Tax Optimization Strategy
Identify tax-saving opportunities and optimize your tax strategy.
Prompt (feel free to adjust it):
Analyze my tax situation and suggest optimization strategies. My annual income is [AMOUNT], filing status is [STATUS], and I have [DEDUCTIONS/CREDITS]. I contribute to [RETIREMENT ACCOUNTS] and have [INVESTMENT INCOME]. Identify potential tax deductions I might be missing, suggest tax-advantaged investment strategies, and recommend timing strategies for capital gains/losses.
Use Cases
- Tax preparation planning
- Maximizing deductions
- Investment tax strategy
- Year-end tax planning