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.
Free Assessment
FREEAnswer 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 Map
FREEYour 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 isn’t a generic checklist. If S-Corp election doesn’t make sense at your income level, it won’t show up. Think of this as casting a wide net — you see relevant categories, planning purpose, and directional tax impact.
Deep-Dive Assessment
FREEWhen you provide year-specific income, retirement contributions, real estate details, and vehicle usage, we recalculate every strategy with richer data. This often means the total shifts — sometimes up, sometimes down — because we move from a general scan to more precise eligibility checks. The result is a roadmap that can keep improving as you update Your Finances.
Free and takes 10–15 minutes. Strategies that looked applicable at the range level may no longer fit, while others may surface for the first time. Both calculations use the same IRS formulas — the difference is precision.
Strategy Roadmap
FREEYour free Strategy Roadmap covers every qualifying strategy: why it applies, what it may preserve, the estimated tax impact, timing, complexity, and professional support needed.
Also includes the Tax Strategy Report PDF and implementation toolkit: pre-filled IRS forms, CPA conversation scripts, and step-by-step checklists for strategies that need execution support.
Every step is included for clients. Professional matching is optional and qualification-based.
Your initial tax impact estimate scans your full situation using income range midpoints — designed to surface every strategy that could apply. When you complete the Deep-Dive Assessment and update Your Finances, we recalculate using the richest current data available.
This refinement often adjusts the total — sometimes up, sometimes down — because we move from a general scan to precise eligibility checks. A strategy that qualified at the range level might not apply to your exact income, or a new one might appear that wasn't visible before.
Both calculations use real 2026 IRS brackets and IRC formulas. The difference is precision, not accuracy. 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 covering every qualifying strategy — grouped by purpose, timing, complexity, and estimated tax impact.
What each strategy is, what it may preserve, who qualifies, and the exact IRC code behind it — in plain English.
Personalized conversation starters for each strategy. Copy into an email or read at your meeting.
The actual government forms, pre-populated with your data. Download, review, and hand to your CPA.
Exactly what to bring — receipts, records, statements — so your CPA has everything they need.
Track each strategy from identified to implemented. Step-by-step checklists, progress indicators, and a clear path from analysis to action.
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, Tax Strategy Report PDF, planning horizon, priority action list, professional briefing, pre-filled IRS forms, conversation scripts, and step-by-step checklists.
Not for the assessment or roadmap — those are free and self-serve. A professional becomes important when a strategy requires entity setup, elections, payroll, real estate analysis, estate planning, or specialist review.
Yes. Every strategy is grounded in the Internal Revenue Code. We reference the specific IRC section for each one. These are the same strategies used by CPAs and tax attorneys for high-net-worth clients — the difference is access.
That's exactly who this is for. ATP doesn't replace your accountant — it helps you understand the bigger strategy picture before the meeting. Your CPA can focus on execution instead of starting from a blank page.
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 deep-dive takes 10–15 minutes and gives you year-specific numbers with much tighter estimates.
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 is free, takes about three minutes, and starts a personalized tax strategy roadmap with no commitment required.
Start Your Free AssessmentNo credit card. No commitment.
Strategy roadmap, scripts, forms, and checklists included