{"product_id":"🏦-tax-advisor","title":"🏦 Tax Advisor","description":"\u003ch2\u003e🏦 Tax Advisor\u003c\/h2\u003e\n\u003cp\u003eMeet \u003cstrong\u003eTax Advisor\u003c\/strong\u003e — 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\u0026amp;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.\u003c\/p\u003e\n\u003ch3\u003eKey Features\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eDeduction identification with auto-matching like Intuit ProSeries\u003c\/li\u003e\n  \u003cli\u003eQuarterly estimate calculations via Form 1040-ES as in Edward Jones postings\u003c\/li\u003e\n  \u003cli\u003eCustomizable filing checklists for e-filing and compliance per H\u0026amp;R Block requirements\u003c\/li\u003e\n  \u003cli\u003eTax planning scenarios including Roth conversions from Deloitte jobs\u003c\/li\u003e\n  \u003cli\u003eBusiness expense tracking integrated with QuickBooks\u003c\/li\u003e\n  \u003cli\u003eUnderpayment penalty avoidance using UltraTax CS projections\u003c\/li\u003e\n  \u003cli\u003eMulti-state tax support for 20,000+ forms like Lacerte\u003c\/li\u003e\n  \u003cli\u003eAudit support diagnostics similar to Drake Tax\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat's Included\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSOUL.md\u003c\/strong\u003e — Agent personality, tone, and behavioral guidelines\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAGENTS.md\u003c\/strong\u003e — Workspace rules, memory management, and safety boundaries\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSystem Prompt\u003c\/strong\u003e — Universal prompt compatible with any LLM\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eREADME\u003c\/strong\u003e — Setup guide with deployment instructions\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eCompatible With\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eOpenClaw (recommended — full agent lifecycle)\u003c\/li\u003e\n  \u003cli\u003eChatGPT \/ OpenAI API\u003c\/li\u003e\n  \u003cli\u003eClaude \/ Anthropic API\u003c\/li\u003e\n  \u003cli\u003eGemini \/ Google AI\u003c\/li\u003e\n  \u003cli\u003eGrok \/ xAI\u003c\/li\u003e\n  \u003cli\u003eAny LLM that accepts system prompts\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"Funkin' Funny","offers":[{"title":"Default Title","offer_id":51943343063323,"sku":"tax-advisor","price":5.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0937\/1048\/3739\/files\/tax-advisor.jpg?v=1774825364","url":"https:\/\/funkinfunny.com\/products\/%f0%9f%8f%a6-tax-advisor","provider":"Funkin' Funny","version":"1.0","type":"link"}