We can help you pay the legal minimum.

Living in Portugal:

1. Where do you stand financially?
2. Where to you want to go, and how can you get there?

Let us help you with a comprehensive approach to financial planning. We can provide you with sound advice for your financial life, be it on income tax, your retirement, estate planning and investment management.

We take pride in our independence, placing great emphasis on impartial recommendations and personal service. We speak your language!


Discovery Form

Hello and welcome to our IRS tax assessment section!

(non-binding, this doesn't commit you in any way)
Here you can tell us what happened in your life over the past year; this gives us the basics for your tax return and helps us personalize your experience. Simply check the boxes that apply and we shall know which tax forms need to be filled out for you and which ones are not needed. You can tick several boxes.
By the way: handing in a tax declaration doesn't mean you have to pay taxes, there are many deductions we can apply. NOTE: this form needs to be filled out be each person individually.

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