Help & Support

Find the next step for your assessment, Action Plan, professional match, or account. If the guidance below does not resolve it, our support team can help.

Contact Support

Our team typically responds within one business day.

support@accessible-tax-professionals.com

Find Your Next Step

Understand my assessment and estimatesLearn what the initial assessment screens for and why estimates can change.

Initial estimates use broad ranges and midpoints, so they are directional rather than exact. Professional Intake and Tax Profile updates can refine the screening, but a qualified professional must still validate eligibility, trade-offs, and implementation.

Use my Action PlanMove through your situation, goals, priorities, recommended help, and Professional Profile.

The Action Plan keeps five decisions separate on purpose. Review your tax situation, set goals, order up to three discussion priorities, review recommended help, and—after requesting a match—optionally strengthen your Professional Profile through Professional Intake.

Prepare for professional matchingUnderstand the planning-area request and what the first conversation is designed to accomplish.

Matching starts with up to three planning areas drawn from your goals and Action Plan. Strategy topics are supporting discussion signals—not approved solutions. The introductory meeting is for mutual fit, experience, scope, fees, missing information, and next steps; substantive advice begins only after a separate professional engagement.

Manage an active matchReview contact timing, pausing, changing firms, and what happens when a match ends.

A firm that claims your request has 48 hours to make first contact. While a match is active, your request is locked to avoid conflicting changes. You can request a different firm before engagement; ATP then removes the prior firm’s live access and returns your request to the available pool.

Update my Tax Profile or Professional IntakeSee which information improves calculations and what is shared with a matched professional.

Professional Intake can refine the ranges, evidence labels, calculation context, and profile summary available to a matched professional. ATP does not automatically expose your raw intake answers, exact income, tax documents, or full assessment response text.

Account access and contact supportGet help signing in, saving your dashboard, or resolving an account issue.

Use the email address associated with your assessment to sign in and return to your saved dashboard. If you cannot access your account or need help with a legacy billing record, contact support and include the email address you used with ATP.

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