Residency and regime map
Your resident or non-resident position, and whether grandfathered NHR or the IFICI incentive could realistically apply, mapped before any filing.
Portugal Tax Services
Portugal tax services for expats, from in-house tax counsel.
Portugal tax services for expats cover the four things most new residents need: tax residency, the annual IRS return filed between 1 April and 30 June, NHR grandfathering or the IFICI regime with its 20% rate, and a NIF, plus US filing for Americans. Portuguese tax residency is the status that makes you taxable in Portugal on your worldwide income rather than only on Portuguese-source income.
Movingto is a Portugal-first immigration firm that puts a named, Bar-registered lawyer from its in-house legal team on your case and publishes its fees.
Updated .
Movingto's in-house tax counsel advises on Portuguese and cross-border tax. First call: leave with your residency position, the regimes that could apply, and the specific services you actually need.
Researching the route first? Taxes in Portugal guide
What you get
What the Portugal tax services cover.
Most Portugal tax problems come from sorting residency, regime status, and cross-border income too late. Movingto's in-house tax counsel reviews the facts early and points you to the right service.
The right services, scoped
Which of NIF setup, annual IRS filing, NHR or IFICI status, and US-Portugal tax you actually need, instead of paying for all of them.
Evidence organized
Income inventory across categories, double-tax-treaty questions, and the supporting documents packaged for adviser review.
Advice from in-house tax counsel
Movingto's in-house tax counsel reviews the position and advises before anything is filed.
One entry point, in-house tax counsel
Instead of guessing which tax service you need, you get one review that points you to NIF setup, IRS filing, NHR or IFICI, or US-Portugal tax, with Movingto's in-house tax counsel advising throughout.
NHR is closed; IFICI is narrower
Portugal's classic NHR regime closed to most new arrivals from 1 January 2024, with grandfathering for earlier qualifiers. The successor, IFICI, is role-based and does not give the foreign-pension break NHR did.
Americans keep filing in the US
US citizens and green-card holders file US returns on worldwide income wherever they live. Movingto's in-house tax counsel advises on Portuguese and cross-border tax; your US CPA files PFIC/Form 8621 and FBAR, and we brief them.
Tax advice in-house
Movingto's in-house tax counsel advises on Portuguese and cross-border tax, with your US CPA briefed where you are American.
Who this fits
Why start with Movingto for Portugal tax?
The valuable work is deciding what you actually need: the residency position, whether a special regime applies, which filings are due, and getting advice before deadlines bite.
Good fit for
- Expats arriving who want their Portuguese tax set up correctly from year one
- People unsure whether grandfathered NHR or IFICI could apply to them
- US citizens and green-card holders who need US and Portuguese tax planned together
- Clients who already set up a NIF and now need annual filing and regime checks
- Households with foreign pension, rental, or investment income and treaty questions
Not the right fit for
- Anyone wanting tax advice or a tax opinion directly from Movingto
- Clients needing bookkeeping, VAT, payroll, or company accounting
- People who already work with a full-service Portuguese accountant
- Anyone seeking refund, savings, or tax-outcome guarantees
Service scope
How the tax case is managed.
You get a managed path and a clean evidence package across your Portuguese tax needs. Movingto's in-house tax counsel advises on Portuguese and cross-border tax, with your US CPA briefed where relevant.
- Included workstreams
- 4
- Professional scope
- Clear
Delivery scopeMovingto delivery and specialist scope
Managed by Movingto
Residency and regime triage
We map your resident or non-resident position and whether grandfathered NHR or IFICI could be in scope.
Managed by Movingto
The right service
We scope which services you need, NIF setup, IRS filing, NHR or IFICI status, or US-Portugal tax, instead of bundling work you do not.
Managed by Movingto
Cross-border evidence organization
We organize the income inventory, double-tax-treaty questions, and documents the tax professionals need to decide treatment.
Managed by Movingto
Advice and deadlines
Movingto's in-house tax counsel advises on the packaged file, and we keep filing and registration deadlines on the calendar.
Handled by the relevant specialist
Bookkeeping, payroll, and company accounts
Business bookkeeping, payroll, and company accounts stay with a certified accountant (contabilista certificado).
Handled by the relevant specialist
Refund, savings, or outcome guarantee
No adviser can guarantee a refund, a tax result, savings, or Tax Authority acceptance. The facts and specialist advice control the outcome.
