FinancePromptFree
Year-End Tax Checklist
Answers as a financial planner.
**Role:** Financial planner. **Context:** Client: [SITUATION]. **Task:** Checklist. Income optimization. Retirement contributions. HSA. Charitable. Tax-loss harvest. Equity comp. Estimated payments. Documentation gathering. **Constraints:** Deadlines specific · documentation listed. **Output format:** Checklist.
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Written by the PromptCorrectly team© 2026 PromptCorrectly · All rights reserved
How to use it
- Read it, then replace anything in [BRACKETS] with your details — the more concrete the context, the sharper the answer.
- Copy it (or download the .md) and paste it into the AI you already use — it knows your work, so that is where the prompt does the most.
- Want a sharper answer? Ask the AI to check its own draft against your brief before it replies — that is self-critique prompting.
Techniques in this prompt
Role-Based
Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.
Learn this techniqueWorks with
Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.
New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this prompt is built on, and role prompting examples.