About

Founder-Led Tax Advice for Expats in Portugal

You work directly with the advisor responsible for your Portugal-side position.

+ EUR 500 review fee, credited in full toward any engagement over EUR 1,500.

Telmo Ramos, Ordem dos Economistas, Cédula nº 16379250+ clients26 countries4.9 on Google Reviews

Founder-Led

Start with a Founder-Led Diagnosis Before You Commit to Scope.

EUR 500 · 30-minute call · a signed Position Memo within 3 business days once the call and required inputs are complete · the fee is credited in full toward any engagement over EUR 1,500.

250+clients

26countries

4.9★Google Reviews rating

EUR 500Entry Point

Founder & Technical Tax Advisory Lead

Telmo Ramos

Telmo Ramos is the founder and technical lead of Taxbordr. He is a member of the Ordem dos Economistas (Cédula nº 16379).

Founder-led from first review to final memo. Built for complex Portugal-side and cross-border decisions

He trained at KPMG Luxembourg, then moved to EY Lisbon to focus on expatriate and cross-border practice. That mix of institutional discipline and direct advisory work shapes how Taxbordr handles complex Portugal-side positions today, especially cases that need move-year planning, cross-border tax coordination, and IFICI application support.

Taxbordr was built so the person doing the analysis stays responsible for the recommendation, the memo, and the Portugal-side position behind it. He speaks English and Portuguese fluently. Explore our cross-border tax services in Portugal or start with the service that best fits your case below.

Telmo on LinkedIn · Verify with the Ordem dos Economistas

The Team

Founder-Led, Delivered by a Team

Portuguese Filings & Regimes

Carol is one of the specialist leads behind every Taxbordr client. She heads the Portugal side of the practice, where she owns the filings and the regime work our advisory depends on.

Carol has been with Taxbordr since 2023 and is one of the senior people responsible for Portugal-side filings and regime work. Clients feel that depth in a filing season that stays calm and controlled: Telmo sets and signs the position, and Carol carries it cleanly through.

Modelo 3 IRS returns and corrections, filed through the Portal das Finanças
Foreign-income annexes done right, Anexo J and Anexo L
NHR and IFICI applications, prepared, lodged, and protected
Tax Authority notices and reviews, answered in time
Cross-border coordination with your home-country accountant or CPA, plus company setup and registration

When your Portuguese filing has to be precise and on the record, it goes through Carol and her team.

The Practice

Taxbordr at a Glance

Based In

Lisbon, Portugal

Model

Founder-led Portugal expat tax advisory for complex cross-border cases

Focus

Clear Portugal-side tax positions for expats with cross-border exposure

The Founder-Led Difference

Every planning call, Position Memo, and advisory sign-off is handled personally by Telmo Ramos.

Defined-scope engagements with signed Position Memos you can share with your home-country CPA.

250+ cross-border clients advised since 2022 across 26 countries.

Direct founder accountability from first diagnosis to final filing coordination.

Why Founder-Led

Why a Founder-Led Portugal Expat Tax Advisory Exists

Founder-led matters because cross-border cases break when diagnosis, execution, and sign-off sit with different people. Taxbordr exists for expats who want the person defining the Portugal-side position to stay responsible for it from first review through final memo.

The aim is institutional-grade analysis without institutional handoffs: income-by-income, treaty-by-treaty work, handled directly by the advisor who signs the Position Memo.

The Team Behind Your Tax Position

Telmo Ramos leads reviews, planning calls, and signed Position Memos, working with a focused cross-border team that supports implementation across jurisdictions.

Process

How We Work

We Refer Out What We Don’t Need to Touch

If your situation needs only Portuguese compliance, we say so in writing and point you to a contabilista. We only engage when cross-border advisory adds value.

Founder-Led Accountability

Telmo Ramos leads and signs off every planning call, Position Memo, and advisory deliverable, supported by a focused cross-border team.

Income-by-Income, Treaty-by-Treaty

Every income stream is analysed against the specific treaty between your jurisdictions. This is how we find what generalist advisors miss. Example: when RSUs vest across a move to Portugal, we map each vesting period to the relevant jurisdiction and treaty rules before setting the reporting position. See related cross-border tax insights for practical treaty and regime examples, including US-Portugal treaty, FATCA, and FBAR, NHR to IFICI transition rules, and Portugal IRS filing mechanics.

