One documented position before execution.
The Tax Position Review turns cross-border uncertainty into one documented Portugal-side view: facts, assumptions, risks, and the next service route.
It is designed for expats who are about to file, apply for a regime, move to Portugal, correct a position, or coordinate with a home-country advisor and need to know what is supportable before paying for execution.
Is this for you?
- Are moving to Portugal or recently moved and need clarity before filing
- Have income, assets, or reporting exposure in more than one country
- Need a documented view of residency position, risk areas, and next actions
- Are comparing services and want the right route before paying for execution
- Have conflicting advice from multiple sources and need one structured position
What's Included
You receive a structured intake assessment, a focused advisory session, and a written Position Memo covering your current Portugal-side position, key risks, and recommended next step.
The memo is built to make execution easier: it identifies what is in scope now, what should be handled later, and where another advisor or jurisdiction must be coordinated.
What's Not Included
The review is not annual return filing, IFICI submission, immigration legal advice, litigation, or open-ended advisory. If execution is required, the memo routes you into the correct next service with a defined scope.
Founder & Approach
Taxbordr is built around one principle: decisions before execution. Cross-border tax work fails when service scope is chosen before the real risk profile is documented. Tax Position Review exists to create that decision layer in writing, with clear boundaries and a concrete route forward.
In practice, this means we treat each engagement as a controlled workflow. We define the decision boundary, lock assumptions, and document any exception path before work expands. Clients get predictable outputs because scope is designed first and delivery follows that design. This reduces rework, avoids contradictory advisor instructions, and keeps later filing or application work anchored to one written baseline instead of fragmented verbal guidance