For international residents who need the Portugal-side tax position written before filings, regime applications, or home-country coordination begin.
Portugal tax advisory helps expats decide how Portuguese residency, foreign income, treaty relief, IFICI, social security, and home-country filing obligations fit together. Taxbordr starts with a EUR 500 Tax Position Review: a 30-minute founder-led call followed by a signed Position Memo that sets out the position, risks, and next step.
| Situation | What Taxbordr Checks | Likely Next Step |
|---|---|---|
| Moving to Portugal | Residency start date, regime route, first filing exposure, home-country exit position. | Move and residency plan after the review, if facts justify it. |
| Already Resident | Annual Modelo 3, Anexo J, foreign tax credit, social security, prior-year questions. | Annual return or correction scope after the review. |
| Cross-Border Income | Pensions, employment, freelance income, equity, investments, rental income, or crypto. | Cross-border coordination or complex asset reporting. |
| Regime Decisions | IFICI, transitional NHR, regime defence, and documentation before the filing position is locked. | IFICI support or filing coordination. |
The output is not a generic call summary. The Position Memo records the facts relied on, the Portugal-side position, key risks, missing evidence, and the next engagement route if execution is needed.
That memo can then guide Modelo 3 filing, IFICI support, home-country coordination, or a decision not to hire Taxbordr where the case is already simple.
Advisory should come before filing when the tax result depends on arrival dates, source-country rules, treaty provisions, regime status, or asset classification. Filing first can make the wrong position harder to unwind.
For straightforward Portugal-only returns, direct annual filing may be enough. For cross-border facts, the review protects the scope before execution starts.
You provide the countries involved, arrival or departure dates, income types, and the decision in front of you.
Telmo Ramos reviews the facts and runs a decision-focused 30-minute call.
You receive the written position, risk map, and recommended next step within 3 business days.
If Taxbordr should handle filing, IFICI, or coordination, that work is scoped separately in writing.
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