Tax consultation · with Manuel Jacob

Portugal Tax Consultation
for Expats.

A 60-minute video call with a tax attorney. We map how Portugal will tax your income, identify the right structure for your situation, and set out your next steps in writing.

Fixed€275/ consultation
Credited if you proceed with an eligible service
Manuel Jacob · Tax Attorney
60-minute video call
What We Cover

The topics where one hour saves you the most.

Bring your questions. We'll walk through what applies to your situation.

How your foreign income will be taxed in Portugal

IFICI eligibility and how to qualify

Freelancer or company: which structure fits you

Double taxation treaty considerations

Pre-arrival planning, before decisions are locked in

Annual tax return planning and optimisation

Crypto, digital assets, and capital gains

A review of your current setup if you're already here

What's included

Everything You Get from the Call

Six things, included in the price. Nothing pitched after the call.

60-minute video call with our tax attorney01
Personalised analysis of how your income will be taxed02
Advice on the most tax-efficient structure03
Written summary note sent after the call04
Clear next steps and action items05
Fee credit: deductible from eligible services06
How it works

Three Simple Steps

From booking to written plan, in three steps.

01

Book and pay

Pay online and pick a slot that works for you. Your consultation is confirmed immediately and the calendar invite goes out the same day.

02

Join the video call

60 minutes with Manuel Jacob. Come with your questions, an overview of your income sources, and any relevant context. The rest is a conversation.

03

Receive your summary

Within 48 hours, you receive a written document: the advice, the reasoning, your recommended structure, and clear next steps. Yours to keep.

Why Portugalize

You're talking to the person who would handle your case.

Not a call centre, not a generalist, not a junior associate. The same specialist who would manage your application if you decide to move forward.

1

Attorney on the call

Manuel leads every consultation. The same person who would later manage your tax setup, not a sales rep.

150+

Cases handled

Years of expat tax work across IFICI, foreign income, treaty positions, freelancers, founders, and retirees.

48h

Written summary

Everything discussed, captured in a document with your recommendation, reasoning, and next steps.

100%

Fee credit

If you proceed with an eligible service afterwards, the €275 fee is fully deducted from the price.

Reviews

What people say about working with us.

5.0
Google reviews

Manuel is a professional tax consultant and a great person. I seek peace of mind when it comes to taxation, and this is the level of support that I get.

Ikraam G.

I recently had the pleasure of working with Manuel for both my NHR application process and full tax services, and I couldn't be more satisfied with the experience. From start to finish, Manuel handled everything with the utmost professionalism and efficiency.

Stefan S.

I'm really happy with Portugalize! They've made my life in Portugal so much easier, from sorting out my bank account to helping with taxation matters.

Maya T.
See all reviews

FAQ

Frequently asked questions

Manuel Jacob, our tax attorney. He has handled hundreds of expat tax cases and is the person who would manage your tax setup if you proceed. You speak directly to him — not a sales rep, not a junior associate.

No. A significant share of consultations are with people already living in Portugal who want to review their setup, plan an upcoming return, or restructure their activity for better efficiency.

Yes. Within 48 hours of the call you receive a written summary covering the advice given, the reasoning, your recommended structure and clear next steps. Yours to keep and refer back to.

€275 for the full 60-minute session, written summary included. Fixed price, no hidden fees, and fully credited if you proceed with an eligible service.

Yes. We assess your eligibility, explain the requirements that apply to your profile, and advise on the best route to qualify — including the timing of your residency and registration.

That depends on the country of origin, the type of income, your regime, and any applicable double-tax treaty. We regularly advise people moving from the US, UK, Canada, Ireland, Australia, EU countries and beyond.

The €275 consultation fee is fully deducted from any eligible service you proceed with, such as the company incorporation related to your IFICI setup.

This consultation focuses on your tax situation and structure. The combined consultation (€325) adds an immigration session with our immigration specialist — saving €125 compared with booking both separately.

Ready?

Get clarity on your Portuguese tax position.

Book a 60-minute consultation with our tax attorney. Written summary within 48 hours.

Fee fully credited if you proceed with an eligible service.
Also need immigration advice? Combined tax + immigration consultation — €325 (saves €125)