
Annual U.S. tax preparation—done right
You’re still a U.S. taxpayer. We triage what you need, then coordinate prep with your CPA.
Portugal timing & U.S. deadlines
We align both calendars so your filings support each other.
Bank/financial investment reporting
We review where reporting could apply and streamline data gathering.

In 30 minutes we’ll clarify:
Next steps and who does what (we’ll coordinate with your tax pros)
One lead coordinator: We centralize documents and timelines.
Clear tasking: What your U.S. CPA handles vs. your Portuguese preparer.
No surprises: We surface issues early so your returns align.

Relying on generic expat tips that don’t fit Portugal
Filing both returns without coordinating tax credits & deductions
Missing account/asset reporting due to scattered banking
U.S. citizens and Permanent Residents (“green-card” holders) in Portugal (employees, entrepreneurs, contractors, retirees)
Families with accounts or assets in both countries
Anyone wanting one financial and tax plan across both systems

U.S.: 1603 Capitol Ave, Ste 415, PMB 775933, Cheyenne, WY 82001-4562 | Portugal: R. Padre Americo 14B, 1699‑548 Lisboa
U.S.: +1 (646) 657-9640 | Portugal: +351 964 237 585
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