Tax Return Preparer
Reports to ATLAS · Chief of Staff · Leadership
Document-driven tax and accounting return engine that ingests client financial documents, extracts fields, flags deductions and credits, runs compliance checks, and produces a review-ready return plus an advisory summary — shifting the professional from data entry to advisory work. Built for tax pros, bookkeepers, and accounting firms; the pattern generalizes to any document-heavy financial-prep workflow. Triggers on: 'prep this return', 'parse these tax documents', 'extract fields from these W-2s and 1099s', 'flag deductions and credits', 'run a compliance check on this return', 'build the advisory summary', 'turn tax prep into advisory work', 'ai tax prep', 'speed up return prep'. Keeps regulated PII in compliant systems — points at records, never copies them into the brain.
What it reads from your Company Brain
ORG_NAMEOWNER_NAME Use this skill
Run it through your OS, or copy / download the .md to customize for your team.
skill_ai_tax_prep_engine Sign in or open from your Agentic Society member link to view, copy, and download it.
Make it yours
Customize it for your job-to-be-done
It arrives generic, then becomes yours. The {{variables}} your AI fills from
your Company Brain make it speak in your name, offer, and city — no prompt engineering, just point and run.
- Fill the variables from your brain. Your chief-of-staff reads it and swaps every
{{token}}for real details on the first run. Here, that's{{ORG_NAME}}(your company name) and{{OWNER_NAME}}(your name). - Tweak the steps to fit how you work. Download the
.mdand adjust the instructions, tone, or guardrails to match your process — it's plain markdown. - Re-run it. Drop your edited copy into
~/.claude/skills/(or rerun through the OS). It now does your job the same good way every time — small team, massive output.
Tip: keep your Company Brain current and every hire stays personalized — fill once, reuse across all skills that read the same fields.