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Text & chat prompt

Prepare questions for your accountant

Prepare questions for your accountant: a free, copy-paste prompt for ChatGPT, Gemini and Claude. Paste the prompt and replace each [BRACKETED] field with your own details.

Text & chatChatGPTGeminiClaude

The prompt

I have a meeting with my accountant about [TAX, BUSINESS, OR SETUP TOPIC].

My situation: [BRIEF SITUATION]
Country or region: [LOCATION]

Prepare a list of documents to bring, a list of questions I should ask, key deadlines I may be forgetting and a one-page summary of my situation they can read in two minutes. Tell me where I need professional advice rather than guessing.
Copy & open ChatGPTCopy & open GeminiCopy & open Claude Customise in the builder

Pro tip: Bring every document you list; a prepared meeting can save you paid hours.

How to use this prompt

  1. Open ChatGPT and start a new chat.
  2. Paste the prompt.
  3. Replace each [BRACKETED] field with your real details and paste in your own text where asked.
  4. Reply with follow-ups such as "make it shorter" or "make it sound more like me".

Prompt at a glance

Category
Text & chat
Works with
ChatGPT · Gemini · Claude
Length
64 words
Fields to fill in
TAX, BUSINESS, OR SETUP TOPIC, BRIEF SITUATION, LOCATION
Last updated

Frequently asked questions

Which AI tools work with this prompt?

It is written for ChatGPT, Gemini and Claude. Paste it into your preferred tool and adjust the wording if the result is off.

What do I need to fill in?

Replace these fields before you send it: TAX, BUSINESS, OR SETUP TOPIC, BRIEF SITUATION, LOCATION. Each field shows an example in the prompt.

Should I paste private information into the prompt?

Only what the task needs. Remove names, contact details and other sensitive data before pasting a resume or document into any AI tool.

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