Coordinated U.S. and Portugal Tax Filing Service

Standard Return: What Is Included

This service is designed for individuals who live in Portugal and also have an obligation to file U.S. taxes. Our coordinated U.S. and Portugal tax filing service provides a seamless, integrated experience for Americans living in Portugal. The Standard Return includes the core filings required for most expats, covering both jurisdictions in one combined service.

United States Filing Included in the Standard Return

• Form 1040 (U.S. individual tax return)

• Form 1116 (simple foreign tax credit from Portugal)

• Up to 2 FBARs (foreign bank account reports)

• Basic Schedules A, B, and D

  • Simple itemized deductions

  • Interest and dividends

  • Basic capital gains

• Attorney coordination memo

• Final review meeting

Portugal Filing Included in the Standard Return

• Modelo 3 (Portuguese annual income tax return)

• Anexo A if you have Portuguese employment income

• Anexo H included for all clients

• Anexo J if you have U.S. source income that must be reported in Portugal

In addition to the Standard Return, we offer a full menu of a la carte services for clients with more advanced needs, including but not limited to business activity reporting, investment and fund filings, Golden Visa compliance, rental properties, crypto activity, and U.S. state returns. Our team will assess your documents during onboarding and advise you if any of these additional filings apply to your situation.

The Standard Return pricing applies to one individual tax return and is designed for Portugal resident Americans with straightforward income and limited financial complexity (do we want to include examples in this area like retirees etc?). Our team of experienced tax professionals is fully equipped to handle more complex situations, including business activity, investment structures, Golden Visa reporting, and other advanced cross-border matters. All other forms, schedules, and annexes in addition to the standard filing documents are available separately and billed on an a la carte basis as needed.

Our secure client portal for document upload and onboarding will open on January 15th and you will be contacted by email (or we could put here you will be contacted by your preferred communication method) with instructions on how to access the portal. Beginning on that date, you will be able to complete your official onboarding and submit all required tax documents through our encrypted portal. No documents are required prior to that date.

Once your documents are received, our team will review your information to determine whether any a la carte forms or schedules are needed for your specific situation. If additional filings are required, a separate invoice will be issued. Work on your tax return will begin once any outstanding balances are paid in full.

Standard Returns start at EUR 1,150 + VAT