What's Included
You receive a move-year planning package designed to line up timing, residency, and first-year filing decisions before they create rework.
Residency trigger assessment: determination of when Portuguese residency obligations likely start or end, and related dependencies
First-year tax position design: structured view of filing and reporting implications for the move year
Regime pathway analysis: IFICI and other pathway readiness review, including eligibility indicators and timing risks
Cross-border risk map: treaty and multi-country mismatch risks likely to create rework or penalties
Action timeline: sequencing of decisions, deadlines, and preparatory actions
Written Tax Position Review: document of recommended route, assumptions, and required next steps
The objective is to reduce first-year errors and route you into execution with scope clarity
What's Not Included
This planning service does not include
Immigration legal filing or visa legal work
Litigation or tax-court representation
Ongoing retainer advisory beyond the fixed plan scope
What Affects the Scope After the Review
Defined scope is confirmed before work begins.
Intake and Complexity Triage (Week 1)
We collect move timing, country exposure, income profile, and advisor context.
Planning Consultation (Week 1)
A focused Tax Position Review helps you evaluate high-impact residency and pathway decisions.
Technical Analysis (Weeks 2-3)
We model first-year position, regime pathway, and cross-border dependencies.
Memo Review and Route Handoff (Weeks 3-4)
You receive the written plan and next-step routing into execution services. Typical timeline is 2-4 weeks from complete intake.
- Number of jurisdictions.
- Income mix and asset classes.
- Entity ownership or director roles.
- Move timing complexity (split-year, overlapping obligations).
- Existing unresolved prior-year exposure.
Founder & Approach
Taxbordr treats relocation tax as a sequencing problem: the right decisions in the right order.
This service is designed to document that order before execution begins, so filing, IFICI work, and cross-border coordination run from one consistent position. In practice, we run each engagement to a clear sequence. We agree what is in scope, write down our assumptions, and note how anything outside that scope is handled before work starts. Clients get predictable outputs because we design the scope first and deliver against it. That keeps your other advisors working from the same written facts, so the filings that follow do not contradict each other.
We gather the facts first, state our assumptions plainly, and confirm the key decisions with you before any filing begins. When third parties are involved, we issue handoff-ready notes so each party works from the same baseline. This prevents the common pattern where one advisor optimizes for local filing convenience while creating unresolved exposure elsewhere. We also preserve an audit trail of key choices, so if facts change later, updates can be scoped quickly without rebuilding the full engagement from scratch.
This also keeps costs predictable. The baseline scope is visible up front, exclusions are explicit, and any expansion is approved before work changes. That matters in cross-border tax because uncertainty is normal, but unmanaged uncertainty is expensive. With scope agreed at each stage, timelines stay realistic and handoffs remain usable for filing and compliance teams
Primary Sources
These official sources are the starting point for checking current rules before applying them to a client fact pattern.
Frequently Asked Questions
Is This Only for People Still Outside Portugal?
No. It is also built for recently arrived clients who need first-year position clarity before filing
Does This Include IFICI Submission?
Submission is separate under IFICI Regime Application
Do You Coordinate with My Home-Country Advisor?
When needed, we provide documented assumptions and outputs that support coordinated execution.
Is Post-NHR Transition Planning Covered?
Where relevant, transition considerations are handled inside this planning scope.
How Long Does Delivery Take?
Typical delivery is 2-4 weeks, depending on data completeness and profile complexity
Can I Skip This and Go Straight to Filing?
Some clients do, but for many cross-border profiles, setting planning logic first can reduce rework.
What If My Facts Change During Planning?
Material changes are handled through written scope-change confirmation before additional work.
Where Should I Start If I Am Not Ready for Full Planning?
Use Tax Position Review to decide the right next scope.
What Information Quality Helps Keep the Timeline on Track?
Complete, consistent inputs at the start. If records are missing or conflict, we note the assumption, ask you for the missing piece, and hold off filing until the facts are clear.
Can I Keep My Existing Accountant While Using This Service?
Yes. Taxbordr can provide written outputs designed for handoff so your existing preparer can execute from the same assumptions.
How Do You Handle Scope Changes Discovered Mid-Engagement?
We document material changes in writing before additional work starts. That keeps delivery scope and responsibility boundaries explicit.
What Is the Practical Output After This Service Is Complete?
A documented package you can use immediately: clear scope status, action sequence, and next-step routing into the right execution path.
