Make Portugal your new home!
Navigate Portugal’s tax and immigration landscape effortlessly with our specialized expertise, delivering peace of mind and success for your journey ahead.
A Haven of Sunshine, Culture, and Opportunity!
From its stunning coastline to its vibrant cities, Portugal offers a high quality of life, rich history, and welcoming community. Whether you’re seeking a relaxed lifestyle by the beach or exciting career prospects in a growing economy, Portugal has something for everyone.
Discover the Allure of Living in Portugal
Finances
Affordable Living
Enjoy a high quality of life at a lower cost compared to many other European countries.
Finances
Universal Healthcare
Portugal offers free or highly subsidized healthcare to all residents, ensuring access to medical services when needed.
Tax
No Gift or Inheritance Tax
Preserve your family’s wealth and assets with no inheritance tax and benefit from the absence of gift tax, making it easier to transfer assets to loved ones or make charitable donations without worrying about tax implications.
Tax
No Wealth Tax
Enjoy the freedom of not being burdened by a wealth tax on your assets, allowing you to grow your wealth without additional financial obligations.
Immigration
Retirement Visa
Retire in Portugal by demonstrating sufficient financial means to support oneself without working.
Immigration
Digital Nomad Visa
Work remotely while residing in Portugal under the digital nomad visa program.
Welcome to Portugal!
Want to change your residence to Portugal?
We take care of the all the paperwork.
Our expert team ensures a smooth transition by managing all the necessary documentation, allowing you to focus on your dream move with peace of mind.
Tax
From filing annual returns to strategic planning, we provide tailored solutions to meet your financial goals. Let our expert team navigate the complexities of taxation, ensuring compliance and optimizing your financial outcomes.
Immigration
Unlock new horizons with our immigration services. Whether you’re seeking residency, citizenship, or visa assistance, our expert team is here to guide you every step of the way.
Self-Employee
From tax compliance to expense tracking, we offer personalized solutions tailored to your unique needs. Let us handle the numbers while you concentrate on what you do best – running your business.
Vehicle Legalization
Whether you’re importing a vehicle or need assistance with registration and documentation, we handle the complexities for you. Trust us to ensure your vehicle meets all legal requirements, so you can enjoy the road ahead with peace of mind.
Taxpayer number
For starting a new business or personal transactions.
Social Security Number
For starting a new job, applying for benefits, or detail updates.
Bank Account
For residents, non-residents, or business entities.
TaxCare Membership
For year-round tailored advice, proactive planning, and ongoing support.
Annual Tax Return
From gathering necessary documents to filing with tax authorities, we streamline the process for you. Trust us to handle your tax affairs efficiently and accurately, ensuring compliance and optimizing your returns.
How to Get Started
Enjoy the free time!
Embark on a hassle-free journey with Step Inside Portugal.
Here’s how to kickstart the process:
Your peace of mind is our priority.
Pick the Service
Take a look at all our services and choose the one that best fits your needs.
Buy or Apply
Depending on the service you either can buy the service directly or submit an application to receive a proposal.
Relax & Go for a walk
Once payment is completed you can finally unwind as we handle all the paperwork.
P.S. We’ll always send the documents for your review and approval before submitting anything. 😉

