60-SECOND CLIENT PRE-CALL CHECK · PLUS 5 AUDIT-SAFE AI PROMPTS

Joe DiChiara, CPA

Take 60 Seconds Before Our Session to Check What Fits You—And Copy-Paste These 5 Smart Prompts Into ChatGPT, Claude, or Gemini So You Get Real Answers Instead of Internet Hype

Prepared By: Joe DiChiara, CPA & Bedrock360 Business Solutions
AI Systems Partner: John Alvarado (Alvarado AI — alvarado.ai)
Purpose: 60-Second Pre-Session Alignment + 5 Audit-Safe AI Prompts
Companion Operations Page: joe-drip.alvarado.ai

1. Meet Joe DiChiara, CPA — Part 1: 60-Second Quick Quiz (Check What Fits You Today)

Question 1 · How Are You Using AI (ChatGPT, Claude, Gemini) Right Now? [A] Just Exploring / Saw a tax or business tip on social media · [B] Casual Question-Asking · [C] Using It at Work for emails and notes · [D] Ready to Automate & Grow (want AI to bring in leads or cut 10+ hours/week of admin work).
Question 2 · What Is the #1 Thing You Want to Accomplish With Joe & Bedrock360? [A] Sanity-check a tax idea I heard about (Augusta Rule, vehicle write-off, S-Corp, rental depreciation) · [B] Stop overpaying 15.3% self-employment tax · [C] Make monthly bookkeeping effortless · [D] Fix back taxes or an IRS letter · [E] Grow my business & cut overhead.
Question 3 · Quick Business Snapshot (Rough Ballparks Are Fine): What kind of 1099 / business work do you do, what is your rough annual Gross Revenue vs. Net Profit, and how are you set up today (Sole Prop / 1099, Single-Member LLC, S-Corp, Partnership, or Not Sure)?

2. Part 2: The 5 Smart Copy-Paste Prompts to Use Before Our Session (01–05)

1. Prompt 1 · The TikTok / AI Tax Tip Reality Check

When to Use: Before trying any new write-off you saw online (14-day Augusta Rule, heavy SUV, Cost Segregation).
What It Forces the AI to Check: Incremental tax saved AFTER subtracting deductions your CPA already takes + exact IRS audit traps.

2. Prompt 2 · The 'Should My Business Be an S-Corp With Joe?' Calculator Prompt

When to Use: When earning 1099 or LLC profit and wondering how much 15.3% self-employment tax you can save.
What It Forces the AI to Check: Reasonable W-2 salary, annual S-Corp return and payroll costs (~$1,900–$2,100/yr), and 20% QBI impact.

3. Prompt 3 · The '5-Minute Prep for My Session With Joe DiChiara' Prompt

When to Use: Right before your 20-minute review with Joe.
What It Does: Asks you 5 plain-English questions one at a time, then prints a clean 1-page summary to hand to Joe.

4. Prompt 4 · The 'Organize My Messy Expenses Before Sending to Bedrock' Prompt

When to Use: When personal and business charges get mixed across accounts.
What It Does: Creates a 10-minute monthly PDF checklist plus 5 overlooked industry deductions to ask Joe about.

5. Prompt 5 · The 'Where Can AI Help My Business Get Clients or Save 10 Hours/Wk?' Prompt

When to Use: When you want practical AI workflows without tech jargon or bloated software bills.
Warm Bridge: Identifies 2 immediate 5–10 hr/wk time-savers + 2 custom lead/follow-up workflows (with direct intro to John Alvarado / Alvarado AI).

6. Checked Box D or Liked What Prompt 5 Showed You?

Organic Introduction: Let Joe know during your session!
Alvarado AI Partnership: Joe can introduce you directly to John Alvarado (Alvarado AI), who architects the AI systems used at Bedrock360.

3. How Raw ChatGPT Prompts Compare to Bedrock360 Audit-Safe Prompts

What Happens With a Raw 1-Line Prompt

User Types: "How do I use the Augusta Rule to rent my house to my business tax-free?"
Raw AI Response: Gives a generic cheerleading 'Yes!' while ignoring that you already claim the Home Office deduction and have no out-of-town board minutes.

