Clear accounts. Calm decisions.

Tax, accounts and payroll for companies, freelancers and families. A named adviser, offices in Madrid and London, and fees agreed in writing before we start.

Lozano Ferris

Report and accounts · 2026

Statement of the firm

as at 30 September 2026


Note

Madrid

London

Total

Businesses we keep the books for

1

238

174

412

Filings made on time, last 12 months

3

3,104

2,276

5,380

Chartered and certified advisers

4

9

7

16

Working days to reply, on average

10

2.7

3.1

2.9

Years in practice

39

21

39

Figures describe the firm, not investment results.

How we charge: Note 5

Next due

Modelo 303, 111 and 115

Madrid

20 Oct

·

Scheduled

Self Assessment, paper return

London

31 Oct

·

Scheduled

Making Tax Digital

London

7 Nov

·

Scheduled

Verifactu

Madrid

1 Jan

·

Scheduled

The year in figures

The year in figures

Twelve months to 30 September 2026

412 businesses keep their books with us. 5,380 filings made on time. 16 advisers, 2 offices, one file.

Filings made on time, by quarter

Every return, payroll run and annual account we filed for clients, counted in the quarter it was due.

0300600900Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26
Source: practice register · Q4 2024 to Q3 2026

2

How we start.

Changing accountant is easier than it sounds. This is what happens, and when.

2

How we start.

Changing accountant is easier than it sounds. This is what happens, and when.

  1. Day 1A first meeting

    Thirty minutes, free, by video or at either office. We look at what you file today and what is pending.

  2. Day 3A fixed fee, in writing

    An engagement letter with the scope, the fee and the name of your adviser. Nothing starts until you sign.

  3. Week 2We take over the records

    We contact your previous adviser, collect the files and set up your client area.

  4. Month 1Your first close

    Your first monthly report, and every filing for the year with its date.

Works with your software

Xero

QuickBooks

Sage

FreeAgent

a3innuva

ES

Holded

ES

Excel

3

What is due next.

The filings our clients have coming up in Madrid and London. We prepare them, and remind you in good time.

3

What is due next.

The filings our clients have coming up in Madrid and London. We prepare them, and remind you in good time.

Due

Filing

Office

Affects

Status

20 Oct
20 Oct
20 Oct

Modelo 303, 111 and 115

VAT and withholding, third quarter

Madrid

Companies, freelancers

Scheduled
Scheduled
31 Oct
31 Oct
31 Oct

Self Assessment, paper return

Tax year 2025–26

London

Individuals

Scheduled
Scheduled
7 Nov
7 Nov
7 Nov

Making Tax Digital

Second quarterly update

London

Sole traders and landlords over £50k

Scheduled
Scheduled
1 Jan
1 Jan
1 Jan

Verifactu

Compliant invoicing software in use

Madrid

Companies

Scheduled
Scheduled
31 Jan
31 Jan
31 Jan

Self Assessment, online

Return and balancing payment

London

Individuals

Scheduled
Scheduled
1 Feb
1 Feb
1 Feb

Modelo 303 and Modelo 390

Fourth quarter and annual VAT summary

Madrid

Companies, freelancers

Scheduled
Scheduled
7 Feb
7 Feb
7 Feb

Making Tax Digital

Third quarterly update

London

Sole traders and landlords over £50k

Scheduled
Scheduled
20 Apr
20 Apr
20 Apr

Modelo 303, 111 and 115

VAT and withholding, first quarter

Madrid

Companies, freelancers

Scheduled
Scheduled
7 May
7 May
7 May

Making Tax Digital

Fourth quarterly update

London

Sole traders and landlords over £50k

Scheduled
Scheduled
30 Jun
30 Jun
30 Jun

Renta 2026 · Modelo 100

Personal income tax return

Madrid

Residents in Spain

Scheduled
Scheduled
20 Jul
20 Jul
20 Jul

Modelo 303, 111 and 115

VAT and withholding, second quarter

Madrid

Companies, freelancers

Scheduled
Scheduled
26 Jul
26 Jul
26 Jul

Modelo 200 · Corporate tax

Year ended 31 December 2026

Madrid

S.L. and S.A. companies

Scheduled
Scheduled

The 2027 Spain–UK tax calendar

Every filing date for companies, freelancers and individuals in both countries. Eight pages, PDF.

5

Your fee, before you ask.

Most clients pay a fixed monthly fee. Choose what fits, and see how it adds up, line by line.

5

Your fee, before you ask.

Most clients pay a fixed monthly fee. Choose what fits, and see how it adds up, line by line.

Tell us about you
I am
Countries
Annual revenue
Employees
Estimated monthly feeexcl. VAT
LineMadrid
Bookkeeping and accounts€230
VAT and IVA returns€40
Annual accounts and corporate tax€100
Payroll€90
Total a month
a month, depending on volume

An estimate, not an offer. We confirm the fee in writing after a first meeting.

Book a first meeting

6

Everything we need from you, in one place.

Upload receipts, sign returns and read your monthly report from any device. It is the same file your adviser works on.

6

Everything we need from you, in one place.

Upload receipts, sign returns and read your monthly report from any device. It is the same file your adviser works on.

Documents

Drop invoices and statements. We tell you what is missing.

Approvals

Review and sign each return before we file it.

Reports

A one-page report every month, in your language.

Illustration. Link the portal you already use from the header and this section.

“One team, one monthly report, two countries. I stopped chasing two accountants.”

Note 8

Daniel K., director of a logistics company

Daniel K., director of a logistics company

Example testimonial. Replace with a client’s own words, with their written consent.

Example testimonial. Replace with a client’s own words, with their written consent.

“They answer in the language I think in, and they know both tax offices better than I do.” — Laura M., founder of a design studio · Example testimonial

9

Plain answers to new rules.

Short guides written by the adviser who handles each subject.

9

Plain answers to new rules.

Short guides written by the adviser who handles each subject.

The monthly brief

New rules and deadlines for Spain and the UK, once a month. No promotions.

10

Before the first call.

Most companies pay a fixed monthly fee. Use the estimator in Note 5, and we confirm the fee in writing after a first meeting.

→

Tell us what you need to file.

We reply within one working day. Writing to us commits you to nothing.

→

Tell us what you need to file.

We reply within one working day. Writing to us commits you to nothing.

Madrid

Calle de Almagro 26, 4.º
28010 Madrid · Mon–Fri, 9:00–18:00

+34 910 000 000

London

38 Great Sutton Street
London EC1V 0DX · Mon–Fri, 9:00–18:00

+44 20 7946 0321

Prefer to book?

Thirty minutes, by video or at either office.

Book a meeting

Your numbers, in order. Every month.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

Madrid

Calle de Almagro 26, 4.º
28010 Madrid

London

38 Great Sutton Street
London EC1V 0DX

Lozano Ferris LLP is a limited liability partnership registered in England and Wales (OC000000), with its registered office at 38 Great Sutton Street, London EC1V 0DX. Its partners are members of the Institute of Chartered Accountants in England and Wales. Lozano Ferris Wealth Ltd is authorised and regulated by the Financial Conduct Authority (FRN 000000). Lozano Ferris Asesores, S.L.P. is registered with the Registro Mercantil de Madrid and in the ROAC (S0000); its financial advice is registered with the CNMV (no. 000).

Investment risk: the value of investments can fall as well as rise, and you may get back less than you put in. Past performance is not a reliable guide to future returns. Tax treatment depends on individual circumstances and may change.

Create a free website with Framer, the website builder loved by startups, designers and agencies.