Tax Season Client Kit — 60 Accountant AI Prompts

Tax-prep letters, IRS responses, and advisory memos drafted in minutes — in your own voice. What you can do: Draft tax-prep letters, summary letters, and onboarding emails Respond to IRS notices with clear, defensible language Write advisory and tax-planning memos clients understand Produce engagement letters and audit-prep docs What's inside: 60 ready-to-run skills — tax prep, IRS notices, advisory, audit prep, and practice management Every prompt as a click-to-copy file — works in ChatGPT, Claude, Gemini, or Copilot 3 compliance-aware templates (summary, financial summary, engagement letter) plus a workflow guide and cheat sheet Free lifetime updates Who it's for: Solo CPAs, small firms, Enrolled Agents, and bookkeepers moving into advisory. Why it's different: The included Claude Cowork plugin does the task hands-free — drag-and-drop install, no coding Always-on guards: practice-boundary stops advice drift, data-privacy flags SSNs and EINs, a citation safeguard stops made-up IRC sections One-time payment, no subscription — free updates for life One-time payment · instant download · free lifetime updates.30-day guarantee: if it doesn't save you real time in your first week, reply to your receipt and I'll refund you. — Alex Lowe, The AI Career Lab