Keep more of
what you earn.
Build your tax strategy roadmap.
About 3 minutes · No SSN or credit card required
Start with a personalized planning-area roadmap
See what may deserve attention now, later, or with a professional.
Personalized Assessment
Share broad facts about your income, business, family, assets, and state—without entering an SSN.
Leave with a personalized starting point
Clear Strategy Roadmap
Explore potentially relevant planning areas across your business, family, retirement accounts, real estate, and investments.
Compare purpose, timing, and complexity
Professional-Ready Handoff
Bring your goals, priority planning areas, and open questions into a mutual fit and scoping conversation.
Discuss the problem before prescribing a solution
Tax strategy vs. tax preparation
Filing records the past. Planning shapes what happens next.
ATP organizes the goals, timing, and decisions that may deserve attention before a deadline—then prepares that context for professional validation.
Tax preparation
Looks backward and files what already happened.
Tax strategy
Looks forward at choices, timing, setup, and trade-offs.
How It Works
Five purposeful steps from broad screening to an optional professional handoff
Assessment
Share broad facts about your tax situation in about three minutes.
Strategy Roadmap
See potential planning areas, timing, complexity, and directional impact.
Action Plan
Set goals, order discussion priorities, and review recommended help.
Professional Matching
Optionally request a vetted-firm introduction using planning areas, not prescribed solutions.
Professional Profile
After Matching, optionally add year-specific detail for a stronger handoff.
Your tax strategy roadmap
Timing, complexity, and purpose in one view.
Your dashboard organizes potentially relevant strategies by purpose and complexity—so you can compare what may matter now, what needs setup, and where specialist review may help.
Documentation habits, deductions, and recurring moves that build the base
Entity, payroll, retirement, family, and timing decisions that need setup
Multi-year real estate, investment, estate, and specialist-led structures
Your assessment screens for strategies that may warrant review and organizes them by planning purpose. Professional validation is still required.
Example planning area
Start with the decision—not a prescribed solution.
ATP groups supporting strategy signals inside a broader planning area so you and a professional can validate what fits before discussing implementation.
Business Structure & Owner Compensation
Review whether the current entity, payroll, and owner-pay setup still fits the business.
Directional opportunity
$8,400 – $14,200
Why ATP surfaced it
This fictional profile has sustained self-employment income, an entity structure worth reviewing, and enough complexity for payroll and state treatment to affect the result.
The displayed range is a screening estimate. It is not a recommendation or a promise of savings.
Supporting discussion signals
- S-Corporation election
- Reasonable salary and compensation structure
- State entity or pass-through tax treatment
- Payroll and recurring filing requirements
What the first conversation should establish
Fictional example based on a self-employed professional earning approximately $180,000 net. Eligibility, net benefit, and implementation require current facts and professional validation.
Build my roadmap →See which planning areas deserve attention.
Most tax strategy happens before filing season. Your roadmap maps what to review, who to talk to, and when to act.
About 3 minutes · No SSN or credit card required
Planning-area roadmap and professional preparation tools included
Matching is optional. Strategy signals remain subject to professional validation.