For expats who need Portuguese tax advice in English and clear responsibilities between Portugal and the country they are leaving or still filing in.
EUR 500 (VAT included)30-minute callWritten review
A Portugal tax consultant can help you understand Portuguese residence, income treatment, treaty relief and filing obligations. Telmo Ramos, a member of the Ordem dos Economistas, leads Taxbordr’s technical work. Choose written advice for an unresolved question, annual filing for return preparation, or contact us to confirm the service you need.
| Situation | What we check | Next step |
|---|---|---|
| US Expats | US return, FBAR/FATCA, treaty position, foreign tax credit, Portugal Anexo J. | Coordinate Portugal filing with the US CPA. |
| UK Expats | Split-year timing, UK-source pension or property income, treaty relief, Portugal reporting. | Align UK and Portugal filing assumptions. |
| Canadian Expats | Departure tax, RRSP/RRIF/TFSA treatment, CRA and Portugal filing sequence. | Map departure-year and first Portugal filing positions. |
| EU and Other Expats | Residency timing, social security, employment, freelance, pension, or investment income. | Understand the Portuguese treatment and identify any separate filing or coordination work. |
Countries can treat the same income, residence date or asset differently. The relevant Portuguese rules and treaty need to be considered alongside the position in the other country.
Taxbordr explains the Portuguese treatment in writing so you can share it with your other adviser. Where direct coordination is included, we identify the facts and questions that each adviser needs to confirm.
A Tax Position Review provides substantive written advice on the agreed question. It can be sufficient on its own. If you need only return preparation and the tax treatment is clear, you can arrange filing directly.
Contact us before paying if you are unsure which service to choose or have a notice or deadline to address. We agree any further planning, filing or coordination separately.
We identify the question and the relevant residence dates, income sources and countries. We explain any information needed to answer it.
The review considers the agreed Portuguese tax question and the decisions or deadlines affected by the answer.
For EUR 500, including VAT, the Tax Position Review includes a 30-minute call and written advice. The written review is delivered within 3 business days after both the call and receipt of the necessary information.
You can share the written review with your accountant. Direct coordination is agreed separately. The review fee is credited in full toward a later engagement over EUR 1,500.
Ordem-Registered · KPMG Luxembourg employment · EY Portugal employment · English-Speaking
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