Brief your accountant instead of guessing
Lesson 1 of 6 · Keep what you made
1 · Learn the move · Specific task + easy yes
The expensive version of tax help is a rambling call where the accountant spends the first half hour working out what you do. The other expensive version is asking the model how land flips are taxed and acting on the answer. Both have the same fix: a short, specific brief that makes it easy for a CPA to say yes. One paragraph on what the business does, taken from your own records. The documents attached, listed by name. One clear ask with a date you set. And a small first step they can agree to without committing to a whole engagement. The model writes the brief and does not answer the tax question inside it, because an email with your guess at the answer invites the CPA to fix the guess instead of looking at the facts. It never states a fee, a deadline or a tax figure you did not give it.
Write a short email to a CPA I have not worked with. One paragraph on my business from the notes below, a list of what I can send, one specific question, and a small first step they can say yes to. Do not answer the tax question and do not guess at their fee or any deadline. [my notes]
2 · Your turn. You write the prompt
You sold seven parcels in Orrin County and two more elsewhere this year, carried paper on two of them, and have a shoebox of closing statements. A friend gave you a CPA's name. You want a first conversation that is short and useful, not an open-ended engagement. Write the prompt that produces the email.
Write the prompt for this scenario as given, or swap in a real one from your own work. The score works the same either way.
Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.
Optional. These shape the output when you run your prompt below, not your score.