tax-filinglisted

End-to-end corporate and personal tax preparation: data gathering from Xero/bank statements/Gmail/Obsidian/Google Drive, P&L generation, IRS compliance analysis, tax calculation, document staging, and payment guidance. Use this skill when the user mentions tax filing, tax preparation, P&L report, Form 1120, Form 1040, corporate tax, personal tax return, Sorsher, accountant meeting, tax deadline, estimated tax payment, IRS payment, extension filing, 1099, W-2, bank statement analysis for taxes, constructive dividends, home office deduction, or any tax-year financial preparation. Also activate when the user wants to analyze business expenses, calculate tax liability, prepare audit documentation, or generate invoices for foreign contractors. This skill handles both C-Corp (Form 1120) and personal MFJ (Form 1040) returns.
anton-abyzov/vskill · ★ 35 · AI & Automation · score 85

Install: claude install-skill anton-abyzov/vskill

# Tax Filing Skill Automates the entire tax preparation workflow for a small business (C-Corp, S-Corp, or LLC) and the owner's personal return. Built from real-world experience preparing a Delaware C-Corporation Form 1120 and MFJ Form 1040 with three children. ## How This Skill Works Tax preparation is a 7-phase pipeline. Each phase builds on the previous one. Run phases in order, but use parallel sub-agents within each phase to maximize speed. --- ## Phase 1: Data Gathering Launch these 5 research agents **in parallel**: ### Agent 1: Accounting System Export - If Xero: use the Xero API (OAuth2 custom connection) to export all data - Settings: organization, chart of accounts, tax rates, contacts - Per-year: bank transactions, journals, invoices, payments, reports (P&L, balance sheet, trial balance, bank summary) - Note: bank STATEMENT LINES (unreconciled items in Xero UI) are NOT accessible via API -- only matched transactions - If no accounting system: skip to bank statement analysis ### Agent 2: Obsidian Vault Search - Auto-discover vault: check `~/Projects/Obsidian/*/` or common locations - Search for: tax, filing, 1099, W-2, P&L, accountant name, company name, EIN, EFTPS - Read all synthesis docs in `wiki/synthesis/tax-*` - Extract: credentials (EFTPS, accountant portal), prior research, income flow maps, bank analyses - Check for prior year preparation documents ### Agent 3: Gmail Search - Search for accountant correspondence (extension status, appointment