What you get for €500
The Tax Position Review is the entry point for everything else we do. Inputs: a brief intake form plus any documents that matter (last filed return, residency certificate or proof of registration, employment or pension contracts, prior advisor correspondence). Call: 30 minutes with Telmo on Google Meet, voice or video, in English or Portuguese (other working languages on request). Output: a written Position Memo by email within two business days, signed by Telmo, citing the statute or treaty article behind every conclusion, and stating which next step fits the case. Credit: the €500 is credited in full to any engagement over €1,500 booked within 90 days of the review.
What to send before the call
Send what you have. We can run a useful 30 minutes on as little as a clear written question plus a year of identifiers (NIF, residency status, country of arrival or departure, employment or self-employment status, regime status if NHR or IFICI is in play). For better mileage, also share: last filed Modelo 3 plus Anexo J if any, the home-country return for the same year, any AT notice or divergence letter received in the last twelve months, and any contract that drives the question (employment, equity, real estate, pension, dividend stream, or trust).
Response time
New review requests booked through this page get a slot confirmation inside one business day, and the memo lands within two business days of the call. AT-deadline-driven cases (notice received, response window short) are flagged on the booking form and routed to a same-week slot. Anything time-critical can be flagged in the booking note and we will reply with a faster path before the call.
Scope and what this is not
The review is a paid diagnostic, not free advice. We do not provide off-call written opinions for €500. We do not act as your generalist Portuguese contabilista (we coordinate with one if needed). We do not file your home-country return; we coordinate with the advisor who does. If your case needs in-jurisdiction representation outside Portugal, we will tell you so on the call and recommend how to source it.
Practical details
Office: Av. Eng. Arantes e Oliveira 3 R/C, 1900-221 Lisboa, Portugal. By appointment only.
Phone: +351 923 224 660
WhatsApp: wa.me/351923224660
Email: info@taxbordr.com
Hours: Monday to Friday, 10:00 to 20:00 WET / WEST (Lisbon time)
VAT ID: PT518306255
Language: Portuguese, English, French native level; conversational Spanish; German cases supported through bilingual DE/EN deliverables.