The Process
ATP takes you from “I don't know what applies to me” to a clearer view of what may preserve wealth now, what takes setup, and what needs professional review.
Assessment
Answer a short set of questions about your income, business structure, filing status, and financial life. No SSN, no sensitive documents — just the broad strokes. Takes about three minutes.
We ask about your entity type, rough income range, employees, real estate, retirement accounts, and a few other flags that tell us which categories of strategies are worth looking at for you.
Strategy Roadmap
Your initial estimate scans your full situation using broad income ranges — designed to surface strategies that may preserve capital inside your family, business, retirement accounts, real estate, investments, or long-term plans.
This is a broad screening, not a professional conclusion. You see potentially relevant categories, planning purpose, directional tax impact, and the questions that still need validation.
Action Plan
Work through five purposeful stages: review your situation, set goals, choose up to three discussion priorities, review recommended help, and—after Matching—optionally strengthen your Professional Profile.
The stages stay distinct so each decision has a clear purpose. Your goals and ordered priorities carry into the matching request instead of making you repeat them.
Professional Matching
Review up to three planning areas suggested from your goals and Action Plan, add optional expertise context, set your readiness and contact preferences, and join the vetted-firm matching queue.
Strategy topics appear as evidence-labeled conversation starters, not implementation instructions. Professional Intake does not block the request, and a firm sees your identity and contact details only after claiming it.
Professional Profile
Complete Professional Intake when you want to add year-specific income, entity, property, investment, and other details for a stronger professional handoff and more specific estimates.
This optional post-match step reduces repeated questions. Strategies still require validation by a qualified professional before implementation.
The customer toolkit is included. Professional Matching and the post-match Professional Profile are optional.
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.
This refinement often adjusts the total — sometimes up, sometimes down — because we move from a general scan to more specific screening. A strategy that appeared relevant at the range level might not fit your year-specific details, or a new one might appear that wasn't visible before.
Both calculations use real 2026 IRS brackets and IRC formulas. Professional Intake adds detail, but a qualified professional must still validate eligibility and implementation. Some strategies preserve capital over time rather than creating a simple one-year filing result.
What's Included
Everything you need to understand the roadmap, reduce overwhelm, and prepare for professional execution when needed.
A personalized, rule-based roadmap of strategies that may warrant review — grouped by purpose, timing, complexity, and directional tax impact.
What each strategy is, what it may preserve, the screening signals, open questions, and relevant tax authority where available — in plain English.
Personalized conversation starters for each strategy. Copy into an email or read at your meeting.
Government forms with available fields populated where ATP supports pre-fill, plus blank reference forms where it does not. Review them with your tax professional.
Exactly what to bring — receipts, records, statements — so your CPA has everything they need.
Track strategies as Suggested, Pursuing, Watching, Implemented, or Not for me, with checklists and progress indicators that support the next review step.
Plain-English talking points and document prompts so you know what to ask a CPA or specialist when execution support is needed.
No. ATP helps you understand which tax strategies may apply to your situation and how they fit into a longer-term roadmap. We don't file returns or provide legal tax advice.
You get the complete customer-side toolkit: a personalized strategy roadmap, printable summaries, planning horizon, priority action list, professional briefing, form preparation support where available, conversation prompts, and step-by-step checklists.
Not for the assessment or roadmap — those are self-serve. A professional becomes important when a strategy requires entity setup, elections, payroll, real estate analysis, estate planning, or specialist review.
ATP presents established planning concepts drawn from current tax rules and identifies the relevant authority where available. Whether a strategy is appropriate, lawful as implemented, and properly documented depends on your complete facts, current law, and professional review.
ATP doesn't replace your accountant. It organizes your goals, planning areas, supporting signals, and open questions so you can use the meeting to validate fit, scope the required analysis, and decide what should happen next.
We collect only what's necessary to generate and refine your plan — income ranges, entity type, basic financial flags, and optional year-specific numbers if you choose to add them. No SSN, no bank accounts, no sensitive documents. See our Privacy Policy for the full breakdown.
The initial assessment takes about three minutes. The optional Professional Intake takes approximately 10 minutes depending on your situation and adds year-specific detail for better estimates and professional review.
Many valuable strategies are setup decisions, not one-time filing deductions. Entity structure, retirement funding, family employment, real estate depreciation, tax deferral, and estate planning can preserve capital over multiple years.
The assessment takes about three minutes and starts a personalized tax strategy roadmap with no commitment required.
Start AssessmentNo credit card. No commitment.
Planning-area roadmap and professional preparation tools included