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Tax Advice in Alicante
Tax Experts for Individuals, Self-Employed Professionals and Businesses
Pellicer & Heredia provides tax advice in Alicante for individuals, professionals and businesses that need to comply correctly with their tax obligations, anticipate the impact of a decision or respond to the tax authorities. We review each case before filing a tax return, formalising a transaction or responding to a tax notice, with in-person assistance in Alicante and support for clients throughout the province
Our team combines tax analysis, legal expertise and an in-depth understanding of the business and property landscape in the Valencian Community. We assist you with personal income tax, VAT, corporate income tax, property taxation, asset transactions, regional taxes, tax reviews and inspections, avoiding standardised solutions when the situation requires a specific strategy.
Reviewed by Guillermo Romano Ortiz, International Tax Advisor at Pellicer & Heredia.
- Member of the Alicante Association of Administrative Managers
- Languages: English and Spanish
- Last updated: August 2026
Would you like to optimise your tax payments with complete peace of mind?
We help you identify which taxes and tax returns apply to you. When a complex transaction or a procedure with the tax authorities is involved, we also assess risks, prepare submissions and defend your position as a taxpayer.
Clear Tax Decisions Before Filing, Signing or Responding
Most tax problems do not begin when filling in a form, but beforehand: when selling a property, starting a business activity, withdrawing profits from a company, receiving a gift, hiring staff, changing residence or responding to a notice without first reviewing its scope
For this reason, our work begins with understanding the transaction as a whole. We analyse who is involved, which facts have tax implications, which authority has jurisdiction, what deadlines apply and what documentation can support the position taken. With this information, we define a proportionate, clear solution that is consistent with both current and future tax returns.
Our Tax Advisory Services in Alicante
The assistance we provide is tailored to each client’s profile and the stage at which they seek advice. We can act preventively, prepare recurring tax obligations, review returns that have already been filed or handle the response to an administrative tax procedure.
Taxation for Individuals and Families
We review income tax returns, employment and investment income, rental income, capital gains and losses, deductions, changes in family circumstances and transactions that may affect several tax years. Where income or assets are located in more than one country, we define the local scope of the service and coordinate the analysis with our international tax team.
Tax Advice for Self-Employed Professionals and Professionals
Starting a business activity requires choosing the correct tax registration, VAT regime and the method used to determine taxable income. During the year, we help organise invoices, deductible expenses, withholdings, instalment payments and information reporting obligations. We also review changes in business structure when growth makes it necessary to compare continuing as a self-employed professional with incorporating a company.
Taxation for SMEs and Companies
We provide support with Corporate Income Tax, VAT, withholdings, transactions involving shareholders and directors, remuneration, dividends, related-party loans, the offsetting of tax losses and year-end tax closing. The aim is to ensure that the accounts, corporate resolutions and tax returns all reflect the same economic and documentary reality.
Real Estate Taxation in Alicante
The purchase, ownership, rental, transfer or restructuring of a property may give rise to VAT, Transfer Tax (ITP), Stamp Duty (AJD), Personal Income Tax (IRPF), Non-Resident Income Tax (IRNR), municipal capital gains tax and other wealth-related tax implications. We analyse the transaction before signing, review values, expenses and supporting documentation, and coordinate the tax treatment with notarial, land registry or inheritance-related work where necessary.
Regional Taxes and Wealth Transactions
In the Valencian Community, certain acquisitions, gifts, inheritances and notarised documents are settled with the Valencian Tax Agency. We analyse whether the transaction is subject to tax, the taxable base, the applicable regional regulations, any possible reductions or tax benefits, and the documentation that must accompany the self-assessment.
Tax Audits, Reviews and Inspections
A tax notice should be reviewed from the very first day. We check the authority involved, the tax and periods affected, the scope of the procedure, the documentation requested and the deadline for responding. We prepare written submissions, allegations, appeals and the evidentiary strategy, seeking to avoid incomplete responses or statements that could prejudice later stages.
Tax Planning and Wealth Restructuring
Before selling, gifting, inheriting, investing, withdrawing funds from a company or changing the ownership of an asset, we calculate different scenarios and their consequences. Legal tax planning allows you to compare alternatives and make informed decisions, but it must be carried out before the transaction takes place; once it has been completed, the options for correction are usually much more limited.
Who Do We Help from Our Alicante Office?
We work with taxpayers who value a direct relationship with their advisor and need their tax position to take into account their activity, assets and future decisions. Being close at hand makes it easier to review documentation, coordinate meetings and act quickly when there is a tax notice or a short deadline.
- Individuals and families living in Alicante or with assets and transactions in the province.
- Self-employed professionals, independent professionals and entrepreneurs starting or growing a business.
