What's Included
You receive one defined-scope review designed to turn uncertainty into a documented tax position you can act on.
Structured intake assessment: review of residency timeline, income types, country exposure, and immediate deadlines.
Focused consultation: one decision-oriented session to resolve your highest-risk unknowns.
Written Tax Position Review: documented current position, key risks, and recommended next service path.
Scope map and complexity view: what is in scope now, what is out of scope, and likely complexity tier if you proceed.
Priority sequence: what to do first, what to defer, and which dependencies must be resolved before execution.
This is designed to prevent wasted spend on the wrong service and avoid scope drift at the start of engagement.
What's Not Included
Tax Position Review does not include
Immigration legal services
Litigation, disputes, or tribunal representation
Ongoing advisory beyond the defined-scope deliverables listed above. If execution is required, your review routes you to the correct next service with clear scope.
What Affects the Scope After the Review
Intake and Checklist
You complete a short intake and provide baseline documents required for a decision-grade consultation.
Tax Position Review
We run a structured consultation focused on service path, timing, and risk priorities.
Tax Position Review Delivery
You receive a written review with findings, route recommendation, and next actions.
Optional Core-Service Activation
If you proceed into an engagement over EUR 1,500, the consultation fee is credited in full.
- Complexity can affect recommended next service scope, not the Tax Position Review scope itself. The main factors include
- Number of jurisdictions
- Mix of income and asset classes
- Entity involvement
- Prior-year correction exposure
Founder & Approach
Taxbordr is built around one principle: decisions before execution. Cross-border tax work fails when service scope is chosen before the real risk profile is documented. Tax Position Review exists to create that decision layer in writing, with clear boundaries and a concrete route forward.
In practice, we run each engagement to a clear sequence. We agree what is in scope, write down our assumptions, and note how anything outside that scope is handled before work starts. Clients get predictable outputs because scope is designed first and delivery follows that design. That keeps your other advisors working from the same written facts, so the filings that follow do not contradict each other.
Primary Sources
These official sources are the starting point for checking current rules before applying them to a client fact pattern.
Frequently Asked Questions
Is This a Free Discovery Call?
No. It is a paid, defined-scope service with documented outputs and a written Tax Position Review.
What Do I Need Before the Consultation?
Nothing before booking; we send a short checklist after. Typical items: residency timeline, income sources, filing status, country exposure.
Can This Include Filing Execution?
No. Filing is separate. Tax Position Review determines the correct execution route and scope.
Can I Buy Add-Ons Directly from Here?
No. Add-ons attach to active core engagements. If you have a time-sensitive notice, flag it on the booking form and we will scope it separately.
How Fast Do I Receive the Tax Position Review?
Typically within 3 business days once the call and required inputs are complete.
Does This Include Immigration Legal Advice?
No. Immigration legal work is outside Taxbordr scope.
Is the Consultation Refundable?
No. It is a delivered advisory service. The consultation fee is credited in full toward any engagement over EUR 1,500. Separately, if we determine before the call that a review will not add value, we tell you beforehand and refund in full.
Who Handles the Consultation?
Taxbordr runs this as a founder-led service, overseen by Telmo Ramos from start to finish.
What Information Quality Helps Keep the Timeline on Track?
Complete, consistent inputs at the start. If records are missing or conflict, we note the assumption, ask you for the missing piece, and hold off filing until the facts are clear.
Can I Keep My Existing Accountant While Using This Service?
Yes. Taxbordr can provide written outputs designed for handoff so your existing preparer can execute from the same assumptions.
How Do You Handle Scope Changes Discovered Mid-Engagement?
We document material changes in writing before additional work starts. That keeps delivery scope and responsibility boundaries explicit.
What Is the Practical Output After This Service Is Complete?
A documented package you can use immediately: clear scope status, action sequence, and next-step routing into the right execution path.
