Preserve more of
what you earn.
Build your tax strategy roadmap.
Join people who treat tax planning as a year-round wealth-preservation practice, not a filing-season scramble
About 3 minutes · No credit card required
Strategy roadmap, scripts, forms, and checklists included
Complete the deep-dive assessment first — that's how we map timing, complexity, and long-term setup.
Personalized Assessment
We analyze your specific situation — income, business structure, and complexity factors — to identify tax strategy areas tailored to you.
Clear Strategy Roadmap
See what can preserve capital inside your family, business, retirement accounts, real estate, and investments — organized by timing and complexity.
Your Roadmap Preview
Based on typical self-employed professional profile
Tax strategy vs. tax preparation
Most tax work happens at filing time.
The most important setup happens before.
Tax preparation and tax strategy are two different disciplines. Preparation looks backward — filing what happened last year. Strategy looks forward — structuring income, timing deductions, funding long-term accounts, and choosing elections before the year ends.
Most CPAs are excellent at preparation. But proactive planning across 30+ strategies requires a different kind of analysis — one that maps your income, entity type, family, assets, state, and long-term setup against every applicable section of the tax code.
ATP does that analysis using real 2026 IRS math — then gives you a roadmap for what to review now, what to set up over time, and what to bring to a professional when execution matters.
How It Works
Three simple steps to organize your tax strategy beyond one filing
Build Your Strategy Map
Answer a few quick questions about your income, business structure, and tax situation. Takes about 3 minutes.
Understand What Preserves Wealth
See which strategies may keep more capital inside your family, business, retirement accounts, real estate, and investments.
Sequence The Next Moves
Separate what applies this filing, what needs year-end setup, and what should be reviewed with a professional.
Your wealth-preservation roadmap
Timing, complexity, and purpose in one view.
Your dashboard organizes every applicable strategy by purpose and complexity — so you know what preserves money now, what needs setup, and where a specialist 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 free assessment identifies which strategies apply and where they fit in your long-term roadmap.
Example strategy
This is what your roadmap looks like.
For each strategy that applies to you, you get the full picture — what it is, why it matters, what it preserves, when to act, and what to review with a professional.
S-Corporation Election
Restructure your entity to eliminate unnecessary self-employment tax on a portion of your income
Est. tax impact
$8,400 – $14,200
What it preserves
An S-Corp election can help keep more business profit from being treated like self-employment wages, preserving capital inside your owner compensation structure.
On $180,000 net profit with a $90,000 salary, the structure can reduce payroll-tax drag on the remaining profit, while adding payroll and corporate-return responsibilities.
Why you qualify
- Net profit consistently above $60,000
- Currently filing as sole proprietor or single-member LLC
- U.S. citizen or permanent resident
- Fewer than 100 shareholders
- Active participation in the business
Professional review prompt
Example based on a typical self-employed professional earning $180,000 net. Your roadmap uses your actual facts and current profile data.
See my strategies →See which strategies may apply to you.
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 credit card required
Strategy roadmap, scripts, forms, and checklists included
Complete the deep-dive assessment first — that's how we map timing, complexity, and long-term setup.