Tax Consultation

Portugal tax consultation and written review

Discuss your Portuguese tax question with Telmo Ramos, then receive a written answer explaining the reasoning, material uncertainties and practical next steps.

EUR 500 (VAT included)30-minute callWritten review

Documents prepared for a Portuguese tax review
The service

When this service fits

Taxbordr’s Tax Position Review includes a 30-minute call and written advice on an agreed Portuguese tax question for EUR 500, including VAT. It can address residence, foreign income, treaty treatment or a regime question. You receive the review within 3 business days after both the call and receipt of the necessary information.

Best for
A defined Portuguese tax question about residence, a move, income or a tax regime.
Deliverable
A written Tax Position Review explaining the answer, reasoning, material uncertainties and next steps.
Separate services
Return preparation, applications, immigration legal work and litigation are separate from this review.
Fit Guide

Which service fits your situation?

SituationWhat we checkNext step
Residence uncertaintyYou are unsure when Portuguese tax residency starts or whether worldwide income is in scope.Document the residency trigger and first filing route.
Foreign incomeYou have salary, pension, freelance, investment, rental, equity, or crypto income outside Portugal.Map the income stream to Anexo J and treaty checks.
Regime questionYou need to confirm IFICI, transitional NHR, or other regime implications before acting.Record eligibility, deadlines, and evidence points.
Filing or a tax noticeYou need a return prepared, a correction made, or help with an authority notice.Contact us before booking to confirm the service, deadline and availability.
Advisory Scope

What you receive

You receive a written answer to the agreed tax question. The review sets out the facts and assumptions, relevant rules, reasoning, alternatives where relevant, material uncertainties and practical next steps.

The review can be sufficient on its own and can be shared with your accountant. Any further work has its own written scope. The EUR 500 review fee is credited in full toward a later engagement over EUR 1,500.

Advisory Scope

When another service fits

Before selling an asset or taking a pension, identify the asset, payment type, residence history, and each relevant jurisdiction before testing any country-specific exit, deemed-disposal, or treaty rule.

If you only need a return prepared and the tax treatment is clear, see Annual Portugal Tax Return. Immigration legal work and litigation are outside this review.

Contact us before booking if you have an authority notice, an approaching or missed deadline, or a question about which service to buy. Booking does not extend a deadline or secure representation.

Process

How the Review Runs

01

Book

Choose a time and pay the EUR 500 review fee, including VAT, through the booking page.

02

Prepare

Complete the questionnaire and provide the information requested for your question. We explain which documents, if any, are needed.

03

Review

Discuss your question and relevant facts with Telmo Ramos during the 30-minute call.

04

Written review

Receive the written Tax Position Review within 3 business days after both the call and receipt of the necessary information.

EUR 500, VAT included · 30-minute call · Written advice · English or Portuguese

Sources

Primary Sources Used in This Service Area

Tax positions are checked against the in-force official text and the facts of the case before advice is applied.

Questions Before Booking

Frequently Asked Questions

What does the review cost?
The total fee is EUR 500, including VAT, for the 30-minute call and written advice. It is credited in full toward a later Taxbordr engagement over EUR 1,500.
Does the consultation replace annual filing?
No. The review answers your tax question; preparing and submitting a return is a separate service. If you already know you only need filing, you can arrange that directly.
What if no further work is needed?
That is a valid outcome: you receive the written advice and recommended next steps. A completed review does not need to lead to a larger engagement to be useful.

Start with the Position in Writing.

The Tax Position Review is EUR 500 and credited in full toward any Taxbordr engagement over EUR 1,500.

Book a Tax Position Review