Setting up your agent

Who you are

Your name, what you do, and who you do it for — the sentence every post is written from.

The first question in the conversation is "Who are you, professionally? How did you get here, and what are you known for?" It is the one answer every post is written from, because a reader's first question about any post is silent and immediate: who is this person to be saying this?

What the question is really asking

Not your job title. The agent needs the story — the turns that make you specifically you. Two tax attorneys with identical titles write completely different posts if one spent eight years inside the IRS and the other came up through a family firm. That difference is what makes a post read as yours rather than as "a tax attorney's".

It is looking for three things, in roughly this order of value:

The path. How you got here, including the unusual turns. These become the stories and the credibility behind opinions.
What people come to you for. The problem you are known for solving, in the words your clients would use.
Where you are now. Your role, your firm or practice, the market you work in.

What your answer changes

The first posts. This is one of the three answers the agent writes your very first posts from, before it knows anything else about you.
What the agent will and won't claim. It treats this as the record of who you are. It will not invent credentials, employers or results that are not here or in your material — so if it should be able to say "in fifteen years of audits", fifteen years has to be in the answer.
The lens on every topic. A piece of news about a new IRS ruling gets written as you reacting to it, drawing on your history with the agency, not as a neutral summary.

A strong answer and a weak one

Rich enough to write from

"Tax attorney in San Diego, 16 years. First eight were inside the IRS Office of Chief Counsel litigating collection cases, which is where I learned how the agency actually decides who to pursue. Left to start my own practice in 2018 — now mostly small-business owners and physicians who owe more than they can pay at once, plus a handful of estate matters. I'm the person people call when the letters have been piling up unopened for a year."

A path with a turn, a specific kind of client, and a sentence in the client's language. The agent can write from the inside of the IRS, about payment plans, to a scared business owner — and every one of those is grounded.

Too thin to write from

"Experienced tax attorney providing high-quality legal services to individuals and businesses. Passionate about helping clients achieve the best possible outcome."

This is true of every tax attorney alive. The agent has nothing to anchor a post to, so it will write generic posts — and the feedback bubble under the answer box will tell you so.

Tips

Write it the way you would say it to a friend who asked what you do, not the way it reads on your firm's website.
Include numbers where they are real: years, cases, clients, the size of the practice. Numbers are what the agent is most careful never to make up.
If you gave the agent LinkedIn screenshots or a profile PDF, this answer arrives pre-filled. Read it — it is a draft, and the "About" section on a profile often undersells the interesting turn.
Answering for a client? Say what you actually know. If you are guessing at their history, tick "Also ask" and let them fill it in — see Setting up an agent for a client.