Tax and Financial Advisor Service in Portugal

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Updated: April 15, 2026

Your Trusted Tax and Financial Advisor in Portugal

Our trusted tax advisory partner specializes in supporting foreigners living, working, or investing in Portugal. Founded by Rui Fragoso Borges, CPA nº 84392, and backed by over 20 years of experience, they are committed to making tax management in Portugal simple, compliant, and tailored to each client’s personal and professional goals.

With offices in Lisbon, Porto, Leiria, and Aveiro, and a network of certified partners in law, accounting, and real estate, they provide end-to-end support for individuals and businesses navigating Portugal’s legal and tax systems.

Rui Fragoso Borges - Tax and Financial Advisor

Core Services

Tax Advisory and Planning
We offer personalized tax strategies to help you optimize your situation, avoid double taxation, and fully comply with Portuguese tax law. We specialize in supporting expatriates, Non-Habitual Residents (IFICI), and remote professionals with foreign income.

Tax Filing and Compliance
Our team ensures accurate and timely filing of your Portuguese tax return, including income declarations, capital gains, and foreign income reporting. We also coordinate with trusted international partners to support U.S., Canadian, UK, Spanish, Italian, and Belgian filings.

Freelancer and Self-Employment Setup
If you’re starting a freelance activity in Portugal, we handle the full registration process with the Tax Authority and Social Security. We ensure that you’re properly set up to issue invoices, comply with VAT regulations, and meet your quarterly obligations.

International Tax Coordination
We assist clients relocating to Portugal with applying tax treaties, filing exemption forms (e.g., IRS Form 8802/PT/USA 1), and structuring cross-border income streams such as dividends, pensions, or LLC distributions efficiently.

Real Estate and Vehicle-Related Tax Support
In partnership with real estate and mobility professionals, we support clients with capital gains declarations, reinvestment exemptions, and the tax aspects of vehicle imports — including ISV and IUC guidance for EU and non-EU vehicles.

Get in Touch With Rui Borges​

Rui Fragoso Borges - Tax and Financial Advisor

How can we help you?

English • Portuguese • Spanish • German

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