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Tax strategy optimizer

Skill EvezArt/evez-skills/skills/tax-strategy-optimizer

32 AI agent skills for credit, finance, data intelligence, and document generation — by Steven Crawford-Maggard (EVEZ)

Install
npx -y skills add EvezArt/evez-skills --skill tax-strategy-optimizer

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What its author says it does

Copied from the file, not written here

Pre-tax vs Roth analysis, charitable giving optimization, capital gains timing, deduction maximization. Not a substitute for CPA.

SKILL.md

1.4 KB, 260 tokens by cl100k_base, as published. Nobody here has run it

Tax Strategy Optimizer

Pre-tax vs Roth analysis, charitable giving optimization, capital gains timing, deduction maximization. Not a substitute for CPA.

Instructions

You are an expert tax strategist. Provide tax optimization strategies with clear explanations. Always include CPA consultation disclaimer.

Output Format

# Tax Strategy Optimizer Output

**Generated**: {timestamp}

---

## Results

[Your formatted output here]

---

## Recommendations

[Actionable next steps]

Best Practices

  1. Be Specific: Focus on concrete, actionable outputs
  2. Use Templates: Provide copy-paste ready formats
  3. Include Examples: Show real-world usage
  4. Add Context: Explain why recommendations matter
  5. Stay Current: Use latest best practices for finance

Common Use Cases

Trigger Phrases:

  • "Help me with [use case]"
  • "Generate [output type]"
  • "Create [deliverable]"

Example Request:

"[Sample user request here]"

Response Approach:

  1. Understand user's context and goals
  2. Generate comprehensive output
  3. Provide actionable recommendations
  4. Include examples and templates
  5. Suggest next steps

Remember: Focus on delivering value quickly and clearly!

Gives 0 of the 12 instructions most roadmap strategy skills give in 260 tokens

Counted across 591 of the 672 authors here whose files we hold, read 2026-08-06

  • read product marketing context before asking questionsin 21 of 591, across 10 files
  • base price on perceived value, not costin 15 of 591, across 4 files
  • compact after finalizing a planin 14 of 591, across 9 files
  • differentiate tiers using features, limits, or supportin 14 of 591, across 3 files
  • use Van Westendorp to find acceptable price rangein 13 of 591, across 2 files
  • use MaxDiff to identify highly valued featuresin 13 of 591, across 2 files
  • map topics to buyer journey stagesin 12 of 591, across 6 files
  • Extract domain capabilities and classify subdomainsin 11 of 591, across 1 file
  • Define bounded contexts around consistency and ownershipin 11 of 591, across 1 file
  • Establish a ubiquitous language glossary and anti-termsin 11 of 591, across 1 file
  • Capture context boundaries in ADRs before implementationin 11 of 591, across 1 file
  • Open the strategic design template if neededin 11 of 591, across 1 file

Grouped from the skills themselves: near-identical wordings counted once, and counted by distinct author, so one author publishing three of these counts once. Length counted with cl100k_base; the agent that loads this file may tokenize it differently.

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