Recurring Service • Peace of Mind

Tax & Bookkeeping Service for Digital Nomads

Stay compliant with Portuguese and US tax obligations. We connect you with accountants specializing in digital nomad taxes, NHR status, and cross-border compliance.

Monthly Bookkeeping
Annual Tax Filing
US & Portugal Expertise

Why D8 Visa Holders Need Ongoing Tax Help

You're Taxed in Two Countries

As a US citizen in Portugal, you must file taxes in BOTH countries. You're Portugal tax resident after 183 days/year. US requires worldwide income reporting. Miss deadlines = penalties.

Freelancers Need Quarterly IVA Filing

If you have Recibo Verde (freelancer status), you must file quarterly IVA (VAT) returns in Portugal, even if you're exempt. Plus monthly income declarations. Easy to miss deadlines.

NHR Tax Benefits Are Complex

NHR (Non-Habitual Resident) status offers huge tax savings, but qualifying and maintaining it requires specific documentation and annual proof. One mistake = you lose benefits.

FATCA & FBAR Reporting (US Citizens)

Foreign bank accounts over $10k require FBAR filing. Foreign assets over $50k require FATCA (Form 8938). IRS penalties for non-compliance are severe: $10k-50k per violation.

Social Security Contributions

Portugal requires monthly social security payments (21.4% for freelancers, lower for employees). Understanding what you owe and optimizing contributions needs expertise.

Currency & Deductions

Converting USD income to EUR for Portuguese taxes, tracking eligible deductions (health insurance, rent, etc.), and optimizing tax strategy across two systems is time-consuming.

What's Included in Tax & Bookkeeping Service

Monthly Bookkeeping

Track income, expenses, and maintain organized records for Portuguese and US compliance.

  • Categorize all business income and expenses
  • Track invoices and payments (for freelancers)
  • Currency conversion tracking (USD ↔ EUR)
  • Monthly profit/loss statements
  • Receipt and document organization

Portuguese Tax Filing & Compliance

Complete Portuguese tax obligations - quarterly and annual.

  • Annual IRS (Portuguese tax return) filing
  • Quarterly IVA (VAT) declarations (if freelancer with Recibo Verde)
  • Monthly income declarations (for freelancers)
  • Social Security (Segurança Social) payment calculations
  • Tax optimization and deduction maximization

NHR Status Management

Maximize tax savings with Non-Habitual Resident status (if eligible).

  • Initial NHR status application (if you haven't applied yet)
  • Annual documentation to maintain NHR benefits
  • Ensure income qualifies for reduced rates (20% flat tax for eligible professions)
  • Foreign-sourced income exemptions (if applicable)

US Tax Filing & FATCA Compliance

Handle US tax obligations and foreign account reporting (for US citizens).

  • Federal tax return (Form 1040) with Foreign Earned Income Exclusion (FEIE)
  • Foreign Tax Credit (FTC) calculation to avoid double taxation
  • FBAR filing (FinCEN Form 114) for foreign bank accounts
  • FATCA reporting (Form 8938) for foreign assets
  • State tax obligations (if applicable)

Ongoing Advisory & Support

Unlimited questions and proactive guidance throughout the year.

  • Email/phone support for tax questions
  • Quarterly tax planning sessions
  • Deadline reminders and calendar management
  • Tax law updates and how they affect you
  • Representation if tax authorities contact you

Monthly Service Pricing

W2 Employee

$150/month

Simple tax situation - salaried employee with no side income

  • Annual Portuguese tax return
  • Annual US tax return + FBAR/FATCA
  • NHR status management (if applicable)
  • Quarterly tax planning calls
  • Unlimited email support
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Most Common

Freelancer / Contractor

$250/month

Recibo Verde holder with 1099/freelance income

  • Everything in W2 Employee
  • Monthly bookkeeping & expense tracking
  • Quarterly IVA (VAT) declarations
  • Monthly income declarations (Portugal)
  • Social Security payment calculations
  • Invoice management & tracking
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Business Owner

