# Recommendations for Tax Attorney/Accountant for HNWIs

**URL:** <https://community.nomadgate.com/t/recommendations-for-tax-attorney-accountant-for-hnwis/71238>\
**Category:** Tax and legal\
**Created:** [May 6, 2025, 11:22am UTC](https://community.nomadgate.com/t/recommendations-for-tax-attorney-accountant-for-hnwis/71238 "2025-05-06T11:22:18Z")\
**Posts on this page:** 6\
**Page:** 1

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**Author:** ![RebeccaS](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/r/c37758/32.png) [@RebeccaS](https://community.nomadgate.com/u/RebeccaS)\
**Post date:** [May 6, 2025, 11:22am UTC](https://community.nomadgate.com/t/recommendations-for-tax-attorney-accountant-for-hnwis/71238/1 "2025-05-06T11:22:18Z")

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Hello- US citizens here seeking personal recommendations for tax atty/accountant who has experience working with HNWIs. There’s so many nuances, conflicting information, etc. We need someone who can advise us and enable us to understand our tax liability consequences before we make the decision to apply for GV (it will be donation GV).

We are property owners in PT and have stayed under the 90/180 days. We do not have NHR because we could not meet minimal stay requirements. My husband is in a high valued profession and could possibly get NHR under new regime.

We appreciate any recommendations for a tax attorney/accountant. At this point we do not need recommendations for GV assistance since we first have to understand the tax ramifications. Thank you!

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**Author:** ![tommigun](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/t/898d66/32.png) [@tommigun](https://community.nomadgate.com/u/tommigun)\
**Post date:** [May 6, 2025, 9:30pm UTC](https://community.nomadgate.com/t/recommendations-for-tax-attorney-accountant-for-hnwis/71238/2 "2025-05-06T21:30:40Z")

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> [@RebeccaS](#):
>
> We do not have NHR because we could not meet minimal stay requirements.

Sorry I cannot comment on the US tax matters, but what do you mean by minimum stay for NHR?

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**Author:** ![RebeccaS](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/r/c37758/32.png) [@RebeccaS](https://community.nomadgate.com/u/RebeccaS)\
**Post date:** [May 6, 2025, 10:03pm UTC](https://community.nomadgate.com/t/recommendations-for-tax-attorney-accountant-for-hnwis/71238/3 "2025-05-06T22:03:08Z")

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You must be a tax resident to maintain NHR, we cannot meet the minimal stay requirements to be tax residents.

to qualify and maintain NHR status, you must:

1. Be a tax resident in Portugal — which usually means:

- Spending more than 183 days in Portugal in any 12-month period, or
- Having a habitual residence in Portugal on December 31 of that year (a home you intend to keep and live in as your main residence).1.

1. Not have been taxed as a Portuguese tax resident in the previous 5 years.

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**Author:** ![tommigun](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/t/898d66/32.png) [@tommigun](https://community.nomadgate.com/u/tommigun)\
**Post date:** [May 7, 2025, 1:02pm UTC](https://community.nomadgate.com/t/recommendations-for-tax-attorney-accountant-for-hnwis/71238/4 "2025-05-07T13:02:09Z")

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Thanks for clarifying.  
I think you are mostly correct, except “habitual residence” does not equate to “main residence”. And I thought you said you owned a property in PT, so in that case you did not have to qualify by any minimal stay.  
But anyway it is a moot point by now as the NHR is no longer available for new applications.

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**Author:** ![RebeccaS](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/r/c37758/32.png) [@RebeccaS](https://community.nomadgate.com/u/RebeccaS)\
**Post date:** [May 7, 2025, 2:59pm UTC](https://community.nomadgate.com/t/recommendations-for-tax-attorney-accountant-for-hnwis/71238/5 "2025-05-07T14:59:12Z")

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We were told that since the apartment that we own in Portugal is not our primary residence that we would not qualify for NHR according to their definition of habitual residence. Our place in Portugal is our second home . We could potentially qualify under the new NHR regime since we are in a profession that would qualify us.

“habitual residence” in Portugal. This means having a permanent home available in Portugal and the intention to maintain and occupy it as their main residence.

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**Author:** ![mg2](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/m/eb9ed0/32.png) [@mg2](https://community.nomadgate.com/u/mg2)\
**Post date:** [May 12, 2025, 7:22pm UTC](https://community.nomadgate.com/t/recommendations-for-tax-attorney-accountant-for-hnwis/71238/6 "2025-05-12T19:22:18Z")

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I recommend speaking to [Fresh Portugal](https://nomadgate.com/go/fresh-portugal?source=forum). Henrique and Zeev are pretty good.

You’re definitely correct to focus on taxation; that’s the real gating issue for HNWs in Portugal.

I’m eager to hear other recommendations, as well.
