Taxbordr
Client PortalBook a Tax Position Review
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

Find the Route That Matches Your Case

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

01Help choosing a serviceTell us what help you need and any deadline. We can confirm the right service before you pay.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 or return correctionContact us with the notice date and deadline so we can check the work needed and availability before booking.
Still Unsure Where to Start?

Up to three questions, with no email or documents.

Find the Right Help
Where Cross-Border Cases Break

The Cross-Border Tax Problems Expats Hit in Portugal

01

Residency Trigger Confusion

Your tax residence start date affects which income Portugal can tax. Check the day-count, habitual-home and part-year rules before preparing your return.

How We Pin Down Your Start Date
02

Tax Advice Across Two Countries

When two countries are involved, residence, income reporting and treaty relief need to fit together. We agree how the Portuguese work connects with your adviser abroad.

Explore Adviser Coordination
3 Business DaysAfter your call, once we have all required information
03

Multi-Stream Income, Unclear Reporting

Pensions, ISAs, RSUs, rental income, crypto, and more. You are unsure how Portugal will tax each stream or what you actually need to report on Anexo J.

How Each Stream Gets Classified
04

IFICI and NHR Regime Risk

IFICI is Portugal's activity-based incentive for qualifying new residents; NHR is the older regime. Late registration can reduce the remaining benefit period, while eligibility and annual claims still need to be supported.

How We Protect the Regime Position
05

Planning Both Sides of a Move

A move can affect departure taxes, pension reporting and notification deadlines. Review the obligations in both countries before choosing your dates.

How Both Sides Get Planned Together
06

Unsure Where to Start?

That is exactly what the review answers. One call, one written review, a clear position.

Book a Tax Position Review

One Firm. Defined Scope. Clear Next Steps.

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

Advice and further support

Choose the help you need

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.

Start Here

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 once the call and required inputs are complete: position, key risks, opportunities, next steps
  • Telmo reviews every intake; if a review will not add value to your case, we tell you before the call and refund in full
Book a Tax Position Review

Your time is confirmed after payment.

Questions before booking? Email or WhatsApp us.

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.

Your adviser

Advice led by Telmo Ramos

Telmo 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 the written review, annual filing, or contact us to confirm the right service.

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

Work and fees are agreed in writing before starting. Compare Pricing, View All Services, Portugal Tax Advisory, or Tax Consultation.

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.

Your Global Life Should Not Wait on Tax Uncertainty

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 Tax Position Review Works.