Book
Choose a time and pay the EUR 500 review fee through the booking page.
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.
Tax Consultation
Portugal Tax Consultation and Diagnostic
A paid Portugal tax consultation for expats who need the decision path in writing, not a vague sales call.
EUR 50030-Minute CallMemo in 3 Business DaysCredited Toward Larger Work
- Best For
- One unresolved Portugal tax decision before a filing, move, regime, or notice.
- Deliverable
- A signed Position Memo stating the conclusion, risk points, and next step.
- Not For
- Immigration legal work, litigation, or a generic free discovery call.
Direct Answer
When This Service Fits
Taxbordr's Portugal tax consultation is the Tax Position Review: a 30-minute founder-led call followed by a signed Position Memo. It is designed for expats who need to know their residency position, filing route, treaty exposure, regime status, or next tax step before paying for execution.
Fit Guide
Which Route Matches Your Facts?
| Situation | What Taxbordr Checks | Likely Next Step |
|---|---|---|
| Residency Uncertainty | You are unsure when Portuguese tax residency starts or whether worldwide income is in scope. | Document the residency trigger and first filing route. |
| Foreign Income | You have salary, pension, freelance, investment, rental, equity, or crypto income outside Portugal. | Map the income stream to Anexo J and treaty checks. |
| Regime Question | You need to confirm IFICI, transitional NHR, or other regime implications before acting. | Record eligibility, deadlines, and evidence points. |
| Filing or Notice Issue | You need to know whether the case needs annual filing, correction, or authority response work. | Scope the follow-on engagement only if needed. |
Advisory Scope
What You Leave With
You leave with a Position Memo, not only a conversation. The memo states the tax position, risk points, missing evidence, and the next step in plain language.
If you do not need a larger Taxbordr engagement, the memo says that. If you do, the fee is credited in full toward any engagement over EUR 1,500.
Advisory Scope
When Not to Book
Do not book this if you only need immigration legal work, a visa application, litigation, or a single-country return with no Portugal-side tax question.
Do book it when the decision has cross-border facts and you need the tax position written before execution.
Process
How the Review Runs
Prepare
Answer the short intake so Telmo can focus the call on the real tax decision.
Review
Spend 30 minutes on the position, not on generic form filling.
Receive Memo
Get the signed Position Memo by email, usually within 3 business days.
Questions Before Booking
Frequently Asked Questions
Is This a Free Consultation?
No. It is a paid diagnostic service because it produces written advisory work. The EUR 500 fee is credited toward Taxbordr engagements over EUR 1,500.
Can the Consultation Replace Annual Filing?
No. It decides the position and the correct route. If annual filing is needed, Taxbordr scopes that work separately after the review.
What If the Review Shows I Do Not Need Taxbordr?
Then the memo says so and points you to the appropriate next step. The review is designed to avoid selling larger work where it is not justified.
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