Choose Help for Your Portugal Tax Affairs
Get help with the Portuguese part of your tax affairs, from planning a move to preparing a return with foreign income. Choose the service that matches the work you need.
If residence, treaty treatment or regime eligibility is still unclear, the Tax Position Review gives you a written answer before you commission further work.
How further planning and filing work is delivered
These stages apply to planning, coordination or filing work, according to the engagement you commission. The EUR 500 Tax Position Review is a separate service: a 30-minute call and a written answer to the agreed question. It does not include the implementation stages below.
Preparation and scope
We agree the work included, fee and timetable. We request the relevant facts and documents and identify missing information that could affect the work.
Analysis and planning memorandum
Where planning is included, the written analysis sets out the Portuguese position, assumptions, relevant rules and options for the agreed decisions. A larger planning memorandum is distinct from the initial Tax Position Review. Analysis in the other country remains with the relevant adviser unless expressly included in writing.
Review and coordination
You review the conclusions. Where coordination is included, we share the relevant information with the other-country adviser and identify what each adviser needs to confirm.
Implementation, where commissioned
We prepare the returns, applications or registrations included in the engagement. You approve documents before submission and receive the relevant confirmations.
Completion and next steps
You receive the final documents and a summary of completed work, open questions and the actions and deadlines that remain with you. Ongoing monitoring has its own scope.
Results Across Our Services
“Taxbordr’s IFICI eligibility assessment caught a qualifying-category error my previous advisor missed. The corrected election filing secured approval on first attempt.”
“Taxbordr filed my Portuguese return and sent my US CPA a coordination summary that recovered foreign tax credits I had been leaving on the table for two years.”
“Taxbordr’s entity-versus-freelancer analysis proved I didn’t need a Portuguese company. Staying as a sole trader with corrected recibos verdes (Portugal’s self-employment receipts) reduced avoidable corporate and compliance friction.”
Tax Guides for Expats in Portugal
Explore these guides before booking:
Frequently asked questions
Can I handle my Portuguese tax obligations myself?
You can self-file a straightforward return through the Portal das Finanças. Professional help is useful when income classification, residence, treaty relief or regime eligibility needs analysis. Compare the work required and the fee before deciding whether to engage an adviser.
Where do I start if I am unsure which service to buy?
If you need a return, application, freelancer registration or coordination with another adviser, contact us to confirm the right service before paying. A Tax Position Review is useful when a tax question needs written analysis, such as residence, treaty treatment or regime eligibility. Mention any approaching or missed deadline in your first enquiry.
Do I need both tax planning and return preparation?
Planning analyses decisions such as residence, the applicable regime and income classification. Return preparation and registration deal with existing obligations. You may need one or both; we confirm the work required before agreeing the scope.
Does freelancer setup include comparing it with a company?
Freelancer setup covers activity registration and the VAT, income-tax and social-security obligations of working independently. If you also need to compare individual activity with a company, that analysis is agreed separately before any incorporation work.
What if I already have a home-country accountant?
Your home-country accountant handles their jurisdiction but usually cannot advise on Portuguese regime elections or treaty positioning from the Portugal side. Taxbordr coordinates the Portuguese position so both returns align.
Can I start with one service and add others later?
Each service is scoped independently. Most clients start with one and add others as their situation evolves. You only pay for the services your facts require.
Can you help with an existing Portuguese tax issue?
Not too late, but options narrow over time. Missed regime elections or incorrect filings can often be corrected, though retroactive fixes are typically more complex than proactive planning.
Do you coordinate with U.S. advisers on FBAR and FATCA?
Yes. In cross-border engagements, we coordinate Portuguese reporting with your US advisor so FBAR/FATCA and treaty positions are consistent across both jurisdictions.
How is the work agreed?
We confirm deliverables, fees and the expected timeline in writing before work starts. The Tax Position Review includes a 30-minute call; any meetings for further work must be expressly included in that engagement.