Send clients year-end tax planning reminders before December 31

Draft short, plain-English year-end emails by client type, with a checklist of what to do before the year closes.

The problem

October through December is the last chance for clients to act on estimated payments, retirement contributions, charitable giving and equipment purchases. Firms know it, but writing personal reminders for every client group rarely happens before January.

Step by step

1. 1Group clients into a few types, like W-2 households, self-employed owners, S-corp owners and retirees.
2. 2For each group, list the year-end items your firm wants them to think about and any deadlines, using your own current-year figures and guidance.
3. 3Paste the prompt below with one group at a time. Don't include client names, SSNs or account details in a public AI tool.
4. 4Have a CPA review every draft for accuracy against current tax law before anything goes out; AI can be wrong or out of date on limits and rules.
5. 5Send through your normal email tool or mail merge, and add a link to book a short planning call.

Copy-paste prompt

You help a CPA firm write year-end client emails. Client group: [e.g., self-employed owners]. Items our firm wants them to consider before December 31 (use only these, don't add tax advice): [list, with our figures and deadlines]. Write: (1) a friendly email under 200 words in plain English, with a short checklist; (2) a subject line; (3) a sentence inviting them to book a 15-minute planning call at [link]; (4) a note at the end that this is general information and they should talk with us before acting. Mark any figure I should double-check with [VERIFY].

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.

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