Services
International Tax Services for Americans Moving to Spain.
Moving to Spain can create significant tax consequences before, during and after relocation.
Our services are designed to help U.S. individuals, families, entrepreneurs and investors understand their Spanish tax position, plan ahead and manage cross-border tax obligations with clarity.
As a boutique international tax advisory practice, CVITA provides tax services for Americans in Spain and clients preparing to relocate, including relocation tax planning, Spanish tax residency analysis, U.S.–Spain cross-border advisory, tax compliance and IRS & AEAT representation.
Signature Service
Spain Relocation Tax Analysis
The Spain Relocation Tax Analysis is CVITA’s signature service and the recommended first step for most clients planning a move to Spain.
It is designed for U.S. individuals, families and business owners who are considering a move to Spain and want to understand the tax implications before becoming Spanish tax residents.
The service provides a structured review of your personal and financial circumstances, identifying key tax risks, planning opportunities and compliance considerations before relocation. This service is designed to give clients a clear overview of the main tax issues before relocation, so they can determine whether they need further planning, compliance support or representation services.
This Service May Include
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Investment and business ownership considerations
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Tax Planning Before Moving to Spain
Pre-relocation planning helps clients make informed decisions before Spanish tax residency begins
Spanish Tax Residency Analysis
Determining when you become a Spanish tax resident is one of the most important steps in any relocation plan.
We help clients understand Spanish tax residency rules, how they apply to their personal circumstances and how residency may affect worldwide income, assets and reporting obligations. For U.S. citizens and residents, Spanish tax residency can affect worldwide income, foreign asset reporting and ongoing U.S. expat tax obligations.
U.S.–Spain Cross-Border Tax Advisory
Clients with connections to both the United States and Spain often face tax questions that require coordination between different systems.
For U.S. citizens and residents living in Spain, compliance may involve both Spanish tax obligations and ongoing U.S. filing and reporting requirements. We assist clients with understanding and managing Spanish and U.S. tax obligations, reporting requirements and compliance matters after relocation. This may include support related to annual U.S. and Spanish tax returns, foreign asset reporting, informational filings, FBAR and FATCA reporting considerations and tax authority correspondence.
Spanish & U.S. Tax Compliance
After relocating to Spain, ongoing compliance becomes an essential part of managing your tax affairs.
For U.S. citizens and residents living in Spain, compliance may involve both Spanish tax obligations and ongoing U.S. filing and reporting requirements. We assist clients with understanding and managing Spanish and U.S. tax obligations, reporting requirements and compliance matters after relocation. This may include support related to annual U.S. and Spanish tax returns, foreign asset reporting, informational filings, FBAR and FATCA reporting considerations and tax authority correspondence.
IRS & AEAT Representation
Cross-border tax matters may involve questions, notices, audits or disputes with tax authorities in more than one country.
CVITA assists clients with IRS representation and Spanish Tax Agency (AEAT) representation in matters involving tax notices, audits, penalties, compliance questions, foreign asset reporting and cross-border tax controversy. This service is especially relevant for clients who need support responding to U.S. or Spanish tax authorities, resolving reporting issues, or coordinating representation across both jurisdictions. This service may include:
- IRS notices and correspondence
- AEAT notices and audits
- Tax authority representation
- Penalty matters
- Foreign asset reporting issues
- Cross-border tax controversy
- Coordination between U.S. and Spanish tax obligations
Business and Investment Tax Advisory
Entrepreneurs, investors and business owners may face additional tax considerations when moving to Spain or maintaining business interests across jurisdictions.
CVITA provides tax guidance for clients with business, investment or ownership structures connected to Spain and the United States. This may include business ownership issues, investment income, cross-border structures, reporting obligations and tax planning as part of a broader U.S.–Spain tax matter.
Not Sure Where to Start?
Most clients begin with the Spain Relocation Tax Analysis, CVITA’s flagship service for Americans planning a move to Spain.
This is usually the most appropriate first step for clients who are unsure whether they need relocation tax planning, compliance support, IRS or AEAT representation, or broader U.S.–Spain tax advisory. This allows us to understand your current position, identify the main tax issues involved in your move and determine whether additional planning or compliance support is needed.