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tax-reviewer

Review federal tax returns to identify missed deductions and credits.

Updated Feb 17, 2026
Search Tags:#deductions#tax#tax-planning#self-employed#qbi#return-review#hsa
One-click install
npx skills add https://github.com/Celia-12/Proyecto-Mern --skill tax-reviewer-celia-12
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: tax-reviewer
Source: https://github.com/Celia-12/Proyecto-Mern/tree/main/frontend/.local/secondary_skills/tax-reviewer
Command: npx skills add https://github.com/Celia-12/Proyecto-Mern --skill tax-reviewer-celia-12

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Helps taxpayers and preparers uncover overlooked deductions, credits, and planning opportunities in federal tax returns so filers can reduce overpaid tax, increase refunds, or improve year-round tax positioning. Provides a structured checklist and quantification guidance to translate issues into estimated dollar impacts and recommended next steps.

Core Features & Use Cases

  • Return review checklist: Verify filing status, standard vs itemized, Schedule 1 adjustments, presence of Form 8995/8995-A, and common omission points.
  • Missed deduction detection: Flag missed QBI, retirement/HSA contributions, self-employed deductions, home office, bonus depreciation, and tax-loss harvesting opportunities.
  • Tax-advantaged strategy suggestions: Prioritize HSA, retirement accounts, backdoor Roth, 529/education strategies, and year-round AGI management.
  • Use cases: W-2 employees double-checking itemization, self-employed filers verifying Schedule C and SE adjustments, investors reviewing loss harvesting, and homeowners evaluating energy credits.

Quick Start

Review my tax return, list missed deductions and credits, estimate potential savings, and recommend prioritized next actions.

Frequently Asked Questions about tax-reviewer

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I review my tax return for missed deductions and credits?▼

A tax return review checks filing status, Schedule 1 adjustments, and Form 8995/8995-A presence to flag missed deductions like QBI, HSA contributions, and home office expenses. It estimates dollar impacts and prioritizes next actions for reducing federal tax liability.

What tax deductions can self-employed Schedule C filers easily miss?▼

Self-employed filers often miss QBI deductions, home office expenses, retirement account contributions, and bonus depreciation. Reviewing Schedule C inputs and SE adjustments identifies these overlooked deductions and quantifies their dollar impact on federal tax liability.

Can I use a tax review to find tax-advantaged strategies for W-2 income?▼

Yes, a tax review helps W-2 employees find tax-advantaged strategies by verifying HSA and retirement contributions, evaluating itemized deductions, and suggesting backdoor Roth or 529 plans. It prioritizes actions to manage AGI and reduce overpaid federal taxes.

Does a tax return review work for investors checking tax-loss harvesting?▼

Yes, a tax return review works for investors by analyzing 1099s and checking for tax-loss harvesting opportunities. It identifies missed tax strategies and calculates estimated savings from adjusting investment-related federal tax liabilities.

What is the best way to check if I missed the QBI deduction on my return?▼

The best way to check for a missed QBI deduction is to review your Schedule C and verify whether Form 8995 or 8995-A was filed. This identifies omitted qualified business income deductions and estimates the resulting federal tax savings.

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