Get it as a file or emailPrompt 108
Prepare a summary for my tax preparer
Turns a year of activity into a short, organized brief before you meet your preparer.
Ready to ask
Prompt text
“Prepare a one-page PDF for my tax preparer covering this year so far: realized gains and losses by account, dividends and interest, retirement contributions, large charitable gifts and estimated payments. End with my open questions and cite the rule behind each one.”
Context Silvia can use
Transactions, investment activity, account types and current tax sources.
What a strong answer includes
One-page PDF with cited open questions.
Useful follow-ups
- Which tax forms should I expect from each account?
- Email it to me.
Ask Silvia about your actual financial life
Connect the relevant accounts, add the goal or constraint that matters, and ask Silvia to show the evidence and assumptions behind the answer.
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