Tax Positioning Snapshot™
Six questions.
Your tax drag score.
A structured reading of where tax is quietly working against your architecture — not what you owed last April, but what your positioning is costing you over time.
Two minutes. No financial documents required.
The three axes the snapshot reads
Bracket
Where you sit on the rate curve, and what your effective rate actually is across all income types.
Location
Which assets sit in which account types — and whether tax-inefficient holdings are eroding tax-efficient space.
Timing
Whether income, gains, and deductions are being sequenced deliberately across years, or simply reacted to.