English speaking accountant recommendations
#1
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Joined: Jan 2022
Posts: 4
English speaking accountant recommendations
Hi everyone, hope you had a lovely festive season!
We are a young couple (EU national and UK national on D7 visa) moving to Lisbon from London this year, excited to learn from others that have made this change and look forward to getting to know Portugal.
If anyone has recommendations for English speaking accountants that can help us register as independent contractors (we will be digital remote workers) in the tax system and apply for the NHR scheme please DM!
Thanks, Caroline
We are a young couple (EU national and UK national on D7 visa) moving to Lisbon from London this year, excited to learn from others that have made this change and look forward to getting to know Portugal.
If anyone has recommendations for English speaking accountants that can help us register as independent contractors (we will be digital remote workers) in the tax system and apply for the NHR scheme please DM!
Thanks, Caroline
#2
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Joined: Sep 2021
Location: Peniche
Posts: 540
Re: English speaking accountant recommendations
Definitely sensible to look for a good accountant to help you navigate the process, but it also helps to have some background knowledge, so you can ask the right questions. Try this for starters, but also you'll find other useful threads if you search the forum: https://www.lisbob.net/en/blog/freel...l-step-by-step
BTW, if an accountant tries charging you lots of money to register for NHR, find another accountant. It's really a pretty easy process, so it's outrageous that some accountants charge 1000euro+ to do it - it's probably about 30 mins work!
BTW, if an accountant tries charging you lots of money to register for NHR, find another accountant. It's really a pretty easy process, so it's outrageous that some accountants charge 1000euro+ to do it - it's probably about 30 mins work!
#3
Re: English speaking accountant recommendations
It seems more important that the accountant is well versed in Portuguese tax law, than that he speaks fluent English, however I'd make a call to Eurofinesco and see if Dennis Swng Greene can help you.
https://docplayer.net/18233416-Self-...-portugal.html
https://docplayer.net/18233416-Self-...-portugal.html
#4
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Joined: Dec 2019
Location: Lagos and Hong Kong
Posts: 572
Re: English speaking accountant recommendations
It seems more important that the accountant is well versed in Portuguese tax law, than that he speaks fluent English, however I'd make a call to Eurofinesco and see if Dennis Swng Greene can help you.
https://docplayer.net/18233416-Self-...-portugal.html
https://docplayer.net/18233416-Self-...-portugal.html
#5
Re: English speaking accountant recommendations
I second sportpix's experience too. Had the initial chat with Eurofinesco about 4 years ago in their Guia office around tax and investments. The advice I received was poor, the fees they were proposing were shocking. They appear to be geared towards expats with more money than sense.
#6
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Joined: Dec 2019
Location: Lagos and Hong Kong
Posts: 572
Re: English speaking accountant recommendations
I second sportpix's experience too. Had the initial chat with Eurofinesco about 4 years ago in their Guia office around tax and investments. The advice I received was poor, the fees they were proposing were shocking. They appear to be geared towards expats with more money than sense.
#7
Re: English speaking accountant recommendations
I second sportpix's experience too. Had the initial chat with Eurofinesco about 4 years ago in their Guia office around tax and investments. The advice I received was poor, the fees they were proposing were shocking. They appear to be geared towards expats with more money than sense.
He certainly wasn't like that, as I first met him on a free talk he gave to the community in my area about changes to the Portuguese tax system. He then gave me some useful advice about a particular issue I had - although this was hardly complex. As the author of books on the Portuguese system and a long-term resident in Portugal, he seemed a good port of call for the expat - but it seems things may have changed.
#8
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Joined: Jan 2022
Posts: 6
Re: English speaking accountant recommendations
OK, I've not had any dealings with Dennis for a few years, so I'll stop recommending based on your feedback.
He certainly wasn't like that, as I first met him on a free talk he gave to the community in my area about changes to the Portuguese tax system. He then gave me some useful advice about a particular issue I had - although this was hardly complex. As the author of books on the Portuguese system and a long-term resident in Portugal, he seemed a good port of call for the expat - but it seems things may have changed.
He certainly wasn't like that, as I first met him on a free talk he gave to the community in my area about changes to the Portuguese tax system. He then gave me some useful advice about a particular issue I had - although this was hardly complex. As the author of books on the Portuguese system and a long-term resident in Portugal, he seemed a good port of call for the expat - but it seems things may have changed.
Needless to say, I came across this thread while looking for an English speaking accountant (Porto or remote who can work with email / Skype), to advise on my financial affairs professionally and in full compliance.
Last edited by MilkyMilky; Jan 21st 2022 at 11:27 am. Reason: Typos
#10
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Joined: Feb 2008
Posts: 166
Re: English speaking accountant recommendations
OK, I've not had any dealings with Dennis for a few years, so I'll stop recommending based on your feedback.
He certainly wasn't like that, as I first met him on a free talk he gave to the community in my area about changes to the Portuguese tax system. He then gave me some useful advice about a particular issue I had - although this was hardly complex. As the author of books on the Portuguese system and a long-term resident in Portugal, he seemed a good port of call for the expat - but it seems things may have changed.