- SMEs and companies that need tax planning, year-end review or support in dealings with the tax authorities.
- Property owners, landlords, buyers and sellers.
- Shareholders and directors who need to structure remuneration, dividends, loans or related-party transactions.
- Heirs, donors and beneficiaries of wealth transactions subject to Valencian regulations.
- Taxpayers who have received a tax notice, a proposed assessment or an inspection notice.
Taxes and Obligations We Review
Each matter may involve one or more taxes. Before preparing a tax form, we check that the obligation applies, that the tax period is correct, that the tax base has been calculated using sufficient documentation and that the tax treatment is consistent with other returns.
Spanish Income Tax
Employment income, business activities, rental income, investments, capital gains, deductions and tax adjustments.
VAT
Business registrations, invoicing, deductible expenses, pro rata VAT, real estate and intra-Community transactions, and VAT adjustments.
Corporate Income Tax
Tax year-end closing, accounting adjustments, offsetting losses, tax incentives, transactions with shareholders and instalment payments.
Withholdings
Payroll, professional services, rental income, directors, periodic tax forms and annual summaries.
Transfer Tax (ITP) and Stamp Duty (AJD)
Purchases and sales of used properties, loans, notarised documents and other transactions subject to regional tax regulations
Local Taxes
Property Tax (IBI), vehicle tax, municipal capital gains tax and fees related to properties or business activities.
Tax Registrations and Information Reporting Obligations
Registrations, amendments and deregistrations, identification of beneficial owners, transactions with third parties and specific information returns.
How We Handle a Tax Matter
The process is structured so that you know from the outset what we need to review, what documentation we require and what the next step is. The complexity may vary, but the methodology follows a clear sequence.
Step 1 - We Analyse Your Situation and the Deadline
We confirm the reason for the consultation, the taxes that may be affected, the relevant dates and whether there is an administrative notice. When a deadline is already running, we prioritise the actions needed to protect your right of defence.
Step 2 - We Review Documentation and Background Information
We request previous tax returns, deeds, contracts, invoices, accounting records, certificates, communications with the tax authorities and any supporting documentation needed to reconstruct the facts. We do not assume that a figure is correct simply because it appears in a draft or a previous tax return.
Step 3 - We Define the Tax Strategy
We compare alternatives, quantify the financial impact, identify risks and explain the approach we recommend. If information is missing or there are different possible interpretations, we make this clear before filing or responding.
Step 4 - We Prepare the Tax Return, Written Submission or Response
We prepare the necessary document in a clear and consistent manner. Where appropriate, we include calculations, appendices, supporting documentation and references to the applicable regulations to support the client’s position
Step 5 - We File and Follow Up
We coordinate the signing and filing, retain the supporting documentation and monitor subsequent communications. If the tax authorities issue a proposed assessment or request additional information, we assess the response within the same context.
Step 6 - We Plan for the Following Tax Years
An issue may reveal the need to change internal procedures, retain additional supporting documentation or review future transactions. We close the matter with practical recommendations to reduce errors and improve tax traceability
When Is It Advisable to Consult a Tax Advisor?
There is no need to wait until a problem arises. Seeking advice in advance is particularly useful when a decision may have tax consequences over several years or affect more than one tax.
- Before starting a business activity, setting up a company or changing the way you operate.
- Before buying, selling, renting, gifting or inheriting a property.
- When new shareholders join, dividends are distributed or loans are made between the company and its shareholders.
- Upon receiving a notice from the Spanish Tax Agency (AEAT), the Valencian Tax Agency, a local council or SUMA.
- When there are discrepancies between the accounting records, invoices and filed tax returns.
- Before the end of the tax year, to assess decisions that can still be implemented within the year.
- When a personal and a business transaction are related and need to be analysed together.
Common Tax Mistakes That Can Be Avoided
Many tax adjustments do not result from intentional conduct, but from decisions made without analysing their tax impact or from documents that were not properly retained. Identifying these risks in advance reduces costs and makes any subsequent tax review easier.
- Filing an income tax return based on the draft without checking income, properties, investments or family circumstances.
- Deducting business expenses without a complete invoice, without a genuine business purpose or without a demonstrable connection to the income generated.
- Confusing a payment to a shareholder, a loan and a dividend without properly documenting the transaction.
- Signing a property purchase or gift transaction without first calculating all the associated taxes and costs.
- Responding to a tax notice by sending disorganised documentation or information that has not been reviewed.
- Missing the deadline for submitting arguments while waiting to gather documents that could have been provided or referenced in an organised manner.
- Treating a tax inspection as a simple administrative request without assessing its scope and potential consequences.
- Using different criteria across the accounting records, Corporate Income Tax, VAT and information returns.
Tax Advisor, Administrative Advisor and Tax Lawyer: What Does Each Professional Do?
