By combining legal and accounting expertise across jurisdictions, we deliver accurate, efficient, and fully compliant tax solutions tailored to globally mobile clients, expatriates, and international investors. Our integrated structure, spanning Portugal, the U.S, and the UK, ensures that your tax obligations are handled seamlessly across borders, reducing risk and eliminating duplication.

Portugal Tax Returns (IRS Preparation & Filing)

We provide complete Portugal tax return preparation services for residents and non-residents with Portuguese tax obligations. Our services include:

Preparation and submission of Portuguese IRS tax returns
Advice on tax residency in Portugal
Reporting of foreign income, pensions, and investments
Guidance on Non-Habitual Resident (NHR) regime and IFICI regime (when applicable)

We ensure your Portugal tax filings are fully compliant, optimized, and aligned with current legislation.

U.S – Portugal Tax Returns (Dual Filing Services)

We specialize in U.S – Portugal cross-border tax preparation, helping clients meet their obligations in both jurisdictions. Our integrated service includes:

Preparation of U.S federal tax returns (IRS) and Portugal IRS filings
Coordination to prevent double taxation
Application of the U.S – Portugal Double Tax Treaty
Compliance with FBAR and FATCA reporting requirements
Structuring of income and assets for tax efficiency across both countries

This service is ideal for:

U.S expatriates living in Portugal
Portuguese residents with U.S income or citizenship
Individuals relocating between the U.S and Portugal

Portugal – UK Tax Returns (Cross-Border Compliance)

We provide expert assistance with Portugal – UK tax returns, ensuring compliance in both jurisdictions. Our services include:

Preparation of UK Self Assessment tax returns and Portuguese IRS returns
Advice on UK and Portugal tax residency rules
Application of the Portugal – UK Double Taxation Agreement
Reporting of cross-border income, pensions, and investments
Coordination with our UK-based tax specialist

This service supports:

UK nationals living in Portugal
Portuguese residents with UK income
Individuals transitioning between the UK and Portugal

Meet the Relevant Team Members

Rebecca Castro

Tax Lawyer & Head of Tax Filing Department

Rebecca Castro focuses her practice on providing tailored tax consultations, crafting effective tax planning strategies, and is also dedicated to the tax return practice in Portugal, that had already aided over 500 expats since 2022.

Gail Dooley Buka

U.S. CPA

Based in the Washington, DC metropolitan area, Gail is a CPA with over 12 years of experience spanning public practice, corporate, and nonprofit tax.

Sam Higginson

UK Accountant - Tax & Corporate Adviser

Sam is a Chartered Certified Accountant, based in the United Kingdom. He has over 14 years of experience working with a vast range of clients and industries. He assists clients with their accounting and financial needs along with compliance and advisory tax matters, this covers corporation tax, personal tax, capital gains tax, and VAT.

Relevant Services

LATE TAX RETURN — PORTUGAL ONLY

For taxpayers who have missed filing deadlines or need to submit multiple Portuguese tax returns together. Learn more

TAX RETURN FOR 2025 - PORTUGAL ONLY

Annual Portuguese tax return preparation designed specifically for expats. Learn more

TAX RETURN FOR 2025 - PT + UK

A coordinated tax return package for Portugal and the United Kingdom. Learn more

TAX RETURN FOR 2025 — PORTUGAL + U.S.

Preparation and filing of your 2025 tax returns in both Portugal and the U.S., coordinated within Fresh Legal Group. Learn more

International Tax Returns & Cross-Border Tax Services (Portugal, U.S & UK)