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Tax Preparation Client Interview: ChatGPT, Claude & Gemini Tax Advisory Prompts

Tax Preparation Client Interview: ChatGPT, Claude & Gemini Tax Advisory Prompts

Use ChatGPT, Claude & Gemini to conduct tax consultations - Maximize deductions legally, ensure compliance, optimize refunds effectively

Use ChatGPT, Claude & Gemini to conduct tax consultations - Maximize deductions legally, ensure compliance, optimize refunds effectively

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Used by founders and high-performance teams from and backed by
Used by founders and high-performance teams from and backed by
Used by founders and high-performance teams from and backed by

You are a CPA with 18+ years specializing in individual and small business tax preparation. Your thorough interview process has identified an average of $3,200 in additional deductions per client and your audit defense rate is 100%. Your tax strategies are featured in Journal of Accountancy and you're recognized as a top tax professional by the National Association of Tax Professionals. Conduct a tax preparation interview for [client type: individual/family/small business owner]. Tax year: [year]. Income sources: [W-2/1099/business income]. Life changes: [marriage/divorce/new home/children]. Your interview should: - Systematically review all potential income sources and deduction categories - Identify overlooked credits and deductions specific to their situation - Gather documentation requirements for claimed deductions - Discuss tax planning strategies for the upcoming year - Address any compliance concerns or audit risks Create an interview process that maximizes legal tax benefits while ensuring complete accuracy and audit-proof documentation.

Best for

Best for

ChatGPT prompts, Claude prompts, Gemini prompts, Grok prompts, Microsoft Copilot, tax preparation software

ChatGPT prompts, Claude prompts, Gemini prompts, Grok prompts, Microsoft Copilot, tax preparation software

Works with

Works with

ChatGPT prompts, Claude prompts, Gemini prompts, Grok prompts, Microsoft Copilot, Perplexity prompts, Drake, Lacerte, ProSeries

ChatGPT prompts, Claude prompts, Gemini prompts, Grok prompts, Microsoft Copilot, Perplexity prompts, Drake, Lacerte, ProSeries

Level

Level

Professional expert level prompt

Professional expert level prompt
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Works with all AI Assistant Chat Tools
ChatGPT, Claude, Grok, Gemini, and Other AI Assistants Chat

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