Administrative Advisor
Processing and support with recurring administrative obligations.
Registrations, deregistrations, certificates and standardised administrative procedures.
Tax Advisor
Analysis, planning, calculation and preparation of tax obligations.
Tax returns, year-end tax closing, transactions and preventive tax control.
Accountant
Recording, reconciliation and preparation of financial information.
Companies, established self-employed professionals and businesses requiring ongoing support.
Tax Lawyer
Interpretation of tax regulations, strategy, submissions, appeals and defence.
Tax reviews, inspections, penalties, complex transactions and litigation.
Why Choose Pellicer & Heredia in Alicante?
Taxation is closely linked to contracts, companies, property, international inheritances, residence and wealth. Working with a team that brings these areas together avoids analysing each tax form in isolation and makes it possible to understand the transaction as a whole.
Local and Direct Support
We have an office in the centre of Alicante and assist individuals and businesses throughout the province.
Legal and Tax Approach
We do more than simply complete tax forms. We review the facts, documentation, risks and consequences before taking action.
Experience in Real Estate and Wealth Transactions
Alicante has a high concentration of property purchases and sales, rentals, inheritances and transfers that require coordination between tax, civil and land registry matters.
Defence Before the Tax Authorities
We prepare responses, submissions and appeals in relation to tax notices, reviews and inspections.
International Expertise When Required
If income, assets or individuals from other countries are involved, we coordinate the matter with our specialist team to provide international tax planning.
Clear Tax Planning
We explain the alternatives and financial implications in clear language so that you can make an informed decision before carrying out a transaction.
Frequently Asked Questions
What Does a Tax Advisory Firm in Alicante Do?
A tax advisory firm analyses which taxes and obligations apply to an individual, self-employed professional or business, prepares tax returns, reviews transactions and helps prevent risks. When a notice from the tax authorities is received, it can also organise the documentation and prepare the response. In complex matters, the service should go beyond completing tax forms: it should examine the facts, the applicable regulations, the deadlines and consistency with previous tax returns.
When Should I Consult a Tax Advisor?
It is advisable to seek advice before carrying out a transaction with tax implications, such as starting a business activity, setting up a company, selling a property, making a gift or distributing dividends. It is also recommended when you receive a notice from the tax authorities or have doubts about tax returns that have already been filed. Acting in advance allows you to compare alternatives and retain the appropriate documentation; once a transaction has been signed or a deadline has expired, the available options are usually more limited.
Is It Better to Use an In-Person or Online Tax Advisory Service?
Both options can be suitable. In-person advice makes it easier to review extensive documentation, hold meetings with several people and coordinate matters related to property or businesses in Alicante. Online assistance is useful for procedures, follow-up and clients who are located outside the city. At Pellicer & Heredia, we combine both formats depending on the complexity, urgency and the client’s preferences.
What Documentation Should I Bring to an Initial Tax Consultation?
It depends on the matter, but you should normally bring your DNI or NIE, any notice you have received, previous tax returns, deeds, contracts, invoices, bank certificates, accounting information and a brief timeline of the relevant events. For a company, balance sheets, general ledgers, periodic tax forms and corporate resolutions may also be required. Before the appointment, we will let you know which documents are the priority so that you can make the most of the meeting.
Can a Tax Advisory Firm Review My Income Tax Return?
Yes. The review should check that the tax data and draft return correctly include income, properties, rental income, investments, capital gains, deductions and family circumstances. The information shown on the Spanish Tax Agency’s platform does not always reflect all relevant data. It should also be verified whether a transaction affects more than one tax year or requires specific supporting documentation to be retained.
What Taxes Does a Self-Employed Professional in Alicante Need to File?
The obligations depend on the activity, the applicable tax regime and the transactions carried out. These commonly include VAT returns, instalment payments of Personal Income Tax (IRPF), withholdings, annual summaries and information returns. Tax registration and the correct classification of the activity are important from the outset. A tax advisor should also review invoicing, deductible expenses and any changes that may justify a different legal structure.
What Tax Services Does an SME Need?
An SME typically needs VAT and withholding tax control, review of Corporate Income Tax, instalment payments, year-end tax closing, transactions with shareholders and directors, and consistency between accounting records and tax returns. It may also require planning for investments, hiring, financing or profit distribution. When the tax authorities initiate a review, it is essential to reconstruct the documentation and justify the tax treatment applied.
When Is It Advisable to Switch from Self-Employed to a Company?
There is no universal threshold. The decision depends on the actual profit, expenses, the level of business risk, the need to reinvest, how funds are withdrawn, the entry of shareholders and administrative costs. Simply comparing the Personal Income Tax (IRPF) rate with the Corporate Income Tax rate can lead to incorrect conclusions. The combined taxation of the professional and the company should be analysed, together with the relevant corporate and employment obligations.
