The Prompt
Create a comprehensive tax planning strategy for [Individual/Business Name] for tax year [year]. Client details: - Type: [Individual/LLC/Corporation/Partnership] - Annual income/revenue: [$amount] - Industry: [industry] - State: [state] - Filing status (if individual): [Single/Married/HOH] Strategy should cover: 1. Legal tax reduction opportunities 2. Deductions to maximise: [list applicable] 3. Tax credits available 4. Retirement contribution strategies 5. Timing of income and expenses 6. Entity structure recommendations 7. Investment tax considerations 8. Estimated tax liability with and without strategies 9. Action items with deadlines 10. Risks and compliance considerations Note: This is for planning purposes — consult licensed CPA for final advice
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How to Use This Prompt
- Click Copy Prompt above
- Open ChatGPT or Claude
- Paste the prompt and replace anything in [brackets] with your own details
- Press Enter and get your result instantly
Pro Tip
The more specific you are when replacing the [brackets], the better your result. For example instead of writing [Job Title] write "Senior Software Engineer with 5 years experience" — specificity is what separates a good AI response from a great one.
This prompt works best with ChatGPT . If you are not happy with the first result, try adding "make it more concise" or "give me 3 alternative versions" as a follow-up message.