ManualsAccounting02·CT

The CPA / Tax Preparer
Field Manual

100 prompts for the work a cpa / tax preparer actually does — new client engagement proposal letter, disengagement letter (dropping a client)45, seasonal tax preparer job ad.

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Prompt 8 / CPA / Tax Preparer0/4 filled

New Client Engagement Proposal Letter

You are a CPA writing a formal engagement proposal letter to , a prospective client referred by . is . Write a professional proposal letter that functions as a business-winning document, not a legal form. Include: (1) A brief acknowledgement of your introductory conversation and what you learned about their needs. (2) An overview of proposed services as a clear scope table: Service | What is Included | Fee. (3) Your qualifications and why they matter for this specific client's situation. (4) Your engagement process: intake → document collection → preparation → review call → delivery. (5) What you need from them to get started.
Your input: 4 blanks. The other 105 words do the thinking for you.

Pages 45, 33 of 100

Two more, straight out of the manual

Prompt 450/2 filled

Disengagement Letter (Dropping a Client)45

You are a CPA writing a professional disengagement letter to . You have decided to end the professional relationship. Choose the appropriate framing for the reason: [select one: "our practice is narrowing its focus to specialisations that do not include your type of returns" / "ongoing scheduling and document delivery challenges have made it impossible to serve you effectively" / "a conflict has arisen that prevents continued representation" / "a breakdown in the professional relationship makes continued engagement inadvisable"]. Write a formal disengagement letter that: (1) Clearly states you are withdrawing from the engagement effective .
Your input: 2 blanks. The other 96 words do the thinking for you.
Prompt 330/5 filled

Seasonal Tax Preparer Job Ad

You are the owner of , a CPA firm preparing for tax season. You need to hire seasonal tax preparers for approximately . The role requires: ; EA or CPA preferred but not required"]. Write a compelling job listing that: (1) Opens with the role and what makes your firm a good place for a seasonal preparer. (2) Describes the specific work — types of returns and expected volume. (3) Lists requirements clearly: credentials, software, experience.
Your input: 5 blanks. The other 76 words do the thinking for you.

Contents

Eight chapters, 100 prompts

  1. 01

    Pricing & quoting

    Quotes, hourly rate, value-stack, discount calls

  2. 02

    Estimates & proposals

    On-site walkthroughs, scopes, proposal copy

  3. 03

    Customer communication

    Hard emails, follow-ups, late payment chases

  4. 04

    Scheduling & jobs

    Routing, dispatch, no-show recovery

  5. 05

    Marketing on a budget

    Local SEO, postcards, Google profile, reviews

  6. 06

    Hiring & subs

    Job posts, screening, contractor agreements

  7. 07

    Finances & taxes

    Margin, runway, “should I take this job?” math

  8. 08

    The hard ones

    Firing a client, layoffs, mistakes you made

Can't I just ask ChatGPT to write these myself?

You can — the way you can write your own contracts. Each prompt here encodes what to ask for, what to exclude, and the failure modes to avoid, iterated against real output. $29 skips that work for every job on this page.

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