S.–Spain Double Taxation: What Americans Should Know

Americans living in Spain often face tax obligations in both countries. The United States

4 MIN READ

05 Compliance

Moving to Spain: Tax Checklist

Relocating to Spain is an exciting personal decision, but it can also be an

6 MIN READ

Frequently Asked Questions

Why is tax planning important before becoming a Spanish tax resident?

Tax decisions made before relocating to Spain can have long-term consequences. Early tax planning for Americans moving to Spain can help identify key issues involving Spanish tax residency, worldwide income, foreign assets, investments, retirement accounts, business interests and reporting obligations before the move takes place.

What tax issues can affect Americans moving to Spain?

For Americans living in Spain, taxes can involve determining Spanish tax residency, reporting worldwide income, declaring foreign assets (such as through Modelo 720), and managing investments, retirement accounts, and business interests. At the same time, U.S. citizens must continue to meet IRS filing requirements. U.S.–Spain tax planning helps clarify how these obligations apply to each individual’s situation and how to remain compliant in both countries.

When do Americans become Spanish tax residents?

In general, Americans become Spanish tax residents if they spend more than 183 days in Spain during a calendar year or if their main economic interests are located in Spain. Understanding when Spanish tax residency begins is important because it determines when worldwide income and assets may become subject to Spanish taxation.

What is included in CVITA’s Spain Relocation Tax Analysis?

The Spain Relocation Tax Analysis provides a structured review of key tax issues, planning opportunities and compliance considerations that may apply before relocating to Spain. It may include review of tax residency, worldwide income, assets, investments, business interests and foreign reporting obligations.

Do Americans living in Spain still have U.S. tax filing obligations?

Americans moving to or living in Spain may still have ongoing U.S. reporting obligations. CVITA provides support with Spanish and U.S. tax obligations, reporting requirements and ongoing compliance after relocation.

Can CVITA help with Spanish and U.S. tax compliance or IRS and AEAT representation?

Yes. CVITA supports clients with Spanish and U.S. tax compliance, reporting requirements and ongoing obligations after relocation. The practice also provides IRS & AEAT representation support for tax notices, audits, penalty matters and cross-border tax authority issues involving the IRS or the Spanish Tax Agency, AEAT.

Ready to Plan Your Move to Spain?

Tax decisions made before relocating can have long-term consequences.

Schedule a Spain Relocation Tax Analysis to review your situation and understand the tax planning opportunities and obligations that may apply before you move.

If you are looking for a Spain tax advisor for Americans, an initial consultation can help clarify the tax issues most relevant to your move.