Tax Position Review
A written assessment of residency, regime eligibility, cross-border exposure, assumptions, and next actions.
View serviceTaxbordr is a founder-led professional services firm for international residents in Portugal who need a clear tax position before they file, restructure, invest, or move.
Taxbordr is not designed around generic tax returns. It is designed around judgment: residency dates, source-country rules, treaty positions, regime eligibility, compensation history, and how the Portuguese position should line up with your home-country filing.
The working product is a defined tax position. That position can then guide filings, applications, accountant coordination, or authority responses.
Engagements are scoped, documented, and handled by Telmo Ramos, a licensed Portuguese tax advisor with Big 4 experience and a cross-border practice focused on international residents.
Each engagement starts with scope and deliverables before work begins. The Tax Position Review is the entry point for most clients.
A written assessment of residency, regime eligibility, cross-border exposure, assumptions, and next actions.
View serviceResidency start-date analysis, treaty position, NHR/IFICI transition questions, and compliance planning.
View servicePortuguese IRS filing coordination for clients with foreign income, equity compensation, pensions, or business activity.
View serviceAligned positions between Portugal and home-country advisors across the US, UK, Canada, South Africa, and the EU.
View serviceRSUs, stock options, board fees, and multi-country sourcing issues mapped before filings are made.
View serviceStructured response strategy for Portuguese tax authority questions, mismatches, and unresolved filing positions.
View serviceThe Tax Position Review gives you a written baseline before filings, regime applications, or cross-border coordination begin.