Book a Tax Position Review
Get a written answer to your Portuguese tax question, with the reasoning and practical next steps.
EUR 500 (VAT included)30-minute callWritten review
Unsure which service fits, or have a deadline? Email or WhatsApp us.
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The EUR 500 review fee is credited in full toward any engagement over EUR 1,500.
Payment is taken at booking. Your slot is confirmed when payment completes.
The review is a standalone service. Any further work is optional and agreed separately.
We check suitability before the call. If we conclude that the review would not help, we will tell you and refund the full fee.
When the review helps
Use the review for a written answer before moving, filing or making a financial decision involving Portugal. For return preparation, see the annual filing service.
Common questions cover your first Portuguese tax year, foreign income, pension or investment reporting, existing NHR rights, IFICI eligibility, a planned move, or the Portuguese position for your adviser abroad.
Common review questions
The review is often used before the first Portuguese tax return, before accepting a relocation package, before choosing how to report foreign pension or investment income, or before relying on NHR, IFICI, treaty, or social security assumptions.
It also helps when a home-country accountant, lawyer, bank, or relocation team needs the Portugal-side position in writing before they complete their own work.
How to prepare
Prepare the countries involved, relevant arrival and departure dates, income types and the question you need answered. Tell us about any deadline before booking: a booking does not extend a deadline or appoint us to represent you.
No documents are needed to book. If we need relevant information or documents for the review, we will ask afterwards.
What your written review explains
See the format before booking. Read a sample Tax Position Review. It is an illustrative example, not advice to a real client, and shows the structure and level of detail.
- Facts and assumptionsThe countries, dates, income categories, and open points that drive the answer.
- Current positionOur conclusion on the agreed Portuguese tax question, with the reasoning and material uncertainties.
- Additional workAny filing, application, authority response, or coordination work that should be scoped separately.
What is agreed separately
The review does not include preparing Portuguese or foreign tax returns, company bookkeeping, employer or payroll registration, payroll processing, regime applications, immigration advice, or representation before a tax authority.
You can share the review with another adviser. Direct coordination, detailed implementation and any further engagement are optional and agreed separately.
How to use the result
The written review explains your Portuguese tax position. You can use it to decide whether to file, apply for a regime, coordinate with an adviser abroad, respond to a bank or employer, or wait until a key fact is clear.
The review explains our conclusion, the facts and assumptions behind it, any material uncertainties, and what to do next. It may be all you need. It is not a binding opinion from a tax authority.
What clients say
“I bought the EUR 500 Tax Position Review because I was not ready to commit to full filing support. I left with a written map of my Portuguese tax position, the open questions, and the two decisions that mattered before year-end. It was enough to stop guessing and decide what help I actually needed.”