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Tax prep

Skill bromso/metapowers/plugins/bookkeeping/skills/tax-prep

A Claude Code plugin that adds an agentic skills framework, with MCP's and a meta prompting processes. Inspired by "Superpowers" & "Figma Console MCP", but not just for development or design; but for all aspect within the digital production cycle.

Install
npx -y skills add bromso/metapowers --skill tax-prep

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

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Organize financial records and supporting documents for tax filing

SKILL.md

2.2 KB, 494 tokens by cl100k_base, as published. Nobody here has run it

Tax Prep

Organize financial records and supporting documents for "$ARGUMENTS" to prepare for tax filing. Compile income, deductions, and credits with proper documentation.

Prerequisites

None — utility skill, run anytime. Works best after completing the four-phase cycle (record, categorize, reconcile, report).

Process

  1. Determine tax obligations:

    • Entity type (sole proprietorship, LLC, S-corp, C-corp, partnership)
    • Tax year and filing deadlines
    • Applicable tax forms (1040, 1120, 1065, etc.)
    • State and local filing requirements

  2. Compile income documentation:

    • Revenue by source and category
    • 1099s received and issued
    • Interest and investment income
    • Other income (rental, royalties, gains)

  3. Organize deductible expenses:

    • Operating expenses by category with totals
    • Home office deduction calculation if applicable
    • Vehicle and travel expenses with mileage logs
    • Depreciation schedules for fixed assets
    • Retirement plan contributions
    • Health insurance premiums

  4. Prepare supporting schedules:

    • Asset register with purchase dates and cost basis
    • Loan interest statements
    • Charitable contribution receipts
    • Prior year carryforwards (losses, credits)

  5. Create filing checklist:

    • List every document needed for filing
    • Mark what is available vs. missing
    • Note estimated tax payments already made
    • Flag items needing professional review

  6. Write the artifact to .metapowers/bookkeeping/$ARGUMENTS/tax-prep.md with sections:

    • Entity & Filing Info — entity type, tax year, deadlines, forms
    • Income Summary — all income sources with totals
    • Deductions Summary — all deductible expenses with totals
    • Supporting Schedules — depreciation, assets, carryforwards
    • Filing Checklist — document readiness tracker
    • Estimated Tax Position — projected tax liability or refund

Output

The tax preparation package written to .metapowers/bookkeeping/$ARGUMENTS/tax-prep.md. Present a summary highlighting:

  • Total income and deductions
  • Estimated tax position
  • Missing documents or items needing attention

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