A Founder-Led Portugal Tax Consultant You Actually Speak To
Taxbordr is a founder-led Portugal cross-border tax advisory, founded in 2022 and based in the Lisbon area. When you engage a Portugal tax consultant here, you speak directly to Telmo Ramos, who leads the review and signs the Tax Position Review.
Telmo is registered with the Ordem dos Economistas under Cédula nº 16379 and brings prior experience at KPMG Luxembourg and EY Lisbon. The firm has advised 250+ clients across 26 countries, with a 4.9 rating on the Google review profile.
The practice serves international clients with Portuguese tax exposure across all jurisdictions, not US filers only. Work is conducted in English and Portuguese, with other working languages available on request.
Short answer: a Portugal tax consultant gives you a written answer, not only a call
An English-speaking Portugal tax consultant should help classify your residence, income, treaty position, regime eligibility, and next filing step. At Taxbordr, the consultation is the Tax Position Review: a 30-minute founder-led call followed by a written Tax Position Review within 3 business days once the call and required inputs are complete. It can be handled remotely or from Lisbon.
Consultant, Advisor, or Tax Services?
Use this page when you are looking for a tax consultant in Portugal you can speak to directly in English or Portuguese. Use the tax advisor in Portugal page when the main need is a defensible written Portugal-side position. Use the tax services in Portugal page when the need has moved into execution, such as annual Portugal tax return filing, IFICI support, social security, or Finanças correspondence. The consultation itself is the Tax Position Review, a paid diagnostic that can lead to a wider fixed-scope engagement only if the facts justify it.
What a Consultation Covers
The consultation is the Tax Position Review, a fixed EUR 500. It is the entry point and it is deliberately concrete.
You get two things:
A 30-minute founder-led call on Google Meet, where you walk through your situation and the consultant tests the Portugal-side facts directly with you.
A written Tax Position Review by email within 3 business days once the call and required inputs are complete, setting out your current Portugal-side position, the key risks, the opportunities, and the next step that fits.
The review is a document you can keep and share with a home-country accountant. It is not a sales call with notes afterward.
If the review will not add value, the firm tells you before the call and refunds you in full. The EUR 500 review fee is credited in full toward any engagement over EUR 1,500.
When to Consult a Portugal Tax Consultant
A consultation earns its place at the points where a decision is about to lock in and a mistake is expensive to unwind. Common triggers:
Before a move. Residency status, the 183-day test, and the permanent-home test shape your whole position. Start with the moving to Portugal tax checklist.
Before a regime application. Eligibility for IFICI Portugal application support (the incentive regime for qualifying new arrivals) or the older NHR regime turns on facts that are easier to get right at the outset.
When two advisors disagree. A signed Portugal-side review gives your home-country preparer a reference for cross-border tax residence and treaty relief.
Before a Finanças deadline. Check timing against the Portugal tax calendar 2026.
Before selling an asset or taking a pension, where exit tax, deemed disposal, or treaty allocation may apply.
Remote or Lisbon-Based, English or Portuguese
You do not need to be in Lisbon to consult. Calls run on Google Meet, so you can take the consultation from anywhere, in English or Portuguese, with other working languages on request.
That matters for two kinds of search. If you are looking for a Portugal tax consultant near you and you live in Portugal, the remote format means you reach a specialist consultant rather than the nearest general office. If you are still abroad and planning a move, you get the same founder-led review without travel.
The firm is based in the Lisbon area and works with international clients wherever their Portuguese exposure sits. Time zones are handled around the call; the written Tax Position Review lands in your inbox either way, within 3 business days once the call and required inputs are complete.
How to Book a Consultation
Booking is straightforward and the path is the same for everyone:
Book the Tax Position Review and share the basics of your situation.
Take the 30-minute founder-led call on Google Meet at the scheduled time.
Receive your written Tax Position Review by email within 3 business days once the call and required inputs are complete.
