Create a Recordkeeping Checklist
Describe your business in general terms and ask which categories of records to discuss with your tax preparer. Keep actual tax returns and identifying documents out of the chat.
Mortgage Made Easy · AI planning tools
Self-Employed Income Tax Preparer GPT
Organize tax-related questions and prepare for a conversation with your tax professional.
Opens in ChatGPT in a new tab.
Get Organized Before Your Tax Conversation
When you run a business and own a home, there can be a lot to keep track of. Use this tool to organize topics and records so your time with a qualified tax professional is more productive.
Three Ways to Make This Tool Useful
Understand Unfamiliar Terms
Ask for plain-language explanations of concepts you have heard, and collect questions for your preparer. Do not treat an AI explanation as confirmation that you qualify for a deduction.
Coordinate Homebuying and Business Planning
If a home purchase is on the horizon, prepare separate questions for your tax professional and for me about documenting income. Tax strategy and mortgage qualification require individual review.
Try This Conversation Starter
Copy this message into the tool and make it your own:
I am self-employed and want to prepare for a meeting with my tax professional while planning a future home purchase. Help me organize my questions and a general records checklist. Flag anything that needs professional advice or current tax-rule verification.
How to Get Started
- Open the tool above. It opens in ChatGPT in a new tab.
- Describe your goal in a few sentences. Ask it to take things one question at a time.
- Use rounded figures or made-up examples to explore possibilities. You do not need to share identifying information.
- Ask follow-up questions such as “What am I missing?” or “Can you explain that more simply?”
- Save a short summary and bring your questions to our conversation.
The tool works with information you choose to enter. It does not automatically connect to your bank accounts or review your spending. Leave out account numbers, Social Security numbers, passwords and unredacted financial documents.
Let's Turn Your Questions into a Personal Plan
I want you to feel comfortable asking questions before making a big decision. These tools can help you prepare, but AI can make mistakes and may use outdated information. They do not approve loans or replace individual mortgage, tax or legal advice.
Bring your ideas to our complimentary 30-minute discovery call. We can meet by Zoom or phone, or at my office by appointment. I'll help you connect the mortgage questions to your actual goals and next steps.