Tax Starting Point Consultation

Founder-led

English-Speaking Team

Fixed-scope delivery

Cross-border tax only

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

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

Already know exact filing scope and only need immediate execution

Need immigration legal filing or visa legal representation

Need ongoing unlimited advisory under a retainer model

Need single-country tax preparation with no Portugal connection

What's Included

You receive one fixed-scope package with concrete outputs:

✅ Structured intake assessment: review of residency timeline, income types, country exposure, and immediate deadlines.
✅ Focused Tax 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 credit path: consultation fee credited toward one core service started 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 Starting Point 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 fixed-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.

Step 1

Step 2

Tax Consultation

We run a structured consultation focused on service path, timing, and risk priorities.

Step 2

Step 3

Position Memo delivery

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

Step 3

Step 4

Optional core-service activation

If you proceed into one selected core service within 30 days, the consultation fee is credited under policy.

Step 4

€450

Fixed Scope

Complexity can affect recommended next service scope, not the Tax Starting Point fee itself. Key downstream drivers include:

Number of jurisdictions

Mix of income and asset classes

Entity involvement

Prior-year correction exposure

Book a Tax Consultation

The price includes all listed deliverables. No hourly billing. No variable fees based on call length.

Frequently Asked Questions

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

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 Starting Point exists to create that decision layer in writing, with clear boundaries and a concrete route forward.

In practice, this means we treat every 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

Move and residency planning

Annual Portugal tax return

Freelancer setup and compliance

Consultation fee credited toward any engagement over €1,500

Book a Tax Consultation

Questions before booking?

info@taxbordr.com

Email Now

Tax Starting Point

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