What Taxes Are Payable When Buying a Property in Alicante?
The buyer may be subject to VAT and Stamp Duty (AJD) when purchasing a new-build property, or to Transfer Tax (ITP) when buying a resale property. The cadastral reference value, financing, expenses and personal circumstances that may affect the applicable rate or certain tax benefits should also be reviewed. The transaction should be analysed before signing a deposit agreement or the deed of sale.
What Taxes Are Payable When Selling a Property in Alicante?
The sale may result in a capital gain or loss for Personal Income Tax (IRPF) purposes, or under the tax applicable to the seller, as well as municipal capital gains tax where applicable. The calculation requires comparing the acquisition and sale values, together with justified expenses and improvements. If the seller is not tax resident in Spain, specific rules and obligations apply and should be addressed on the dedicated non-resident taxation page.
Who Manages Inheritance and Gift Tax in Alicante?
When the territorial rules assign jurisdiction to the Valencian Community, the self-assessment is filed with the Valencian Tax Agency. The tax may apply to inheritances, gifts and other gratuitous acquisitions. The residence of the individuals involved, the location of the assets, the family relationship, the date and the documentation of the transaction are key factors in determining jurisdiction and calculating the tax correctly.
What Is the Reference Value of a Property?
The cadastral reference value may act as the minimum taxable base for certain transactions subject to Transfer Tax and Stamp Duty or Inheritance and Gift Tax. If the declared value, price or consideration is higher, the higher amount is normally used. Before a purchase, inheritance or gift, it is advisable to check the applicable value and assess whether it can be challenged if it does not reflect the actual value of the property.
What Should I Do If I Receive a Notice from the Tax Authorities?
The first step is to check the date of the notice, the deadline, the tax involved and the periods affected. You should then review exactly what information the tax authorities are requesting and what documentation supports the return that was filed. It is not advisable to respond hastily or send disorganised files. A clear response should link each document to the fact it is intended to prove and reserve arguments where appropriate.
What Is the Difference Between a Limited Tax Review and a Tax Inspection?
A limited tax review examines specific elements of a tax obligation within the scope communicated by the tax authorities. A tax inspection has a broader review and investigative function and may result in one or more tax assessments. In both cases, the commencement, scope, deadlines, requested documentation and the taxpayer’s rights should be analysed. The response strategy may differ significantly.
Can I Appeal a Tax Assessment or Tax Penalty?
Yes, provided that you act within the applicable deadline and choose the appropriate procedure. Before filing an appeal, the facts, the reasoning given by the tax authorities, the available evidence, the applicable regulations and the financial impact should be reviewed. A tax assessment and a tax penalty are separate administrative acts, even though they may be related, and they may require different arguments. It is also necessary to consider whether payment can be suspended and what guarantees may be required in each procedure.
What Happens If I File a Tax Return Late?
The consequences depend on whether the return is filed voluntarily or after a notice from the tax authorities, how much time has passed and whether there is an amount to pay. Surcharges, interest or penalties may apply. Before filing, it is advisable to check that the tax form and period are correct, calculate the cost and verify whether any related returns also need to be amended. Regularising the situation in an orderly way reduces the risk of further inconsistencies.
Can Pellicer & Heredia Assist Clients Throughout the Province of Alicante?
Yes. The office is located in Alicante and the team assists clients from the city and other municipalities throughout the province. Meetings can be held in person or online, and documentation can be managed securely at a distance. The format is adapted to the type of matter, particularly when it involves a real estate transaction, a company with several decision-makers or an administrative procedure with specific deadlines.
Does Living in Alicante Determine Where I Pay All My Taxes?
Not necessarily. Tax residence in Spain is assessed using criteria such as spending more than 183 days in the country, having your main centre of economic interests in Spain and certain family presumptions. Your Autonomous Community of residence may affect devolved taxes and certain aspects of Personal Income Tax (IRPF), but each tax has its own rules on liability and territorial jurisdiction. The specific circumstances and the tax year concerned must be analysed.
Can the Firm Coordinate with My Accountant or Usual Tax Advisor?
Yes. In many companies, the accountant maintains the records and prepares periodic financial information, while the tax lawyer becomes involved in transactions, interpretations, reviews or disputes. We can review the existing documentation, define the legal approach and coordinate implementation with the professional who manages the day-to-day accounting. This collaboration helps maintain consistency between accounting records, corporate resolutions, invoices and tax returns.
Make Tax Decisions with a Complete View of Your Situation
Tell us what you need us to review, whether there is an open deadline and which transaction or tax concerns you. Our team will analyse the initial information and explain how to organise the documentation and what the next step should be.