How much does a tax advisor cost in Portugal?

At Taxbordr, the initial diagnostic assessment costs EUR 500 and is credited toward any follow-on service. Implementation services range from EUR 1,500 for tax planning to EUR 2,500 per year for ongoing tax management. Costs depend on the complexity of your cross-border position. All fees are confirmed in writing before work begins.

When should I get tax advice before moving to Portugal?

Ideally 3 to 6 months before your move. Pre-arrival planning affects which tax regime you can elect, how your foreign income is classified, and whether you qualify for programmes like IFICI. Decisions made after arrival are harder and more expensive to correct.

Portugal Tax Advisor for Expats | Tax Consulting

TaxBordr is a Lisbon-based boutique firm exclusively serving Americans, British, Germans, and Canadians with tax exposure in Portugal—whether planning a move, already resident, or managing ongoing cross-border ties. Founded and led by a Portuguese native with postgraduate specialization in taxation and Big 4 international experience (EY Portugal foreign investor team and KPMG US client matters), we only take on complex cross-border cases that local accountants and general expat firms cannot handle.

Ordem dos Economistas

700+ Expat Clients

Big 4 Alumni

15+ Source Countries

Trustpilot Rating

Google Reviews

700+

Expat clients since 2019

15+

Source countries

€12k

Up to annual savings identified

2 days

Typical memo delivery

"Taxbordr identified benefits our local accountant had missed for three years. The assessment paid for itself within the first filing correction."

— Client, US-Portugal corridor

"The assessment showed an LDA structure would save us approximately €8.000 per year. We had no idea this option existed."

— Client, UK couple relocating to Lisbon

"What impressed me most was the written memo. Documented assumptions, clear next steps, no ambiguity. This is how tax consulting in Portugal should work."

— Client, Canadian digital nomad in Lisbon

Step 1

Book Your Assessment

Complete a 5-minute intake form, then choose a time slot. Attend a 30 minute session via video call or in person in Lisbon. We assess your residency position, income sources, and cross-border exposure.

Step 1

Step 2

Receive Your Tax Position Memo

Within 5 business days you receive: residency status determination, regime eligibility analysis, income classification review, compliance gap identification, and next steps with fee ranges. This is your local tax roadmap. Documented with assumptions, limits, and decision points.

Step 2

Step 3

Your €500 is Credited

Proceed with any Taxbordr service within 90 days and your assessment fee is applied as a credit toward implementation fees. Most clients pay nothing extra for the diagnostic.

Book Your Assessment €500 →

Step 3

US Expats in Portugal

Modelo 3 filing package support, treaty application, regime elections, and coordination with your US CPA on FBAR, FATCA, and foreign tax credits. Tax advisory that keeps both sides of the Atlantic aligned.

UK Expats in Portugal

Pension treatment under Portuguese tax law, state vs private pension rules, the bilateral double taxation agreement, CGT planning for expats leaving the UK.

Digital Nomads & Freelancers in Portugal

Tax obligations in Portugal, freelancer vs company structure, accounting options, and regime eligibility for cross-border income.

Investors & Business Owners

Company formation in Portugal, holding structure, dividend extraction, capital gains treatment, rental income classification.

Retirees Moving to Portugal

Pension classification, NHR transition, estate considerations, treaty analysis. Treatment depends on the applicable bilateral agreement, not generic rules.

Cross-Border Tax Assessment €500

30 minute diagnostic with written memo: risks, regime eligibility, next steps. Fee credited toward any service within 90 days. The starting point for any Portugal tax consultation.

IFICI & Tax Regimes From €1.500

Eligibility analysis, application preparation, NHR transition planning. Time-sensitive: Portugal deadlines apply.

Tax Planning & Structuring From €1.500

Pre-move tax planning for Portugal, income restructuring, freelancer-to-company transitions, regime strategy. Proper tax planning starts before you arrive.

Annual Tax Management From €2.500/year

Modelo 3 filing package preparation (submitted by a licensed Contabilista Certificado), foreign income classification, Finanças coordination for clients with multi-country income.

Company Formation From €2.000

Structure selection (LDA, unipessoal, freelancer), registration, regime selection. For entrepreneurs and business owners establishing in Portugal.

Tax Disputes & Protection

Project-based: Finanças correspondence, reclassification disputes, recovery claims, corrective filings.

Tax Residency

You become a Portuguese tax resident if you spend 183+ days in Portugal in any 12-month period, or maintain a habitual residence here. Residency triggers worldwide income obligations.

IFICI Regime (2025/2026)

Portugal's incentive regime for qualifying new residents offers a flat 20% rate on eligible employment and professional income for up to 10 years. Eligibility depends on profession, income source, and prior residency.

Double Taxation Agreements

Portugal has treaties with 79+ countries. Proper treaty application prevents you from paying tax twice on the same income. Treaty benefits are not automatic. They require active election and correct filing.

Filing Obligations

Annual Modelo 3 (IRS return) is due by June 30 each year. Foreign income must be declared with correct categorisation codes. Penalties apply for late or incorrect filing.

Telmo Ramos

Big 4 alumni (KPMG, EY) in Luxembourg and Portugal. Member of Ordem dos Economistas. Now focused exclusively on Portugal tax advisory for expats and international residents. Every recommendation documented with assumptions, limits, and decision points before work begins.

Frequently Asked Questions

Yes. Your home-country advisor handles that jurisdiction. A dedicated tax advisor in Portugal handles the local side: tax residency assessment, regime elections, Finanças compliance. Both advisors must coordinate to avoid double taxation. Most expats moving to Portugal need both.

The IFICI regime is Portugal's incentive programme for qualifying new residents, offering a flat 20% rate on eligible employment and professional income for up to 10 years. Eligibility depends on profession, income source, and residency history. We assess eligibility and handle the application as part of our advisory services.

Proceed with any Taxbordr service within 90 days and the €500 is applied as a credit toward eligible implementation fees. Most clients pay nothing extra for the diagnostic. The assessment fee functions as a deposit toward your chosen service.

No obligation to continue. Many clients only need the diagnostic. You keep the written memo and tax roadmap regardless. There are no recurring fees and no ongoing commitment.

Yes. We handle the Portugal side and coordinate with your home-country advisor on treaty positions, tax credit claims, and cross-border filing obligations. We do not prepare home-country returns. That remains with your existing adviser.

A local accountant applies domestic defaults designed for Portuguese residents with Portuguese income. We are an expat tax consultant practice. Every recommendation accounts for cross-border mechanics, foreign income classification, treaty analysis, and regime strategy. That distinction is the difference between adequate compliance and genuine tax optimisation.

Most clients receive their written tax position memo within 5 business days of the session. The entire process, from intake form to memo delivery, typically takes 7 to 10 business days depending on scheduling availability.

Yes. We advise on structure selection (LDA, unipessoal, freelancer registration), regime eligibility, and the tax implications of each option for cross-border income.

Start Your Portugal Tax Consultation

€500. Credited in full when you engage services within 90 days.
30 minute consultation with Telmo Ramos. Written memo with risks, opportunities, and next steps.

Book Your Assessment €500

Questions before booking?

info@taxbordr.com

Email Now

Portugal Tax Advisor for Expats & Cross-Border Situations

Why Expert Tax Consulting in Portugal Matters for Expats

Most people moving to Portugal face the same pattern

Choosing the wrong tax regime in Portugal

Overpay

Results From Real Cross-Border Tax Cases in Portugal