Tax Accounting Skill

A portable AI skill for organizing tax prep for a solo operator or small business.

What it does

This skill helps an agent:

• gather tax documents
• inventory what is missing
• organize income sources
• categorize expenses
• prepare a clean summary for a CPA or tax software
• verify tax rules against official sources before quoting them

What it does not do

• It does not replace a CPA
• It does not provide legal or tax advice
• It does not guess missing numbers

Who it's for

• solo founders
• freelancers
• consultants
• small business owners
• anyone with a more complex-than-basic return

Especially useful when the return includes business activity plus things like:

• investment income
• crypto activity
• HSA forms
• K-1s

What's included

• SKILL.md — the main skill instructions
• references/ — workflows, checklists, and source lists
• scripts/categorize_expenses.py — categorize statement transactions into common Schedule C buckets
• scripts/extract_1099_amounts.py — pull key values from exported 1099 text

How to use it

1. Load the skill into your agent system
2. Start with the workflow and document inventory references
3. Gather forms, statements, and exports
4. Build a missing-items list
5. Prepare a final summary for filing or CPA review

Core rule

Always verify tax rules from official sources before stating them.

License

MIT