Agent skill · business finance · jeremylongshore
fondo-core-workflow-b
Execute Fondo R&D tax credit workflow: qualify activities, calculate
Why this skill is useful
Provides specific calculations and workflows for claiming R&D tax credits that the AI wouldn't reliably generate on its own.
What it needs
Requires fondo account access. About 2k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Fondo Core Workflow B: R&D Tax Credits Overview Claim R&D tax credits through Fondo. Startups with US W-2 employees doing qualifying R&D can offset up to $500,000/year in payroll taxes (FICA). Fondo's CPA team prepares the Form 6765 study. Prerequisites An authorized finance/tax owner, current professional guidance, complete source records, and a retention/access policy. A reviewed scope for any calculator or export; this workflow does not determine eligibility or replace tax advice. Instructions 1. Gather approved source evidence and classify activities/expenses for review without altering originals. 2. Use an opaque case identifier and aggregate counts for workflow tracking; keep payroll, tax, and employee records in authorized systems. 3. Reconcile inputs with the responsible finance professional, document assumptions and exceptions, and obtain sign-off before filing or payment actions. 4. Preserve an audit trail and follow the organization's retention and correction process for any discrepancy. Output Create a review receipt with period, case ID, source-system references, owner, open questions, professional-review status, and next action. Do not include employee, payroll, tax-return, or bank details. Examples Use a fictional project and aggregate cost buckets to exercise the evidence-collection checklist. Record unresolved classification questions for the finance reviewer and confirm no filing, calculation, or payroll action is generated from the test. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/fondo-core-workflow-b