The base price covers bilateral U.S. and Portuguese annual income tax filings for the standard expat profile, including Form 1040, a simple Form 1116, up to two FBARs, basic Schedules A, B, and D, and the Portuguese Modelo 3 with its standard annexes. Most retirees and individuals with simple income fall within this group. More complex situations, such as Portuguese pensions, rental income, Golden Visa funds and other PFICs, crypto, self-employment, U.S. entities, foreign investment accounts, certain trusts, high-volume trading, amended returns, and foreign company ownership or management fall outside the base price and may require a la carte fees.

Final fees for any additional filings are confirmed after your January intake submissions.

If spouses file separately, each spouse must secure their seamless filing.