Written Portuguese tax advice for international residents making decisions about a move, foreign income, treaty treatment or a tax regime.
EUR 500 (VAT included)30-minute callWritten review
A Tax Position Review answers a defined Portuguese tax question in writing, with the reasoning, relevant alternatives, material uncertainties and practical next steps. If you already know you need a return prepared, you can arrange Annual Portugal Tax Return directly. Contact us first about a notice, approaching deadline or uncertainty over which service to buy.
| Situation | What we check | Next step |
|---|---|---|
| Moving to Portugal | Residency start date, regime route, first filing exposure, home-country exit position. | Written advice on a defined question, or a separate move plan if several decisions need planning together. |
| Already resident | Annual Modelo 3, Anexo J, foreign tax credit, social security, prior-year questions. | Arrange annual filing directly when the position is clear. Contact us first about corrections or a missed deadline. |
| Cross-border income | Pensions, employment, freelance income, equity, investments, rental income, or crypto. | Written advice on the Portuguese treatment; coordination or asset schedules if separately needed. |
| Regime decisions | IFICI eligibility, preserved or transitional NHR, and the documents relevant to your status. | Contact us for application support if eligibility is established; use written advice where a tax question remains. |
The Tax Position Review answers the question agreed with you. It explains the Portuguese treatment, the relevant legal or treaty basis, the facts and assumptions used, material uncertainties and recommended next steps.
You can keep the review or share it with another adviser. It can support your next decision even when no further Taxbordr work is needed. Filing, applications and direct coordination are agreed separately.
Advice can help before filing when residence dates, income classification, treaty treatment or regime eligibility are unresolved. The question is whether those facts need analysis before the return can be prepared.
If the tax treatment is clear and you need return preparation, direct annual filing may be enough, including returns with foreign income. Contact us if you are unsure which service fits or if a deadline is near or has passed.
Before leaving Portugal, identify the assets, payments, residence history, and jurisdictions involved. Then test any asset-specific exit, deemed-disposal, or treaty rule before acting.
After booking, you complete the questionnaire with the relevant countries, dates, income types and question. We explain any further information needed.
Discuss the agreed question with Telmo Ramos during a 30-minute call in English or Portuguese.
You receive the written answer, reasoning, material uncertainties and next steps within 3 business days after both the call and receipt of the necessary information.
Any return preparation, IFICI application or direct coordination has a separate written scope and fee. The review fee is credited in full toward a later engagement over EUR 1,500.
founder-led · written Tax Position Review · defined scope · Portugal and cross-border work
Tax positions are checked against the in-force official text and the facts of the case before advice is applied.
The Tax Position Review is EUR 500 and credited in full toward any Taxbordr engagement over EUR 1,500.
Book a Tax Position Review