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Tax Accountants Portugal

Tax Accountants Portugal

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Old Dec 24th 2022, 11:36 am
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Default Tax Accountants Portugal

I'm looking for companies that can advise/file Portuguese tax returns for individuals. I understand that theres a professional body of accountants (Association of Certified Accountants of of Portugal (OCC)), but have been told that these are only required for companies, not individuals. Is this true ? Are there any other professional accounting bodies that do individual tax returns? My assumption is that I'd normally work with a Chartered Accountant/CPA type, and should do this, but if the Portuguese standard is that this isnt usual/needed, then fine. Also, if anyone has any good recommendations for accountants, that would be much appreciated.

Thanks and have a good xmas :-)

Steve
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Old Dec 24th 2022, 5:41 pm
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Default Re: Tax Accountants Portugal

I use Eurofinesco.
Maybe not cheap but they do ok for me.
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Old Dec 29th 2022, 9:22 am
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Default Re: Tax Accountants Portugal

Thanks for that.
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Old Jan 9th 2023, 10:03 am
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Default Re: Tax Accountants Portugal

Originally Posted by liveaboard
I use Eurofinesco.
Maybe not cheap but they do ok for me.
Hi,

How much do they charge? I am interested to work with them.
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Old Jan 9th 2023, 9:34 pm
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Default Re: Tax Accountants Portugal

Originally Posted by designer21
Hi,

How much do they charge? I am interested to work with them.
For reference I use Sovereign based in Lagoa. They charge 350 euro to prepare and file a tax return.
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Old Jan 9th 2023, 9:41 pm
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Default Re: Tax Accountants Portugal

Originally Posted by sportpix
For reference I use Sovereign based in Lagoa. They charge 350 euro to prepare and file a tax return.
Thanks for the hint!
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Old Jan 11th 2023, 7:54 am
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Default Re: Tax Accountants Portugal

I think I pay around 250 but I'm not sure; Eurofinesco charge depending on the complexity of filing, that is, how many forms are required for your situation.
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Old Jan 11th 2023, 9:08 pm
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Default Re: Tax Accountants Portugal

Originally Posted by liveaboard
I think I pay around 250 but I'm not sure; Eurofinesco charge depending on the complexity of filing, that is, how many forms are required for your situation.
Got it, thank you!
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Old Jan 13th 2023, 11:25 am
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Default Re: Tax Accountants Portugal

Originally Posted by SteveAsh
I'm looking for companies that can advise/file Portuguese tax returns for individuals. I understand that theres a professional body of accountants (Association of Certified Accountants of of Portugal (OCC)), but have been told that these are only required for companies, not individuals. Is this true ? Are there any other professional accounting bodies that do individual tax returns? My assumption is that I'd normally work with a Chartered Accountant/CPA type, and should do this, but if the Portuguese standard is that this isnt usual/needed, then fine. Also, if anyone has any good recommendations for accountants, that would be much appreciated.

Thanks and have a good xmas :-)

Steve
To file a tax return you need a tax lawyer or tax expert and not an accountant.
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Old Jan 13th 2023, 11:38 am
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Default Re: Tax Accountants Portugal

Originally Posted by Pilou
To file a tax return you need a tax lawyer or tax expert and not an accountant.
Surely that depends on how complex one's tax affairs are?
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Old Jan 13th 2023, 11:54 am
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Default Re: Tax Accountants Portugal

Originally Posted by Pilou
To file a tax return you need a tax lawyer or tax expert and not an accountant.
We have just used an Accountant for years who has handled three property sales included.
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Old Jan 13th 2023, 4:52 pm
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Default Re: Tax Accountants Portugal

Originally Posted by Sunseeker1st
We have just used an Accountant for years who has handled three property sales included.
Where is your accountant Sunseeker, looking for recommendations Tavira area.
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Old Jan 13th 2023, 8:56 pm
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Default Re: Tax Accountants Portugal

Originally Posted by ARCNET
Surely that depends on how complex one's tax affairs are?
Kiss

Keep it simple stupid.

I was once told as a young man by a colleague before the days of the Internet,

"fill in your tax return as if you're an idiot, make lots of mistakes, use scribbling out, use white out and eventually the tax man will give up"

Unfortunately it doesn't work these days......

😞
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