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 under two 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 Report
FREEOur engine maps your situation against 27 tax optimization strategies — using real 2026 IRS brackets, IRC-based formulas, and your specific inputs. The result is a personalized savings estimate across every category that applies to you.
This isn't a generic checklist. If S-Corp election doesn't make sense at your income level, it won't show up. You only see what's actually relevant.
Deep-Dive Assessment
Once you have your free summary, you can complete a more detailed assessment with year-specific data — exact income, retirement contributions, real estate details, and more. This tightens up your savings estimates significantly.
Optional but recommended. Takes 10–15 minutes and replaces range-based estimates with exact numbers for the tax year.
Your Implementation Toolkit
Unlock your full plan and get a complete implementation toolkit — detailed strategy breakdowns, pre-filled IRS forms, document checklists, and personalized CPA scripts for every strategy that applies to you.
You walk into your CPA meeting with your ducks in a row. Your accountant can get straight to implementation instead of spending your billable hours gathering information.
Steps 1–2 are free. Steps 3–4 go deeper — on your timeline.
What's Included
Everything you need to walk into your CPA meeting prepared — not starting from scratch.
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.
A branded summary of your full tax plan to share with your accountant, partner, or keep for records.
30 days on Comprehensive, through end of 2026 on Professional and Premium. Questions about your strategies, forms, or CPA scripts answered directly.
Plans
Every plan includes the complete Tax Savings Blueprint. Plans differ by how much ongoing support and additional deliverables you receive.
$599
Comprehensive
Your complete tax reduction blueprint.
Most Popular
$999
Professional
Full-year guidance through your 2026 filing.
$1,249
Premium
White-glove service including financial statement prep.
All plans require completing the free assessment first. Full plan terms
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.
All three plans unlock the same complete Tax Savings Blueprint — every strategy, form, and CPA script that applies to your situation. The difference is support: Comprehensive includes 30 days of email support. Professional extends that through the full 2026 tax year, plus quarterly check-ins and a free re-analysis if your situation changes. Premium adds financial statement preparation — we turn your bank and card statements into a CPA-ready P&L, which most bookkeepers charge $3,000–$10,000 to produce.
We take your bank and credit card statements for the tax year, categorize all expenses, identify what can and can't be written off, and produce a formatted P&L statement ready to hand to your CPA. Most CPAs require a P&L before they can file — this removes that step entirely. It's a document organization service, not a certified audit or tax return.
Support covers questions directly about your blueprint: clarifying a strategy, understanding a pre-filled form, or how to use your CPA scripts. It doesn't include tax return preparation, legal advice, or questions outside your assessment. We aim to respond within 2–3 business days.
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 your report — income ranges, entity type, basic financial flags. No SSN, no bank accounts, no sensitive documents. See our Privacy Policy for the full breakdown.
The initial assessment takes under two minutes. The optional deep-dive takes 10–15 minutes and gives you year-specific numbers with much tighter estimates.
The assessment is free, takes under two minutes, and shows you a personalized savings estimate with no commitment required.
Start Your Free AssessmentNo credit card. No commitment.