The fee is a fixed EUR 500. If you go on to an engagement over EUR 1,500, the EUR 500 review fee is credited in full toward that engagement, so the review is not a sunk cost; it is the first step of the work.
For the full menu of fixed-fee work, see the tax services in Portugal page. Every engagement beyond the review is priced as a fixed fee and quoted in writing before any work begins.
Why a Specialist Cross-Border Consultant, Not a General Accountant
A consultant who only knows Portugal can still leave you exposed across the border. The point of a cross-border consultant is the opposite: the Portugal-side position is set so it holds up against a second tax system, which a general filing service rarely does.
That shows up across the firm's fixed-fee work, from regime applications to the annual return and Finanças correspondence. The full menu, with the scope of each engagement, sits on the tax services in Portugal page.
Each engagement is led and signed by Telmo Ramos, with the firm behind the delivery, so you always know who owns the analysis.
If you want the longer-term advisory relationship rather than a single session, see what a tax advisor in Portugal does.
What Clients Say
"Every other firm took five days to reply to an email and never picked up the phone. I sent Telmo a question about my RSU vesting schedule on a Thursday evening, had a reply Friday morning, and a 20-minute call booked for Monday. He said what he thought, not what I wanted to hear, and I needed that."
"English-speaking, quick to reply, and refreshingly direct. Before quoting me anything, he told me which parts of my situation didn't need him at all. That's exactly why I trusted his answer on the parts that did."
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 Portugal Tax Consultant Do?
A Portugal tax consultant reviews your Portugal-side position on residency, treaty relief, regime eligibility, and filing, then sets out the risks, opportunities, and next step in writing. At Taxbordr, that consultation is the Tax Position Review: a 30-minute founder-led call plus a written Tax Position Review within 3 business days once the call and required inputs are complete.
How Much Does a Tax Consultation in Portugal Cost?
The consultation is the Tax Position Review at a fixed EUR 500. It includes the 30-minute call and the written Tax Position Review. If you later take an engagement over EUR 1,500, the full EUR 500 is credited toward it. If the review will not add value, the firm says so before the call and refunds you in full.
Is There an English-Speaking Tax Consultant in Portugal?
Yes. Taxbordr works in English and Portuguese, with other working languages available on request. The consultation runs on Google Meet in your language, and the written Tax Position Review is delivered in English where that is what you need. You speak directly to Telmo Ramos, who leads and signs the work.
Can I Consult a Portugal Tax Consultant Remotely or Near Me?
The consultation is fully remote on Google Meet, so you can take it from anywhere, whether you already live in Portugal or are still planning a move. The firm is based in the Lisbon area but works with international clients wherever their Portuguese exposure sits, so distance does not change the review.
When Should I Speak to a Portugal Tax Consultant?
Before a move, before applying for IFICI or NHR, when two advisors disagree, before a Finanças deadline, or before selling an asset or taking a pension. These are the points where a decision locks in and a Portugal-side position is hard to unwind, so a documented review pays for itself.
Do I Get Something in Writing from the Consultation?
Yes. After the call you receive a written Tax Position Review by email within 3 business days once the call and required inputs are complete, setting out your current Portugal-side position, the key risks, the opportunities, and the next step. It is a document you can keep and share with a home-country accountant, not a sales call with notes.
How Do I Book a Tax Consultant in Portugal?
Book the Tax Position Review, share the basics of your situation, take the 30-minute founder-led call on Google Meet, and receive your written Tax Position Review within 3 business days once the call and required inputs are complete. The EUR 500 review fee is credited in full toward any engagement over EUR 1,500.
Why Use a Cross-Border Consultant Instead of a General Accountant?
A specialist consultant sets your Portugal-side position before anything is filed, so the return rests on a defensible base. That matters most for treaty relief, IFICI or NHR eligibility, foreign-income annexes, and Finanças correspondence, where the analysis has to survive two tax systems at once.
