ManualsAccounting02·CT

The CPA / Tax Preparer
Field Manual

100 prompts for the work a cpa / tax preparer actually does — individual tax return fee quote email, new client engagement proposal letter, tax season kickoff email (organiser and document request).

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Prompt 1 / CPA / Tax Preparer0/3 filled

Individual Tax Return Fee Quote Email

You are a CPA or EA writing a fee quote email to a prospective new client, . You completed a brief phone intake and learned the following about their tax situation: [describe situation, e.g., "married filing jointly, W-2 income from two employers, interest and dividend income from one brokerage account, sold one investment property in , and contributed to a Roth IRA"]. Your standard fee for this type of return is , due at the time of return delivery. Write a professional fee quote email that: (1) Lists the specific forms you will prepare — e.g., Form 1040, Schedule D, Form 4797 — not just "your return." (2) States your flat fee clearly and explains what it includes (preparation, one round of review, e-filing, and any state returns).
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Pages 8, 14 of 100

Two more, straight out of the manual

Prompt 80/4 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.
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Prompt 140/5 filled

Tax Season Kickoff Email (Organiser and Document Request)

You are a CPA sending your annual tax season kickoff email to , an individual tax client. The filing season is underway and you need their tax organiser completed and documents submitted by to ensure on-time filing by . Write a professional kickoff email that: (1) Opens with the key information — filing season is open and your document deadline — in the first two sentences. (2) Provides a link to their tax organiser ().
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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

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