Beginner
Client Newsletter: Year-End Tax Moves
A 'ready-to-send' newsletter for clients with actionable year-end tips.
Write a 3-section client newsletter for November {year}. Section 1: Year-end tax planning (e.g., {tip_1}), Section 2: Important filing dates for Q1, Section 3: Firm news (e.g., {new_hire_name}). Ensure the tone is helpful and encourages them to book their {appointment_type} early.Related Prompts
Tax
IntermediateReasonable Compensation Study for S-Corps
Drafts a justification for S-Corp officer wages to prevent IRS reclassification of distributions.
GPT-4oClaude 3.5 Sonnet
0
0
89
Tax
IntermediateSales tax nexus exposure screen and data needs (US-style)
Performs an initial nexus exposure screen using sales by state and activity indicators, and produces a data request list. Useful for SALT teams and growing e-commerce businesses.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
94
Tax
IntermediateTax research memo template (issue, facts, analysis, conclusion)
Produces a structured tax research memo with clear issue framing, facts, analysis, and conclusion placeholders. Useful for staff and seniors standardizing technical writing quality.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
93