Annual IRS Tax Return Filing — PT and Foreign Income
We prepare and file your Portuguese IRS annual tax return accurately and on time—and highlight optimisations and deductions that apply to your case. We also handle international income (employment, self-employment, pensions, investments) and apply relevant tax treaty rules. We do not work with income earned in offshore or black-listed jurisdictions. You’ll get a plain-English summary and clear payment/refund instructions.
What you get (deliverables):
Prepared IRS return (Modelo 3 + relevant annexes)
Electronic submission to Finanças
Filing proof/receipt for your records
One-page results summary: tax due/refund, what changed vs last year, and simple tips for next year
How it works (step-by-step):
Intake: Upload your docs via our secure link (or book a 15–20 min handover).
Review & prepare: We classify PT and eligible foreign income, validate deductions/credits, and draft your return.
Confirm: You review the draft numbers and our optimisation notes.
File: We submit your return electronically and send the filing proof + payment/refund guidance.
Next steps: Short checklist to keep receipts and plan deductions for the new tax year.
Timeline: Draft delivered within 5–10 business days after we receive complete information.
Declarative period: April 1 – June 30 (each tax year).
Prerequisites: Annual income documents for Portugal and any foreign income (simple, treaty-standard cases), Portal das Finanças access, and basic personal details (marital status, dependents, education/health receipts if relevant).
Not included: Complex capital gains/crypto, corporate filings, or income from offshore/black-listed territories (ask for a custom quote if you’re unsure whether your case qualifies).
After purchase: Within 24 hours you’ll receive a link to book your kickoff (or complete the intake) and an upload checklist so we can start immediately.
Great pairings:
Quarterly VAT (IVA) Filing (if VAT-registered)
Quarterly Social Security Filing (ENI)
ENI/Recibos Verdes Monthly Compliance Support (hands-off bookkeeping + filings)
We prepare and file your Portuguese IRS annual tax return accurately and on time—and highlight optimisations and deductions that apply to your case. We also handle international income (employment, self-employment, pensions, investments) and apply relevant tax treaty rules. We do not work with income earned in offshore or black-listed jurisdictions. You’ll get a plain-English summary and clear payment/refund instructions.
What you get (deliverables):
Prepared IRS return (Modelo 3 + relevant annexes)
Electronic submission to Finanças
Filing proof/receipt for your records
One-page results summary: tax due/refund, what changed vs last year, and simple tips for next year
How it works (step-by-step):
Intake: Upload your docs via our secure link (or book a 15–20 min handover).
Review & prepare: We classify PT and eligible foreign income, validate deductions/credits, and draft your return.
Confirm: You review the draft numbers and our optimisation notes.
File: We submit your return electronically and send the filing proof + payment/refund guidance.
Next steps: Short checklist to keep receipts and plan deductions for the new tax year.
Timeline: Draft delivered within 5–10 business days after we receive complete information.
Declarative period: April 1 – June 30 (each tax year).
Prerequisites: Annual income documents for Portugal and any foreign income (simple, treaty-standard cases), Portal das Finanças access, and basic personal details (marital status, dependents, education/health receipts if relevant).
Not included: Complex capital gains/crypto, corporate filings, or income from offshore/black-listed territories (ask for a custom quote if you’re unsure whether your case qualifies).
After purchase: Within 24 hours you’ll receive a link to book your kickoff (or complete the intake) and an upload checklist so we can start immediately.
Great pairings:
Quarterly VAT (IVA) Filing (if VAT-registered)
Quarterly Social Security Filing (ENI)
ENI/Recibos Verdes Monthly Compliance Support (hands-off bookkeeping + filings)