This is my second year working with Step Inside Portugal to file my Portuguese tax return. As an American living in Portugal but working through an LLC, I have a rather complicated tax situation. I ha... もっと見る
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プラットホームの健全性を維持するため、当社のプラットフォーム上のすべてのレビューは、確認済みか否かにかかわらず、年中無休で稼働する自動ソフトウェアによって審査されています。このテクノロジーは、本当の経験に基づいていないレビューなど、ガイドラインに違反するコンテンツを特定し、削除するよう設計されています。ただし、すべてを検知できるわけではありませんので、お気づきの点がございましたら、どうぞお知らせください。詳細はこちら
レビュアーのコメントを見てみましょう
I had met with several tax experts and they all provided different advice confusing me. One cost me a huge tax bill in the previous year without sharing his assessment with me prior to submission.... もっと見る
Ana at Step Inside Portugal made my Portuguese tax experience extremely easy, and offered a lot of helpful additional advice about life in Portugal. I feel confident that my taxes were paid securely a... もっと見る
Great experience! I changed my Ukrainian car plates. Everything was explained great and clear. Maximum dedication and help. Good English . Rui even helped me with any simple questions like paymen... もっと見る
企業が回答しました
企業情報
当該企業による記述
Step Inside Portugal is specialized in expert tax advice, immigration support, and dedicated assistance for self-employed professionals. Additionally, we streamline the vehicle legalization process, ensuring a hassle-free experience. We guide Clients through every step, making Portugal their home with ease.
連絡先
4.9
優良
172件のレビュー
顧客にレビューを依頼しています
この企業は、ポジティブかネガティブかを問わず、顧客にレビューを依頼しています。
この企業のTrustpilot 利用方法
レビューや評価の取得方法、スコアリング、モデレーションのプロセスについて確認する。
I had a great experience with Step…
I had a great experience with Step Inside Portugal. After my original accountant filed my Portuguese tax return incorrectly, their team quickly stepped in and efficiently corrected the errors. They were highly professional, responsive, and provided clear guidance throughout the process. The service was smooth, and their expertise gave me peace of mind. I would highly recommend them to anyone dealing with complex tax issues in Portugal, especially if previous filings were mishandled.
2024年9月21日
自発的なレビュー
Step Inside Portugal からの回答
Dear Sara,
Thank you so much for your positive feedback!
We’re thrilled to hear that we were able to efficiently correct the errors in your tax return and provide the peace of mind you needed. Our mission is always to offer high-quality service, and it’s great to know we met your expectations.
We truly appreciate your recommendation and are always here to assist you whenever you need.
Best regards
I used this company for tax return…Unreliable Service, Lack of Responsibility – Not Worth the Cost
I used this company for tax return assistance since it was my first time in Portugal, and I wanted the process to go smoothly. After providing all the required details, they missed adding important information into their system. As a result, my tax return wasn’t processed efficiently. When I raised the issue with them, their response was simply, "Sorry, we missed that detail." No further assistance was offered, and they didn’t take responsibility for their error. I had to make an appointment and personally attend the tax office to correct their mistake, which defeated the purpose of using their service in the first place.
Furthermore, in order to provide this service, they required my access details to the tax office, with the assurance that these would be deleted from their files once the process was completed. I requested confirmation of this deletion, but they never sent it, which I find highly irresponsible.
I don’t recommend this company, and I’d like to share that I then found out the steps for filing a tax return in Portugal are well-documented and very simple to do online. Even ChatGPT explains it clearly! The company charges an excessive fee for what are basic tasks and seems to take advantage of foreigners who are unfamiliar with the process. Based on their lack of accountability and poor performance, I wouldn’t recommend their services to anyone.
UPDATE POST RESPONSE: I would like to provide further clarification regarding your response to my review and the overall experience I had with your service.
Firstly, it’s worth noting that after reading my review, you sent me an email stating that I chose the "ugliest and most unfair" method to provide feedback by leaving a review on Trustpilot. This is ironic, considering your own emails encourage customers to leave feedback—unless, of course, you only welcome positive reviews.
Now, regarding the points you made in your response:
My primary reason for engaging your services was that it was my first time doing this process in Portugal, and I had limited knowledge. Additionally, I have limited time for these types of tasks, which is why I trusted that using your service would make the process smooth. However, even if the check had arrived at my address (which it did not), I would have had to personally handle the deposit at the bank, which defeats the purpose of hiring a service to simplify things. Furthermore, I was only informed that I would receive it via check after two attempts to obtain an update, during which the initial responses indicated that I would receive it via bank transfer.
