U.S. and Portugal Coordinated Tax Return Service (2025)
We are very excited to offer a new coordinated U.S. and Portugal tax return service this year.
With the complexity of U.S. and Portugal tax rules and the rising cost of services for Americans in Portugal, we want to offer our community something better: high quality coordinated tax preparation at a fair and transparent price, supported by clear explanations so you can understand your positions and feel confident as an expat.
We work exclusively with Americans in Portugal and collaborate closely with trusted Portuguese partners. They are deeply experienced with American income streams, treaty interpretation, and the nuances of coordinating both systems. Together we prepare filings that match and protect your long-term cross-border tax position.
Enrollment is limited to 58 clients for 2025 and closes December 15.
Why Coordinated Returns Matter
The U.S. and Portugal systems do not align naturally. When your U.S. and Portuguese returns are prepared separately, sourcing mismatches and timing mismatches are common. Portuguese withholding may not align with U.S. reporting. Credits can be lost. Treaty positions get applied in one jurisdiction and forgotten in the other. Over time these mismatches create tax leakage that is completely avoidable.
We prepare both returns together so the filings agree with each other, credits are protected, and your position stays consistent from year to year.
Who This Program Is For:
Americans in Portugal who want coordinated filings, predictable pricing, and a preparer who already understands the U.S. and Portugal interaction.
You should not have to pay inflated fees for someone to learn the rules on your time. We are Americans ourselves, and translating our domestic code offshore is our entire focus.
What’s included in the base price
€1,250 + VAT
The base price covers bilateral U.S. and Portuguese annual income tax filings for the standard expat profile. Most retirees with simple income fall within this group.
U.S. coverage includes Form 1040, Form 1116 for a simple Portuguese tax credit, up to two FBARs, standard deductions on Schedule A, simple interest and dividends on Schedule B, and low-volume capital gains on Schedule D.
Portugal coverage includes the Portuguese annual Modelo 3 return for simple cases, such as employment income or basic investment income, along with the basic annexes and alignment of sourcing across the two systems.
Items outside the base price include Portuguese pensions; rental income; Golden Visa funds and other PFICs; crypto; self-employment; U.S. corporations or U.S. LLCs taxed as corporations, partnerships, or s-corps; foreign investment accounts; certain trusts; complex capital gains; high-volume trading; amended returns; rental income; Category B self-employment; and ownership or management of a foreign company. Final fees are confirmed after the January intake questionnaire.
Client Education
Why We Are Limiting Enrollment to 58 Returns
We do not believe sound tax advice should be extortive. The most valuable part of this service is education and clarity. Cross-border filing affects payroll, investments, pensions, treaty treatment and long-term planning. Clients should understand their positions, not feel rushed through a process they cannot follow.
Limiting enrollment allows us to spend time explaining how your income is sourced, how your foreign tax credits work, how the U.S. and Portugal filings interact and what you should monitor in future years. Your review meeting and coordination memo are built around this goal.
The Coordination Memo
Each client receives a short summary of their key U.S. and Portugal positions for the year. It is written to support clarity and continuity.
Golden Visa Investors:
Golden Visa fund reporting involves PFIC and offshore asset reporting. Your general tax preparers may not handle this work, and incomplete PFIC filings can lead to incorrect U.S. taxation or the need for costly amended returns later.
We offer two flexible options depending on whether you already have a U.S. tax preparer or prefer us to handle everything.
Option 1: PFIC and Golden Visa Reporting Only (€2,400)
We prepare the specialized Golden Visa forms for two investment funds for your existing U.S. tax preparer to include in your return. Additional funds are prepared at a surcharge.
Option 2: Full U.S. Return Preparation
If you prefer a coordinated approach, we can prepare your complete U.S. filings, including all Golden Visa reporting.
Timing Note
Many Portuguese funds do not release their annual tax statements until well after the U.S. filing season begins. If you hold a Golden Visa fund, you may need to file an extension so the correct information can be included in your U.S. return. We will advise you on this as part of the process.
How the Process Works
In December you reserve your place by paying the base fee.
In early January the intake questionnaire is sent, and you upload your 2025 information and year-end documents.
In February the intake and all 2025 documents are due by the end of the month.
In March we hold your review meeting and walk through both returns together.
Between April 1 and Tax Day we file the returns. If a return is not ready to be filed by tax day, you will receive an estimated payment calculation so you can avoid penalties. Any hourly add-ons, such as bookkeeping, are due before filing unless otherwise agreed.
On the next page you will enter your contact information, complete a short questionnaire to request a slot. If there are slots available, you will receive an invoice by email for the base fee of €1,250 + VAT.
If spouses file separately, each spouse must reserve a spot.
Refunds before December 15th are available in full minus payment processing fees.
Refunds after December 15th are limited to 50%, as we reserved one of the limited places specifically for you.