We Show the Position We Didn’t Recommend

Every memo includes a modelled alternative with projected numbers, the counter-argument considered, and residual risk. So you choose with data.

We Coordinate with Your Existing Advisors

We coordinate directly with your private bank, corporate legal, and home-country CPA so your filings stay aligned across jurisdictions.

Tax authority response support since 2022
Founder-led cross-border Portugal advice
Cross-border country coordination
Clear Written Next Steps

Client Voices

Taxbordr Reviews

Taxbordr told us upfront our UK pensions didn't need cross-border planning, just a competent local accountant. When our situation changed two years later, we knew exactly who to call.

Every time my contract structure changes, new client, new country, I send Taxbordr one email and get back a Position Memo that my US CPA can actually use.

As a CFO with RSUs and a board position, I needed someone who could integrate with my entire advisory team. Telmo mapped the Portuguese position precisely and coordinated cleanly with my existing structure.

Your Situation Is Unique

A short conversation is the fastest way to know where you stand. Each engagement is defined-scope: deliverables and timeline are agreed before work starts. Not ready to book yet? Explore our cross-border tax services in Portugal or read our NHR to IFICI, Portugal IRS filing guide, and US-Portugal treaty, FATCA, and FBAR for practical examples of the issues we handle.

Each client’s cross-border position is different. A short conversation is the fastest way to understand yours.

FAQ

Frequently Asked Questions

Is Taxbordr a Registered Tax Advisory Firm in Portugal?

Yes. Taxbordr is led by Telmo Ramos, a tax advisor registered with the Ordem dos Economistas (Portugal’s professional body for economists), Cédula nº 16379. The firm is a registered Portuguese entity (NIF: PT518006255).

Who Actually Does the Work - Will I Speak to the Founder or Get Passed to a Junior?

Telmo Ramos leads every planning call, reviews every Position Memo, and signs off on every advisory deliverable, supported by a focused cross-border team. You work directly with the advisor responsible for your position, with no anonymous ticketing system.

How Is Taxbordr Different from Other International Tax Advisors in Portugal?

Taxbordr is built for complex cross-border positions where founder-level accountability matters. Clients searching for the best expat tax advisor in Portugal usually need direct access to the person doing the analysis, not a junior handoff. Every planning call, Position Memo, and advisory sign-off is handled by Telmo Ramos.

Can I Work with Taxbordr Remotely, or Do I Need to Be in Portugal?

All advisory work is delivered remotely: calls, document exchange, Position Memo delivery. No in-person meetings required. Clients engage from pre-move planning through post-arrival filing coordination.

What Do I Actually Get - Is There a Signed Position Memo I Can Keep?

Every planning engagement produces a Position Memo, a written document covering the recommended tax position, the alternative considered, the legal basis, stated assumptions, and residual risk. It’s designed to be shared with your home-country CPA or kept for your records.

Will Taxbordr Tell Me If I Don't Actually Need Their Services?

Yes. If your situation requires only standard Portuguese compliance (annual IRS filing, standard deductions, no cross-border coordination), we say so in writing and refer you to a competent local contabilista.

How Does Taxbordr Approach Complex Cross-Border Cases?

The firm is young, but the expertise behind it is not. Telmo trained at KPMG Luxembourg and EY Lisbon before founding Taxbordr, and combines founder-led Portugal advisory with that Big Four background and cross-border casework.

How Is an International Tax Engagement in Portugal Structured?

Scope depends on complexity of your cross-border position. Each engagement is defined-scope: we confirm deliverables and timeline in writing before work starts. Scope is confirmed during consultation.

Do You Advise on RSUs, Stock Options, and Executive Compensation?

Yes. Taxbordr advises on executive compensation including RSUs, stock options, board fees, and multi-country equity taxation in Portugal as part of a cross-border tax position.

Where Can I Read Independent Taxbordr Reviews?

You can read independent Taxbordr reviews on Google Reviews.

How Do I Contact Taxbordr?

You can book a Tax Position Review directly or reach out for a quick fit check. Each engagement starts with a structured review of the Portugal-side facts in front of you.

Next Step

Start with a Defined Tax Position.

The Tax Position Review gives you a written baseline before filings, regime applications, or cross-border coordination begin.

One call, one signed answer, before you commit to anything. If the review shows you do not need us, the memo says so.

Book a Tax Position Review