How it works
From a tax question to a clear plan.
Each stage turns an unclear tax situation into a governed plan: residency, regimes, the services you need, organized evidence, then advice from in-house tax counsel.
Case path05 managed stages
- Step 1 of 5
Map residency and goals
Review your days in Portugal, arrival timing, prior-year status, income sources, and what you are trying to achieve.
- Step 2 of 5
Identify the regimes
Check whether grandfathered NHR or IFICI could apply, and what evidence each would need from a qualifying entity or adviser.
- Step 3 of 5
Scope the services you need
Decide which of NIF setup, IRS filing, NHR or IFICI status, and US-Portugal tax are actually required.
- Step 4 of 5
Organize the evidence
Build the income inventory, treaty notes, and document set the tax professionals will work from.
- Step 5 of 5
Get advice and file
Movingto's in-house tax counsel advises on the position before filing; your US CPA is briefed where relevant.
Where to start
Which Portugal tax service do you need?
| Your situation | Where to start |
|---|---|
| You need a Portuguese tax number | Portugal NIF online setup |
| You have to file an annual IRS return | Portugal tax-return filing |
| You want to know if NHR or IFICI applies | NHR and IFICI status |
| You are a US citizen or green-card holder | US-Portugal tax for Americans |
General guide only. The right starting point and your tax treatment are confirmed by Movingto's in-house tax counsel.
Evidence
Evidence you can check.
Scope, professional ownership, and credential claims stay tied to source pages instead of sitting as unsupported marketing copy.
Source
Simulate and submit the annual IRS return
View sourcegov.ptChecked 16 October 2026
Source
Lei 82/2023, Orcamento do Estado 2024 (NHR closure and IFICI)
View sourceDiario da Republica
Source
IFICI - Incentivo Fiscal a Investigacao Cientifica e Inovacao
View sourceAutoridade Tributaria / Portal das FinancasChecked 16 October 2026
Source
US citizens and resident aliens abroad
View sourceInternal Revenue Service (US)Checked 16 October 2026
Common questions
Questions before you engage.
What do Movingto's Portugal tax services include?
One entry point: residency and regime triage, the right service (NIF setup, annual IRS filing, NHR or IFICI status, or US-Portugal tax), evidence organization, deadline management, and advice from Movingto's in-house tax counsel.
Is NHR still available to new arrivals?
No. Portugal's classic Non-Habitual Resident regime closed to most new arrivals from 1 January 2024 under Law 82/2023, with transitional grandfathering for people who qualified before the cut-off. The successor is IFICI. An adviser confirms whether either applies to you.
What is IFICI?
IFICI, the Incentivo Fiscal a Investigacao Cientifica e Inovacao (informally 'NHR 2.0'), is the successor incentive introduced by the 2024 State Budget and regulated by Portaria 352/2024. It offers a 20% flat rate on eligible Portuguese employment or self-employment income and exemptions on certain foreign income, but eligibility is narrow and role-based, and it does not give the foreign-pension break NHR did.
I'm American. Do I still file US taxes in Portugal?
Yes. US citizens and green-card holders file US federal returns on worldwide income regardless of where they live. Portuguese residence does not remove the US obligation. Movingto's in-house tax counsel advises on Portuguese and cross-border tax; your US CPA files PFIC/Form 8621 and FBAR, and we brief them.
Who handles Portugal tax advice and filings?
Movingto's in-house tax counsel advises on Portuguese and cross-border tax; your US CPA files PFIC/Form 8621 and FBAR, and we brief them.
When is the Portuguese IRS return due?
The annual Modelo 3 IRS return covers the prior calendar year and is filed online through the Portal das Financas between 1 April and 30 June. For 2025 income, the window runs 1 April to 30 June 2026.
Private advisory call
Get your Portugal tax position settled.
Bring your residency position, income across Portugal and abroad, any NHR or IFICI questions, and your US filing situation if you are American. Movingto's in-house tax counsel maps what you need and advises on the position.
First call covers
Leave with a clear residency position and the regimes that could apply.
- Route fit
- Country, visa category, family members, and timing.
- Scope
- Documents, legal work, tax points, and investment boundaries.
- Next steps
- What to prepare for the Movingto team and any relevant specialists.