Write a professional client letter explaining [TAX ISSUE/FINDING] discovered during 
their [YEAR] tax return preparation. Tone: clear, non-alarming, action-oriented.

Issue: [DESCRIBE THE PROBLEM — e.g., underreported income, missed deduction opportunity]
Action required from client: [WHAT DO THEY NEED TO DO]
Deadline: [DATE IF APPLICABLE]
Firm name: [YOUR FIRM NAME]

Draft an engagement letter for [TYPE OF SERVICE — individual tax return, 
business return, tax planning, IRS representation] for a new client. 
Include: scope of services, client responsibilities, fee structure placeholder, 
confidentiality terms, and signature block.

Client type: [INDIVIDUAL/BUSINESS]
Services: [LIST SERVICES]
Jurisdiction: [STATE]

Write a response letter to an IRS CP2000 notice for a client. 
The notice alleges [DESCRIBE DISCREPANCY]. Our position is [YOUR POSITION]. 
Keep it professional, concise, and include a request for abatement of penalties 
if applicable.

Client name placeholder: [CLIENT NAME]
Tax year: [YEAR]
Notice type: [NOTICE NUMBER/TYPE]
Our supporting argument: [BRIEF EXPLANATION]

Create a tax organizer cover letter for [INDIVIDUAL/BUSINESS] clients 
preparing for their [YEAR] return. List the 10 most commonly missing 
documents for [CLIENT TYPE — W-2 earner, self-employed, rental property owner, 
pass-through entity owner].

Write a follow-up email to a client who hasn't returned their tax documents 
[NUMBER] weeks before the [FILING/EXTENSION] deadline. 
Tone: firm but professional. Explain the consequence of missing the deadline.

Client type: [INDIVIDUAL/BUSINESS]
Specific deadline: [DATE]
Documents still needed: [LIST]

Summarize IRC Section [CODE SECTION NUMBER] in plain English. Focus on:
- Who it applies to
- What it allows or requires
- Key thresholds, limitations, or phase-outs
- Recent changes or notable IRS guidance

Context: I'm researching this for a client situation involving [BRIEF SITUATION].

Compare the tax treatment of [ENTITY TYPE A] vs [ENTITY TYPE B] for a 
[BUSINESS TYPE] with [APPROXIMATE REVENUE] in revenue. Cover: self-employment 
tax, pass-through taxation, retirement plan options, and exit planning implications.

Owner situation: [SINGLE OWNER/PARTNERS/INVESTORS]
State: [STATE — affects analysis]

Research and summarize the qualified business income (QBI) deduction rules 
under Section 199A as they apply to a [PROFESSION/BUSINESS TYPE] with 
[APPROXIMATE INCOME]. Flag whether they are in a Specified Service Trade 
or Business and what that means for the deduction.

Write a research memo on [TAX TOPIC] for our files. Include: relevant code 
sections, treasury regulations, applicable IRS guidance (revenue rulings, 
PLRs, etc.), and a conclusion. The memo should support [OUR POSITION/RECOMMENDATION].

Topic: [TAX TOPIC]
Client situation: [BRIEF FACTS]
Conclusion we're supporting: [POSITION]

Identify the top 5 tax risks in this business structure or transaction and 
cite the relevant code sections for each:

Business structure/transaction: [DESCRIPTION]
Industry: [INDUSTRY]
Entity types involved: [LIST]

Create a year-end tax planning checklist for a [CLIENT PROFILE — e.g., 
self-employed consultant, S-corp owner with $500K income, W-2 earner with 
significant investments]. Include both income-deferral and deduction-acceleration 
strategies relevant to [CURRENT TAX YEAR].

Estimated income: [RANGE]
Filing status: [SINGLE/MFJ/HOH]
Key facts: [NOTABLE CIRCUMSTANCES]

Analyze this client's situation and identify [NUMBER] tax planning opportunities 
they haven't taken advantage of. Prioritize by estimated tax savings impact.

Client facts:
- Income: [INCOME SOURCES AND AMOUNTS]
- Entity: [ENTITY TYPE]
- Retirement accounts: [CURRENT STATUS]
- Real estate: [ANY PROPERTIES]
- Family situation: [RELEVANT DETAILS]

Model the tax difference between my client taking a [AMOUNT] salary vs. 
[AMOUNT] salary + distributions from their S-corporation. 
Assume [STATE] state income tax and [FILING STATUS] filing status.
Include SE tax savings, payroll tax costs, and net benefit.

My client is considering [TRANSACTION — selling a business, converting 
traditional IRA to Roth, selling appreciated real estate, exercising ISOs]. 
Walk me through the tax implications step by step and suggest 3 strategies 
to minimize the tax hit.

Client situation: [KEY FACTS]
Transaction details: [SPECIFICS]
Timeline: [WHEN THIS WILL HAPPEN]

Design a retirement plan comparison for a self-employed client with 
[NET SELF-EMPLOYMENT INCOME] income. Compare: SEP-IRA, Solo 401(k), 
SIMPLE IRA, and defined benefit plan. Show contribution limits, deduction 
impact, and administrative complexity.

Write a disclosure statement for including [TAX POSITION] on a client's 
[YEAR] [FEDERAL/STATE] return. The position involves [DESCRIBE POSITION]. 
Format it as a Form 8275 or 8275-R disclosure narrative.

Draft workpaper documentation for the [DEDUCTION/CREDIT/POSITION] taken 
on [CLIENT NAME PLACEHOLDER]'s [YEAR] return. Include: factual basis, 
code section authority, calculation methodology, and conclusion.

