Tax Consultation
Formerly Tax Position Review.
The Tax Consultation answers your question about your tax in Portugal: a 30-minute call with your adviser, then a follow-up memo within 3 working days after the call.
Bring one question about your tax in Portugal, such as whether you are tax resident this year, whether IFICI applies to you or the estimated tax on a pension or a sale.
Your call is with a Taxbordr adviser. Rated 4.7 on Google from 43 reviews. If we cannot take your case, we refund you in full.
Illustrative sample: the client and the facts are invented.
What you get
- Your adviser reads your documents beforehand and discusses your case with you in a 30-minute call.
- Your follow-up memo, signed by your adviser, sets out in up to four pages what applies to you, what it depends on and the dates that matter.
- Your file stays in your client portal, ready for any further work.
How it works
- Choose the time of your call, then pay. Your time is held while you pay.
- Before the call, you answer a few questions and upload your documents in your portal.
- Your adviser calls you for 30 minutes, and your follow-up memo reaches your portal within 3 working days after the call.
How we prepare it
AI reads your documents, researches the rules and drafts the memo, and your adviser then checks the facts, decides what applies and signs it. How we use AI
A really helpful, thoughtful, and flexible experience. Telmo worked with me on a complex cross-border case and went above and beyond what I expected in terms of depth, clarity, and responsiveness. The advice was practical, well-structured, and tailored to my situation, which made a complicated set of decisions much easier to navigate. I’d highly recommend working with him.
Great service! They were able to help me out of a pretty tricky situation and Telmo has been super responsive when answering questions.
Would highly recommend, especially if you're a foreigner!
Reviews from Google, as published. We show only reviews from people we have advised, matched to our client records.
Guides on this
Questions
When can the call take place?
From the next working day. You choose the time when you book.
What if my question needs more work?
If more work is needed, the memo comes with a proposal. Your consultation fee counts towards Annual Tax Support or a qualifying project; see the credit at booking.
What if I miss the call?
You can rebook once at no cost.
Can I share the memo?
You can share it with your own advisers, such as your accountant or your adviser abroad.
What if you made an error?
We correct our own errors at our cost.
Our team
If you have a question before you book, write to info@taxbordr.com or message us on WhatsApp.