The Process
ATP takes you from “I don't know what I qualify for” to “here's exactly what to ask your accountant” — with all the documentation to back it up.
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.
Your Personalized Plan
FREEYour initial estimate scans your full situation using broad income ranges — designed to surface every strategy that could apply to someone in your bracket. We check all 30+ strategies against real 2026 IRS brackets and IRC formulas to show you the full landscape of what’s possible.
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 every relevant category, with a directional savings estimate for each.
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 year-specific plan 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.
Your Tax Strategy Plan
Your Tax Strategy Plan covers every qualifying strategy: why it applies to you, the estimated savings, a priority action list ranked by impact and deadline, and a CPA Briefing Page your accountant can read in two minutes. One payment of $199 — no subscription, no upsells.
Also includes the Tax Strategy Report PDF and full implementation toolkit: pre-filled IRS forms, CPA conversation scripts, and step-by-step strategy checklists — everything your accountant needs to get straight to execution.
Steps 1–3 are free. Step 4 is a one-time $199 payment for your personalized Tax Strategy Plan.
Your initial savings 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.
What's Included
Everything you need to walk into your CPA meeting prepared — not starting from scratch.
A personalized, rule-based plan covering every qualifying strategy — ranked by impact, with deadlines, CPA Prep, implementation tools, and a Tax Strategy Report PDF. $199 one-time.
What each strategy is, 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.
30 days on Comprehensive, through end of 2026 on Professional and Premium. Questions about your strategies, forms, or CPA scripts answered directly.
No. ATP helps you understand which tax strategies apply to your situation and prepares you to implement them with your own CPA or tax professional. We don't file returns or provide legal tax advice.
The Tax Strategy Plan ($199) is your complete, personalized tax optimization plan — covering every qualifying strategy, with a priority action list ranked by impact, deadlines, a CPA Briefing Page, Tax Strategy Report PDF, plus the full implementation toolkit: pre-filled IRS forms, CPA conversation scripts, and step-by-step checklists. One payment, everything included.
Not for the assessment — that's free and self-serve. But the point of ATP is to make your CPA meetings more productive, so having a tax professional to implement with is where you get the most value.
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 gives you the preparation to have a better, more strategic conversation with them. Your CPA can focus on execution instead of information gathering.
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.
If you complete the Deep-Dive Assessment, implement the strategies, file your taxes, and save less than twice what you paid, we refund you in full with no time limit. Document downloads do not void the guarantee. Full details at /refund-policy.
The assessment is free, takes about three minutes, and shows you a personalized savings estimate with no commitment required.
Start Your Free AssessmentNo credit card. No commitment.
2× savings guarantee — save more than twice what you paid, or we refund you