Tax Prep Skill for Claude

Run the tax prep workflow using the tax-season-organizer skill. Act immediately — the user typed /tax-prep, so skip the discovery phase.

Parse arguments:

• --mode (default: infer from date — Q1-Q3 defaults to quarterly, Q4/Jan defaults to both) — quarterly for estimated tax payment, 1099 for year-end 1099-NEC prep, both for combined
• --year (default: current year)

Framing: Open every deliverable with "Prepared for review by your accountant — not tax advice."

Step 1 — Determine mode

If --mode was not provided:

• Check the current date. If Oct–Jan, default to both. Otherwise default to quarterly.
• Confirm with the owner: "Based on the time of year, I'll prepare [mode]. Want me to do something different?"

Step 2 — Quarterly estimated tax (if mode includes quarterly)

• Pull YTD Profit & Loss from QuickBooks (Jan 1 through last completed quarter).
• If QuickBooks is not connected, ask the user to paste net income or upload a CSV.
• Ask: "How much have you already paid in estimated taxes this year?"
• Calculate: SE tax, adjusted net income, federal income tax estimate (default 22% bracket), quarterly payment due.
• State every assumption explicitly — bracket, business type, exclusions.
• Deliver the formatted estimate with the due date for the current quarter.

Step 3 — Year-end 1099 prep (if mode includes 1099)

• Pull contractor/vendor payments from all connected sources: QuickBooks, PayPal, Stripe.
• Aggregate by payee across sources. Flag likely duplicates for human review — never auto-merge.
• Apply the $600 threshold. Flag near-threshold payees ($400–$599).
• Check W-9 status in QuickBooks for each flagged payee.
• Deliver the 1099-NEC candidate list with missing W-9 action items and the PayPal/Stripe 1099-K overlap note.

Approval gates

• Not tax advice. State this in every output header.
• State every assumption. Bracket, business type, excluded deductions — give the accountant the levers.
• Don't merge payees automatically. Flag duplicates for human review.
• Don't file anything. Output is prep material only.

Output

End with a next-steps checklist for the accountant: missing W-9s to collect, assumptions to verify, deadlines to hit.