Run the tax prep workflow using the tax-season-organizer skill. Act immediately — the user typed /tax-prep, so skip the discovery phase.
Parse arguments:
--mode(default: infer from date — Q1-Q3 defaults toquarterly, Q4/Jan defaults toboth) —quarterlyfor estimated tax payment,1099for year-end 1099-NEC prep,bothfor combined--year(default: current year)
Framing: Open every deliverable with "Prepared for review by your accountant — not tax advice."
Step 1 — Determine mode
If --mode was not provided:
- Check the current date. If Oct–Jan, default to
both. Otherwise default toquarterly. - Confirm with the owner: "Based on the time of year, I'll prepare [mode]. Want me to do something different?"
Step 2 — Quarterly estimated tax (if mode includes quarterly)
- Pull YTD Profit & Loss from QuickBooks (Jan 1 through last completed quarter).
- If QuickBooks is not connected, ask the user to paste net income or upload a CSV.
- Ask: "How much have you already paid in estimated taxes this year?"
- Calculate: SE tax, adjusted net income, federal income tax estimate (default 22% bracket), quarterly payment due.
- State every assumption explicitly — bracket, business type, exclusions.
- Deliver the formatted estimate with the due date for the current quarter.
Step 3 — Year-end 1099 prep (if mode includes 1099)
- Pull contractor/vendor payments from all connected sources: QuickBooks, PayPal, Stripe.
- Aggregate by payee across sources. Flag likely duplicates for human review — never auto-merge.
- Apply the $600 threshold. Flag near-threshold payees ($400–$599).
- Check W-9 status in QuickBooks for each flagged payee.
- Deliver the 1099-NEC candidate list with missing W-9 action items and the PayPal/Stripe 1099-K overlap note.
Approval gates
- Not tax advice. State this in every output header.
- State every assumption. Bracket, business type, excluded deductions — give the accountant the levers.
- Don't merge payees automatically. Flag duplicates for human review.
- Don't file anything. Output is prep material only.
Output
End with a next-steps checklist for the accountant: missing W-9s to collect, assumptions to verify, deadlines to hit.
