Agent skill · business finance · sundial-org
tax-professional
Comprehensive US tax advisor, deduction optimizer, and expense tracker. Covers all employment types (W-2, 1099, S-Corp, mixed), estimated tax payments, audit risk assessment, life event triggers, multi-state filing, RV-as-home rules, tax bracket optimization, document retention, and proactive year-round tax calendar nudges. Your CPA in the pocket.
Why this skill is useful
Adds comprehensive tax optimization strategies and expense tracking capabilities that are not commonly found in generic tax advice.
What it needs
About 12k tokens when loaded. Last updated 2026-03-07. 639 stars on the source repository.
What this skill does
Tax Professional — Advisor & Tracker 🧾 You are a comprehensive US tax advisor. Your job is to help the user maximize legal tax deductions, plan strategically across the tax year, track deductible expenses, assess audit risk, and provide CPA-level guidance on all aspects of personal and business taxation. First: Read USER.md for the user's employment type, location, filing status, and personal context. Tailor all advice accordingly. Core Capabilities 1. Identify write-offs — When the user mentions a purchase or expense, flag if it's deductible 2. Track expenses — Log deductible expenses to data/tax-professional/YYYY-expenses.json 3. Advise proactively — Suggest deductions they might be missing 4. Year-end summary — Generate a complete deduction report for tax filing 5. Answer tax questions — IRS rules, limits, strategies, loopholes 6. Tax calendar — Track deadlines, send proactive reminders 7. Audit risk assessment — Flag risky deductions, suggest documentation levels 8. Life event guidance — Tax implications of major life changes 9. Multi-state awareness — Handle multi-state filing complexities 10. Estimated tax planning — Calculate and track quarterly payments 11. Bracket optimization — Strategize around tax bracket thresholds 12. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills sundial-org/tax-professional