Write a Year-End Tax Planning Letter

What You'll Get

A personalized year-end tax planning letter for a specific client — identifying their key planning opportunities, recommended actions, and deadlines — written in professional, readable language.

The Prompt

Write a year-end tax planning letter for [client type: individual / business owner / investor]. Client situation: [3-5 bullet points about their situation — income level, entity type, major events this year, estimated tax position]. Highlight these specific opportunities: [list 2-4 relevant planning actions]. Tone: proactive, advisory, professional. Under 400 words.

Tips

Create one master prompt per client type — high-income W-2, S-corp owner, real estate investor — then reuse it by swapping the situation details. The more specific the client facts you include, the less the letter reads like a mass mailer.