Funds and supporting evidence
The origins of wealth and transaction funds (Source of Wealth / Source of Funds), the transaction history and any documents already requested by the bank.
Discuss your needsBarcelona · Spain
Your accounts and taxes. With a clear plan.
For sole traders, companies and individuals in Spain. We consider accounting and tax alongside your income, assets and relocation or transaction plans. Scope is agreed after an initial review.
English · Español · Русский
Tax & DevelopmentBarcelona
Financial decisions in the context of your life and business.
From the first question to an agreed plan
Business and accountsPersonal taxCross-border matters
Services
One team. The full picture.
Choose an area to clarify your enquiry, prepare documents or include it in your service request.
Search all 27 services using Russian, Spanish or English terms.
Services found: 27 / 27
No services match. Try another term or email the team: info@taxdevelopmentconsulting.com.
Accounts and reporting
Tax, residence and relocation
Employment, business, Digital Nomad, family, non-lucrative residence and other routes. Initial applications, renewals and changes of status.
Service detailsDiscuss the applicationCompanies and structures
Audit and finance
The scope and responsible professional are agreed for your matter. Authorisation and engagement terms are checked separately for regulated services.
Before a transfer, relocation or transaction, see the full picture.
Tax, income evidence and bank documentation are connected. Discuss them before making a financial decision.
Relocation, income and family
Residence plans, income across countries, business interests and family changes for a coordinated discussion of tax and immigration matters.
Discuss your needsProperty and financing
The purchase budget, the source of your own funds, expected borrowing and costs after completion.
Discuss your needsOwnership and succession
Companies, holdings, personal assets, inheritance, gifts and loans, distinguishing completed arrangements from proposed changes.
Discuss your needsDocument preparation does not guarantee a bank decision, financing or residence status. Scope and specialist involvement are agreed separately.
Tools
Understand first. Decide next.
Prepare for a professional discussion: compare figures, clarify your circumstances and gather documents.
25 calculators
Tax, property, payroll and finance. Adjust the inputs and compare scenarios.
Explore calculators
26 focused questionnaires
Answer questions about your topic and get a document checklist and suggested preparation steps.
Choose a topic
Consultation checklist
Choose a service and save an initial document checklist. No personal files need to be uploaded.
Prepare your guideOur approach
Clarity at every stage.
- 01
Understand your needs
We discuss your circumstances, records and important dates.
- 02
Agree the work
We agree scope, fees, deadlines and the responsible professional.
- 03
Follow the plan
We record the next steps, documents and each party’s tasks.
A useful outcome: a plan you can return to.
Before work begins, we agree what the written consultation outcome should include. The template helps record decisions after the meeting.
Objectives and starting information
What needs resolving, which records are available and what still needs checking.
Calculations and dependencies
Assumptions, budget and questions requiring input from a bank, notary or relevant professional.
Next actions
The sequence of actions, responsibilities and agreed dates.
Review points
Which changes to income, family or business should trigger a review.
Clear scope. Clear fees.
Whether ongoing support or a specific assignment, we first define the work. Fees and additional costs are agreed before it starts.
Discuss fees
Ongoing support
Based on business structure, document volume, employees and reporting.
Specific project
We agree the stages, deliverables and professionals required.
Our approach
Changing accountants? Start with the handover.
Review completed periods, available records and what to request from your previous adviser.
Discuss your needs- Filed returns and reports
- Accounting records and balances
- Outstanding matters and deadlines
Check your next tax deadlines.
Find filing dates in the official AEAT calendar. Applicable deadlines depend on your tax regime and obligation.
Articles
Understand your situation
Accounting, tax, audit and business decisions: 130 articles in English, with Russian and Spanish versions.
All articlesTeam
People behind every matter.
Discuss your needs with Tax & Development. The professionals involved are determined after your enquiry is clarified.
Ksenia
Tax matters for businesses and individuals.
Guzel
Business support, accounting and financial planning.
A life across borders. Decisions with perspective.
Relocation, residence and Digital Nomad, family, tax residence, overseas income and business. For the discussion, we map asset locations, ownership and proposed changes. Applicable international obligations and CFC/CRS questions are considered separately.
Discuss your needsBefore you get in touch
Can I enquire in Russian?
Yes. You can request Russian, Spanish or English. Language and specialist are confirmed when arranging the meeting.
How do I find out the fees?
Select the services and discuss the scope with the team. Fixed rates have not yet been published.
Can I book a time now?
For now, prepare a guide and contact us by email. Online calendar booking will be connected later. A guide does not confirm an appointment.
Do the calculators replace a consultation?
No. They help compare scenarios within the stated scope. Applicable rules and final calculations depend on the specific circumstances.
What should I prepare before a large transfer?
For an initial discussion, outline the purpose, source of funds, countries involved and any bank questions. Evidence requirements are clarified separately; no uploads are needed here.
Can we discuss business, relocation and assets together?
You can include connected matters in one enquiry. We then agree the scope and identify questions requiring a specialist or a review in another country.
Will there be a written outcome?
The written scope, calculations, timing and fees are agreed before work begins. The downloadable blank template records outcomes; it is not a completed professional opinion.
Contact
Let’s start with your question.
Tell us what you need to resolve. We will clarify the starting information and next step.
info@taxdevelopmentconsulting.comCarrer de Casp 37, 2.3.
08010 Barcelona, España
08010 Barcelona, España
English · Español · Русский
A Hacienda deadline approaching?
Include the notice receipt date and deadline in your email. Acceptance of urgent work needs confirmation.