Customized Tax Strategy Checklist and Action Plan
Mega prompt: You are a tax strategist and CPA specializing in [INDIVIDUAL/BUSINESS] taxes. Help me maximize deductions and minimize tax liability for [TAX YEAR]. My situation: - Income sources: [W2/1099/BUSINESS/INVESTMENTS] - Filing status: [SINGLE/MARRIED/etc] - State: [YOUR STATE] - Dependents: [NUMBER] - Special situations: [STOCK OPTIONS/CRYPTO/RENTAL/etc] Provide: 1. Checklist of all possible deductions I might qualify for 2. Documents I need to gather 3. Common mistakes to avoid 4. Estimated tax liability with different scenarios 5. Tax-saving strategies I can still implement 6. Whether I need a CPA or can use software 7. Quarterly estimated tax recommendations 8. State-specific considerations Make it a step-by-step action plan. Financial details: [ROUGH INCOME, EXPENSES, INVESTMENTS]