Private Tax Consultation
A private call with our OCC-certified tax advisor on your Portuguese tax situation.
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.
Who this is for
- 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 you provide
- A short summary of your situation and the questions you want answered
- Relevant context on your income, residency plans and timeline
- Any documents or figures you would like the advisor to consider (optional)
What you receive
- A scheduled private consultation with our OCC-certified advisor
- Practical guidance and answers tailored to your situation
- Notes and suggested next steps after the call
From order to done
1. Book and brief us
Pay the fixed price and send a short summary of your situation and questions ahead of the call.
2. We prepare
Our advisor reviews your summary so the call is focused on your specific questions.
3. Your consultation
You have a private call with our OCC-certified advisor and receive practical guidance and next steps.
Timeline: Your call is scheduled at a time that suits you, usually within 2–3 business days of booking.
Included in the price
- A private consultation with our in-house OCC-certified tax advisor
- Answers on tax residency, IFICI and personal tax planning
- Practical next steps and notes after the call
Not included
- Tax filing itself — the annual IRS return is a separate service
- Ongoing accounting or fiscal representation
- Any government charges related to registrations or filings
Not sure this is the right service? Tell us your situation and we’ll point you to the right one. This is information and facilitation, not a guarantee of any immigration or tax outcome.
Frequently asked questions
Is this advice or filing?
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.
Who will I speak with?
Our in-house tax advisor, certified by the Ordem dos Contabilistas Certificados (OCC) — not an outsourced call centre.
Can you advise on IFICI and residency?
Yes. Tax residency and the IFICI regime are core topics of the consultation, alongside personal tax planning for your situation.
What should I prepare?
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.