The Error in the Tax Return
While I appreciate that you accepted my request after your internal deadline, this decision was entirely yours and does not explain why the IBAN was not included correctly in the first place. This was an error on your part, and regardless of timing, it directly affected the refund process.
Financial Impact
To say there was no financial impact is both incorrect and dismissive. As of today, September 25th, I still have not received the refund. Claiming there was no loss shows a lack of understanding of how not having access to expected funds impacts individuals financially. You have no insight into whether I was relying on those funds within the expected timeframe.
Communication Delays and Data Security
Despite requesting the deletion of my access details, I received no response for over seven business days regarding whether my personal data had been deleted, which is concerning given the sensitivity of the information involved. Eventually, I had to change my password for security purposes. It is also disheartening that I only received a response from you once I posted my review on Trustpilot.
2024年9月20日
自発的なレビュー
Step Inside Portugal からの回答
Dear Ligia,
Thank you for sharing your opinion, and we are sorry that our service did not meet your expectations. We would like to clarify several points to ensure your feedback is understood in the proper context:
1) Contracting at the End of the Deadline
On April 6th, you requested a fee proposal, which we sent on April 9th for €150 + VAT. However, on May 1st, after making the payment, you informed us that it was done by mistake. We immediately processed a full refund without charging the 0.5% fee (€7.50) that the payment platform charged us.
Later, on June 13th, you contacted us again to request our assistance, which we accepted without any issues, even though our policy is to commit to filing tax returns by June 30th only if approval and document submission occur by June 10th. In your case, we received all documents on June 19th, but to ensure timely filing, we sent your return for review on June 20th. You approved it on June 24th, and we immediately submitted it, 7 days before the deadline.
2) The Alleged "Error" in Your Tax Return
We would like to clarify that your tax return was filled out correctly, and your refund was processed with the exact amount. There was no financial harm or any serious error.
However, due to the late submission, there was a mistake where we did not include your IBAN, resulting in your refund being issued by check, as recorded by the Portuguese Postal Service. Unfortunately, even though the records indicated delivery, you did not receive the check, which is not imputable to us.
We informed you that, due to restrictions by the Tax Authority, canceling the check online was not possible, and you would need to wait until the check expired to request a bank transfer refund. Nonetheless, you chose to personally go to the tax office to request the cancellation, which can only be done by the taxpayer in person.
In conclusion, there was no error in your tax return, just a lapse in submitting the IBAN. We regret the inconvenience caused by the postal service, but we made every effort to ensure your return was filed on time to avoid any financial loss (and in fact there was no financial loss).
3) Confidential Information – Access to the Tax Portal
We understand your concern regarding access to the Tax Portal. It is mandatory to have your login credentials in order to prepare and submit your tax return.
At no point did we intend to store or archive this information after the process was completed. We assure you that your privacy and security are our priority, and should you feel any concern, you can change your Tax Portal password at any time for added peace of mind.
4) Refund of Our Fees
Finally, we must express our disappointment that this review appears to stem from us not agreeing to refund our fees, despite the fact that the service was fully delivered. Your tax return was submitted on time, and your refund was received correctly. We delivered the service in full and regret that the situation caused dissatisfaction.
We are always open to dialogue and available to assist with any further concerns.
Kind regards,
Ana
Step Inside Portugal からの回答
Dear Gleb,
Thank you for your kind words!
We’re so glad to hear that you’re satisfied with our service. It was a pleasure assisting you, and we’re always here to help whenever you need us!
Best regards
Great experience with tax advise and…
Great experience with tax advise and filling. This team is very professional, responsive and helpful! Highly recommend!
2024年6月1日
自発的なレビュー
Step Inside Portugal からの回答
Dear Arpi,
Thank you so much for your positive feedback!
We’re thrilled to hear that you had a great experience with our team.
We truly appreciate your recommendation and are always here to help whenever you need us!
Best regards
la total dedicacion para resolver mi…
la total dedicacion para resolver mi problema y la muy, muy buena comunicacion con el cliente
2024年6月20日
自発的なレビュー
Step Inside Portugal からの回答
Estimado Juan,
¡Muchas gracias por tus amables palabras!
Nos alegra saber que la dedicación y comunicación fueron de tu agrado. Siempre estamos a tu disposición para ayudarte con lo que necesites.
¡Gracias por confiar en nosotros!
Un cordial saludo
A lifesaver!
