Tax support for individuals, businesses and accountants

Real tax advice.
Tailored to your case.

Have a Portuguese tax question? Send us the case. The initial assessment is always free. You only pay if you decide to proceed after receiving a proposal with the work, price and timeframe.

Professional confidentialityAnswer validated by a professionalSupport through to resolution
Free initial assessment, with no obligation.
Explain the case in a few steps. The team reviews it and sends you the initial assessment at no cost. Only then do you decide whether to proceed.
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ContactQuestionContextFollow-up

Who should we contact?

Protected by OCC professional confidentiality.

How it works

From question to solution in three steps.

Tell us what happened. The team identifies what is needed and supports you until the issue is resolved.

Send your question

Describe the problem and attach any documents that help us understand the case.

Receive an assessment

The initial assessment is always free. If additional work is needed, you first receive a proposal with the price and timeframe.

Resolve it with support

If you accept the proposal, we continue by chat, email, WhatsApp or call until the issue is closed.

More than a one-off answer

A tax question does not end with a PDF.

Information from the OCC or the Tax Authority may be useful. Our difference is turning each request into a supported process, with context, specialist review and direct contact until the issue is resolved.

Continuous follow-up

New questions, documents and next steps stay in the same case, without starting the explanation again.

Specialist review and authorship

In-depth analyses and opinions are reviewed and signed by Certified Accountants specialised in the topic.

Contact through to resolution

Chat, email, WhatsApp and calls are used when needed to clarify, carry out and close each step.

Simplification is part of good service

Tax knowledge still falls short of the importance of taxation.

The academic research behind this project assessed VAT literacy among 535 participants. Although 85% of the sample had higher education, the average score remained at a sufficient level — clear evidence that tax needs more accessible explanations connected to real life.

3.99/8

Average correct answers across the eight VAT knowledge questions — a sufficient qualitative result.

57%

Answered four or fewer of the eight VAT knowledge questions correctly.

32%

Would seek a specialist — an accountant or tax adviser — when in doubt.

97%

Considered greater promotion of fiscal citizenship and tax literacy necessary.

Santos, T. (2025). Tax Literacy Worldwide in the Context of Value Added Tax [Master's dissertation, Lisbon Accounting and Business School]. Anonymous survey (N = 535).

Professional confidentiality

Confidential from the first contact.

Facts, documents and information obtained during professional work are handled under the confidentiality duty in the OCC Code of Ethics. A Portuguese tax number can be provided with the request and remains protected in the private case.

Do not send passwords or credentials unless expressly requested by the team. If access to a platform is needed to resolve the case, the safest method will be agreed with you. You may request anonymity in the case view.

The team

Clear expertise. Close support.

Each case is assigned according to its subject and complexity, with identified authorship and continuity through to resolution.

Tiago Santos, Technical coordination and tax advisory

Tiago Santos

Technical coordination and tax advisory

Specialisms

VATCorporate taxPersonal tax
Certified AccountantMaster's in Taxation

A Certified Accountant providing accounting and tax support to several companies.

Tax education and training. A graduate in Management, master's in Taxation and VAT specialist, the subject of his master's dissertation. In the final stage of the IDEFF Postgraduate Programme in Theory and Practice of Administrative and Tax Litigation, with intensive Tax Enforcement training completed.

Public responsibility. Experience in elected executive and deliberative public functions, with financial, budgetary and accounting responsibility.

His research into tax literacy supports an approach that is simple, rigorous and useful for real decisions.

Interests. Technology and online gaming, public-policy debate and travel, with personal experience across several countries.

Professional contacts

Engagement process

Initial consultation at no cost. A formal proposal before any work begins.

After a preliminary review of the facts and documents, the team defines the required service and presents a proposal suited to the scope, complexity and requested timeframe.

Reference fees — the preliminary assessment, scope of work and final fee are always confirmed in writing by the team.

Simple Question

from20,00 €

For one objective, clearly delimited question, especially a personal matter.

Most chosen

Tax Analysis

from50,00 €

Recommended when the situation requires research, validation and practical guidance.

In-depth Analysis

from80,00 €

For several connected facts, documents or tax effects.

Specialist Tax Opinion

from100,00 €

For relevant decisions requiring complete technical reasoning.

01

Initial consultation

We collect the essential facts, review the available documents and define the need, at no cost and with no obligation.

02

Assessment and proposal

You receive the preliminary assessment, scope of work, estimated timeframe and fee proposal in writing.

03

Acceptance and delivery

Once accepted and payment is confirmed, the technical work and agreed follow-up begin through to resolution.

Direct contact with the team

Contact our team by email or WhatsApp if you need help understanding how the service works.

Certified Accountants

Choose monthly support for all your clients’ questions or join the tax team, answer in your speciality and earn a credited commission.

Explore both opportunities
PTESEN

Complete form in Portuguese, English and Spanish. The consultant replies in the selected language.