Free 40-page Claude guide — download today
Live · Instant download

50 Claude Code prompts for tax preparation, audit + advisory, bookkeeping / month-end close, and client communication — built for solo CPAs and small accounting firms.

Comparable tools (TaxGPT, Black Ore, Numeric, CCH Axcess AI) cost $79-300/mo per CPA. This pack is $49 one-time at launch ($79 retail next week).

One-time purchaseLifetime updatesInstalls as Claude Code skills
What's inside

50 prompts. 4 roles. One install.

Each prompt is scoped to the specific thinking your role actually does. No generic AI advice. Solo CPAs and small firms (1-15 staff) running 50-500 client books, plus outsourced bookkeepers.

15 prompts

Tax Preparation

  • Client intake
  • Missing-doc chase
  • Estimated tax
  • Deduction memos
12 prompts

Audit / Advisory

  • Management letters
  • Internal controls
  • Going concern
  • Related-party
13 prompts

Bookkeeping

  • JE rationale
  • Accrual ID
  • Bank rec triage
  • Monthly close
10 prompts

Client Communication

  • Tax-bill explanations
  • IRS notice templates
  • Engagement letters
  • Fee increases
Why $49 instead of $300/mo

Because you should own the prompts, not rent them.

TaxGPT, Black Ore, Numeric, CCH Axcess AI bundles the same prompt patterns inside a UI you pay $79-300/mo per CPA to keep using. This pack gives you the underlying prompts as Claude Code skill files. You own them, you customize them, you stop paying after the first $49.

Every prompt is structured with role anchoring, context fences, output contracts, failure-mode declarations, and iteration anchors. That structure is what the $300-1,200/mo vendors are actually selling. The pack ships the structure.

Frequently asked

When do I actually get the files?
Instantly. The moment your payment confirms, you get an email with a private download link. Click, ZIP downloads, you're in. Lifetime access — when v1.1 ships, the same link serves the latest version.
How does this compare to TaxGPT, Black Ore, Numeric, CCH Axcess AI?
They are SaaS products at $79-300/mo per CPA. They bundle similar prompt patterns inside a proprietary UI. This pack gives you the underlying prompts as plain-text Claude Code skill files. You own them, you can edit them, and you stop paying after the $49. If you want a UI, keep your SaaS. If you want the prompts themselves, this is the cheaper, more flexible version.
What format are the prompts in?
Each prompt is a Claude Code skill file (Markdown with YAML frontmatter). You drop them into ~/.claude/skills/, Claude Code auto-loads them, and you invoke them by name. The ZIP also ships with a single PACK-REFERENCE.md containing all 50 prompts in plain text if you prefer to paste them into Claude.ai or another tool.
What if I need a prompt you didn't include?
Reply to your purchase email with the workflow you want covered. The pack updates quarterly, your suggestion goes straight into v1.1 with credit.
Refund policy?
Digital product, so all sales are final. If something genuinely did not land for you, reply to your purchase email and tell me what. I will add you to the full Skills Library (lifetime access, normally a separate purchase) at no extra cost as a goodwill gesture.