About Taxbordr

700+ international residents advised

Portuguese native founder

Ex-KPMG (US Desk) & EY (Foreign Desk)

Regulated by Portuguese Board of Economists

Pure advisory model (0% commission)

3+ year average client relationship so far

"My Portuguese accountant filed my Modelo 3 correctly every year. But she'd never seen a US LLC before. She classified it wrong, which broke my Foreign Tax Credit. Taxbordr caught it, restructured the position, and prevented what would have been a six-figure problem."

— Tech founder, Lisbon, 2024

"I withdrew from my SIPP when my UK advisor said to. Nobody in Portugal understood how the timing interacted with my Portuguese tax bracket. Taxbordr identified the issue immediately—the difference was €40,000."

— British retiree, Algarve, 2024

"My local accountant had never heard of Wegzugsbesteuerung. She didn't know I had ongoing reporting obligations in Portugal related to my German exit tax deferral. Taxbordr handled both the Portuguese compliance and coordinated with my Steuerberater."

— German entrepreneur, Cascais, 2023

"Portugal doesn't recognize TFSA as tax-sheltered. My accountant didn't know that. Taxbordr restructured my holdings before I became tax resident and saved me years of unnecessary Portuguese tax."

— Canadian investor, Porto, 2024

I'm Portuguese by birth. Portuguese tax is my home jurisdiction. I know Finanças, I know the IRS and IRC codes, I know how the system works from the inside.

After earning my Master's in Taxation, I spent years at KPMG's US Desk and EY Portugal's Foreign Investor Desk. I saw how Big 4 firms handle complex international tax—and I saw the gap when it comes to individuals.

Multinational corporations get coordinated cross-border tax planning. Individuals get two disconnected advisors who each file correctly in their own jurisdiction—and miss the collision in the middle.

I started Taxbordr to bring institutional-grade Portugal tax expertise to international residents. Not volume-based compliance. Not generalist expat services. Deep Portuguese tax work—compliance, optimization, strategy, planning, litigation—applied to the specific situations that US, UK, German, and Canadian residents face.

Your home-country filing stays with your local CPA. That's their expertise. But we advise on how your home-country situation affects your Portuguese position—and we coordinate to make sure nothing falls through the gap.

Portuguese tax is our foundation. International awareness is what makes it work for you.

Telmo Ramos

MSc Taxation · Ex-KPMG (US Desk) · Ex-EY Portugal (Foreign Investor Desk) Regulated by Portuguese Board of Economists

Americans in Portugal

US citizenship-based taxation creates unique complexity. We handle the Portuguese side—compliance, optimization, treaty positioning—with full awareness of PFIC rules, LLC classification, FBAR/FATCA implications, and Foreign Tax Credit coordination. Your US return stays with your CPA; we make sure the Portuguese side doesn't break it.

British in Portugal

The NHR regime closed in January 2024. IFICI is highly restrictive. The 2026 UK-Portugal treaty rewrites pension taxation. We handle Portuguese compliance and planning for SIPP holders, ISA owners, and UK pension recipients—with full awareness of HMRC rules and timing implications.

Germans in Portugal

Wegzugsbesteuerung, extended tax liability, Progressionsvorbehalt—Germany has some of the most complex exit rules in the EU. We handle the Portuguese reporting and compliance that flows from these German obligations, and coordinate with your Steuerberater to ensure both sides align.

Canadians in Portugal

Departure tax, deemed disposition, RRSP/RRIF treatment, TFSA (which Portugal doesn't recognize as tax-sheltered)—we handle Portuguese compliance and planning with full awareness of CRA rules and treaty mechanisms. Your Canadian return stays with your accountant; we handle the Portuguese complexity.

Why Taxbordr

Most Portuguese accountants excel at standard compliance. But international residents don't have standard situations.

Your US LLC might be classified differently here than by the IRS. Your UK pension faces new treaty rules. Your German exit tax deferral has Portuguese reporting requirements. Your Canadian RRSP isn't recognized as tax-deferred.

Local accountants are good at Portuguese tax. They're just not experienced with the edge cases international residents bring—and that's where expensive mistakes happen.

We have deep Portugal expertise—compliance, optimization, strategy, litigation—combined with enough international tax awareness to spot where the two systems collide.

Most Portuguese accountants have the first. Few have the second. We have both.

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.

Step 1

Tax Diagnostic

A 30-minute consultation with a senior advisor, plus a written roadmap identifying your Portuguese tax risks, opportunities, and recommended next steps. €500, fully credited toward any future engagement.

Step 1

Step 2

Strategic Advisory

For complex situations—pre-move structuring, regime optimization (NHR/IFICI), exit planning, entity classification, treaty positioning—we design a comprehensive Portugal tax strategy. One-time engagement, scoped to your situation.

Step 2

Step 3

Ongoing Compliance

Premium annual compliance for international residents. Portuguese tax return preparation, quarterly coordination with home-country advisors, audit representation included. Not volume-based—we focus on complex cases that need ongoing expertise.

Step 3

Client Hub

Take control of your international taxes with Client Hub, a comprehensive digital platform designed for individuals and businesses with global interests. As part of our international tax consulting services, Client Hub simplifies your tax management, optimizes your strategies, and ensures global compliance.

Secure Client Portal

Streamlined Communication

Real-Time Collaboration

E-signature Capabilities

Easy Payment Options

Automated Reminders

Progress Tracking

Mobile Access

Google Sign In

Frequently Asked Questions

Local accountants are excellent at standard Portuguese compliance. We specialize in the complex cases that local accountants rarely see—international residents with foreign assets, business entities, pensions, and multi-jurisdiction exposure. We have the Portugal depth they have, plus the international awareness to apply it correctly to your situation.

No. Your home-country filing stays with your local CPA—that's their expertise. We advise on how your home-country situation affects your Portuguese tax position, and we coordinate with your CPA to ensure both sides align.

Full service: compliance (Modelo 3, Anexo J, complex reporting), optimization, strategic planning, NHR/IFICI regime analysis, audit representation, litigation, and CAAD arbitration. We handle everything on the Portuguese side for complex international cases.

Yes. We have specific expertise in crypto asset classification under Portuguese law and the cross-border reporting implications (FBAR, Form 8938, CRS).

IFICI (Tax Incentive for Scientific Research and Innovation) replaced NHR in January 2024. It offers a 20% flat rate but applies only to specific high-value activities. Most people researching "NHR" today won't qualify. We analyze eligibility and handle applications.

The diagnostic is a senior-level review of your complete Portuguese tax situation, including how your home-country circumstances affect it. You receive a written roadmap you can use with any advisor. If you engage us, the €500 is fully credited toward future work.

What Our Clients Say

The Founder

What We Do & Don't Do

The Four Corridors

Americans in Portugal

British in Portugal

Germans in Portugal

Canadians in Portugal

Why Taxbordr

Who We Serve

Good Fit If

Not a Fit If

How We Work

Tax Diagnostic

Strategic Advisory

Ongoing Compliance

Client Hub

We've Been Covered

Frequently Asked Questions