Choose the work you need
You can arrange help with returns, applications, registrations or tax-authority responses. Where a tax question needs analysis, the Tax Position Review provides written advice. We agree the services, fees and responsibilities before work begins.
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.
Before commissioning work
We confirm the appropriate service, required records and timetable. An enquiry about which service fits does not require buying a review. Telmo Ramos leads the technical review; the team supports filings, applications and coordination within the agreed scope.
Advice or Implementation?
For an unresolved tax question, see the tax advisor in Portugal or Portugal tax consultant page. For agreed filing or implementation work, choose a service below.
How fees are agreed
Services have published starting fees. We confirm the work included and the final fixed fee in writing before starting. If additional work arises, we agree the change before proceeding.
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.
Who These Services Are For
These services fit people whose tax does not sit neatly inside one country. That includes expats relocating to Portugal, cross-border earners with income or assets in more than one jurisdiction, freelancers and independent workers registering activity here, retirees drawing foreign pensions, and founders or executives with equity and company interests abroad.
US filers carrying FBAR and FATCA obligations, UK arrivals dealing with split-year treatment, and anyone facing exit tax or deemed disposal on leaving a prior country all fit the same model: Taxbordr leads and documents the Portugal-side analysis within a defined scope so your other advisors can work from it.
If you want to understand the ongoing advisor relationship rather than the menu, read tax advisor in Portugal. If you want a single one-to-one session on your situation, read Portugal tax consultant.
How to arrange the right service
If you need written advice on a Portuguese tax question, you can book a Tax Position Review. The Google Meet call can be in English or Portuguese. The document answers the agreed question even when no further work is needed.
What Clients Say
"In one year I had UK consulting income, RSUs from a former employer, a small Portuguese sole-trader activity, and questions about whether IFICI was even available to me. I did not know what belonged on the return and what was just noise. Taxbordr separated the income streams, flagged the documents I was missing, and gave me a filing plan I could actually follow."
"I had French rental income, a UK freelance contract, and Portuguese salary from a Lisbon employer. I knew I needed IFICI but had no idea which streams to declare in which box. Telmo's team built a declaration schedule that showed exactly what went where, and I stopped losing sleep over whether I'd missed something."
"A pension, a rental abroad, and equity from a former employer. I had no idea how Portugal would treat any of it or what I had to declare. They went through it stream by stream, told me what belonged on Anexo J and what didn't, and handled the filing."
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 tax services do you provide in Portugal?
We support annual Portuguese returns, IFICI applications, existing or transitional NHR cases, cross-border coordination, freelancer setup, move and residence planning, authority responses and periodic monitoring. The services included and fees are agreed in writing.
What does a tax consultation 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.
Do you prepare and submit the return for me?
Yes. The annual filing service includes preparation, a draft for your approval and submission through Portal das Finanças. You receive proof of filing. This work is separate from the Tax Position Review.
Can you prepare a return with foreign income?
Yes. The annual filing service can include Anexo J and the other required annexes. We confirm the income and work covered before starting. A question requiring additional tax analysis or direct coordination with another adviser is agreed separately.
How are the fees agreed?
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. Other services have published starting fees; we confirm the work and final fee in writing. 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 to buy a review before another service?
No. You can arrange return preparation directly, or IFICI application support where eligibility is established. A review is useful when a tax question needs written analysis. Contact us first about notices, deadlines or uncertainty over the right service.
Can you help with IFICI or an NHR position?
We support IFICI applications for qualifying residents and existing or transitional NHR cases where the law allows. If IFICI eligibility is established, contact us to arrange the application directly. Where a tax question remains, a Tax Position Review can analyse the relevant conditions.
What languages and formats do you work in?
Calls run on Google Meet in English or Portuguese. Taxbordr supports international clients whose Portuguese exposure involves another jurisdiction and coordinates documented Portugal-side points with home-country advisors where included in the agreed scope.
