Book a Tax Position Review
A 30-minute call with Telmo Ramos, followed by a written Tax Position Review setting out your position, key risks, decision path, and any Potential Next Scope. EUR 500, paid when you book, credited in full toward any engagement over EUR 1,500.
The review is paid because it is work, not a sales call. You leave with a written position either way.
Prefer to ask before paying? Email or WhatsApp us first and we will say plainly whether a review fits your case.
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Payment is taken securely at booking. Your slot is only confirmed once payment completes.
If the review shows you do not need us, the written review says so and points you to the right help.
Telmo reviews every intake. If a review will not add value to your case, we tell you before the call and refund in full.
When the Tax Position Review Fits
Use the review when a Portugal tax decision is close enough to act on but not yet scoped for filing, regime application, or cross-border coordination.
Common triggers include a first Portugal tax year, foreign income, pension or investment reporting, IFICI or NHR transition, a planned move, or a second advisor asking for the Portugal-side position.
What the Written Review Records
Want to see the form before booking? Read a sample Tax Position Review. It is a composite specimen, not client advice, but it shows the structure and level of detail.
- Facts and assumptionsThe countries, dates, income categories, and open points that drive the answer.
- Current positionThe Portugal-side treatment Taxbordr would rely on at review depth.
- Next scopeAny filing, application, authority response, or coordination work that should be scoped separately.
Common Review Scenarios
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.
What Stays Outside the Review
The review does not replace a full Modelo 3 filing engagement, company bookkeeping, payroll registration, immigration advice, bank onboarding, or representation in an active tax authority procedure.
If one of those services is needed, the written review sets out the next scope separately so you can decide whether to continue with Taxbordr or take the position to another advisor.
How to Prepare
Bring the facts that change the answer: dates of arrival and departure, country of tax residence, income type, employer or client location, pension source, company role, assets involved, and any deadline already in motion.
You do not need to upload a full document bundle before booking. If documents are needed after intake, Taxbordr asks for the narrow set that supports the position being reviewed.
How the Result Is Used
The written review gives you a portable Portugal-side position. Clients use it to decide whether to file, apply for a regime, coordinate with a home-country advisor, answer a bank or employer, or pause before taking an irreversible step.
It is not a generic checklist. It is a scoped advisory note tied to the facts discussed on the call and the assumptions stated in the review. That makes it easier to brief another advisor, compare options, or decide that no further Taxbordr engagement is needed.
Trusted by People Who Checked First
“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.”