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 to Portugal 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. 😉
What our clients say
“One of the best and most competent Tax Consulting agencies in Portugal.️”
I am extremely satisfied with the professional experience I had working with Step Inside Portugal.
Their expertise and guidance have been invaluable in ensuring that my taxation process in Portugal is handled correctly and efficiently. I highly recommend their services to anyone in need of expert advice and assistance with USA and Portugal taxation.
They patiently listened to all my concerns and answered all my questions in a clear and concise manner.
The team displayed a deep understanding of the taxation treaty between the USA and Portugal, and was able to explain how it would apply to my specific situation.
I received answers to my questions incredibly quickly.
At times, it seemed like the specialists were working around the clock, even on weekends.
And major one for me: submission of the tax declaration (IRS) was successfully completed without any issues.
Step Inside Portugal team have been incredible to work with!
Their team has now completed our Portuguese tax returns for the last two years and we will definitely be using their services as long as we live here. Their great service has also led to us referring multiple friends to Step Inside Portugal who have also been incredibly impressed!
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, proactive. They've helped make our transition to Portugal a seamless one. Highest recommendation!
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.
I sincerely recommend Step Inside Portugal's services.
To anyone who is relocating to Portugal or simply needs a really good and efficient accountant / tax advisor.
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.
Provides all you need!
They are great! Very knowledgeable and always available for any questions.
Using their services now for over 3 years and always delighted with their services.
Everything tax relates I have Step Inside handling it since the day I arrived in Portugal and it's always been done correctly. The amount of work they save me, it's a no brainer.
Reviews from Trustpilot
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.
FAQs
Your Questions Answered
What types of services do you provide?
We offer comprehensive tax and immigration services tailored to individuals and businesses moving to or residing in Portugal.
How can I hire your services?
You can easily hire our services by contacting us directly through our website or by reaching out to our customer support team. We’ll guide you through the process and assist you every step of the way.
What is the process for hiring your services?
The process typically involves an initial consultation to assess your needs and objectives, followed by a discussion of our service offerings and pricing. Once you decide to proceed, we’ll guide you through the necessary steps to engage our services.
Are your services customizable to my specific needs?
Yes, we understand that every client is unique, and we tailor our services to meet your specific requirements. Whether you need assistance with tax planning, immigration applications, or other related services, we’re here to help.
How do you ensure the quality of your services?
Our team consists of highly skilled professionals with extensive experience in tax and immigration matters. We uphold the highest standards of quality and professionalism in all our services to ensure client satisfaction.
What are your service fees?
Our service fees vary depending on the scope and complexity of the work involved. We offer transparent pricing and will provide you with a detailed quote based on your specific needs during the consultation process.
Can I schedule a consultation to learn more about your services?
Absolutely! We encourage potential clients to schedule a consultation with us to discuss their needs and learn more about how we can assist them. You can easily book a consultation through our website or by contacting our team directly.
How long does it take to engage your services?
The timeline for engaging our services can vary depending on the nature of your requirements. We strive to expedite the process and get started on your case as soon as possible once all necessary details are finalized.
What if I have questions or concerns during the engagement process?
We’re here to support you every step of the way. If you have any questions or concerns at any point during the engagement process, our team is readily available to address them and provide assistance.
How can I get started?
To get started, simply reach out to us to schedule a consultation or inquire about our services. We look forward to helping you achieve your tax and immigration goals in Portugal!
Contact us
If you have any immediate questions or concerns, feel free to contact us by email or whatsapp.
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.