Client Hub Tax Diagnostic

Portugal Tax Advisor for Expats. We Plan Before We File.

Your Portuguese tax position comes first. Once Portugal starts, your home-country obligations continue, and problems usually come from mismatched assumptions between systems.

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.
Book Your Tax Diagnostic
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Telmo Ramos, Founder
700+ international residents advised
Portuguese native founder
Ex-KPMG (US Desk) & EY (Foreign Desk)
Regulated by Portuguese Board of Economists
€500 credited in full toward engagement
30-minute consultation
favicon-taxbordr-Nov-12-2025-08-15-46-3548-PM

Taxbordr

A Lisbon-based tax advisory firm for expats, entrepreneurs, business owners, retirees, and internationally mobile families with Portuguese tax obligations and cross-border exposure across the US, UK, Germany, and Canada.

The firm starts with a €500 Tax Diagnostic.

Then delivers planning, Portuguese filings, IFICI support, and annual coordination with home-country advisers.

It does not provide bookkeeping, payroll, or company formation.

Find Your Situation

Choose the closest match. If more than one applies, start with the first one and we will map the full picture in the Tax Diagnostic.

By Nationality 🇵🇹

By Nationality 🇵🇹

By Stage and Situation 🚀

By Stage and Situation 🚀

By Nationality

Each corridor presents unique "collision points" where following standard advice in one jurisdiction triggers penalties in the other.

us-pt

Americans in Portugal

Foreign tax credits, retirement account treatment, business income, and US reporting collisions need a Portugal-side plan that aligns with your CPA back home.

Americans in Portugal
uk-pt

British in Portugal

Pension taxation, UK property income, and UK-Portugal treaty application require clear Portuguese treatment and documented annual logic.

British in Portugal
de-pt

Germans in Portugal

Employment income, pensions, and business distributions often require strict documentation and timing discipline across both systems with your Steuerberater.

Germans in Portugal
ca-pt

Canadians in Portugal

Registered account treatment, pension flows, and departure/residency transitions need a coordinated Portugal-side position with your Canadian adviser.

Canadians in Portugal

By Situation and Stage

 

Diagnose, Plan, Implement, Protect

Every engagement follows the same discipline so decisions stay coherent from first call to annual execution.

Phase 1

Diagnose

Tax Diagnostic (€500)

A focused consultation plus fact review, followed by a written memo covering obligations, risks, opportunities, and prioritised next steps. This is the single entry point.

consultation
Phase 1
Phase 2

Strategic Advisory

From €1.500

We decide regime, timing, classification, and treaty logic before filing. You receive a practical sequence with clear responsibilities.

Group 198
Phase 2
Phase 3

Implement

From €500

Portuguese returns, registrations, and regime applications are executed from the agreed plan, not assumptions.

implement
Phase 3
Phase 4

Protect

Annual Tax Partnership (€2.800/€4.500/€7.000)

Ongoing oversight, annual coordination, and maintenance of your documented position as rules and facts change.

5-1
Phase 4
Step 4

Confidence Guarantee

Position Defence Commitment

This is a service accountability commitment, not an outcomes promise. For positions we design and document under agreed scope, we stand behind the technical rationale and support defence steps with no additional advisory fee for that defence work.

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Step 4

A Tax Firm. Not an Accounting Firm.

TAXBORDR
Local Accountant
General Expat Firm
Bookkeeping and payroll
Not offered (by design)
Usually offered
Usually offered
Full-service accounting
Not offered (by design)
Usually offered
Varies
Portugal tax planning depth
Specialist focus
Varies
Varies
Planning before filing
Core method
Often compliance-first
Varies
Cross-border coordination
Core service (US/UK/DE/CA)
Often referral-based
Varies
Senior advisor continuity
Founder-led
Varies
Varies
Written decision logic
Standard practice
Varies
Varies

Comparisons above describe typical positioning, not universal rules for every provider.

Your Tax Position in Portugal Is the Core

Most clients arrive with a Portugal-side question first

Residency, regime eligibility, foreign income treatment, filing deadlines, or historical exposure.

That is where we start

Then we coordinate with the home-country side so your position stays consistent across both systems.

If Portugal is treated as an afterthought

Cross-border mismatches usually surface later at the worst possible moment.

Telmo Ramos, Founder

I built Taxbordr after seeing the same gap repeatedly: local accountants who understood Portuguese compliance but not home-country collisions, and home-country advisers who treated Portugal as a black box.

I trained at KPMG Luxembourg and EY Portugal, then built this practice around one principle: decisions first, filings second. The Tax Diagnostic exists so you get a written plan before committing to broader work.

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Frequently Asked Questions

 

 

Do I need a Portuguese tax advisor if I already file in my home country?

Usually yes. If you are taxable in Portugal, Portuguese obligations still need direct handling and coordination with home-country filings.

Do you file US, UK, German, or Canadian returns directly?

No. We handle the Portugal side directly and coordinate with your existing home-country adviser so both sides stay aligned.

What is included in the Tax Diagnostic?

A 30-minute consultation and a written strategic memo covering obligations, risks, options, and prioritised next steps. View the Tax Diagnostic service page.

Is the Tax Diagnostic refundable?

The fee is generally non-refundable. It is credited in full toward engagement if you proceed.

How quickly do I receive the memo?

Typically within 48 hours once core documents are received. Complex cases can require longer and are flagged early.

What documents do I need before the call?

Usually prior returns, residency timeline details, income source summary, and any tax authority notices. We send a focused checklist.

Can I get a fixed-fee proposal after the Tax Diagnostic?

Yes. After scope is clarified, we provide fixed or clearly bounded pricing in writing.

What is the difference between NHR and IFICI?

As of February 2026, NHR is closed to new applicants (with transitional exceptions). IFICI is the successor regime with different eligibility and timing requirements.

Can you help if I already moved and filings are inconsistent?

Yes. We identify what is correctable, sequence remediation, and build a realistic regularisation path.

Can you support urgent deadlines?

Where timing is still workable, yes. If recovery is no longer realistic, we say so directly and focus on the best defensible path.

What does the Confidence Guarantee mean in practice?

It means documented service accountability within agreed scope, not guaranteed tax outcomes.

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Start With a Tax Diagnostic
30-minute consultation with Telmo Ramos.
€500 credited in full toward engagement.
Book Your Tax Diagnostic
Questions before booking?
info@taxbordr.com
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