Specialized Tax Advisory for Crypto Assets
Technical sessions with our tax team to resolve questions about AEAT forms, classification criteria, compliance and report structure. Exclusively technical-tax oriented. No investment advice.
Introduction
Specialized tax advisory is a technical consulting service for investors who need to resolve specific questions about crypto asset taxation without requiring a complete analysis or settlement service. We work in personalized 1:1 session format where we review your case, answer specific questions about applicable regulations, AEAT form filing criteria, interpretation of DGT binding consultations and any technical-tax aspect related to cryptocurrencies, stocks or digital assets. It is important to note that we do NOT offer investment advice: we will not tell you which assets to buy, sell or when to do so. Our approach is exclusively technical and tax-oriented: how to correctly declare what you have already done, how to interpret applicable regulations for your case and how to prepare documentation for Tax Agency requirements. This service is ideal if you already have basic tax knowledge but need expert validation, or if you have received a request from the AEAT and need technical help to respond. Do you have specific tax questions about your crypto assets? Let's talk.
What the service includes
How we work
Initial request and scope evaluation
You send us a summary of your consultation: what questions you have, what documentation you have, if you have received any request and what you need to resolve. We evaluate if your case is suitable for occasional advisory or if it requires a more complete service (analysis or settlement). We confirm feasibility and price.
Session preparation
You send us relevant documentation: automated reports you have generated, draft forms, AEAT communications or any document that helps contextualize your consultation. We review everything beforehand to maximize session efficiency.
Technical advisory session
We conduct a private video call where we address your questions in a structured way. We explain applicable regulations, relevant DGT criteria, interpretation of similar cases and technical recommendations for your specific situation. Session 100% focused on tax aspects, not investment decisions.
Summary delivery and follow-up
After the session, you receive a summary document with key points, regulatory references cited and next steps. If you need additional follow-up sessions (e.g. after regulatory changes or new requirements), you have priority access to new booking.
Why choose us
Use cases
Validation of automated report before filing
Client had generated tax report with Koinly, but had doubts about whether DeFi operation classification was correct according to Spanish criteria. Sent the report for prior review. In 90-minute session, we identified several errors: swaps classified as non-taxable (error), staking rewards not declared as income, and duplicates from internal transfers. We recommended specific corrections and applicable DGT criteria. Client corrected report and filed with confidence.
Response to AEAT request
Client received request from Tax Agency asking for justification of cryptocurrency operations declared in income tax. Needed to understand what documentation to provide and how to structure response. In session, we reviewed the request, identified which operations they questioned, prepared response structure with transactional detail, valuation justification and regulatory references. Client provided documentation according to provided guide. Request closed without incidents.
Doubt about obligation to file form 721
Client with cryptocurrencies on foreign exchanges, doubted whether they should file form 721 or it didn't apply to their case. 60-minute session where we explained form 721 thresholds, what is considered balance abroad according to AEAT, differences with form 714, and simulated their specific case. Conclusion: they should file 721. We guided them on how to complete it correctly and applicable deadlines.
Frequently asked questions
What type of consultations can you resolve in advisory?
Any technical question about crypto asset taxation in Spain: interpretation of AEAT/DGT regulations, operation classification, form filing criteria, differences between income and capital gains, informative obligations (721, 714), response to Tax Agency requests, review of automated reports and validation of applied tax criteria. We do not resolve questions about which assets to buy or investment strategies.
Do you offer advice on which cryptocurrencies to buy or when to sell?
No. We do not offer investment advice under any circumstances. Our service is exclusively technical-tax: how to correctly declare what you have already done, how to interpret applicable regulations and how to comply with your tax obligations. For investment decisions, consult with an independent financial advisor.
Do you file the forms with the AEAT or do you only advise?
By default, we only advise. You file the forms using your digital certificate or Cl@ve PIN. If you need a certified tax advisor to file for you with representation, we can coordinate it as a specific additional service, but it requires power of attorney procedures and has separate cost.
How long does a typical advisory session last?
Between 60 and 90 minutes depending on the complexity of your consultation. Simple occasional consultations can be resolved in 60 minutes. Cases with multiple questions, extensive document review or Tax Agency requests usually require 90 minutes or more. We indicate estimated duration after evaluating your initial case.
Can I contract several sessions if I have a complex case?
Yes. We offer session packs with discount if you anticipate needing continuous follow-up. You can also book individual sessions as needed. If your case is very complex and requires deep data analysis or complete tax preparation, you probably benefit more from our Tax Settlements service instead of multiple advisory sessions.
What guarantees do you offer on the tax recommendations you give?
We offer expert technical judgment based on current regulations, DGT binding consultations and applicable case law. However, tax interpretation always has a component of judgment and can evolve with regulatory changes or new resolutions. We cannot guarantee that the Tax Agency will always accept our interpretations, but we do guarantee that we apply the best available technical judgment at each moment and we justify each recommendation normatively.
Shall we talk?
If you have specific tax questions about crypto assets, need to validate a report before filing or have received a Tax Agency request, we can help you. Tell us your consultation in summary: what you need to resolve, what documentation you have and what deadline you are handling. We confirm if it is suitable for occasional advisory or if you need another service, and we send you a quote within 24-48 hours.
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Ready to organize your operations?
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