Taxbordr's Portugal-Side Advisory Model
Taxbordr combines named technical review and team delivery. Telmo Ramos, registered with the Ordem dos Economistas under Cédula nº 16379, leads and signs the Tax Position Review. The team supports filings, registrations, and implementation within the agreed scope.
Questions to Resolve Before Filing
When does your Portuguese tax residence begin?
Which treaty and tax regime apply?
How should foreign income, gains, and social security be handled?
What must be coordinated with your accountant in another country?
Choose the help you need
For return preparation, see Annual Portugal Tax Return. For an IFICI application with established eligibility, contact us about application support. Contact us first if you have a notice, an approaching or missed deadline, or a question about which service to buy.
For the consultation format and written review, see the Portugal tax consultant page.
When tax advice can help
Advice is useful when the Portuguese tax treatment of a question still needs analysis. For example:
Determining when residence begins from the presence, housing and relevant treaty facts.
Understanding the treatment of a pension, salary, dividends, rent or gains from another country.
Checking IFICI eligibility or an existing or transitional NHR position.
Assessing the Portuguese consequences of a move, asset sale or expected payment.
Identifying the questions an adviser in another country needs to confirm.
A planned departure. Before leaving Portugal, identify the assets, payments, residence history, and jurisdictions involved. Then test any asset-specific exit, deemed-disposal, or treaty rule before acting.
What you receive in writing
The Tax Position Review answers the agreed Portuguese tax question. It explains the conclusion, legal or treaty basis, facts and assumptions, material uncertainties and practical next steps.
Where figures affect the agreed decision, we compare relevant options and explain the assumptions. You can keep the review and share it with your accountant. Direct coordination, returns and larger planning engagements are separate work.
Who We Advise
The common thread is Portuguese tax exposure that touches another country.
New arrivals settling residency, treaty position, and whether IFICI or NHR applies before the first return is due.
Remote workers and digital nomads with foreign employers or clients, where the place of work and the place of taxation are not the same.
Retirees and pensioners with foreign pensions whose treatment depends on the treaty and the pension type.
Founders and executives with equity, dividends, and multi-country compensation.
Cross-border families splitting time, assets, or income across borders.
For the full menu of engagements, see tax services in Portugal.
How to start
The Tax Position Review costs EUR 500, including VAT. It includes a 30-minute call with Telmo Ramos and written advice within 3 business days after both the call and receipt of the necessary information.
After booking, you complete the questionnaire and we identify the information needed for your question. The call takes place on Google Meet in English or Portuguese.
The review fee is credited in full toward a later engagement over EUR 1,500. Any further work and its fee are agreed in writing before it starts.
Who is responsible for the work
Telmo Ramos leads the technical review and signs the Tax Position Review. The team supports information collection, filings, registrations and commissioned implementation, with responsibilities agreed.
Read about Telmo’s background and the team on the About page. You can contact us to confirm the service before commissioning work.
What Clients Say
"I had a US W-2 salary, stock options, and a California filing requirement that didn't disappear when I moved. Most Portuguese advisors I spoke to had no idea what a PFIC was or why my 1099-B mattered here. Telmo walked me through the US-Portugal treaty article by article and showed me which income was taxable where. That kind of depth is rare."
"I didn't want a form-filler. I wanted someone who understood the UK-Portugal treaty and how it applied to me specifically. Half an hour and a written position later, I understood why my previous advice had been wrong, and I had something my accountant at home could actually use."
Primary Sources
These official sources are the starting point for checking current rules before applying them to a client fact pattern.
Frequently asked questions
What does a tax adviser in Portugal do?
A tax adviser analyses questions such as residence, income, treaties and Portuguese tax regimes. The work depends on the question agreed. At Taxbordr, the Tax Position Review provides that analysis in writing, with the reasoning and practical next steps.
How do I choose an adviser for a cross-border case?
Check relevant experience, who is responsible for the advice, the written document you receive, the fee and the jurisdictions covered. Telmo Ramos, member no. 16379 of the Ordem dos Economistas, leads and signs Taxbordr’s Tax Position Reviews.
How much does Portuguese tax advice cost?
The Tax Position Review costs EUR 500, including VAT. It includes a 30-minute call with Telmo Ramos and written advice within 3 business days after both the call and receipt of the necessary information. The review fee is credited in full toward a later engagement over EUR 1,500. Any further work and its fee are agreed in writing before it starts.
Do I need advice or only return preparation?
If the tax treatment is clear and you only need a return prepared, you can arrange filing directly. Foreign income alone does not mean you need to buy a separate review. Advice is useful when a tax question needs analysis before preparation.
Can I share the review with my home-country accountant?
Yes. You can share the document. Meetings and direct coordination are agreed separately; the other adviser remains responsible for the treatment in their jurisdiction.
Which cross-border situations may need advice?
Examples include a change of residence, pensions or other foreign income, equity compensation, treaty treatment and tax regimes. The Portuguese outcome depends on the facts and the specific question.
How do I start working with Taxbordr?
You can book a Tax Position Review for written advice on a Portuguese tax question. For return preparation, an application or an authority notice, contact us to confirm the service. Mention any approaching or missed deadline in your first enquiry.
What languages do you work in?
We work in English and Portuguese. Calls take place on Google Meet and the language of the written review is agreed with you.
