Stein & Partner

What Stein & Partner does

Stein & Partner (legal entity: STEIN TAX & LEGAL ADVISORS SL, CIF B07854318) is a tax and legal advisory firm founded in 1992 and headquartered in Calvià, Mallorca, Spain, with a registered office in Palma de Mallorca. The firm is operated by founder and principal advisor Marcos Vera Stein (BBA USA, Spanish law degree, M.A. Tax Advisory, ESADE Barcelona) and serves international private clients — primarily German-speaking nationals from Germany, Switzerland, and Austria, plus UK clients — who own property, reside, or operate businesses in Spain and the Balearic Islands.

The firm's core offering is bespoke cross-border tax and legal advisory covering Spanish income tax, non-resident taxation (IRNR, Form 210), inheritance and succession planning (including Balearic-specific Pacto Sucesorio instruments), corporate taxation, real estate transaction due diligence, and Beckham Law residency structuring. Advisory is delivered both in-person at the Mallorca office and remotely via tiered Zoom/Skype consultations priced at €150–€500 + VAT. A digital product line of downloadable PDF guides (€0–€25) addresses common Spanish tax topics and functions as a lead-generation funnel for advisory services. The firm operates a related sub-brand, Stein HOMES, providing real estate brokerage on Mallorca.

The business model is professional services combined with low-ticket digital products. There is no proprietary technology platform — distribution runs through a multilingual (German/English/Spanish) WooCommerce website, with PayPal and card payments and content SEO targeting 'Steuerberater Mallorca' and 'Steuern Spanien' queries. The firm is privately held with no disclosed external investors, operates with ~6 total employees in a solo-practitioner-led structure, and has reported no revenue figures. Customer concentration is distributed across a long tail of individual expats, property owners, and autónomos.

Name

Stein & Partner

Legal name

STEIN TAX & LEGAL ADVISORS SL

Website

https://steuerberatermallorca.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

Stein & Partner is a Mallorca-based tax and legal advisory firm serving German-speaking and UK expats, property owners, and autónomos with cross-border Spanish tax compliance, succession planning, and Form 210 filings, delivered via in-person and Zoom/Skype consultations by founder Marcos Vera Stein.

Ownership category

akta.pro rank

Product category

Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Legal Services (5411), Title Abstract and Settlement Offices (541191)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Tax Assessment Appeal & Property Tax Consulting (BPAJAKAK), Real Estate Tax, Incentives & Cost Segregation Advisory (BPAJANAJ), Transfer Pricing & International Tax Services (BPAHABAI)

Keywords

• Cross-border tax advisory
• Spanish tax compliance
• Non-resident tax services
• Inheritance tax planning
• Real estate tax advisory

Headquarters

HQ city

Palma

HQ country

Spain

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Tax & Legal Advisory Services: Bespoke consulting engagements billed at tiered hourly rates (Basic €150, Express €250, Complex €500 + VAT) via online video consultation. Services include tax return preparation, Form 210 filings, inheritance and succession planning, real estate taxation, corporate law, and residency structuring for Spain.
2. Digital Information Products (PDF Downloads): Sale of downloadable PDF guides on Spanish tax topics (income tax, non-resident tax, inheritance/gift tax, corporate tax, double taxation treaties) priced between €0–€25 per document. These serve as both standalone revenue and lead-generation for advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Stein & Partner delivers bilingual (German-Spanish-English) tax and legal advisory services to international clients with interests in Spain — particularly private individuals, property owners, and autónomos from German-speaking countries and the UK. Core offerings include tiered online tax consultations (Basic €150, Express €250, Complex €500 + VAT), Form 210 non-resident property tax filing, real estate transaction advisory, and inheritance/succession planning leveraging Balearic-specific instruments. The portfolio is supplemented by a digital catalogue of downloadable PDF tax guides and a sub-brand, Stein HOMES, providing real estate brokerage on Mallorca.

Product overview

Stein & Partner operates as a tax and legal advisory firm specializing in Spanish taxation for international clients. The portfolio consists of downloadable PDF tax guides (Spanish Income Tax, Non-Resident Income Tax, Corporate Tax, Inheritance/Gift Tax, and the free Germany-Spain Double Taxation Agreement), online video consultation services in three tiers (Basic 150 EUR, Express 250 EUR, Complex 500 EUR), and Form 210 processing for non-resident property owners. The firm also offers a sub-brand, Stein HOMES, for real estate brokerage on Mallorca. The core offering centers on German-language tax guidance for German-speaking clients navigating Spanish tax obligations, particularly related to property ownership and cross-border situations.

