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    Portugal-first cross-border tax advisory

    Cross-Border Tax Advice In Portugal For Expats

    Understand your Portuguese tax position before you move, file or sign.

    Book a Tax Position Review

    EUR 500 (VAT included)30-minute callWritten review

    Your call is with Telmo Ramos Ordem dos Economistas, member no. 16379

    Find The Right Help

    A few choices to help you decide where to start. About a minute, with no email or documents needed.

    Your answers reach us only if you send a request or make a booking. We use no analytics, advertising tags or session recordings here.

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    This suggests where to start. It does not determine your tax position, eligibility or a legal deadline.

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    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.

    Start with a Tax Position ReviewNot sure which service fits? Begin with the written Portugal-⁠side position and a concrete next step.Moving to PortugalResidence timing, relevant tax regimes, and obligations in Portugal and the country you are leaving.IFICI or NHR uncertaintyCheck whether the regime applies to your facts, documents, income type, and application window.Foreign income or two tax returnsTreaty credits, Anexo J, pensions, equity, rental income, and home-⁠country filing coordination.Freelancer or independent workerActivity registration, recibos verdes, VAT and social-⁠security obligations. Company comparison is separate work.AT notice, correction, or auditTriage the deadline, evidence, and response position before replying to Finanças.
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    Up to three questions, with no email or documents.

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    Tax Position Review

    EUR 500Fixed fee, VAT included

    Tax Position Review · Illustrative sample Re: Personal income tax on a share sale after becoming resident in Portugal Questions · Facts · Analysis · Conclusions · Next steps See a sample review
    • A 30-minute call about your situation and the questions you need answered
    • A written Tax Position Review within 3 working 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 of EUR 1,500 or more within 90 days.

    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.

    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.

    Your adviser

    Who Signs Your Review

    Telmo Ramos, founder of TaxbordrTelmo 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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    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 of EUR 1,500 or more within 90 days.
    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.

    Book a Tax Position Review

    A 30-minute call, then a written Tax Position Review. See how the review works.