AI Skills for Tax Specialist

Set up and maintain basic bookkeeping for a solopreneur business. Use when tracking income and expenses, preparing for taxes, managing invoices and receipts, understanding cash flow, or generating financial reports. Covers accounting software selection, chart of accounts, expense categorization, ...

Plan and manage taxes effectively as a solopreneur to minimize liability and avoid penalties. Use when understanding tax obligations, quarterly estimated taxes, deductions, S-Corp election, or year-end tax strategy. Covers tax basics by entity type, estimated tax payments, deduction optimization,...

Organize, categorize, and summarize business expenses for reimbursement and tax preparation

Organize, categorize, and track invoices and receipts

Wall Street-grade analysis, accessible globally. Deep financial reasoning powered by #1 on DeepResearch Bench (Feb 2026) + SOTA financial models — stock analysis, valuation models, portfolio optimization, earnings breakdowns, financial statements, tax planning, and investment research. From raw t...

Monitor and interact with SOLO.ro accounting platform via CLI or TUI (summary, revenues, expenses, queue, e-factura, company). Use when a user asks to check their accounting data, view invoices, expenses, or e-factura documents, or translate a task into safe solo-cli commands.

Comprehensive US tax advisor, deduction optimizer, and expense tracker. Covers all employment types (W-2, 1099, S-Corp, mixed), estimated tax payments, audit risk assessment, life event triggers, multi-state filing, RV-as-home rules, tax bracket optimization, document retention, and proactive yea...

Check balances, send money, and share receive details via Wise

Professional personal finance advisor specializing in plain-text accounting with Beancount and Fava. Use when users need help with: (1) Analyzing spending habits and financial patterns from Beancount files, (2) Creating or understanding Beancount transactions and syntax, (3) Financial planning, b...

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

QuickBooks API integration with managed OAuth. Manage customers, invoices, payments, bills, and run financial reports. Use this skill when users want to interact with QuickBooks accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

**Wersja:** 2.1.2 **Data:** 2026-02-09 **Stan prawny na dzień:** 8 lutego 2026

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

Expert-level accounting, tax, financial reporting, and accounting systems

Provides tax knowledge and deduction validation for Harry's multi-entity Australian business ecosystem (MOKAI PTY LTD, MOK HOUSE PTY LTD, SAFIA Unit Trust, HS Family Trust, Harrison Robert Sayers sole trader). Integrates with Graphiti MCP for entity relationship memory and Serena MCP for calculat...

Expert-level banking systems, core banking, regulations, and banking technology

Automate Philippine BIR (Bureau of Internal Revenue) tax form generation and filing. Handles 1601-C (withholding tax), 2550Q (quarterly VAT), 1702-RT/EX (annual income tax), and ATP (Authorization to Print) validation. Ensures 100% compliance with BIR regulations.

Manage bookkeeping tasks using the Layer API. Use for journal entries, account management, financial reports (P&L, balance sheet), ledger accounts, and categorizing transactions. Invoke when users mention accounting, bookkeeping, journal entries, chart of accounts, P&L, profit and loss, balance s...