💬 AI prompt: One-page brief for your tax preparer

Here are this year's tax documents, with Social Security numbers and account numbers blacked out: [files]. My situation: [job changes, moves, new kids, home purchase, side income, other big life events]. Step 1: list every document you found, and documents people in my situation usually need that I haven't given you. Mark each Required, Depends, or Optional. Step 2: compare with last year's return [if provided] and flag big changes. Step 3: list questions to ask my preparer, like standard vs itemized deductions and retirement contribution options. Put it all on one page. Don't give tax advice or file anything. Stop after the brief. Before you stop, remind me this is general information, not professional advice, and suggest [3] questions I should ask a [tax preparer].