# Prepare a year-end tax planning meeting with a business owner client

An agenda, projection checklist, and list of planning moves to discuss with a business client before the tax year closes.

- Topic: Finance & Accounting
- Framework: Few-Shot
- Level: Standard
- Tags: Finance, Meetings, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/prepare-a-year-end-tax-planning-meeting-with-a-business-owner-client

## Prompt

```text
Help me prepare for a year-end tax planning meeting with a business owner client.

**Client profile:** [entity type - e.g. "S corporation, single owner", "multi-member LLC taxed as a partnership"; state; industry]
**Year-to-date financials:** [PASTE - revenue, net income, owner compensation, distributions]
**Expected rest-of-year activity:** [big purchases, hires, sales, contracts]
**Prior-year return highlights:** [taxable income, carryforwards, estimated payments made]
**Owner's personal situation:** [filing status, other income, retirement plans, life changes]
**Client's goals:** [e.g. "lower this year's bill", "prepare to sell in two years", "take more cash out"]
**Meeting length:** [e.g. "45 minutes"]

Produce:
1. A meeting agenda with time blocks, starting with the projection and ending with decisions and deadlines.
2. A projection checklist: the figures I need to finalize before the meeting, and the safe-harbor position on estimated payments.
3. Planning ideas to evaluate, each with who it suits, the rough mechanism, the deadline that matters, and the risk or trade-off - for example: timing of income and expenses, asset purchases and depreciation elections, reasonable compensation for S-corp owners, retirement plan contributions and setup deadlines, entity-level state tax elections, and charitable timing.
4. Questions to ask the client to uncover missed opportunities.
5. A follow-up email template listing decisions, owners, and deadlines.

Only suggest ideas that fit the facts I give. Do not quote contribution limits, thresholds, or rates from memory - mark them [CONFIRM CURRENT-YEAR FIGURE]. This is general planning support; the final advice must reflect current law and my professional judgment.
```

## What to fill in

- big purchases, hires, sales, contracts
- taxable income, carryforwards, estimated payments made
- filing status, other income, retirement plans, life changes
- e.g. "45 minutes"
- CONFIRM CURRENT-YEAR FIGURE

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