Step Inside Portugal was a real lifesaver! I'm an American expat who works digitally and had no idea how to navigate the Portuguese tax system. I've taken some language classes, but not enough to feel comfortable taking this on. The Step Inside Portugal professionals communicated well and helped me understand my responsibilities. I will keep coming back to utilize their services and recommend them to any American living in Portugal.
2024年8月21日
自発的なレビュー
Step Inside Portugal からの回答
Dear Jeana,
Thank you so much for your kind words!
We're so glad we could help you navigate the Portuguese tax system.
It’s great to hear that you felt supported throughout the process.
We look forward to assisting you in the future, and we appreciate your recommendations to others. Don't hesitate to reach out anytime you need assistance!
Best regards
Step Inside Portugal からの回答
Thank you for your feedback!
We're delighted to hear that the process was smooth and fast. Our goal is to make everything as easy as possible for our clients, and we're glad we could meet your expectations.
If you need any further assistance, don't hesitate to reach out!
Best regards
Step Inside Portugal からの回答
Dear Marianne,
We sincerely appreciate your feedback and the time you took to leave this wonderful review! At Step Inside Portugal, we strive to ensure every client has a smooth and personalized experience. Your trust and kind words motivate us to keep providing exceptional service.
Thank you for choosing us!
Best regards
Knowledgable, responsive, reliable tax accountant for freelances
As a NHR client I've been working with Ana for ~2.5 years now after having made two bad experiences with another Tax consultant and larger agency. If you ask 3 tax consultants you'll get 4 different opinions. Because of my experience I used to be a doubtful client but Ana was always able to backup her tax asssesment with references to the tax law. Additionally she's proved to be very reliable - which is definetely rare in Portugal. Once she has even responded to some of my questions during the christmas holidays!
I had quite some unique challenges such as an aquisition while changing tax residency that also involved international tax law and a double tax treaty but she was able to handle all of that.
In case of questions she's always available via WhatsApp. I like being more in charge of filing my recibos verdes, quarterly niss, vat declarations and so on which is totally possible using their step-by-step guides.
2024年8月12日
自発的なレビュー
Step Inside Portugal からの回答
Dear Martin,
Thank you so much for your thoughtful and detailed review. We truly appreciate your trust in Ana and in Step Inside Portugal over the past two and a half years. It's an honor to have been able to assist you with such complex situations, and we're thrilled to hear that Ana’s dedication and expertise have made a positive impact.
We understand how important it is to have reliable and clear advice, especially when dealing with international tax matters, and we’re glad we could support you through those challenges.
At Step Inside Portugal, our aim is always to provide the best service possible, and it's fantastic to know that our resources, such as the step-by-step guides, have helped you manage your filing with ease. Your feedback motivates us to continue working hard for our clients, and we're always here to assist with any further questions you may have.
Thank you again for choosing us!
Best regards,
The Step Inside Portugal Team
the best service I've encountered in…
the best service I've encountered in Portugal.
Guys are really helpful and are always ready to answer all questions. I'd never did that car legalisation by myself.
2024年8月8日
自発的なレビュー
Step Inside Portugal からの回答
Dear Stanislav,
Thank you so much for your amazing review! We’re thrilled to hear that you had a positive experience with us. Our team works hard to provide the best possible service, and it’s great to know that we could help you with your car legalization process.
We truly appreciate your kind words and are always here to assist you with any future needs. If you have any more questions, feel free to reach out anytime!
Best regards,
The Step Inside Portugal Team
Fantastic experience!
Rui and his team were fantastic in securing tax free import of my car. They worked with me on the problem for over a year, they were patient, fast to respond and at the end managed to get the exception. Fantastic experience!
2024年8月5日
自発的なレビュー
Step Inside Portugal からの回答
Dear Petar,
Thank you so much for your wonderful feedback! We’re thrilled to hear that Rui and the team could assist you in securing the tax-free import of your car. It’s always our priority to be patient and responsive, and we’re so happy that we could work with you to achieve the desired outcome.
Your positive experience means a lot to us, and we’re here for you should you need any further assistance in the future!
Best regards,
The Step Inside Portugal Team
I recently had the pleasure of working…
I recently had the pleasure of working with Ana from Step inside Portugal, an exceptionally qualified tax consultant, who assisted me in obtaining the Non-Habitual Resident (NHR) tax regime in Portugal and prepared my tax declaration. Ana’s extensive knowledge and attention to detail provided me with great confidence throughout the process.
