The biggest improvement isn't telling AI what to do, but telling AI what to IGNORE. ----------------------------------------------------------------------------- Instead of this prompt: "Summarize this document." Try this instead: "Extract only potential deductible business expenses. Ignore: - Personal stories - Duplicate information - Opinions - Anything unrelated to deductible expenses Return: - Date - Vendor - Description - Amount - Category Output only as a CSV table. Do not summarize. Do not guess." ----------------------------------------------------------------------------- That one change can turn pages of client notes into a clean worksheet that's much easier to review 😏 ‼️ One important reminder: AI should organize information and NOT make tax decisions. Always review and verify the output before using it in a return‼️ This is just Step 1 of our Tax AI Extraction Framework. Stay tuned because in one of our Skool Tuesday, we'll cover the remaining steps, including: - How to force AI into software-ready formatting - How to reduce hallucinations with review safeguards - How to build extraction prompts for client emails, PDFs, organizers, and messy notes If you have a messy client email or document you've always wanted AI to organize, bring it to the session. We'll walk through real examples together! See you on Tuesday! 🚀

Paste this into your AI tool and watch what happens: Create a 5-panel storyboard for a 15-second tax drama scene. Format: 9:16 vertical. Two African American characters — a confident tax pro in a blazer and a nervous client holding a W-2. Setting: late night tax office, warm lamp glow. Shot list: establishing shot → close-up reaction → over-the-shoulder tension → red flag moment → cliffhanger face. Style: soap opera lighting, shallow depth of field, no text, no watermark. This is how we create content that actually stops the scroll. Drop your results below #AIforTaxPros #TaxContent #PromptOfTheDay

Over the past few weeks, you've explored the prompts, joined the conversations, and discovered practical ways AI can support a real tax business. On June 22 at 11:00 AM, I'd love to bring everyone together for a live conversation about what's next for AI for Tax Pros. Here's what we'll cover: → What building inside a Skool community actually looks like → The Founder Opportunity available to early members and why this stage matters → How you can position yourself to grow alongside the platform as the community expands → A first look at what's coming next for AI for Tax Pros If you've been thinking about becoming more involved, this is the best place to ask questions, hear the vision, and see where we're headed together. June 22 | 11:00 AM Looking forward to seeing you here! — MzB

1. The Client Drama Scene Generate a 15-sec microdrama storyboard featuring a tax pro and a client in a tense filing moment. 2. The Red Flag Post "Write a carousel post about 5 red flags the IRS looks for on a Schedule C." 3. The Client Email "Write a follow-up email to a client who hasn't sent their documents yet. Firm but warm." 4. The Explainer Reel Script "Write a 30-second reel script explaining why people owe taxes even when they have a job." 5. The Trust Builder "Write a LinkedIn post from the perspective of a tax pro who just helped a client avoid an audit." Which one are you trying first? Drop a number below 👇🏾 #AIforTaxPros #TaxProTips #AIPrompts #TaxBusiness #BlackTaxPros

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