Not sure which service you need?

Not sure which service to book with FRESH?

The purpose of orientation meetings is to:

- Identify the key issues relevant to your situation

- Match you with the most suitable professional to assist you

Please DON'T book an orientation meeting if you know that you need a consultation.

- Consultations are paid professional advice.

- Orientations are get-to-know meetings without advice.

A focused consultation for non-U.S. citizens (nonresident aliens) with U.S. income, assets, or business activity who may have U.S. tax filing obligations.

Who this is for

For nonresident aliens who:

- Live in the U.S., or

- Own a business, rental property, or investments in the U.S.

Even if you are not a U.S. tax resident, you may still have U.S. filing and tax obligations.

How it works

During the consultation, we normally consider:

- Determining U.S. tax residency status (substantial presence test, Green Card test, treaty positions)

- U.S. income sourcing rules and what income is taxable to nonresidents

- Filing obligations for nonresident aliens

- U.S. business ownership and effectively connected income (ECI)

- Treaty benefits and how they may reduce U.S. withholding tax on dividends, interest, and royalties

- Withholding obligations for U.S. payors and how to manage compliance

- State tax considerations and residency pitfalls

- Planning approaches to minimize double taxation

What’s included

- 30-minute discussion focused on your U.S. tax obligations as a nonresident

- Guidance tailored to your income sources, visa status, investments, or business activities

- No written follow-up included (if you require written notes, please consider our Tax Plan service)

Who delivers the consultation

This service is led by a U.S. CPA with extensive experience advising nonresident aliens and foreign businesses on U.S. tax compliance.

Consultations are also supported by qualified tax lawyers at FRESH, with the professional assigned based on availability.

Availability & booking

Consultations are available within days (usually 1–2 days).

After booking, you will receive a confirmation email which you can reply to. If you do not see an available time slot within the next few days, please reply to the email and we will arrange an alternative time.

Booking note

Please provide as much detail as possible about your U.S. income sources, investments, or business activity when booking so we can tailor the discussion to your situation. After completing payment, wait a few minutes for the calendar to appear so you can schedule your consultation.

A focused consultation for U.S. citizens and Green Card holders living or moving abroad.

Who this is for

For U.S. citizens and Green Card holders who are:

- Living outside the United States, or

- Planning to relocate abroad

How it works

- During the consultation, we normally consider:

- Annual U.S. filing obligations while abroad

- Qualification for the Foreign Earned Income Exclusion (FEIE) and Foreign Housing Exclusion, and how they apply in practice

- Use of Foreign Tax Credits and their interaction with Portuguese taxes

- Self-employment income abroad, including Social Security and Medicare considerations

- The U.S.–Portugal Totalization Agreement and retirement benefits

- Reporting foreign bank accounts, assets, investments (including PFICs), and company ownership

- Record-keeping best practices to stay compliant and simplify reporting

- Other common expat considerations, such as state tax ties

What’s included

- 30-minute discussion focused on your U.S. tax obligations as an expat

- Guidance tailored to your income sources and future plans

- No written follow-up included (if you require written notes, please consider our Tax Plan service)

Who delivers the consultation

This service is led by a U.S. CPA with extensive experience supporting Americans abroad and focuses on U.S. tax matters.

Consultations are also supported by qualified tax lawyers at FRESH, with the professional assigned based on availability.

If you have Portugal-specific tax questions, you may wish to consider booking a Combined U.S. & Portugal Tax Consultation.

Availability & booking

Consultations are available within days (usually 1–2 days).

After booking, you will receive a confirmation email which you can reply to. If you do not see an available time slot within the next few days, please reply to the email and we will arrange an alternative time.

Booking note

Please provide as much detail as possible about your income, employment, relocation plans, and any particular topics of concern so we can tailor the discussion to your situation.

After completing payment, wait a few minutes for the calendar to appear so you can schedule your consultation.

A coordinated cross-border session for clients with U.S.–Portugal ties who want clarity and tax-efficient structuring.

Designed for:

- Individuals planning to move to Portugal who want to understand obligations and optimize across both jurisdictions

- Non-U.S. persons planning to incorporate a business in the U.S. or with U.S.-sourced income

How it works

During the consultation, we will:

- Review your current structure, residency, and income streams

- Explore eligibility and planning under Portuguese tax regimes (NHR or TISRI/IFICI), including historical NHR considerations

- Discuss taxation of foreign income, including relevant double taxation treaties

- Identify opportunities for tax efficiency for individuals, digital nomads, remote workers, or those holding cryptocurrency, trusts, or other cross-border assets

- Provide clear guidance on your potential U.S. and Portuguese tax liabilities

What’s included

- 45-minute session tailored to your specific income streams (no written follow-up included)

- 2 senior tax advisors — one from Portugal and one from the U.S. — providing coordinated guidance

Outcome

You will leave with a practical understanding of your tax position and key considerations for next steps — either as a first overview before relocating, or for residents aligning their structure for optimal outcomes.

