Who Reviews Your Case
Taxbordr's team is responsible for the analysis within scope. Telmo Ramos leads and signs the review. He is registered with the Ordem dos Economistas under Cédula nº 16379 and previously worked at KPMG Luxembourg and EY Portugal.
What to Expect from Your Consultation
A 30-minute Google Meet call in English or Portuguese, followed by a written Tax Position Review within 3 business days after the call and receipt of the necessary information.
If You Need Further Help
The tax advisor in Portugal page explains the wider advisory work. Tax services in Portugal covers filings, IFICI applications, social security, and Finanças correspondence. Any additional work is agreed and priced separately.
What the Tax Position Review includes
The Tax Position Review costs EUR 500, including VAT. It includes a 30-minute call with Telmo Ramos and written advice within 3 business days after both the call and receipt of the necessary information.
The call helps clarify the relevant facts and the question you need to resolve. The written review explains the conclusion, relevant rules, assumptions, alternatives where applicable, uncertainties and next steps.
You can keep the review and share it with your accountant. Return preparation, applications, direct coordination and further planning are agreed separately.
The review fee is credited in full toward a later engagement over EUR 1,500. Any further work and its fee are agreed in writing before it starts.
When a consultation can help
A consultation can clarify a defined question before a move, IFICI application, asset sale or income decision. It can also examine an existing or transitional NHR position and its Portuguese effects.
Before selling an asset or taking a pension. Identify the asset, payment type, residence history, and each relevant jurisdiction before testing any country-specific exit, deemed-disposal, or treaty rule.
If you have a Finanças notice or an approaching or missed deadline, contact us before booking. We confirm the work needed and availability; a booking does not extend the deadline or secure representation.
Remote Consultations in English or Portuguese
Calls take place on Google Meet in English or Portuguese. You can join from Portugal or abroad, including before your move.
Taxbordr is based in the Lisbon area. You receive the written review by email and can share it with your home-country accountant. Choose an available call time that works in your time zone.
How to book the review
Choose an available time and book the Tax Position Review. After booking, complete the questionnaire and provide the information requested for your question.
For return preparation, see Annual Portugal Tax Return. For an IFICI application with established eligibility, contact us about application support. Contact us first if you have a notice, an approaching or missed deadline, or a question about which service to buy.
When Cross-Border Advice Helps
Cross-border advice is useful when the Portuguese treatment must be reconciled with another country’s rules. That can involve residence, pension or investment income, equity compensation, treaty relief and the timing of foreign tax credits.
Taxbordr documents the Portugal-side analysis and, where agreed, coordinates it with your existing adviser. Straightforward filing and wider planning have separate service scopes and fees.
What Clients Say
"Every other firm took five days to reply to an email and never picked up the phone. I sent Telmo a question about my RSU vesting schedule on a Thursday evening, had a reply Friday morning, and a 20-minute call booked for Monday. He said what he thought, not what I wanted to hear, and I needed that."
"English-speaking, quick to reply, and refreshingly direct. Before quoting me anything, he told me which parts of my situation didn't need him at all. That's exactly why I trusted his answer on the parts that did."
Primary Sources
These official sources are the starting point for checking current rules before applying them to a client fact pattern.
Frequently asked questions
What does a tax consultant in Portugal do?
A tax consultant analyses questions such as residence, treaty treatment, regimes and filing obligations. At Taxbordr, the Tax Position Review answers the agreed Portuguese question in writing, with the reasoning, assumptions, uncertainties and next steps.
What does the Tax Position Review cost?
The Tax Position Review costs EUR 500, including VAT. It includes a 30-minute call with Telmo Ramos and written advice within 3 business days after both the call and receipt of the necessary information. The review fee is credited in full toward a later engagement over EUR 1,500. Any further work and its fee are agreed in writing before it starts.
Can I have the consultation in English?
Yes. The Google Meet call can be in English or Portuguese. The written review is delivered in the agreed language. Telmo Ramos conducts the call and signs the review.
Can I join remotely?
Yes. The call takes place on Google Meet and you can join from Portugal or abroad, including before a move.
When should I speak to a tax consultant?
When a Portuguese tax question needs answering before a decision or return preparation. For notices and approaching or missed deadlines, contact us before booking so we can confirm support and availability.
What will I receive in writing?
An answer to the agreed question, with the facts and assumptions, legal or treaty basis, reasoning, material uncertainties and next steps. Delivery is within 3 business days after both the call and receipt of the necessary information.
How do I book the review?
Choose a time on the booking page. The total is EUR 500, including VAT. After booking, you receive the questionnaire and we identify the information needed. If you are unsure which service to buy, contact us before paying.
When is cross-border tax advice useful?
When your situation involves Portugal and another country, residence, income classification, treaty relief and filing obligations may need to be coordinated. Taxbordr documents the Portugal-side position and, where agreed, shares the conclusions with your adviser. Home-country analysis remains with the relevant adviser unless separately included in writing.
