tax-prep

name tax-prep description Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments. allowed-tools Read, WebFetch, Bash 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.