U.S. tax preparation for Americans living in Portugal
Universal Tax Professionals files U.S. federal returns for Americans in Portugal — Form 1040, FEIE / FTC decision, Foreign Tax Credit (Form 1116) for IRS-IRS-PT credit, FBAR (FinCEN 114), FATCA (Form 8938), and the U.S.-Portugal tax treaty positions most domestic CPAs decline to touch.
Contact Universal Tax Professionals →Filing U.S. taxes from Portugal is a different sport than filing domestically. The Foreign Earned Income Exclusion ($132,900 for tax year 2026) has exact-day-counting rules. The U.S.-Portugal tax treaty has specific Social Security and pension provisions that interact with the Portuguese IRS. The Foreign Tax Credit usually beats the FEIE for someone paying Portuguese IRS at the standard regime — but most domestic CPAs default to the FEIE because it’s simpler. And then there’s FBAR for your Portuguese bank account, FATCA Form 8938 for foreign assets, PFIC reporting for any foreign mutual funds, and the IFICI / NHR regime’s treaty implications. Universal Tax Professionals does only this — Americans abroad — and they’ve seen the Portugal-specific edge cases.
Portugal-specific expertise
They know IFICI / NHR, the U.S.-Portugal treaty, and the IRS-vs-FEIE/FTC math for Portuguese tax residents.
Full federal stack
1040, FEIE, FTC, FBAR, FATCA, foreign pension, PFIC, treaty positions, streamlined filing for late filers.
State exit strategy
They advise on California / Virginia / NY / NJ residency exits — a critical step before becoming Portuguese tax-resident.
Why expat-specific CPAs matter
Portugal’s IFICI / NHR regime, the U.S.-Portugal Social Security totalization agreement, and the FTC vs FEIE decision are not concepts most U.S. CPAs deal with regularly. Mistakes are expensive (double taxation if the FTC is filed wrong; understated income if the foreign pension exclusion is misapplied). Use a CPA firm that files thousands of Portugal-resident American returns a year — that’s Universal Tax Professionals.
- Specialists in Portugal-resident U.S. tax returns
- IFICI / NHR-aware planning for U.S. tax interaction
- FBAR + FATCA included in standard expat packages
- Streamlined filing available if you’ve missed prior year returns
- Free initial consultation via the contact form
Editorial recommendation. Portugalguru may earn a referral fee. Universal Tax Professionals is an independent firm; their tax advice is their own. We are not a CPA firm and do not provide tax advice.