Portugal Tax Advisor for Expats

Where to start

Common Cross-Border Situations

Choose the guide or service that matches the help you need. If you are unsure, contact us before paying.

01Start with a Tax Position ReviewNot sure which service fits? Begin with the written Portugal-side position and a concrete next step.02Moving to PortugalResidence timing, relevant tax regimes, and obligations in Portugal and the country you are leaving.03IFICI or NHR uncertaintyCheck whether the regime applies to your facts, documents, income type, and application window.04Foreign income or two tax returnsTreaty credits, Anexo J, pensions, equity, rental income, and home-country filing coordination.05Freelancer or independent workerActivity registration, recibos verdes, VAT and social-security obligations. Company comparison is separate work.06AT notice, correction, or auditTriage the deadline, evidence, and response position before replying to Finanças.

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Tax Position Review

EUR 500Fixed fee, VAT included

A 30-minute call about your situation and the questions you need answered
A written Tax Position Review within 3 business days after the call and receipt of the necessary information: questions, facts and assumptions, analysis, conclusions and next steps
We check each booking; if a review would not help, we tell you before the call and refund the full fee

Book a Tax Position Review

Paid at booking. Your time is confirmed when payment completes.

The EUR 500 review fee is credited in full toward any engagement over EUR 1,500.

The written answer is a stand-alone service. Further work is optional, with its fee and deliverables agreed in writing.

Questions before booking? Email or WhatsApp us.

Your adviser

Who Signs Your Review

Telmo RamosFounder

Telmo Ramos founded Taxbordr and signs each Tax Position Review.

Ordem dos Economistas, member no. 16379
Written positions with scope and fees confirmed before work starts

More about Taxbordr

What clients say

What Working With Us Looks Like

“I had UK pension income, a US brokerage account, and a half-formed plan to sell our house in Portugal. The review did not start with products or filing packages. Telmo mapped the whole position, told us which risks were real, and just as usefully, which things we did not need to worry about yet.”
British retireeCascais
“My salary was still being paid from the US, but California also thought I had not really left. I needed someone who understood Portugal first, then could read the treaty and the state-residency problem without turning it into guesswork. The advice gave my US CPA a clear position to work from.”
American tech employeeLisbon
“We had French rental income, Portuguese residency starting mid-year, and emails from two accountants that contradicted each other. What stood out was not a long memo. It was that Telmo answered directly, in English, and told us exactly what still needed evidence before the return could be filed.”
French couplePorto

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Services

Services For Your Situation

Explore our tax services, cross-border advice, or advice in English or Portuguese.

Work and fees are agreed in writing before starting. Compare pricing, View all services, Portugal Tax Advisory, or Tax Consultation.

How We Work

Clear written advice on your Portuguese tax position, with the work and fee agreed in advance.

1

Get advice

After a 30-minute call, the Tax Position Review states in writing the Portuguese legal position on your agreed questions.

2

Plan

If you need a detailed tax strategy, we agree a separate planning engagement and its written deliverables.

3

Implement

Choose filing, registration or adviser coordination when needed. We confirm the work and fee before starting.

4

Stay up to date

Ongoing monitoring is available as an agreed add-on for clients who need support between filings.

Questions before booking

Frequently Asked Questions

Will I be taxed twice if I move to Portugal but still have income back home?

Portugal taxes its residents on their worldwide income (CIRS art. 15(1)). Where another country also taxes the same income, the tax treaty between the two countries, if there is one, decides which country may tax it, and Portugal gives a credit for the foreign tax, limited to the Portuguese tax on that income and, where a treaty applies, to the foreign tax the treaty allows (CIRS art. 81(1) and (2)). We advise on the Portuguese side; your home-country adviser covers that country's return. Coordination between the two advisers is a separate service.

What does the Tax Position Review cost?

EUR 500, including VAT, paid at booking. It includes a 30-minute call and a written Tax Position Review, usually up to five pages, with additional detail where your case needs it. The EUR 500 review fee is credited in full toward any engagement over EUR 1,500.

Is NHR still available, or do I need IFICI in 2026?

New arrivals may qualify for IFICI, the tax incentive for scientific research and innovation (EBF art. 58-A), if their activity is eligible. The former NHR regime is closed to new entrants, subject to the transitional cases in Lei 82/2023 (art. 236). Existing NHR holders keep their status for the rest of the original ten-year period and claim the treatment in their annual returns. Which regime applies depends on when you became resident and what you do; the review answers that question for your facts.

Do you coordinate with my home-country accountant?

Taxbordr handles the Portuguese analysis and filing services. You can share the written review with your accountant. Direct adviser coordination is a separate service; foreign-return preparation is included only where expressly agreed.

Is Taxbordr a tax adviser or an accounting firm in Portugal?

Taxbordr provides Portuguese and cross-border tax advice. Services include written tax reviews, IRS filing, IFICI, foreign income, social security and coordination with accountants abroad. Company bookkeeping is kept by the company's accountant, engaged separately.

What tax services in Portugal do expats usually need?

Most expat cases start with residency timing, Modelo 3 and Anexo J reporting, foreign income classification, treaty relief, IFICI or NHR status, social security, and coordination with an accountant in the home country. If you need advice on the position, start with a Tax Position Review. If you already know you need a standard return prepared, use the filing service.

Can I get Portuguese tax advice online?

Yes. Taxbordr works remotely with clients in Portugal and abroad. The usual starting point is a 30-minute call followed by a written Tax Position Review, then fixed-scope filing, coordination, or implementation work if needed.

Get Clarity On Your Portuguese Tax Position

Taxbordr puts the Portugal side of your cross-border position in writing, so you know what comes next.