Six areas, and the moment each one comes in.
A company doesn't need all six at once. It needs the right one, at the right time, chosen by people who already know what the other five will do next.
Book a session (opens in a new tab)The tax structure you have today was designed for a moment in the business that has already passed. We read what is there, and design the lawful route that serves the moment you are in.
When it comes up
- The company has started to turn a profit, and the question has become how to take the money out of it.
- You are told the amount to pay, and never the explanation of how it was arrived at.
- There is a big decision on the table, and the tax bill will only show up at the end.
What comes out of it
- A reading of the structure you have, and what it is costing you unnecessarily.
- The alternative route, within the law, with the steps in order.
- Who handles each step, and when.
The work that has to be done every month, done every month. With a technical reading on top, which is what separates complying from complying well.
When it comes up
- The month-end close arrives after you have already taken the decision it was supposed to inform.
- The company has started invoicing in another country, and the obligations are no longer just the Portuguese ones.
- You have grown, and what worked when you were small is starting to leave things uncaught.
What comes out of it
- Monthly and annual obligations met within the legal deadline.
- Numbers that arrive in time to be useful for deciding.
- The same people looking at what the numbers say about your tax strategy.
A second company solves problems and creates others. Before you open it, it is worth having both sides written down.
When it comes up
- You are going to start a second activity, and you do not know whether it needs a new company.
- Partners are coming in or going out, and the current structure was built for another configuration.
- You have heard about holdings, and nobody told you what one obliges you to do every year.
What comes out of it
- The answer to whether the new structure is worth it, with the cost of maintaining it in plain sight.
- The design of the structure, if it is worth it, and the order of the steps.
- What stays the same, which is usually more than people think.
The contract you sign today has tax consequences in January. Whoever writes it ought to know that before writing it.
When it comes up
- You are about to sign with a large client, and the contract came written by them.
- You have a brand to protect, and it is not registered yet.
- You sell online, and the site's terms came from somewhere else.
What comes out of it
- Contracts written or reviewed by people who know what they do to your tax bill.
- Trademark registration handled from start to finish.
- Terms, conditions and privacy policy written for your business.
What the company generates ends up reaching you. What happens from there is decided beforehand, not on the day the money leaves.
When it comes up
- You have money sitting in the company, and the current account is the plan.
- You want to start building assets outside the business, and you do not know where to start.
- Your retirement depends entirely on the company continuing to do well.
What comes out of it
- The possible scenarios, with what each one involves in tax and in risk.
- The order in which it makes sense to take the steps.
- A plan that serves the person, and not only the company.
Financing growth and buying a property are decisions prepared in the accounts, months before there is a bank in front of you.
When it comes up
- You need to finance growth, and the bank will start by looking at your accounts.
- You are buying or selling a property, and the tax side has not entered the conversation yet.
- The credit you have today was negotiated at another moment in your life.
What comes out of it
- Credit intermediation, certified by Banco de Portugal.
- The property transaction supported from the search to the deed.
- The tax reading of the transaction, done before it happens.
None of these areas is decided on its own.
That is why the conversation always starts in the same place. One session, at no cost and with no commitment, to work out which ones your case pulls in.
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