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