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tax-prep

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Prepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated payment or builds the year-end 1099-NEC list and accountant packet from those closed numbers. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); uses Gusto, PayPal, and Stripe when connected, else CSV upload. US federal tax math; a non-US business gets the closed-books packet. Prep material for a CPA, never tax advice, nothing filed. Trigger on "quarterly taxes," "estimated tax payment," "how much should I set aside," "1099s," "1099-NEC," "W-9s," "year-end tax prep," "get my books ready for my accountant," any phrasing that suggests a tax deadline is coming, or a question about net profit or YTD income that sounds like worry about a tax bill. An owner who says the period's books are already closed routes to tax-season-organizer directly.

skills-imported/tax-prep/SKILL.md

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Oct 10, 2026
License
MIT

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<!-- Provenance: adapted from anthropics/knowledge-work-plugins (Apache-2.0, (c) Anthropic).
Original skill: https://github.com/anthropics/knowledge-work-plugins/tree/main/small-business/skills/tax-prep. Changes for Muse AI: Claude/Cowork product refs -> Muse AI; MCP -> connector; CLAUDE.md -> MUSE.md; ${CLAUDE_PLUGIN_ROOT} -> this skill's directory; /plugin:command refs -> skill refs. -->


Run the tax chain. Books first, then tax materials. The dependency is not optional — an estimate calculated on unreconciled books is a number the owner will send to the IRS.

Parse arguments:
- `--mode` (default: infer from the date — Oct through Jan defaults to `both`, otherwise `quarterly`) — `quarterly`, `1099`, or `both`
- `--year` (default: current year)

**Framing:** open every deliverable with "Prepared for review by your accountant — not tax advice."

**A ledger is required** — MYOB, NetSuite, QuickBooks, Xero, or Zoho Books, whichever is connected (`../../shared/connector-neutrality.md`). Without one, ask for a P&L export and a payee-level payment export before starting.
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