Booking note

Please provide as much detail as possible when booking so we can assign the most suitable expert.

A cross-border tax strategy session for individuals and business owners operating between the United States and the United Kingdom.

This consultation is designed for clients who want clarity, risk awareness, and coordinated professional insight across two complex tax systems.

Who this is for

- U.S. citizens or Green Card holders residing in the UK

- UK residents with U.S. income, investments, or business structures

- Founders, consultants, and executives operating across both jurisdictions

- Individuals planning a relocation between the U.S. and the UK

- Clients with cross-border assets (LLCs, UK Ltd companies, trusts, brokerage portfolios, pensions, RSUs, crypto)

What we cover

During this 45-minute strategic session, we will:

- Analyse your tax residency position in both jurisdictions

- Assess worldwide taxation exposure (U.S. citizenship-based taxation vs. UK residence-based taxation)

- Review application of the U.S.–UK Double Taxation Treaty

- Examine taxation of employment income, self-employment, dividends, capital gains, pensions, equity compensation, and business profits

- Evaluate foreign tax credit positioning and double-tax mitigation strategies

- Identify compliance risks (FATCA, FBAR, PFIC exposure, CFC considerations, reporting obligations, etc.)

- Highlight structural inefficiencies and optimisation opportunities

This is not a generic overview — the session is tailored to your specific income streams and asset structure.

Professional team

You will receive coordinated insight from two senior cross-border tax professionals:

- A U.S. Certified Public Accountant (CPA) specialising in international tax compliance and reporting

- A UK Financial Advisor & Accountant with cross-border structuring experience

Together, they provide aligned guidance across both systems to ensure consistency and clarity.

What’s included

- 45-minute private strategy consultation

- Cross-jurisdiction coordination during the session

- Strategic guidance and practical next-step direction

No written follow-up memo included

Outcome

By the end of the session, you will have:

- A clear understanding of your tax exposure in both countries

- Awareness of key compliance and reporting obligations

- Identification of material risk areas

- Strategic considerations for restructuring or optimisation

-Confidence in deciding your next steps

This consultation is ideal before relocation, business expansion, restructuring, or aligning historical compliance across both jurisdictions.

Booking note

Please provide detailed background information (residency history, income streams, entities, investments, pensions, and prior filings) when booking so we can prepare the session in advance.

SPECIALIZED US & PORTUGAL PERSONAL TAX PLAN
ADVISORS: Fresh Team (US & PT Tax Lawyers)
 Fee: 7,500
This is an in-depth, fully tailored tax planning service for individuals or couples with cross-border ties between the United States and Portugal. It is designed to create a comprehensive, actionable roadmap for optimizing taxation in both jurisdictions while ensuring full compliance and efficiency.

Why choose a tax plan over a consultation?
 While consultations provide guidance and an overview, a personal tax plan delivers:

• 
  
• A written report detailing your specific tax position and actionable steps
• Input from at least two senior tax advisors—one licensed in Portugal, one in the US—who collaboratively review your circumstances from multiple angles
• Creative, legally compliant solutions to minimize your tax burden
• A cross-border perspective integrating Portuguese law, US law, and international tax treaties
  
  

Think of a tax plan like a bespoke suit or an insurance policy: it is tailored to your unique circumstances and must be done early to be effective.

What the plan covers

• Review of your financial and tax documentation to understand current liabilities
• Strategic recommendations for optimizing personal taxes in Portugal and the US
• Opportunities under the TISRI program (NHR 2.0) and historical NHR provisions
• Planning for cross-border income, trusts, digital assets, cryptocurrency, and investments
• Guidance on optimal legal and tax-efficient structures for your assets
• Clear written roadmap for implementation, which can be shared with other stakeholders
  
  

Process

1. Learning phase: Review of your personal circumstances and financial documentation
2. Planning phase: Collaborative analysis and creative tax structuring by our US and PT advisors
3. Delivery: Comprehensive written plan with actionable recommendations
4. Optional follow-up: Second meeting to clarify any questions from the written plan
   
   

What it does not include

• Group corporate tax planning (though company incorporation advice as part of individual planning is included)
• Immigration services (general guidance may be provided)
• Non-tax matters unrelated to your cross-border taxation
  
  

Expected outcomes
 Most clients achieve significant tax savings, often hundreds of thousands of euros, or gain peace of mind knowing that every possible avenue has been explored. The plan provides clarity and confidence in executing your cross-border strategy efficiently and safely.

Ideal for

• Individuals or couples moving to Portugal from the US or another country
• Residents with complex cross-border income seeking a coordinated, legally compliant strategy
• Anyone looking for a fully documented, actionable plan for personal taxation across both jurisdictions