claude

Tax & Audit

Tax strategy and audit-readiness for small business owners and real estate investors. Five skills: quarterly estimate calculator (Q1-Q4 federal + state), cost segregation analysis for RE properties, entity structure recommendation (LLC vs S-Corp vs C-Corp), audit-prep document checklist and readiness scorecard, and a deduction finder that scans QuickBooks Online data for missed deductions. Integrates with the qbo-bookkeeper plugin for live transaction data. NOT TAX ADVICE — this plugin organizes and educates; always confirm with a CPA before filing.

0 on GitHubby MyBusinessGeniev1.0.1updated 3 months agofinance
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Plugin tax-and-audit from marketplace my-business-genie-library in tarsly/mbg-library. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (5)

  • tax-audit-prep

    Audit-readiness checklist and scorecard. Whether you've received an IRS notice or just want to be ready, this skill produces a document checklist by audit type (correspondence audit, office audit, field audit, RE-specific exam, Schedule C audit), grades your current documentation, and flags weak spo

  • tax-cost-segregation

    Cost segregation analysis for real estate. Estimates the tax savings from reclassifying portions of a property's purchase price from 27.5- or 39-year depreciation into 5-, 7-, and 15-year buckets that qualify for bonus depreciation. Produces a model estimate, identifies whether a formal engineered s

  • tax-deduction-finder

    Scan your QuickBooks Online transactions (via qbo-bookkeeper) for missed deductions, miscategorized expenses, and tax-planning opportunities. Categorizes findings by impact, surfaces commonly-overlooked deductions for your business type, and produces a CPA-ready report. Works without QBO too — accep

  • tax-entity-structure

    Entity structure recommendation — sole prop vs LLC vs S-Corp election vs C-Corp. Compares federal tax, self-employment tax, payroll cost, administrative burden, and liability protection across each option for your specific income level and state. Includes RE-specific holdco/operating LLC patterns an

  • tax-quarterly-estimate

    Calculate quarterly estimated tax payments for federal and state. Works for SMB owners (sole prop, partnership, S-Corp pass-through, C-Corp), real estate investors with rental + RE pro income, and W2 + side income earners. Uses safe-harbor methods (100/110% of prior year) AND annualized income metho

View source on GitHub

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