Explain tax and accounting topics to clients in plain English

Draft clear client emails about notices, estimates and deadlines.

The problem

Explaining an IRS notice or estimated payments clearly takes time to write.

Step by step

1. 1Remove client names and identifiers before pasting anything.
2. 2Describe the situation and the facts you have confirmed.
3. 3Ask for a plain-English email draft.
4. 4CPA reviews for accuracy before sending.

Copy-paste prompt

Draft a short, plain-English email to a small business client explaining [topic, e.g., quarterly estimated tax payments] and what they need to do by [date]. Avoid jargon. Do not state any tax figures I have not given you.

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.