Outstanding guidance.
We’ve relied on Step Inside Portugal since moving to Portugal over a year ago for help navigating the often confusing shoals of residency and tax requirements. The team is stellar in every way – knowledgeable, responsive, and proactive. They’ve helped make our transition to Portugal a seamless one. Highest recommendation!
HV Frederick
Portugal Relocation Guide
Unlock the secrets of moving to Portugal with our essential relocation guide. From visa tips to settling in advice, we’ve got you covered every step of the way, ensuring your move is stress-free and successful.
Your Complete guide to a smooth relocation
Phase 1 - Preparing for Relocation to Portugal
Taxpayer number (NIF)
This identification number is essential for various transactions, including opening a bank account, signing a lease, or securing employment.
Bank account
Having a local bank account is essential for managing your finances, receiving income, and paying bills in the country.
Social Security Number
This identification number is essential for accessing healthcare, social benefits, and employment-related matters.
Phase 2 - Settling in Portugal
Lease agreement / Property Acquisition
Depending on your preference, you can either sign a lease agreement for a rental property or proceed with property acquisition if you plan to purchase a home.
Register as a European Union Citizen
This registration ensures your rights as an EU citizen are recognized and facilitates your integration into Portuguese society.
Register as a tax resident
This registration is necessary if you plan to reside in Portugal for more than 183 days in a 12 month period or if your primary residence is in the country.
Health Number
This unique identifier allows you to register with the Portuguese National Health Service (Serviço Nacional de Saúde) and access a range of medical services, including doctor appointments, prescriptions, and hospital care.
European Health Insurance Card (EHIC)
The EHIC provides you with access to necessary medical treatment during temporary stays in other EU/EEA countries under the same conditions and at the same cost as residents.
Tax Residence Certificate
Obtaining a Tax Residence Certificate is important for establishing your tax status in Portugal and may be required for various purposes, such as applying for tax benefits or proving residency for financial transactions
Phase 3 - Fulfilling Reporting Obligations
Vehicle Legalization
If you plan to bring a vehicle to Portugal, it's essential to legalize it according to Portuguese regulations. This process ensures that your vehicle meets safety and environmental standards and allows you to use it legally on Portuguese roads.
Annual Tax Return
As a resident of Portugal, it's important to fulfill your tax obligations by filing an annual tax return. This process involves reporting your income, deductions, and other relevant financial information to the Portuguese tax authorities.
Phase 1 - Preparing for Relocation to Portugal
Taxpayer number (NIF)
This identification number is essential for various transactions, including opening a bank account, signing a lease, or securing employment.
Bank account
Having a local bank account is essential for managing your finances, receiving income, and paying bills in the country.
Lease agreement / Property Acquisition
Depending on your preference, you can either sign a lease agreement for a rental property or proceed with property acquisition if you plan to purchase a home.
Visa application
The first step in relocating to Portugal is to apply for the appropriate visa. Depending on your purpose of relocation, you may apply for a tourist visa, student visa, work visa, or residence permit.
Phase 2 - Settling in Portugal
Social Security Number
This identification number is essential for accessing healthcare, social benefits, and employment-related matters.
Register as a tax resident
This registration is necessary if you plan to reside in Portugal for more than 183 days in a 12 month period or if your primary residence is in the country.
Tax Residence Certificate
Obtaining a Tax Residence Certificate is important for establishing your tax status in Portugal and may be required for various purposes, such as applying for tax benefits or proving residency for financial transactions
Phase 3 - Securing the Residence Permit
Residence Permit Appointment
Once your visa application is approved and you arrive in Portugal, the next step is to schedule an appointment with the Portuguese Immigration and Borders Service (AIMA) to apply for your residence permit. This permit allows you to legally reside in Portugal for an extended period.
Health Number
This unique identifier allows you to register with the Portuguese National Health Service (Serviço Nacional de Saúde) and access a range of medical services, including doctor appointments, prescriptions, and hospital care.
European Health Insurance Card (EHIC)
The EHIC provides you with access to necessary medical treatment during temporary stays in other EU/EEA countries under the same conditions and at the same cost as residents.
Phase 4 - Fulfilling Reporting Obligations
Vehicle Legalization
If you plan to bring a vehicle to Portugal, it's essential to legalize it according to Portuguese regulations. This process ensures that your vehicle meets safety and environmental standards and allows you to use it legally on Portuguese roads.
Annual Tax Return
As a resident of Portugal, it's important to fulfill your tax obligations by filing an annual tax return. This process involves reporting your income, deductions, and other relevant financial information to the Portuguese tax authorities.
What our clients say
“One of the best and most competent Tax Consulting agencies in Portugal.️”
Absolutely recommended!
We have worked with Step Inside Portugal for the past 2 years and they helped us getting our residency & tax papers in order, as well as doing our accounting & tax return as freelancers.
They always went above and beyond, replying to all the questions we had, and making sure that everything was done perfectly.
Tax professionals who deliver above & beyond.
They removed the stress from the whole tax filing process for a foreigner. Communication was always very clear and easy. They are highly professional, efficient, and a pleasure to work with.
Quick, efficient, made moving to PT easy!
Any question you have Step Inside Portugal made it easy - how to open IVA, how to file taxes. Worth every penny! The team answer super quickly and made moving to PT hassle free. Thank you!
I received answers to my questions incredibly quickly.
The specialists demonstrated a remarkably high level of professionalism and profound expertise. At times, it seemed like they were working around the clock, even on weekends.
Step Inside Portugal is Fantastic!
When my wife and I moved to Portugal from the USA, I was a bit overwhelmed with how our tax situation would work here. We arranged an online consultation with Step Inside Portugal and they clearly outlined our best approach.
Best tax experts in Portugal.
Not only are they available 24/7, which is highly untypical for locals, but they are also really willing to go deep into the client’s situation, analyse it most thoroughly and provide the most relevant recommendation.
Step Inside Portugal have been INVALUABLE.
I contacted other places when I first needed information and Step were head and shoulders above the rest - so I stayed with them and used their services throughout the whole process of moving to Portugal. Highly recommended.
Professional, fast and helpful.
Step Inside Portugal helped me quickly and professionally with all my needs and accounting questions. First as an employee and then as self-employed individual in Portugal. Highly recommended, professional, fast and really helpful. 10/10 ⭐️
Knowledgeable, decisive and diligent.
The team is very knowledgeable and quick to understand my situation. They give decisive advice and follows through!
Reviews from Trustpilot
about us
Why choose us for your tax and immigration needs in Portugal
Our team of seasoned experts specializes in tailoring strategies to meet your unique needs. From understanding Portuguese tax regulations to securing residency permits, we’ve got you covered every step of the way.
Unlock your path to success

Expertise
With years of experience and in-depth knowledge of Portuguese tax and immigration laws, we provide reliable guidance you can trust.
Personalized Approach
We understand that every client is different. That’s why we take the time to understand your goals and craft customized solutions to achieve them.
Transparency
We believe in clear communication and transparency. You’ll always know where you stand and what to expect throughout the process.
Efficiency
Time is of the essence. Our streamlined processes ensure that your tax and immigration matters are handled promptly and efficiently.
Consultation
Ready to make Portugal your home?
Make your dream of moving to Portugal a reality with our expert consultation services. Our team specializes in navigating the relocation process, providing personalized guidance every step of the way. Book your consultation now and embark on your journey to a new life in Portugal.
Secure your consultation now!

I received answers to my questions incredibly quickly.
The specialists demonstrated a remarkably high level of professionalism and profound expertise. At times, it seemed like they were working around the clock, even on weekends.
Dmytro Hryniuk
Your weekly Insider’s Guide to living the dream!
Discover the secrets to living your best life in Portugal with our weekly email series.
Packed with practical tips, cultural insights, and must-know information, each email is your key to thriving in your new Portuguese home.
Join us on this exciting journey and start making the most of your life in Portugal!
Unlock Portugal
Resources
Fuel your journey by diving into our Resource Hub
Explore our comprehensive resources to empower your journey. From insightful articles to helpful guides, we provide everything you need to succeed. Dive in and discover your path to success today!
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