Sample Tax Position Review
This is a composite specimen of the written review Telmo signs for every Tax Position Review client. It shows the form, depth, and voice — not anyone's actual position. Client details are redacted and figures are illustrative.
This page demonstrates form, not advice. The scenario below is composite — it blends common questions without describing any client. Dates, names, and amounts are redacted or illustrative. Nothing here is a position you can rely on. Your own review is written from your facts, your documents, and the law as it applies to you.
A review in the order it is written
Specimen document. Ref TPR-2026-041 is a composite reference for demonstration continuity — it is not a live client file.
Each section earns its place
The specimen above is compact by design. In your own review, each section is expanded with your facts, your provisions, and your trade-offs. Here is what each one carries.
Facts we work from
We start from your facts: the countries involved, your residency timeline, your income types, and the decision in front of you. The call locks these down. The written review restates them so you can see we understood the question before we answered it.
Law applied, not summarised
Your review cites the specific provisions: the residency tests in the Portuguese tax code, the treaty articles that bear on your position (residence, pensions, government service), the IFICI regime rules and their application window, and any home-country rules that attach.
Routes compared side by side
Where two defensible routes exist, both are costed side by side — effective rates, cash-flow timing, and what triggers each. We show the comparison, not just the answer, so you can see the trade before you take it.
Conditions and deadlines named
A position is only as good as its conditions. Your review names the facts that must hold, the deadlines that bind, the filing obligations that attach, and the points where the position is contested or genuinely uncertain.
A decision path, not an open door
The review ends with a path: what to do, in what order, by when, and what falls outside its scope. If your case needs more than the review, the review says so and quotes it separately — it does not leave you at the edge of an upsell.
Written, capped, signed
Five pages, written, signed by Telmo personally. Delivered within three business days of the call. Yours to keep whether or not you take up anything further.
“A Tax Position Review is work, not a sales call. You leave with a written position either way.”
Book your Tax Position Review
A 30-minute founder-led call, then a written review signed by Telmo within three business days. The EUR 500 fee is credited in full toward any engagement over EUR 1,500.
Not sure Taxbordr is the right fit? Email or WhatsApp first — we answer fit questions before you book or pay anything.