CPIM Advisory
PTESENFR

Tax & accounting advice · Yverdon-les-Bains

Tax without borders,
your taxes between Switzerland and Portugal.

Living in Switzerland with income, property or business activity in Portugal, Spain or the EU? I prepare your tax returns in Switzerland and Portugal and advise you on Spain and the EU — in your language.

Free first callTax CH · PT · ES · EU

360° view — Switzerland · Portugal · Spain · EU

46.76°N · 6.65°E — YVERDON-LES-BAINS

Speciality

Four jurisdictions,
one point of contact.

Resident in Switzerland with income, assets or activity in Portugal, Spain or the EU? I handle your returns and advise you, based on each country's official sources.

Switzerland

CH
  • Tax return (Vaud)
  • Withholding tax and TOU (B permit)
  • Bookkeeping and tax returns for the self-employed

Portugal

PT
  • IRS — residents and non-residents
  • Switzerland–Portugal double tax treaty
  • Property and income in Portugal

Spain

ES
  • Guidance for non-residents
  • Switzerland–Spain double tax treaty
  • VAT and corporate tax obligations

European Union

EU
  • Intra-EU VAT
  • Triangular transactions
  • Cross-border invoicing CH–EU

Advice based on official sources: FTA and ACI Vaud (CH), Autoridade Tributária (PT), Agencia Tributaria (ES).

What I do

Four services. One practical approach.

01Tax Returns & AdviceTax returns in Switzerland and Portugal, advice on Spain and the EU: double taxation, withholding tax, VAT.02BookkeepingBookkeeping for small businesses and the self-employed: entries, VAT and year-end closing.03Setting Up as Self-EmployedStarting out as self-employed in Switzerland: AVS registration, legal form, VAT, first invoices — step by step.04Official Letters & PaperworkA letter from the tax office, AVS or an insurer you don't understand? I explain it and help you reply — in your language.
Also

Retiring or returning to Portugal: 2nd and 3rd pillar withdrawals, tax residence, double taxation. I support you in analysing the Swiss and Portuguese rules, alongside your pension fund.

Carlos Pereira

About me

Carlos Pereira

Founder · Tax advice & Accounting

For more than six years I managed accounting and tax for Spanish and Portuguese entities — VAT, IRS/IRPF, INTRASTAT, monthly closings — within an Iberian group. Now based in Switzerland, I put that experience to work for people and businesses living between several countries.

Clear, human and accessible advice — in your language.

  • Bachelor's in Accounting and Taxation — Universidade Politécnica de Viana do Castelo (2019)
  • Accounting 1 & 2 — University of Lausanne, online course (Coursera, 2025)
  • 6+ years of in-house Iberian tax (Spain · Portugal)
  • 14 years running administration for a small business: invoicing, budgeting, EU purchasing
  • Based in Yverdon-les-Bains, Vaud

Working languages

Português · Español · English · Français

Contact

Shall we start with
a conversation?

A free 30-minute call, no commitment. You explain your situation, I tell you honestly whether and how I can help.

office [at] cpim.chMessage me on WhatsApp

Remote consultations, by appointment · Yverdon-les-Bains, Vaud