Ana consistently responded to my queries and requests in a timely manner, often within the same day. This level of responsiveness was particularly impressive and made the entire process smooth and stress-free. In addition Ana tailored her advice to my specific circumstances, ensuring that I received the most beneficial outcomes. Her professionalism and dedication were truly remarkable.
Overall, I highly recommend Ana's services to anyone seeking expert tax consultancy in Portugal. Her qualifications, efficiency, and client-centered approach make her an invaluable asset for anyone navigating the complexities of the Portuguese tax system.
2024年7月31日
自発的なレビュー
Step Inside Portugal からの回答
Dear Wellbeing,
Thank you so much for your kind words and for taking the time to share your experience! We're thrilled to hear that Ana could provide you with the expert guidance and support needed to navigate the NHR tax regime and tax declaration process smoothly.
Ana is truly passionate about helping our clients, and it’s great to know that her knowledge, responsiveness, and tailored advice made a positive impact on your experience. We deeply appreciate your recommendation and look forward to supporting you with any future tax matters.
Best regards,
The Step Inside Portugal Team
Trabalho muito profissional
Trabalho muito profissional, capacidade de atender e socorrer a qualquer hora do dia!
2024年7月30日
自発的なレビュー
Step Inside Portugal からの回答
Estimado Valentyn,
Ficamos muito gratos por receber este seu feedback tão positivo.
É muito importante para nós percebermos que todo o esforço e dedicação diários são reconhecidos pelos nossos Clientes.
Obrigada por confiar em nós. Esperamos que continue a procurar-nos futuramente, e que a sua experiência seja sempre positiva com os nossos serviços.
Com os melhores cumprimentos
Had the pleasure of working alongside…
Had the pleasure of working alongside Ana and the step inside team to file my yearly tax returns. These guys are amazing and I’d highly recommend them to anyone who (like me) has issues understanding the Portuguese tax system! Obrigado guys 😁
2024年7月29日
自発的なレビュー
Step Inside Portugal からの回答
Dear Ryan,
Thank you so much for your kind words!
We're delighted to hear that you had a great experience with Ana and the Step Inside team. Navigating the Portuguese tax system can be challenging, and we’re always here to make the process as smooth as possible.
'Obrigado' for your trust and recommendation! 😊
Best regards
Can't Recommend
I wish I could give a higher rating but I honestly cannot. Hired this company to help me open a bank account prior to my trip to Portugal. First red flag was a rather short and rude reply on Whatsapp when I wanted to clarify something in their initial email. I wish I turned back then.
I made a payment to them in June, and sent them all my documents, alongside extra documents they requested. My account wasn't opened until the tail end of July. You'd think my problems would be over then? Nope. I had to go down to the bank myself to update my phone number with them. Then, I learned that although they had my residency contract/info/address they put the wrong address in my documents to the bank.... which I have to change.
The process wouldn't be so difficult except they opened my account in a branch that isn't anywhere close to me, so the branch I am liaising with now has to constantly keep communicating with a "home branch" this company opened for me.
The icing on the cake? There have multiple emails to me from this company which clearly indicates that even they don't know what's going on. For example after I mailed them some documents I got an email weeks later asking me to send them the documents.
This has been the most I've ever paid for a service like this and also the most inconvenience I've ever experienced. I'm usually not one to make a big deal out of nothing but this has just been a massive waste of my time and money. I was keen on using their accounting services but after seeing how they handled this process there's no way in Hell I'll be doing so. Perhaps that's the silver lining in all this: some cosmic force is telling me to not use their accounting services by making this experience as terrible as humanly possible.
2024年6月3日
自発的なレビュー
Step Inside Portugal からの回答
Dear Luqman,
Many thanks for your review, and please be informed that we are deeply concerned that you were not satisfied with our services.
Firstly, we note that we checked the whatsapp conversation and we don't think we were rude in our replies. We understand that there was a misinterpretation and that our colleague didn't really understand your initial question, but after some insistence on your part she answered your request. We realise that sometimes these means of communication don't convey or convey exactly how people want to communicate and sometimes the fact that we're not both speaking in our mother tongue can lead to confusion. I'm sorry if you felt that we were rude to you, as that was never our intention.
Secondly, with regard to the time it took to open the bank account, we would like to inform you that between the day you sent us the documents to open the bank account - 19 June - and the day the bank account was opened - 25 July - approximately one month passed. When you contacted us by whatsapp and asked us how long it would take, we told you that "It can take up to a month, but as a rule it takes up to 15 working days". In that sense, we feel that we didn't disappoint any expectations. However, we recognise that there was a delay in opening the bank account and that this delay was due exclusively to the bank, a fact that we unfortunately do not control, and which we informed you of by email at the time.
