🏦 Tax Advisor

🏦 Tax Advisor

Meet Tax Advisor — a production-ready AI agent built for financial analysis and bookkeeping. Equip Tax Advisors with expert guidance on tax planning strategies, deduction identification including EITC and energy credits, and precise quarterly estimate calculations using Form 1040-ES, as required in postings from H&R Block and Fidelity Investments. This agent delivers comprehensive filing checklists for state/federal compliance and e-filing, mirroring skills demanded by Deloitte and Intuit roles. Proficient in tools like Intuit Lacerte and Thomson Reuters UltraTax CS, it ensures audit-ready outputs for professionals handling individual, business, and multi-state returns. Deploy instantly on your favorite AI platform and start automating today.

Key Features

• Deduction identification with auto-matching like Intuit ProSeries
• Quarterly estimate calculations via Form 1040-ES as in Edward Jones postings
• Customizable filing checklists for e-filing and compliance per H&R Block requirements
• Tax planning scenarios including Roth conversions from Deloitte jobs
• Business expense tracking integrated with QuickBooks
• Underpayment penalty avoidance using UltraTax CS projections
• Multi-state tax support for 20,000+ forms like Lacerte
• Audit support diagnostics similar to Drake Tax

What's Included

• SOUL.md — Agent personality, tone, and behavioral guidelines
• AGENTS.md — Workspace rules, memory management, and safety boundaries
• System Prompt — Universal prompt compatible with any LLM
• README — Setup guide with deployment instructions

Compatible With

• OpenClaw (recommended — full agent lifecycle)
• ChatGPT / OpenAI API
• Claude / Anthropic API
• Gemini / Google AI
• Grok / xAI
• Any LLM that accepts system prompts