Facts supporting the position: [YOUR NOTES]
Amount: [DOLLAR AMOUNT]

Create an engagement risk assessment memo for [CLIENT/ENGAGEMENT TYPE]. 
Cover: client integrity risk, complexity risk, technical risk, and 
fees/scope risk. Include suggested risk mitigation steps.

Engagement type: [TAX RETURN/PLANNING/ADVISORY]
Client history: [NEW/EXISTING — any red flags]
Complexity factors: [DESCRIBE]

Write internal procedures documentation for our firm's process of handling 
[SPECIFIC WORKFLOW — e.g., extension filings, IRS correspondence, 
estimated tax calculations, S-corp reasonable compensation determinations].

Current process (rough notes): [PASTE YOUR NOTES]
Firm size: [NUMBER OF STAFF]

Draft a reasonable compensation study summary for [CLIENT'S S-CORP] 
in [INDUSTRY]. The owner performs [DESCRIBE DUTIES]. Industry compensation 
data suggests [RANGE]. Document why [SALARY AMOUNT] is supportable.

Analyze this IRS notice and tell me: what the IRS is claiming, what response 
is required, the deadline, and the 3 most likely reasons this notice was generated:

Notice text: [PASTE NOTICE TEXT OR DESCRIPTION]
Client situation: [BRIEF FACTS]

Write a penalty abatement request letter for [PENALTY TYPE — failure to file, 
failure to pay, accuracy-related] citing reasonable cause. The client's 
situation was: [DESCRIBE SITUATION — illness, natural disaster, reliance on advisor, etc.]

Tax year: [YEAR]
Penalty amount: [AMOUNT]
Supporting facts: [DETAILS]

Draft an offer in compromise application narrative explaining why [CLIENT SITUATION] 
qualifies under [DOUBT AS TO LIABILITY / DOUBT AS TO COLLECTIBILITY / 
EFFECTIVE TAX ADMINISTRATION]. Include the hardship factors.

Client financial summary: [INCOME, ASSETS, EXPENSES]
Tax debt amount: [AMOUNT]
Years involved: [TAX YEARS]

Prepare a Power of Attorney cover letter and instructions for a client who 
needs to authorize [FIRM NAME] to represent them before the IRS for 
[MATTER TYPE — audit, collection, appeals] related to tax year [YEAR].

Write talking points to explain to a client why they received [NOTICE TYPE] 
and what will happen next. Keep it reassuring but honest. Avoid tax jargon.

Notice: [DESCRIBE NOTICE]
Likely outcome: [YOUR ASSESSMENT]
Client's worry: [WHAT ARE THEY AFRAID OF]

Walk me through the tax consequences of converting [ENTITY TYPE A] to 
[ENTITY TYPE B] for a business with these characteristics. Flag the key 
elections, timing considerations, and potential pitfalls:

Current entity: [TYPE AND STATE]
Target entity: [TYPE]
Business assets: [ROUGH DESCRIPTION]
Owner count: [NUMBER]

Analyze the Section 1031 exchange eligibility and mechanics for this 
real estate transaction. Identify: qualifying property, timeline requirements, 
boot issues, and the impact on basis:

Property being sold: [DESCRIPTION AND APPROXIMATE VALUE]
Replacement property being considered: [DESCRIPTION]
Client situation: [ENTITY TYPE, HOLDING PERIOD, GAIN ESTIMATE]

Create a checklist of tax compliance requirements for a newly formed 
[LLC/S-CORP/C-CORP] in [STATE]. Include federal and state filings, 
payroll setup, estimated tax obligations, and first-year elections 
(S-corp election, bonus depreciation, method of accounting).

Explain the built-in gains tax risk for this S-corporation that was 
previously a C-corporation. The conversion was [DATE]. Identify which 
assets are at risk and how long the recognition period lasts.

Assets at conversion: [ROUGH LIST AND VALUES]
Current year: [YEAR]

My client wants to split their business into two entities for [REASON — 
liability protection, different ownership, separate product lines]. 
What are the tax implications of this restructuring and what structure 
would you recommend?

Current business: [DESCRIPTION]
Revenue: [AMOUNT]
Proposed structure: [WHAT THEY'RE THINKING]

Create a 30-minute training outline for our firm's staff on [TAX TOPIC]. 
Include: learning objectives, 3 key concepts with examples, 2 common mistakes 
to avoid, and a 5-question knowledge check.

Staff level: [ASSOCIATE/SENIOR/MANAGER]
Topic: [TAX TOPIC]
Practical context: [WHY THIS MATTERS FOR OUR CLIENTS]

Write a client newsletter article (400 words) on [TAX TOPIC OR LAW CHANGE] 
that explains the impact in plain English and prompts clients to schedule 
a planning conversation. Avoid jargon. Mention specific dollar thresholds 
where relevant.

Topic: [TAX LAW CHANGE OR PLANNING TOPIC]
Effective date: [WHEN IT APPLIES]
Primary audience: [CLIENT TYPE]

Help me document our firm's standard position on [GREY AREA TAX ISSUE — 
e.g., home office deduction, meal and entertainment, cryptocurrency reporting]. 
Include: the conservative approach, the aggressive approach, where we draw 
the line, and the client disclosure language.

Create a 10-point onboarding checklist for a new [INDIVIDUAL/BUSINESS] 
tax client. Include information-gathering steps, system setup, first-year 
planning items to flag, and engagement letter milestones.

Generate 5 "tax tip" social media posts for [PLATFORM — LinkedIn, email, X] 
on the topic of [SEASONAL TAX TOPIC — e.g., Q4 planning, IRA contributions, 
home sale exclusion]. Each post should be specific, credible, and include 
a call to action.

Target audience: [WHO FOLLOWS YOUR FIRM]
Firm tone: [EDUCATIONAL/AUTHORITATIVE/APPROACHABLE]