tax-reviewer

Identify missed tax deductions and suggest tax-saving strategies from return information.

Updated Apr 1, 2026
One-click install
npx skills add https://github.com/koya-alt/Catalyst --skill tax-reviewer-koya-alt
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: tax-reviewer
Source: https://github.com/koya-alt/Catalyst/tree/main/local/secondary_skills/tax-reviewer
Command: npx skills add https://github.com/koya-alt/Catalyst --skill tax-reviewer-koya-alt

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Many taxpayers overlook valuable deductions and tax‑advantaged strategies, leading to higher liability and missed savings. This Skill reviews tax returns to highlight those gaps and suggest ways to reduce taxes.

Core Features & Use Cases

  • Deduction Gap Analysis: Scans W‑2, self‑employment, investment, and homeowner information to flag commonly missed deductions.
  • Tax‑Saving Strategies: Recommends priority accounts (HSA, 401(k), Roth) and year‑round planning tips.
  • Use Case Example: A freelancer can provide their Schedule C details and receive a summary of missed QBI deductions, health‑insurance write‑offs, and retirement contribution opportunities.

Quick Start

Run the tax reviewer skill on my latest tax return to get a summary of missed deductions and saving suggestions.

Frequently Asked Questions about tax-reviewer

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

FAQPage Schema
How do I identify missed tax deductions on my self-employed return?

To identify missed tax deductions, provide your Schedule C and W-2 details for a gap analysis. The review flags commonly overlooked write-offs like QBI deductions and health insurance premiums, generating a concise savings summary.

Can I review my tax return for investment income deductions and retirement strategies?

Yes, you can review investment income scenarios for missed deductions and tax-saving strategies. The analysis recommends priority accounts like HSA, 401(k), and Roth to reduce overall tax liability and improve financial planning.

What tax planning strategies help reduce liability for freelancers?

Tax planning strategies for freelancers include maximizing Schedule C write-offs and retirement contributions. The review highlights missed QBI deductions and health-insurance write-offs, suggesting priority accounts to lower your tax burden.

Does tax return review work with W-2 and homeowner information?

Yes, tax return review works with W-2, self-employment, investment, and homeowner information. It scans these documents to flag commonly missed deductions and applies current year tax limit data to suggest savings.

What do I need to check for missed deductions on my tax return?

You need to provide your current year tax limit data and return information for parsing. The review requires these inputs to accurately identify missed deductions and generate a concise savings summary.