Differentiator

Problem solved

Functional benefit

Brands

• Stein HOMES: Real estate property selection and sales assistance services for clients seeking properties on Mallorca

Products and services

• Online Tax Advisory Services (Basic / Express / Complex) Live video consultation services delivered via Zoom or Skype in three complexity tiers — Basic (€150 + VAT), Express (€250 + VAT), and Complex (€500 + VAT) — covering Spanish tax matters for German-speaking expats, property owners, and investors in Spain.
• Form 210 Service End-to-end handling of Spanish Form 210 non-resident income tax filings for property owners, with tax calculation, submission, and payment processing. Priced at €181.50 for a single owner and €90.75 for a second owner, and includes a complimentary 30-minute video consultation valued at €350.
• Real Estate Transaction Advisory Services Full-service advisory for property transactions in Spain, including 360-degree legal due diligence, tax consultation, contract negotiation, mortgage advice, and post-closing registration services for buyers and sellers.
• Spanish Income Tax Guide (PDF)
• Spanish Income Tax for Non-Residents Guide (PDF)
• Spanish Inheritance and Gift Tax Guide (PDF)
• Spanish Corporate Tax Guide (PDF)
• Germany–Spain Double Taxation Agreement (PDF)
• Stein HOMES Real Estate Brokerage

Quantifiable outcome

• 0% inheritance tax for Balearic assets transferred between parents/children, spouses under Balearic law (since July 2023)

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Mazars Tax & Legal Spain: Mazars Spain is part of the global Mazars advisory network offering international tax, legal, and accounting services. Overlaps with Stein & Partner on cross-border tax but as part of a much broader multi-discipline offering.
• BDO Tax & Legal Spain: BDO Spain is part of the global BDO audit and tax network with a full international private client practice. It serves overlapping clients but operates as a broad incumbent across audit, tax, and advisory rather than specializing in DACH–Spain private client work.
• Grant Thornton Spain: Grant Thornton Spain is the local member of the global Grant Thornton advisory network, providing tax and legal services to international SMB and private clients. Comparable in service mix but operates at broader scale and multi-jurisdictional scope.

Direct peers

• Rödl & Partner: Rödl & Partner is a German-origin international tax, legal, and audit firm with a substantial Spanish practice. It is the most direct peer given its overlapping DACH–Spain cross-border tax advisory focus and similar mid-sized cross-border delivery model.
• RSM Spain: RSM Spain is the local member of the RSM international advisory network, providing tax compliance and advisory services to inbound and outbound international clients — a comparable cross-border private-client offering.
• Andersen Tax & Legal Spain: Andersen operates an international tax and legal member-firm model with significant Spain-based cross-border advisory. It overlaps directly with Stein & Partner in serving international private clients with Spanish tax exposure, but at a larger scale.
• PKF Attest (PKF Spain): PKF Attest is the Spanish member of the PKF international accounting network, offering cross-border tax and advisory services. It targets the same international-private-client and SMB advisory needs as Stein & Partner, especially within the DACH corridor.
• ECOVIS International (Spain member): ECOVIS is a European-origin tax, legal, and audit advisory network with Spain member firms. Its SMB and HNW cross-border tax positioning makes it a near-direct functional peer for Stein & Partner's DACH–Spain advisory niche.
• ETL Internacional (ETL Spain): ETL Internacional is a European tax, accounting, and legal franchise network with member firms across Spain. It serves the same SMB and private-client cross-border tax use cases Stein & Partner targets, with comparable fee tiering and advisory-delivery model.

Regional players

• Mariscal & Abogados: Mariscal & Abogados is a Spain-based law firm with international client expertise, including real estate and tax advisory for foreign investors. It is comparable in niche Spanish cross-border advisory, though rooted more in Spanish-language delivery than DACH-native delivery.

Market position

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/steuerberatermallorca
• LinkedInlinkedin.com/company/stein-partner
• Instagraminstagram.com/taxadvisors_mallorca

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stein & Partner