Private Tax Consultation
A private call with our OCC-certified tax advisor on your Portuguese tax situation.
- AssessYou are here
- Establish
- Reside
- Settle
- Long Term
- Belong
Overview
A one-to-one consultation with our in-house tax advisor, certified by the Ordem dos Contabilistas Certificados (OCC), covering tax residency, the IFICI regime and personal tax planning in Portugal. It is advice tailored to your situation — practical answers and next steps, not a filing service. Choose a 30-minute call (€150) or a 60-minute call with a written summary of the advice (€250). Questions that need research beyond the call, such as treaty analysis or figures across several countries, are handled in our written tax assessment.
- People planning a move to Portugal who want their tax position mapped out
- Those weighing tax residency or the IFICI regime before committing
- Anyone with specific personal tax questions who wants a certified answer
- People who want clarity before deciding what filings or setup they need
What's Included
- A private 30-minute consultation (€150) or 60-minute consultation (€250) with our in-house OCC-certified tax advisor
- With the 60-minute consultation: a written summary of the advice
- Answers on tax residency, IFICI and personal tax planning
- Practical next steps and notes after the call
Process & Timeline
Book and brief us
Pay the fixed price and send a short summary of your situation and questions ahead of the call.
We prepare
Our advisor reviews your summary so the call is focused on your specific questions.
Your consultation
You have a private call with our OCC-certified advisor and receive practical guidance and next steps.
Frequently Asked Questions
The 30-minute call (€150) suits one or two focused questions. Choose the 60-minute call (€250) when your situation has several moving parts, or you want the advice in writing afterwards. If your questions need research beyond the call, we will say so and quote the written tax assessment.
It is advice. You get a private consultation and practical guidance; if you then want your return filed, that is handled by our separate IRS filing service.
Our in-house tax advisor, certified by the Ordem dos Contabilistas Certificados (OCC) — not an outsourced call centre.
Yes. Tax residency and the IFICI regime are core topics of the consultation, alongside personal tax planning for your situation.
A short summary of your situation and the questions you most want answered, plus any relevant figures. The clearer the brief, the more you get from the call.