Get expert guidance on navigating US and Portuguese tax obligations. Understand NHR 2.0, FEIE, tax treaties, and optimize your tax situation before or after moving to Portugal.
Proper tax planning can save $5,000-15,000+ annually through:
Non-compliance can result in severe penalties:
Americans in Portugal face dual tax obligations:
Fill out intake form with your income sources, employment status, family situation, and specific questions.
Book a 60-90 minute video consultation with a US-Portugal tax specialist at a time that works for you.
Review your specific situation, get answers to all your questions, and develop a customized tax strategy.
Receive written summary of recommendations, action items, and deadlines (Standard/Premium tiers).
60-minute strategy call
90-minute call + written plan
Comprehensive tax planning
How it works: We coordinate consultations with licensed tax professionals specializing in US-Portugal taxation. Consultants are CPAs or Enrolled Agents (EAs) with extensive experience helping Americans navigate dual tax systems. This is strategic planning only—ongoing tax preparation and filing are available through our Tax & Bookkeeping Service.
Ideally 3-6 months before moving to Portugal or immediately after receiving your D8 visa. This gives you time to implement strategies like NHR registration, state tax planning, and business structure changes. You can also book after arrival—it's never too late to optimize.
No. This is a one-time strategic planning consultation to understand your tax obligations and develop a strategy. It does NOT include tax return preparation or ongoing bookkeeping. For that, see our Tax & Bookkeeping Service ($150-400/month).
Licensed US tax professionals (CPAs or Enrolled Agents) who specialize in expat taxation and have extensive experience with US-Portugal tax issues. Many have dual-country expertise or work with Portuguese tax advisors (TOCs) for comprehensive guidance.
Yes! This is one of the most powerful strategies. Use FEIE to exclude income from US taxes (up to $126,500) and pay only Portugal's NHR 2.0 rate (20% flat). For many digital nomads, this results in lower total tax burden than living in either country alone. We'll explain exactly how to structure this.
For income above $126,500, you'll use Foreign Tax Credit (FTC) to offset taxes paid to Portugal. We'll help you understand when to use FEIE vs FTC based on your income level and structure. Sometimes a combination is optimal.
Yes, especially if you're from CA, NY, VA, SC, or NM—states that are aggressive about claiming residents. We'll help you understand how to properly sever state tax residency before moving to Portugal (change driver's license, voter registration, close accounts, etc.).
You must apply by March 31 of the year following the year you become a Portuguese tax resident. For example, if you move to Portugal in 2025 and become a tax resident, you must apply for NHR by March 31, 2026. We'll explain the full timeline and process.
Don't leave thousands of dollars on the table. Get expert guidance on US-Portugal taxation from specialists who understand both systems.
Licensed tax professionals • US-Portugal specialists • Potential $5-15k annual savings