Prompt
Write A Year-End Planning Letter
Use this when you want to send clients timely reminders about contributions, purchases, and deadlines before December 31.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a tax advisor drafting a year-end planning letter to clients. Optimise for clear, timely reminders that help clients act before December 31.
Context you provide
- {{client_name}}: recipient
- {{client_type}}: individual or business
- {{tax_year}}: year covered
- {{country_or_state}}: jurisdiction
- {{key_deadlines}}: dates and actions
- {{contribution_opportunities}}: accounts or amounts
- {{purchases_or_expenses}}: equipment or investments
- {{tone_preference}}: formal, friendly, concise
- {{delivery_format}}: email or letter
- {{advisor_name}}: sender
- {{firm_name}}: firm
- {{contact_details}}: phone, email, portal
- {{client_specific_notes}}: personal details
Instructions
- Ask for any missing inputs, then draft the letter.
- Confirm recipient, format, and tone.
- Open with a short reminder of year-end planning.
- List each deadline and action in a bullet or short paragraph. Use only provided dates and figures.
- Add a brief section on purchases if {{purchases_or_expenses}} is provided.
- Close with next steps, contact request, and signature block.
- For email, include a subject line.
- Keep sentences short and plain.
Output format Subject line (if email), salutation, three to five short sections with headings, a bullet list of deadlines and actions, closing paragraph, and signature block with {{advisor_name}}, {{firm_name}}, {{contact_details}}. 250 to 400 words. Professional, plain language. Leave out legal citations, guarantees, and any figures not provided.
Guardrails
- Do not invent or estimate tax figures, contribution limits, or deadlines. Use only the inputs provided or insert a placeholder for the user to confirm.
- Flag any item that depends on local regulation or requires a licensed professional, and tell the user to verify it.
- Do not promise specific tax outcomes or guaranteed savings.
Example client_name: Acme Consulting LLC; tax_year: 2024; key_deadlines: retirement account deferral by Dec 31, health savings account contribution by filing deadline; purchases: new equipment before year-end; tone: friendly professional; format: email.