A Clawdbot skill that serves as your comprehensive US tax advisor. Identifies deductions, tracks expenses, manages tax deadlines, assesses audit risk, and provides year-round proactive tax planning for all employment types.
- Deduction identification — Flags deductible expenses as you mention them in conversation
- Expense tracking — Logs deductible expenses with categories, IRS form references, and confidence levels
- Tax calendar with cron reminders — Automated alerts before every quarterly deadline, filing date, and year-end cutoff
- Employment type awareness — Tailored advice for W-2 employees, 1099 contractors, S-Corp owners, and mixed-income situations
- Audit risk assessment — Flags high-risk deductions and recommends documentation levels
- Life event triggers — Proactive tax guidance for marriage, new baby, home purchase, job change, retirement, and more
- Multi-state filing — Handles residency rules, income allocation, reciprocity agreements, and state-specific strategies
- RV-as-home rules — Mortgage interest, home office, and domicile rules for full-time RVers
- Estimated tax calculator — Calculates quarterly payments with safe harbor rule awareness
- Bracket optimization — Strategies to stay in lower brackets via retirement contributions, Roth conversions, and income timing
- Roth conversion planning — Fill-up-the-bracket conversion strategy, backdoor Roth, and mega backdoor Roth
- Document retention guide — How long to keep every type of tax document
- Integration with mechanic and card-optimizer skills — Cross-references vehicle business use and spending categories for deduction identification
- Year-end checklist — Comprehensive pre-December-31 and pre-April-15 action items
- Proactive monthly nudges — Time-of-year-aware suggestions (withholding reviews, loss harvesting windows, contribution deadlines)
- Business expenses — Home office, equipment, software, internet, phone, professional development
- Vehicle — Standard mileage rate, actual expense method, heavy vehicle Section 179, parking & tolls
- Health & medical — Insurance premiums, HSA, medical expenses exceeding 7.5% AGI
- Retirement — Traditional IRA, 401(k), Solo 401(k), SEP-IRA, capital loss harvesting
- Real estate — Mortgage interest, property taxes, home office depreciation, RV loan interest
- Charitable — Cash donations, non-cash donations, charitable mileage, donor-advised funds, appreciated stock
- Education — Student loan interest, Lifetime Learning Credit, 529 plans, work-related education
- Self-employment — SE tax deduction, business meals, quarterly estimated payments, professional services
- Bunching — Alternate standard/itemized deductions year-to-year to maximize benefit
- Section 179 — Full first-year expensing of business equipment (including heavy vehicles)
- Augusta Rule — Rent your home tax-free for up to 14 days per year
- QBI deduction — 20% deduction on qualified business income for pass-through entities
- S-Corp optimization — Reasonable salary + distributions to minimize self-employment tax
- Roth conversion ladder — Convert Traditional IRA to Roth in low-income years
- Mega backdoor Roth — After-tax 401(k) contributions with in-plan Roth conversion
- Charitable strategies — Donor-advised funds, appreciated stock donations, qualified charitable distributions
clawdhub install tax-professional- Copy the skill files into your Clawdbot workspace:
skills/tax-professional/SKILL.md skills/tax-professional/references/common-writeoffs.md - Create the data directory for your personal tax data:
data/tax-professional/ - Start chatting — the skill will set itself up based on your profile.
On first use, the skill will:
- Read USER.md — Picks up your employment type, location, filing status, and personal context
- Ask about employment type — W-2, 1099, S-Corp, or mixed — to tailor all advice
- Set up expense tracking — Creates
data/tax-professional/YYYY-expenses.jsonfor logging deductible expenses - Configure tax calendar crons — Sets up automated reminders for quarterly payments, filing deadlines, and year-end planning windows
This skill follows Clawdbot's data separation convention:
skills/tax-professional/
├── SKILL.md # Skill logic (this repo — shareable, portable)
└── references/
└── common-writeoffs.md # Generic reference material (shareable)
data/tax-professional/
├── YYYY-expenses.json # Your tracked expenses (personal — not shared)
├── tax-profile.md # Your tax-relevant info (personal — not shared)
└── YYYY-return-analysis.md # Return analyses (personal — not shared)
Skills get updated independently of your data. Your expense history and tax profile persist across skill updates.
| You Say | What Happens |
|---|---|
| "Can I write off my home office?" | Explains rules, requirements, simplified vs. actual method, and W-2 vs. SE eligibility |
| "Log $450 monitor for work" | Categorizes as business expense, confirms deductibility, logs to expense tracker |
| "Show my deductions for 2026" | Pulls from expense tracker, summarizes by category with totals and IRS form references |
| "Is my annual fee deductible?" | Explains when card fees are deductible (Schedule C for business cards) |
| "When are estimated taxes due?" | Shows upcoming deadlines with safe harbor calculation |
| "Audit risk check" | Reviews your deductions and flags anything the IRS might scrutinize |
| "I just bought a house" | Walks through all tax implications: mortgage interest, property tax, points, future sale exclusion |
| "What deductions am I missing?" | Proactive scan based on your employment type and spending patterns |
| "Year-end tax checklist" | Comprehensive action items before December 31 |
| "How much should my Q3 payment be?" | Calculates estimated payment based on income, deductions, and safe harbor rules |
This skill provides educational tax guidance, not professional tax advice. Tax law is complex and changes frequently. Always confirm major decisions with a licensed CPA or tax attorney. Verify current-year rules at irs.gov before acting on any strategy.
- Clawdbot v1.0+
- No API keys required
- No external services — runs entirely within your Clawdbot workspace
MIT — Copyright 2026 Scott (ScotTFO)