What Happens With Our Copy-Paste Prompt #1

User Pastes Prompt #1: Tells the AI to act as a 40-year IRS audit defense CPA and subtract existing Home Office deductions first.
Audit-Safe AI Response: Shows the true net dollar difference and gives you 3 sharp questions for your session with Joe DiChiara.

4. Verbatim Online Chatter, Reviews, Podcasts, Forums & Social Pulse (1 Verified Signals)

1. Bedrock360 Client Preparation Standard CLIENT READY

Joe DiChiara, CPA & John Alvarado (Alvarado AI)

“When a client uses these 5 prompts before our session, we skip 15 minutes of debunking TikTok myths and spend the full 20 minutes on real tax savings and business growth.”

Strategic & Rapport Takeaway: Copy any of the 5 verbatim prompts below into ChatGPT, Claude, or Gemini before your session.

6. How to Use This Page in 60 Seconds

1. Step 1 · Pick One Prompt Below & Fill In Your Bracketed [ ] Details

Works in Any Model: Paste into ChatGPT, Claude, or Gemini.
Bring the Output: Email or bring the AI's summary to your session with Joe.

2. Step 2 · Ask Joe About Custom AI for Your Business

Checked 'Ready to Automate & Grow'?: Mention it to Joe during your review.
Warm Intro to Alvarado AI: Joe will connect you with John Alvarado to map out lead generation or admin automation.

7. All 5 Verbatim Copy-Paste Prompts (Copy Into ChatGPT, Claude, or Gemini)

Prompt 1 (Tax Tip Reality Check) & Prompt 2 (S-Corp Math Check)

Prompt 1 (Copy-Paste): "Act as a conservative CPA with 40 years of IRS audit defense experience. I run a [type of business] in [State] with roughly [$X] in gross revenue and [$Y] in net profit after expenses. My CPA already takes the [Home Office / Standard Mileage / S-Corp] deduction for me. I heard about [name of tax strategy]. Don't just tell me the best-case scenario: (1) Tell me how much incremental tax this actually saves AFTER subtracting the deductions my CPA already takes; (2) Name the exact IRS rules or Tax Court mistakes that get business owners penalized on this deduction; and (3) Give me 3 specific questions to ask my CPA, Joe DiChiara, to see if this is worth the paperwork for my business."
Prompt 2 (Copy-Paste): "I earn roughly [$X] in gross 1099/business income and have [$Y] in business expenses, leaving [$Z] in net profit in [State], and I file [Single / Married Filing Jointly]. Walk me through a plain-English comparison between staying a Sole Proprietor/Single-Member LLC (paying 15.3% self-employment tax) versus electing S-Corp status with my CPA. Factor in: (1) paying myself a reasonable W-2 salary, (2) annual S-Corp return and payroll costs (~$1,900–$2,100/yr), and (3) how the 20% QBI deduction changes. What are the 3 most important facts I should bring to Joe DiChiara so he can set my exact salary?"

Prompt 3 (20-Min Session Prep), Prompt 4 (Expense Cleanup) & Prompt 5 (AI for My Business)

Prompt 3 (Copy-Paste): "I have a 20-minute tax and business review coming up with my CPA, Joe DiChiara at Bedrock360. My business is [describe in 1 sentence], my rough profit this year is [$X], and my biggest financial or tax headache right now is [describe headache]. Ask me 5 simple, plain-English questions—one at a time—to help me organize my thoughts. After I answer all 5, give me a clean 1-page summary I can hand directly to Joe."
Prompt 4 (Copy-Paste): "I need to organize my business expenses and bank accounts for my bookkeeping team at Bedrock360. Right now, I use [list bank accounts and cards] and I sometimes mix personal and business charges. Give me a simple 10-minute checklist of the exact monthly PDF statements my bookkeeper needs, plus 5 common business deductions in the [your industry] industry that owners forget to tell their CPA about."
Prompt 5 (Copy-Paste): "I want to explore how AI could practically help my own business—without complicated tech jargon or expensive software bills. I run a [type of business] with [number] team members. Here is how I currently get customers: [1 sentence], and here is the repetitive task that eats up the most hours every week: [1 sentence]. In plain layman's terms, tell me: (1) 2 simple ways I can use AI today to save 5–10 hours a week, and (2) 2 ways a custom AI lead-finding or client follow-up system (like the ones Bedrock360 uses with Alvarado AI) could bring me more qualified clients."