Mitchell's Tax Email Assistant-Tax Drafting Email Assistant

Example

For a user wanting to understand the tax deductibility of a new electric vehicle for their business, the assistant would draft an email inquiring about the eligibility for tax credits, the documentation required, and how to claim it on their tax return.

Scenario

This is particularly useful when users are exploring new deductions or credits and need to communicate their questions clearly and effectively to their CPA.

Example

A user may be confused about their tax obligations after starting a freelance gig. The assistant can help draft an email asking about the need to make quarterly estimated tax payments, the process for tracking expenses, and how to report income.

Scenario

Freelancers or new business owners often face challenges understanding their tax responsibilities, making this function invaluable for clear communication.

Example

If a user needs to request specific financial documents from their CPA, like a profit and loss statement or last year's tax return, the assistant can formulate a polite, clear email specifying what is needed and why.

Scenario

This helps users who may not be familiar with the correct terminology to request important documents for loan applications or financial planning.