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Tax Position Review

Most people with Portugal tax exposure do not need more services first. They need the right first decision. Tax Position Review is a defined-scope entry service that clarifies your current position before you commit to filing, IFICI execution, freelancer setup, or cross-border coordination

Founder-led
English-Speaking Team
defined-scope delivery
Cross-border tax only

Is This for You?

Are moving to Portugal or recently moved and need clarity before filing

Are moving to Portugal or recently moved and need clarity before filing

Have income, assets, or reporting exposure in more than one country

Have income, assets, or reporting exposure in more than one country

Need a documented view of residency position, risk areas, and next actions

Are comparing services and want the right route before paying for execution

Have conflicting advice from multiple sources and need one structured position

Not a Fit If...

This is not the right start if you

Already know exact filing scope and only need immediate execution
Already know exact filing scope and only need immediate execution
Need immigration legal filing or visa legal representation
Need immigration legal filing or visa legal representation
Need ongoing unlimited advisory under a retainer model
Need ongoing unlimited advisory under a retainer model
Need single-country tax preparation with no Portugal connection
Need single-country tax preparation with no Portugal connection
If your situation is still unclear after reading options, keep this page as your fallback entry.

What's Included

You receive one defined-scope package with concrete outputs

✅ Structured intake assessment: review of residency timeline, income types, country exposure, and immediate deadlines. ✅ Focused consultation: one decision-oriented session to resolve your highest-risk unknowns.
✅ Written Position Memo:documented current position, key risks, and recommended next service path.
✅ Scope map and complexity view:what is in scope now, what is out of scope, and likely complexity tier if you proceed.
✅ Priority sequence: what to do first, what to defer, and which dependencies must be resolved before execution.
✅ 30-day intake path: one core service can be initiated within 30 days under published policy

This is designed to prevent wasted spend on the wrong service and avoid scope drift at the start of engagement.

What's Not Included

Tax Position Review does not include

❌ Annual return filing or submission ❌ IFICI application preparation or submission ❌ Home-country return preparation ❌ Immigration legal services. ❌ Litigation, disputes, or tribunal representation.
❌ Ongoing advisory beyond the defined-scope deliverables listed above.

If execution is required, your memo routes you to the correct next service with clear scope.

Taxbordr is a Lisbon-based boutique firm exclusively serving Americans, British, Germans, and Canadians with tax exposure in Portugal—whether planning a move, already resident, or managing ongoing cross-border ties. Founded and led by a Portuguese native with postgraduate specialization in taxation and Big 4 international experience (EY Portugal foreign investor team and KPMG US client matters), we only take on complex cross-border cases that local accountants and general expat firms cannot handle.
Step 1

Intake and checklist

You complete a short intake and provide baseline documents required for a decision-grade consultation.
implement
Step 1
Step 2

Tax Position Review

We run a structured consultation focused on service path, timing, and risk priorities.
personalized (1)
Step 2
Step 3

Position Memo delivery

You receive a written memo with findings, route recommendation, and next actions.
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Step 3
Step 4

Optional core-service activation

If you proceed into one selected core service within 30 days, the consultation scope is handled under policy.
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Step 4

scope & Complexity Drivers

Defined scope
defined scope
Complexity can affect recommended next service scope, not the Tax Position Review scope itself. Key downstream drivers include
Number of jurisdictions
Mix of income and asset classes
Entity involvement
Prior-year correction exposure
Book a Tax Position Review
The scope includes all listed deliverables. No hourly billing. The fee does not vary based on call length.

Frequently Asked Questions

 

 

Is this a free discovery call?

No. It is a paid, defined-scope service with documented outputs and a written Position Memo.

What do I need before the consultation?
Can this include filing execution?
Can I buy add-ons directly from here?
How fast do I receive the Position Memo?
Does this include immigration legal advice?
Is the consultation refundable?
Who handles the consultation?
What information quality helps keep the timeline on track?
Can I keep my existing accountant while using this service?
How do you handle scope changes discovered mid-engagement?
What is the practical output after this service is complete?
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Founder & Approach

Taxbordr is built around one principle: decisions before execution. Cross-border tax work fails when service scope is chosen before the real risk profile is documented. Tax Position Review exists to create that decision layer in writing, with clear boundaries and a concrete route forward.

In practice, this means we treat each engagement as a controlled workflow. We define the decision boundary, lock assumptions, and document any exception path before work expands. Clients get predictable outputs because scope is designed first and delivery follows that design. This reduces rework, avoids contradictory advisor instructions, and keeps later filing or application work anchored to one written baseline instead of fragmented verbal guidance

Telmo Ramos Telmo Ramos, founder and licensed tax advisor
Telmo Ramos
Read more about Telmo and the team

Related Services

Move and residency planning

Move and residency planning

Annual Portugal tax return

Annual Portugal tax return

Freelancer setup and compliance

Freelancer setup and compliance

Start with one defined-scope decision service before committing to larger execution work

Taxbordr provides tax advisory services only. This page does not constitute legal advice and cannot assure specific outcomes.

Outcomes depend on individual facts, applicable law, and authority decisions.

Scope confirmed during consultation
Book a Tax Position Review
Questions before booking?
info@taxbordr.com
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