Updated: 4 November 2026

Prepare questions for your accountant

This prompt helps you prepare for an accountant meeting about tax, business or setup topics, with a list of questions and what to bring.

text-accountant-question-prep — chatgpt — 64 words

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.

Edit in the builder Copy & open ChatGPT ↗Copy & open Gemini ↗Copy & open Claude ↗

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

Get a better result

What you will get

A document checklist, a list of questions, deadlines you may have missed and a two-minute one-page summary of your situation for the meeting, plus notes on where you need professional advice.

Common mistake

You rely on the AI’s tax rules.

Fix: Rules differ by country and year. Use the list to prepare, and take the answers from your accountant.

Also watch for

Your summary leaves out income sources. List all sources, accounts and big changes this year in the situation bracket.
You forget a document. Tick each item before the meeting, as the tip says, and ask the accountant what else they need.

Try a variation: make a follow-up list

After the meeting, paste your notes and ask for a list of actions with owners and dates, then check it with your accountant.

Still not right? Reply with this

Turn this into a one-page summary I can send to my accountant a day before the meeting, with my situation first and the questions ranked by importance.