Thirdly, with regard to the branch where we opened the bank account, we would like to inform you that for speed and agility in the process we always work with the Prestige Aveiro branch because it has been the one where we have had the best experience in terms of speed of response and customer service. As soon as the bank account is opened, the account is transferred to the branch of the customer's choice. Often when clients open their accounts they haven't yet moved to Portugal and it would obviously be impractical for us to work with all the branches in the country (of which there are hundreds), so we concentrate on just one branch and then the account is transferred to the branch of the client's choice.
Fourthly, with regard to the errors that occurred when registering the address, we are very sorry, but at no time were we informed of this by the bank or by you, otherwise we would obviously have attended to the matter promptly.
Finally, with regard to our colleague's last email asking again for the documents, this was an oversight (as we already have standard emails) and our colleague actually wanted to send the last email in the process informing that the bank account was open, as you had already been informed by the bank. To err is human and we cannot condemn our colleague for having made a mistake that did nothing to harm the situation and which she then promptly clarified.
We are very sorry you had a bad experience with our support. As you can see, we have always had very positive reviews on Trustpilot, which shows our concern that our customers are satisfied and that they have the best possible experience.
We would like to inform you that we have already requested a refund of the fees you paid for this service. We have an uncompromising customer satisfaction policy and we absolutely do not want to charge you for a service that you were not satisfied with.
We have also offered you a tax consulting meeting but unfortunatly you did not reply to our emails.
Please be informed that we remain available for any further assistance.
Kind regards,
Step Inside Portugal
Excellent Accounting Services
Step Inside Portugal offers the best accounting and tax services we have encountered in the country. Ana and her team worked tirelessly and meticulously to navigate our NHR tax situation and filings. We highly recommend them and will use their services again next year.
2024年6月28日
自発的なレビュー
Step Inside Portugal からの回答
Dear Mauricio,
Thank you for your kind words and trust in our services!
Ana and the entire team at Step Inside Portugal are truly dedicated to providing the best support possible, and we are delighted to have helped you navigate your NHR tax situation smoothly.
It’s always a pleasure working with you, and we look forward to assisting you again next year!
Best regards
Knowledgeable and Prompt to Respond to Questions
Ms. Pinto always responded promptly to my emails and patiently answered all my questions. In addition to preparing my tax return, she provided valuable information on tax planning for the future.
2024年6月26日
自発的なレビュー
Step Inside Portugal からの回答
Dear Barbara,
Thank you for your thoughtful feedback!
Ana is truly committed to providing not only efficient tax services but also valuable guidance for future planning. We’re delighted to hear that her prompt communication and dedication made a difference in your experience.
It was a pleasure assisting you, and we look forward to working with you again!
Best regards
Step Inside Portugal is a GEM
I reached out to Step Inside Portugal after I didn't hear back from my accountant, and Ana just did our taxes in few days although we were in the busiest tax season. Thank you ANA and the entire Step Inside Portugal team, I will definitely use your service you again for next year <3
2024年6月23日
自発的なレビュー
Step Inside Portugal からの回答
Dear Asma,
Thank you so much for your kind words!
Ana and our entire team are always committed to providing the best support, even during the busiest times. We truly appreciate your trust and are so glad we could assist you.
Looking forward to working with you again next year!
Best regards
Perfect in every aspect
Very efficient and perfect customer care.
I am just glad I met them as they made my tax related tasks very easy.
Many other companies and tax consultants try to take advantage of foreigners coming to Portugal to make them pay a bunch of money.
With Step Inside, you are in the right hands.
2024年6月24日
自発的なレビュー
Step Inside Portugal からの回答
Dear Davide,
Thank you so much for your wonderful feedback!
We’re delighted to hear that our team was able to make your tax-related tasks easier and provide the level of service you were looking for. It’s our goal to ensure that all our clients feel confident and well-informed throughout the process.
We truly appreciate your trust in us and are happy to be a part of your journey in Portugal!
If you ever need further assistance, we’re always here to help!
Best regards
Very professional and attentive to the…
Very professional and attentive to the matter being resolved.
2024年6月21日
自発的なレビュー
Step Inside Portugal からの回答
Thank you so much for your kind words!
We truly appreciate your feedback and are glad to know that you were satisfied with the level of professionalism and attention to detail we provided.
If you ever need further assistance, don’t hesitate to reach out!
Best regards
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