He certainly wasn't like that, as I first met him on a free talk he gave to the community in my area about changes to the Portuguese tax system. He then gave me some useful advice about a particular issue I had - although this was hardly complex. As the author of books on the Portuguese system and a long-term resident in Portugal, he seemed a good port of call for the expat - but it seems things may have changed.
The original MD,s son in law took over and it,s been all downhill since then !
#11
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Joined: Sep 2021
Location: Peniche
Posts: 540
Re: English speaking accountant recommendations
I recommend the book from Blevins Franks, but their advisory services are also eye-wateringly expensive, they are really catering to those with 1+ million...
But if the OP doesn't have any complex cross-border financial arrangements then they would be much better off with a Portuguese accountant than an ex-pat advisory service anyway
If there's a co-work space near where you'll be then it might be a good idea to hang out and meet some people there, they will likely have someone they can recommend. I can give you the details of someone who works out of Second Home Lisboa if you like, but better to find someone closer to where you'll be ideally.
But if the OP doesn't have any complex cross-border financial arrangements then they would be much better off with a Portuguese accountant than an ex-pat advisory service anyway
If there's a co-work space near where you'll be then it might be a good idea to hang out and meet some people there, they will likely have someone they can recommend. I can give you the details of someone who works out of Second Home Lisboa if you like, but better to find someone closer to where you'll be ideally.
#12
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Joined: Jan 2022
Posts: 6
Re: English speaking accountant recommendations
But if the OP doesn't have any complex cross-border financial arrangements then they would be much better off with a Portuguese accountant than an ex-pat advisory service anyway
If there's a co-work space near where you'll be then it might be a good idea to hang out and meet some people there, they will likely have someone they can recommend. I can give you the details of someone who works out of Second Home Lisboa if you like, but better to find someone closer to where you'll be ideally.
If there's a co-work space near where you'll be then it might be a good idea to hang out and meet some people there, they will likely have someone they can recommend. I can give you the details of someone who works out of Second Home Lisboa if you like, but better to find someone closer to where you'll be ideally.
#13
Just Joined
Thread Starter
Joined: Jan 2022
Posts: 4
Re: English speaking accountant recommendations
I recommend the book from Blevins Franks, but their advisory services are also eye-wateringly expensive, they are really catering to those with 1+ million...
But if the OP doesn't have any complex cross-border financial arrangements then they would be much better off with a Portuguese accountant than an ex-pat advisory service anyway
If there's a co-work space near where you'll be then it might be a good idea to hang out and meet some people there, they will likely have someone they can recommend. I can give you the details of someone who works out of Second Home Lisboa if you like, but better to find someone closer to where you'll be ideally.
But if the OP doesn't have any complex cross-border financial arrangements then they would be much better off with a Portuguese accountant than an ex-pat advisory service anyway
If there's a co-work space near where you'll be then it might be a good idea to hang out and meet some people there, they will likely have someone they can recommend. I can give you the details of someone who works out of Second Home Lisboa if you like, but better to find someone closer to where you'll be ideally.
Alan, if you're able to share your Second Home Lisboa contact that would be much appreciated, we will be in Lisbon and would definitely benefit from that space
#14
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Joined: Sep 2021
Location: Peniche
Posts: 540
Re: English speaking accountant recommendations
Thanks everyone, will forego Eurofinesco for now - we have an introductory call with Conceito later this week (recommended in other forum threads) for which I confirmed with them that I would not be billed - will pass on any useful bits from that!
Alan, if you're able to share your Second Home Lisboa contact that would be much appreciated, we will be in Lisbon and would definitely benefit from that space
Alan, if you're able to share your Second Home Lisboa contact that would be much appreciated, we will be in Lisbon and would definitely benefit from that space
It was a little different from the offices where I worked in the UK! Also literally just above Mercado de Riberira and (most importantly) Manteigaria
#15
Forum Regular
Joined: Apr 2017
Location: Greater Lisbon
Posts: 263
Re: English speaking accountant recommendations
Hi everyone, hope you had a lovely festive season!
We are a young couple (EU national and UK national on D7 visa) moving to Lisbon from London this year, excited to learn from others that have made this change and look forward to getting to know Portugal.
If anyone has recommendations for English speaking accountants that can help us register as independent contractors (we will be digital remote workers) in the tax system and apply for the NHR scheme please DM!
Thanks, Caroline
We are a young couple (EU national and UK national on D7 visa) moving to Lisbon from London this year, excited to learn from others that have made this change and look forward to getting to know Portugal.
If anyone has recommendations for English speaking accountants that can help us register as independent contractors (we will be digital remote workers) in the tax system and apply for the NHR scheme please DM!
Thanks, Caroline
VAT registration threshold in PT is fairly low - 12,500 eur or so, so you need to consider whether your end clients (wherever in the world they may be) would be comfortable with this.
That shouldn't be an issue for a larger client, but a smaller one may be put off as the effort for VAT recovery may turn out to be disproportional.