Keep more of
what you earn.
Start saving today.
Join professionals who treat tax planning as a year-round strategy, not a filing-season scramble
About 3 minutes · No credit card required
2× savings guarantee — save more than twice what you paid, or we refund you
Complete the deep-dive assessment first — that's how we build your most accurate plan.
Personalized Assessment
We analyze your specific situation — income, business structure, and complexity factors — to identify opportunities tailored to you.
Clear Tax Strategies
Get a breakdown of actionable strategies with estimated savings, timelines, and complexity levels — no jargon, no guesswork.
Your Assessment Preview
Based on typical self-employed professional profile
Tax planning vs. tax preparation
Most tax work happens at filing time.
The biggest savings happen before.
Tax preparation and tax planning are two different disciplines. Preparation looks backward — filing what happened last year. Planning looks forward — structuring income, timing deductions, 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 specific income, entity type, family situation, and state against every applicable section of the tax code.
ATP does that analysis using real 2026 IRS math — then gives you the exact questions to ask and the forms to hand your CPA. We do the planning. They handle the filing.
How It Works
Three simple steps to start optimizing your taxes
Take the Assessment
Answer a few quick questions about your income, business structure, and tax situation. Takes about 3 minutes.
Get Your Plan
Receive a personalized dashboard with specific strategies, estimated savings, and a clear path forward.
Implement With Your CPA
Hand your pre-filled IRS forms and word-for-word CPA scripts to your tax professional. They handle the filing — you walk in knowing exactly what to ask for.
Your personalized roadmap
Three tiers. One clear path.
Your plan organizes every applicable strategy by complexity — so you know exactly what to start today, what to bring to your CPA, and what specialists can unlock at scale.
Straightforward deductions and credits you can claim on your current return
Requires your CPA — we prepare everything for the conversation
High-dollar strategies requiring specialist referral
Your free assessment identifies exactly which strategies apply — across all three tiers.
Example strategy
This is what your plan looks like.
For each strategy that applies to you, you get the full picture — what it is, why you qualify, what to say, and the exact IRS forms to hand your CPA.
S-Corporation Election
Restructure your entity to eliminate unnecessary self-employment tax on a portion of your income
Est. annual savings
$8,400 – $14,200
What it is
An S-Corp election allows you to split your business income into a “reasonable salary” and distributions. Only the salary portion is subject to self-employment tax (15.3%) — distributions are not.
On $180,000 net profit with a $90,000 salary, you eliminate SE tax on the remaining $90,000 — saving roughly $12,700 per year.
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
What to tell your CPA
Example based on a typical self-employed professional earning $180,000 net. Your plan uses your actual numbers.
See my strategies →Ready to find out what you're missing?
Most people leave money on the table every year. Our free assessment shows you exactly where your opportunities are.
About 3 minutes · No credit card required
2× savings guarantee — save more than twice what you paid, or we refund you
Complete the deep-dive assessment first — that's how we build your most accurate plan.