cordial

tax & business agency

We support individuals, freelancers, and business owners with accounting, taxes, compliance, and business setup in Portugal — clearly and efficiently.

From IRS to VAT to licensing, we translate bureaucracy and handle the filings for you.

Saving time, money — and lots of nerve cells.

what we do

  • Strategic guidance for expats building a business or career in Portugal.

    Whether you're planning to launch a new project, adapt an existing business to the Portuguese market, or simply need clarity on your next steps — you can choose between a focused 60-minute session or a deeper adaptation package.

    • 60-Minute Consultation (Tax or Business)

    A personalized, intensive session where we go straight to your questions and map out your next steps.

    Ideal for:

    • early-stage freelancers or founders

    • individuals with cross-border tax questions

    • anyone needing clarity on compliance, structure, or strategy

    What you’ll get:

    • 60 minutes online

    • Answers tailored to your exact situation

    • A written action plan (PDF) after the call with links, checklists, and legal references

    • The cost of this session is deducted if you later book one of our packages

    👉 Book a 60-Minute Consultation

    View All Our Consulting Packages

    • Obtaining a NIF (tax number)

    • Obtaining a NISS (social security number)

    • Selecting CAE and CIRS codes (business activity codes)

    • Registration as a self-employed (Recibos Verdes / ENI)

    • Choosing the most tax-efficient legal structure based on your P&L

      OR

      Package: “Freelancer Setup”

      Full soft-landing support for launching your activity legally in Portugal — including all registrations, tax planning, codes, and your first VAT and Social Security declarations.

      Not sure which option is right for you?


      Book a Free Orientation Call Here

    • Selecting CAE and CIRS codes

    • Preliminary name certificate

    • Company registration (with standard or custom articles of incorporation)

    • Analysis and development of company articles of incorporation

    • Registration with Tax Authority and Social Security

    • UBO (Ultimate Beneficial Owner) registration

    • Support with opening a business bank account

    • Optimal employee hiring structure analysis

      OR

      Package: “Company Setup”

      All-in-one support for launching a small or medium-sized business in Portugal.
      From structure to licensing, from documents to hiring — everything handled, so you can focus on building your business.

      View Our Full Menu of Services Here

    • Annual IRS Filing (Modelo 3)
      For employees, freelancers, individuals with income from abroad, or those receiving dividends.

    • In-person Support at Government Offices
      Accompaniment to tax office, social security, or other public institutions — when your presence is needed and guidance is helpful.

    • License & Permits List + Step-by-Step Guide
      Tailored list of licenses required for your activity, plus a clear guide on how to obtain them.

    • Trademark Registration
      Application support for national or EU trademark registration.

    • Project Funding & Business Support Research
      Help navigating public programs, grants, and funding opportunities relevant to your business.

    • Accounting for Solo Entrepreneurs (Recibos Verdes / ENI)

    Perfect for expats working through Recibos Verdes or ENI who want peace of mind and predictable compliance.

    What’s included:

    • VAT filing (when applicable)

    • Social Security filings & reminders

    • IRS preparation and filing (Modelo 3 + Annex B)

    • Verification of invoices in e-Fatura

    • Support with notices from Finanças or Segurança Social

    • Quarterly performance check-ins

    Ideal for:

    • freelancers, consultants, service providers

    • digital nomads and remote workers

    • Ukrainian expats working with foreign clients

    • Accounting for Companies (LDA / Small Businesses)

    Full accounting and compliance for Portuguese companies owned by expats.

    What’s included:

    • Monthly bookkeeping and document reconciliation

    • Payroll processing and Social Security submissions

    • VAT reporting (monthly or quarterly)

    • IRC filing

    • Annual IES submission

    • Management of deductible expenses

    • Financial statements and quarterly reports

    • Representation with Finanças & Segurança Social

    • Support with inspections, notices, and audits

    • Strategic tax and structure guidance as your company grows

    👉 Book Free Call to Discuss Your Company’s Needs

Book Free Orientation Call

meet the team

Clarity starts with the right people.

At Cordial Consulting, strategy and precision go hand in hand — combining expert tax guidance with reliable accounting support to make doing business in Portugal clear, compliant, and calm from day one.


  • Founder

    It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.


  • Design Director

    It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.

our clients say

projects

Let’s work together.

Interested in working together? Fill out some info and we will be in touch shortly! We can't wait to hear from you!

hi@cordial.agency

+351-93-753-17-00

37 Barbosa du Bocage Av., 1000-071 Lisbon, Portugal