Tax Advisory

Tax Advisory Services in Mallorca

At Montis Mas & Co, we offer a comprehensive tax advisory service designed to help both individuals and businesses navigate the Spanish tax system with confidence, minimizing tax risks and ensuring full compliance with their legal obligations.
We specialize in providing complete tax advisory services, handling the preparation, management, and filing of periodic and one-off tax returns with technical rigor and strict adherence to statutory deadlines.

Preparation and filing of periodic and one-off tax returns, including Personal Income Tax (IRPF), Corporate Income Tax, Business Activity Tax (IAE), Property Tax (IBI), Transfer Tax and Stamp Duty, Inheritance and Gift Tax, and capital gains calculations.
This area also includes Personal Income Tax Advisory, Business Tax Consulting, and Corporate Tax Law services, ensuring strategic tax planning and full compliance for individuals and companies.

Tax advisory services for property purchases, sales, and transfers, including Transfer Tax and tax management related to real estate investments in Spain.
We provide specialized Capital Gains Tax Advisory and Expat Tax Consulting for property owners, investors, and non-resident clients.

Processing of tax payment deferrals and installment plans, applications for refunds of undue tax payments, offset of tax credits, and drafting of submissions before the different departments of the Spanish Tax Agency.
Our services also include Tax Relief Consulting and People Advisory (Tax), offering tailored solutions to reduce tax burdens and manage tax obligations efficiently.

Assistance in tax audit and inspection procedures (VAT, Personal Income Tax, Corporate Income Tax, among others), including reconsideration appeals and economic-administrative claims, with a strong focus on protecting our clients’ tax position and legal certainty.

In collaboration with our specialized partner Segur Ferron, we offer insurance advisory services for self-employed professionals and companies, integrating asset protection with tax optimization as part of a comprehensive planning strategy.

This approach allows our clients to benefit from the tax advantages associated with certain insurance products, while protecting their professional activity, assets, and personal environment, always in full compliance with Spanish tax regulations.