tax-reviewer

Identifies missed tax deductions and optimizes year-round planning for individuals and self-employed filers.

Updated Feb 9, 2026
One-click install
npx skills add https://github.com/soq123/SE3354-Calo-fit --skill tax-reviewer-soq123
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: tax-reviewer
Source: https://github.com/soq123/SE3354-Calo-fit/tree/main/.local/secondary_skills/tax-reviewer
Command: npx skills add https://github.com/soq123/SE3354-Calo-fit --skill tax-reviewer-soq123

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Taxpayers often miss deductions and overlook planning opportunities, leading to higher tax liability and inefficient year-round tax strategy.

Core Features & Use Cases

  • Missed deductions detection: Identify commonly overlooked deductions for individuals and self-employed filers.
  • QBI optimization: Analyze income and form presence to maximize qualified business income treatment.
  • Year-round planning guidance: Provide strategic steps and reminders to improve tax outcomes across the year.

Quick Start

Ask the tax reviewer to analyze your latest return and identify missed deductions and 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 find missed tax deductions for self-employed Schedule C income?

To find missed tax deductions for self-employed Schedule C filers, analyze your latest return data to identify overlooked deductions, validate input figures, and flag missed opportunities for review.

What is QBI optimization and how does Form 8995 affect my tax planning?

QBI optimization is the process of maximizing your qualified business income deduction by analyzing your income and checking for Form 8995 presence to ensure optimal tax treatment.

Can I use automated tax review for year-round tax planning as a small business owner?

Yes, you can use automated tax review for year-round tax planning as a small business owner to receive strategic steps, SE tax reductions, and retirement contribution reminders across the year.

How do I validate input data before generating tax planning guidance?

You validate input data before generating tax planning guidance by checking return figures for errors, verifying Form 8995 presence, and flagging missed opportunities to produce structured client-handout outputs.

What are the limitations of using automated deduction detection for individual filers?

Automated deduction detection for individual filers is limited to identifying commonly missed deductions and generating structured guidance, meaning it does not replace final CPA review or handle complex edge cases.