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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 make a major financial decision.

Book a Tax Position ReviewSee a sample review

EUR 500 (VAT included)30-minute callWritten review

With Telmo RamosOrdem dos Economistas, 16379
Alfama rooftops in Lisbon at golden hour
Common situations

Cross-Border Tax Help For Expats In Portugal

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 with Telmo Ramos about your situation and the decision you need to make
  • A written Tax Position Review within 3 business days after the call and receipt of the necessary information: position, key risks, opportunities, 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

Advice Led By Telmo Ramos

Telmo Ramos, founder of TaxbordrTelmo RamosFounder

Telmo Ramos leads and signs every Tax Position Review, supported by a focused cross-border team.

  • Ordem dos Economistas, member no. 16379
  • KPMG Luxembourg, then EY Portugal
  • 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

Read Google reviews

“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
Services

Services For Your Situation

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

IFICI Application SupportConfirm your residency start date and document your regime position defensibly.from EUR 2,500View serviceCross-Border Tax CoordinationResidence, treaty relief and reporting aligned across both countries.from EUR 1,500View serviceFreelancer Setup And ComplianceActivity registration, VAT and social-security treatment, and invoicing obligations.from EUR 1,500View serviceAnnual Portugal Tax ReturnModelo 3 with foreign income annexes, e-Fatura validation, and a plain-English summary.from EUR 500View serviceMove And Residency Tax PlanResidency timing, regime pathway, and home-country obligations designed together.from EUR 1,500View serviceTax Authority Response And CorrectionsNotice triage, statutory deadlines, and an evidence-backed response strategy.from EUR 500View serviceComplex Asset ReportingTrusts, equity compensation, and layered holdings mapped onto the right annexes.from EUR 1,500View serviceHome-Country Filing CoordinationPortuguese and home-country returns checked together before filing.from EUR 1,500View serviceYear-Round Tax WatchStanding access and monitoring for deadlines, law changes, and fact changes.from EUR 500/quarterView service

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

One Firm. Defined Scope. Clear Next Steps

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

1

Get advice

The Tax Position Review answers your agreed question in writing, following a 30-minute call with Telmo Ramos.

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?
You may still have filing obligations in both countries. In many cases, tax treaties and foreign tax credit rules are designed to prevent full double taxation, but only if your filings are aligned correctly. We coordinate the Portugal side with your home-country position so you do not overpay or misreport.
What does the Tax Position Review cost?
EUR 500, including VAT, paid at booking. It includes a 30-minute call with Telmo 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, Portugal's activity-based incentive, rather than the closed NHR regime. Existing NHR holders retain their original status for the remainder of the ten-year term and claim the applicable treatment in their annual returns. Which regime applies to you depends on when you became resident and what you do; that is exactly what the review confirms.
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 advisor or 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. Ongoing company bookkeeping is a distinct service.
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 normal starting point is a 30-minute call with Telmo Ramos 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.