Tax Advisory Services:
I provide comprehensive tax advisory services for companies and private clients, specializing in Portuguese and international taxation. The services include:
- Tax planning and structuring for investments and businesses
- Tax assistance in asset and business reorganization, including mergers and acquisitions (M&A), conducting tax due diligence, and tax step-planning
- Preparation of Corporate Income Tax (CIT) and Personal Income Tax (PIT) returns in Portugal
- Application of complex and specific tax regimes, such as Non-Habitual Residents (NHR) in Portugal, Madeira Free Zone, tonnage tax regime, ATAD II, etc.
- Analysis of the risk of permanent establishment (PE) in Portugal
- Preparation of transfer pricing benchmarking and documentation
- Application of international double taxation relief
- Handling tax litigation with Portuguese Tax Authorities
Business Advisory Services:
My business advisory services are designed to support client's business's growth and success. These services include:
- Business set-up planning
- Budgeting and financial planning
- Financial statements forecasting
- Assistance with applications for EU funds
- Tentative legal advisory on various business matters (corporate, commercial, HR)
- Preparation of comprehensive business plans for various purposes (internal use, securing bank financing, EU fund applications)
- Feasibility studies of investment projects
The main goal of my services is to provide integrated, tailored solutions to meet the unique needs of each client, ensuring compliance and optimizing financial performance.