For CPAs & Tax Professionals

Better-prepared clients.
Higher-value work.

ATP doesn't replace your practice — it sends clients to you ready to have the right conversation. They arrive knowing which strategies apply, what they need to gather, and exactly what to ask you.

Apply to Partner

Prefer to reach out directly? Email hello@accessibletaxprofessionals.com or connect on LinkedIn.

The gap we fill

Most clients don't know what to ask for — or what to bring.

The typical client meeting starts with “what do I owe?” They haven't thought about entity structure, retirement plan optimization, or whether they qualify for the QBI deduction. They don't know which deductions they're missing or what documentation would unlock them.

That means you spend the first third of every engagement on education — explaining concepts, asking for documents they didn't bring, walking them through strategies they've never heard of.

ATP closes that gap before the first meeting. When a client comes to you from our platform, they already understand their strategy landscape, what they need to gather, and which conversations are worth having.

What our clients go through

Before they ever contact you.

Assess the situation

Clients complete a detailed assessment covering income, entity structure, family situation, investments, real estate, and complexity flags — before they ever call you.

Run the analysis

Our engine evaluates 27 tax strategies against their specific numbers using real 2026 IRS brackets and IRC rules. Every result is math-backed, not rule-of-thumb.

Deliver the implementation package

Clients receive: a prioritized strategy list with savings estimates, word-for-word CPA scripts, documentation checklists, and pre-filled IRS forms. You get everything organized on day one.

Why CPAs work with us

What you get from an ATP client.

Clients who already know what they want

ATP clients arrive with a prioritized list of applicable strategies, relevant IRS citations, and specific questions. Less time educating, more time implementing.

Pre-organized documentation

Every strategy comes with a documentation checklist and pre-filled IRS forms. Clients bring what you need, completed, before the first meeting.

Higher-value engagements

Clients who understand the value of strategy planning engage at a higher level. They're asking about S-Corp elections, retirement plan optimization, and cost segregation — not just "did I get a refund?"

Referral partnership (coming soon)

We're building a formal CPA partner network. Partners get early access to referred clients, co-marketing, and a streamlined intake process. Get in touch to be considered for early access.

What every ATP client delivers to their CPA

Everything organized. Nothing missing.

Prioritized strategy listAll applicable strategies ranked by estimated savings and complexity

Pre-filled IRS formsThe actual government forms, populated with their data — ready to review and file

CPA conversation scriptsWord-for-word questions and context for each strategy

Documentation checklistsExactly what to gather per strategy — before the first meeting

Estimated savings by strategyMath-backed ranges using 2026 IRS brackets, not rule-of-thumb estimates

Entity and situation contextStructured summary of their business, income, family, and complexity flags

Interested in working together?

We're building our CPA partner network now.
Get in touch to learn more or to be considered for early access.

No commitment required. We'll follow up within one business day.