Made for CPAs
Run the Two-Minute Check Before Answering Live
Also useful for: Tax Advisors, people in Finance
2 min
Beginner
Finance
CPA
Communicate Better
Career outcome:
Avoid Professional Risk
Run a fast fact-and-risk screen, choose the right level of response, and tell the client exactly what happens next.
Create a free account to save your progress and use this Playbook.
Use this when
A client asks a tax or accounting question during a call, meeting, or message exchange and expects an immediate answer.
You'll need
- Client question
- Known facts
- Entity and period
- Jurisdiction
- Available support
- Deadline
You'll get
- Every material fact classified as confirmed, assumed, or missing
- Entity, period, jurisdiction, documents, prior filings, elections, deadlines, and limits checked
- One response level selected
- A bounded client response prepared
- A file note and follow-up action captured.
By the end of this playbook
You will have:
- Every material fact classified as confirmed, assumed, or missing
- Entity, period, jurisdiction, documents, prior filings, elections, deadlines, and limits checked
- One response level selected
- A bounded client response prepared
- A file note and follow-up action captured.
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Client question: Can I deduct the full cost of the SUV the business bought last week? Known facts: The S corporation paid $78,000. Business-use percentage, vehicle weight, and placed-in-service date aren't confirmed. Entity and period: Calendar-year S corporation, 2026. Jurisdiction: Federal and Georgia. Available support: Purchase invoice and prior-year return. No mileage log or updated depreciation schedule. Deadline: The client wants an answer before signing loan documents this afternoon.
Sample assembled prompt
Confirmed facts - A calendar-year S... - Federal and Georgia treatment may... - A purchase invoice and prior-year... Critical gaps - Gross vehicle weight... - Placed-in-service date. - Expected and documented business-use percentage. - Prior depreciation elections and current-year... - Whether financing terms affect the... Risk flags - Purchase date alone... - Vehicle classification and business use... - Current federal limits and Georgia... Response level Research first. Client-facing response "The purchase may qualify... I need the vehicle's weight rating,... I'll verify the current federal limits... Confirmed purchase price, entity, year, and... Missing weight rating, placed-in-service date, business... No deduction amount confirmed. Follow-up required after documents and current...