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tax-reviewer

Identify missed deductions in tax returns and generate planning recommendations.

Updated Apr 18, 2026
Search Tags:#compliance#deductions#tax-planning#irs#tax-review#qbi
One-click install
npx skills add https://github.com/samibrahmi/instanotes-api --skill tax-reviewer-samibrahmi
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: tax-reviewer
Source: https://github.com/samibrahmi/instanotes-api/tree/main/newcontent/secondary_skills/tax-reviewer
Command: npx skills add https://github.com/samibrahmi/instanotes-api --skill tax-reviewer-samibrahmi

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Review tax returns to identify missed deductions and optimize tax liability for individuals and small businesses.

Core Features & Use Cases

  • Review and flag commonly missed deductions for W-2 and self-employed filers.
  • Provide year-round planning guidance and tax-advantaged strategies.
  • Generate a plain-language summary suitable for client communication.

Quick Start

Review a tax return snapshot and identify commonly missed deductions plus planning opportunities.

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?▼

To review your tax return for missed deductions, apply a structured tax-review process to your filing snapshot. This identifies commonly overlooked deductions for W-2 employees, self-employed individuals, and investors to reduce overall tax liability.

What is QBI deduction planning and who needs it?▼

QBI deduction planning is a tax-planning strategy for self-employed individuals to optimize their Qualified Business Income. It is reviewed during a tax-return analysis to ensure compliance with IRS guidelines while maximizing tax-advantaged savings.

Can I get tax planning suggestions for both W-2 and self-employed income?▼

Yes, you can receive tax planning suggestions for both W-2 and self-employed income. The review process evaluates your complete return to flag missed deductions and provide year-round planning guidance tailored to your specific filing status.

What is the best way to generate a plain-language summary of tax review findings?▼

The best way to generate a plain-language summary of tax review findings is to use a structured output format that translates complex IRS compliance issues into clear recommendations. This produces a client-ready summary of missed deductions and strategies.

Does tax planning work for investors and homeowners looking to reduce tax liability?▼

Yes, tax planning works for investors and homeowners seeking to reduce tax liability. The review process targets commonly missed deductions specific to these groups, ensuring full compliance while optimizing their overall tax strategy.

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