Monthly Accounting & Tax Compliance
Your Portuguese accounting handled every month, so no deadline slips — from €129/mo.
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Overview
A monthly retainer that keeps your Portuguese tax obligations in order. For freelancers on recibos verdes (Category B) and for companies (Lda), we handle your bookkeeping, periodic IVA/VAT returns, social security and your annual IRS or IRC filing — so your deadlines are tracked and met.
- Freelancers on recibos verdes (Category B) who want compliance handled
- Company owners (Lda) who need ongoing bookkeeping and filings
- People who want their deadlines tracked rather than tracking them alone
- Newcomers who prefer a single point of contact for tax matters
What's Included
- Monthly bookkeeping and bank reconciliation
- Periodic IVA/VAT returns where applicable
- Social security handling and the annual IRS/IRC filing
- A named point of contact for your questions
Process & Timeline
Onboard
We review your activity, set up access to Portal das Finanças and agree what we handle each month.
We keep the books
Each period we record your invoices, reconcile your bank statements and prepare the IVA/VAT and social security obligations that apply.
We file & report back
We submit the periodic and annual filings on schedule and stay available as your point of contact throughout the year.
Frequently Asked Questions
The €129/mo plan is for freelancers on recibos verdes (Category B). The €249/mo plan is for companies (Lda), which have more extensive bookkeeping and IRC obligations.
Yes. Where you are registered for IVA, we prepare and submit the periodic returns to Finanças on schedule as part of the retainer.
Yes. The retainer covers your annual IRS filing (freelancers) or IRC filing (companies), alongside the periodic obligations through the year.
Yes. We coordinate the handover and set up Portal das Finanças access. Any catch-up work for earlier periods is quoted separately.