$400/month

Portuguese LDA or US LLC/S-Corp with complex structure

  • Everything in Freelancer
  • Corporate bookkeeping & financial statements
  • Corporate tax filings (both countries if needed)
  • Payroll processing (if you have employees)
  • Cross-border tax strategy optimization
  • Monthly financial reports & KPIs
Get Started

What's Included in Monthly Fee

All Portugal & US tax filings
Bookkeeping & expense tracking
Quarterly planning sessions
Unlimited email/phone support
Tax deadline reminders
Audit support & representation

Our coordination fee: We charge 15% on top of accountant's fee. For example, if accountant charges $200/month, you pay $230/month total ($200 to accountant + $30 to us for matching, coordination, and quality oversight).

How Much You Can Save with Proper Tax Planning

Freelancer Example (with NHR)

Annual income (remote work for US clients)$80,000
Without Accountant / No NHR
Portugal tax (progressive, up to 48%)~$22,000
Social Security (21.4%)~$17,000
US tax (after Foreign Tax Credit)~$2,000
Total tax~$41,000
With Our Accountant / NHR Optimized
Portugal tax (20% flat under NHR)~$16,000
Social Security (optimized rate)~$8,000
US tax (FEIE + Foreign Tax Credit)~$0
Total tax~$24,000
Annual Tax Savings$17,000/year

Service costs $3,000/year → Net benefit: $14,000/year

W2 Employee Example

Annual salary (remote work for US company)$120,000
DIY Filing / No Planning
Portugal tax (didn't claim all deductions)~$35,000
US tax (didn't optimize FEIE/FTC)~$8,000
FBAR penalties (filed late)~$1,000
Total tax + penalties~$44,000
With Our Accountant / Optimized
Portugal tax (all deductions claimed)~$28,000
US tax (FEIE + FTC optimized)~$0
FBAR penalties$0
Total tax~$28,000
Annual Tax Savings$16,000/year

Service costs $1,800/year → Net benefit: $14,200/year

Bottom line: Proper tax planning typically saves 3-10x the cost of the service. The accountants in our network specialize in digital nomad taxes and know every deduction, credit, and optimization strategy specific to Portugal + US tax situations.

Frequently Asked Questions

Do I really need an accountant for D8 visa taxes?

If you're just a W2 employee with simple finances, you might be able to DIY. But if you're a freelancer, have any side income, want to optimize NHR benefits, or are overwhelmed by the complexity of two-country filing, an accountant saves you way more than they cost. Most clients save 5-10x the service fee in taxes and avoided penalties.

What is NHR status and should I apply?

Non-Habitual Resident (NHR) status offers significant tax benefits for first 10 years in Portugal: 20% flat tax on Portuguese-sourced income (vs. up to 48% progressive), and potential exemptions on foreign-sourced income. If you qualify (haven't been Portugal tax resident in past 5 years), you should absolutely apply. Our accountants handle the application.

Can I use a US accountant for Portugal taxes?

No - you need someone licensed to practice in Portugal and familiar with Portuguese tax law. The accountants in our network are either Portuguese CPAs or US CPAs with Portugal expertise who partner with Portuguese accountants. They understand BOTH tax systems, which is critical for optimization.

What happens if I mess up my taxes or file late?

Portugal: Late filing penalties range from €200-€2,500. Incorrect filing can trigger audits. US: FBAR penalties start at $10,000 per violation (can go to $100k+ for willful violations). Late tax returns incur interest and penalties. Our service includes deadline management and representation if issues arise.

Can I cancel the monthly service anytime?

Yes, but we require 30 days notice and recommend staying through at least one full tax year (to complete annual filings). If you cancel mid-year, you'll still need to file your annual returns, so we offer a one-time filing service for former monthly clients at a discounted rate.

Do you provide the tax services yourself?

No - we connect you with licensed accountants and CPAs from our vetted network who specialize in digital nomad taxes. We coordinate the service, ensure quality, and manage the relationship, but the actual tax work is performed by licensed professionals.

Stop Worrying About Taxes

Get matched with an accountant who understands Portugal + US tax obligations

Free consultation • Cancel anytime • Saves more than it costs