International tax boutique

Precision tax advisory
for those who live
without borders

Premium tax advisory for those who demand the highest standards. Nearly a decade at a Big Four assisting expatriates, international professionals and high-net-worth individuals, combined with the most advanced technology available today, so you receive the precision of a major firm with the personal attention only a boutique can provide.

International tax boutique
+9 years Big Four experience
Premium service
Advanced technology

Why we exist

Palo Alto.
The tall tree.

In the 18th century, Spanish explorers found a centuries-old sequoia on the banks of the San Francisquito River. They called it “el palo alto” — the tall tree. That tree still stands today. And it gives its name to one of the most influential cities in the world, Palo Alto, California.

AltoTax was founded with that same purpose: permanence, roots and elevation. Built by a tax advisor with nearly a decade at Big Four, AltoTax exists to return the favour to those making the journey in reverse — the Americans, Europeans and international professionals or individuals who choose Spain as their home.

We accompany them with the rigour of a major firm, the closeness of a boutique and the technology of the 21st century.

Palo Alto — the tall tree

Why AltoTax?

The standard of a major firm.
The attention only a
boutique can provide.

01
Big Four Expertise
Nearly a decade advising multinationals, executives and high-net-worth individuals at Big Four. The same level of analysis and judgement, in boutique format.
02
Advanced Technology
We use the most advanced artificial intelligence tools available to guarantee precision, fast response times and first-class deliverables in every case.
03
Personalised Attention
No intermediaries. No bureaucracy. You speak directly with the expert handling your case, in Spanish and English, with the availability you deserve.
The Alhambra

Get in touch

Let’s map your
tax position.

The first conversation is complimentary. Tell us your situation and we will tell you, honestly, whether and how we can help.

Email
alto@altotax.com
Based in
Madrid, Spain
Languages
English · Spanish
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Pre-entry tax planning
OUR SERVICES  |  01 Pre-entry tax planning

Pre-entry tax planning

Becoming a Spanish tax resident is one of the most consequential financial decisions an internationally mobile individual can make.

The tax implications extend across every dimension of personal and professional life, and the window to act is narrow.

We conduct a full analysis of your situation before you arrive: your residency position and the triggers that will establish Spanish tax residency, the optimal structure for each of your income sources, your exposure to Spanish wealth tax on worldwide assets, and the reorganization of your asset base to ensure nothing is taxed unnecessarily from the first day of residency.

The result is a comprehensive written report, prepared to Big Four standards, with a concrete action plan to be implemented before relocation.

OUR SERVICES  |  01 Pre-exit tax planning

Pre-exit tax planning

Leaving Spain without a plan can be as costly as arriving without one. The moment of departure triggers a series of tax consequences that, if not addressed in advance, can result in significant and entirely avoidable liabilities.

We conduct a full analysis of your situation before you leave: your exposure to the Spanish exit tax on unrealized gains, the precise moment at which Spanish tax residency effectively ceases, the structure of the residency break to ensure it withstands scrutiny from the Spanish Tax Authority, and the ongoing management of Spanish-source income (rental income, dividends, capital gains) under the non-resident regime.

The result is a comprehensive written report, prepared to Big Four standards, with a concrete action plan and timeline to be implemented before and after departure.

Pre-exit tax planning
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OUR SERVICES  |  02 Special Tax Regime application

Special Tax Regime application

The Beckham Regime is one of the most valuable tax reliefs available to individuals relocating to Spain, and one of the most frequently misapplied.

Eligibility conditions are precise, the application window is narrow, and an incorrectly filed application can result in the loss of the regime for the entire six-year benefit period.

Eligibility & Tax Benefit

We conduct a rigorous eligibility assessment before filing anything. We model the tax saving with precision: 24% flat rate on Spanish-source income up to €600,000, versus progressive rates of up to 54% under the general regime. Foreign-source income (dividends, capital gains, rental income) remains entirely outside the Spanish tax base. For high earners with international portfolios, the annual saving routinely exceeds €30,000–€80,000.

Application & Defence

We manage the full process: Form 149, employer coordination, Spanish Tax Office follow-up. We do not consider our work complete at filing. We prepare a comprehensive defence file for every eligibility condition, so the client is fully equipped to respond to any challenge within the four-year limitation period. Preparation before the challenge is always more effective than reaction after it.

Beckham Regime
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OUR SERVICES  |  03 Specialist tax advisory

Specialist tax advisory for cross-border taxation, investment and wealth, specialist profiles

Cross-border taxation is rarely straightforward. When two jurisdictions claim the right to tax the same income, the outcome depends on the precise application of domestic law, treaty provisions and international principles that interact in ways that are technically demanding and financially significant.

01
Cross-Border Taxation
We resolve double taxation conflicts with precision, identifying the applicable relief mechanism, analyzing Spain’s network of over 90 tax treaties and structuring residence changes to ensure the transition is clean, timed correctly and defensible before both tax authorities.
02
Investment & Wealth
We analyze every cross-border investment and wealth structure individually. Dividend flows, capital gains disposals, succession across jurisdictions and family business exemptions each require a bespoke approach — one that applies every available relief and treaty benefit while ensuring full compliance on both sides of the border.
03
Specialist Profiles
Certain clients require a level of technical depth that goes beyond standard advisory. For holders of IRA, 401(k), SIPP and other international retirement accounts, we determine the optimal drawdown strategy and apply all available treaty benefits. For artists and sportspersons, we advise on withholding obligations, image rights structuring and treaty relief, including the interaction with the Beckham Regime where applicable.
Specialist advisory
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Annual tax compliance
OUR SERVICES  |  04 Annual tax compliance

Annual Tax Compliance

Spanish tax compliance for internationally mobile individuals is not a single annual event. It is a calendar of overlapping obligations, each with its own deadline, threshold and consequence for non-compliance.

We manage the full compliance cycle on behalf of our clients: personal income tax under the Beckham Regime or the general regime, wealth tax, foreign asset declarations and non-resident filings — coordinating every obligation from preparation to filing to confirmation of receipt by the Spanish Tax Authority.

Nothing is missed. No deadline is forgotten. And every return is reviewed with the same level of technical rigor applied to our advisory work, because compliance is not a commodity — it is the foundation of every client relationship.

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