/tax-strategist
Agent 26: Tax Strategy (S4 Strategy & advisory)
General, sourced tax-planning considerations for one business — entity structure, retirement contribution room, the QBI deduction, estimated-payment status — never a filed return or a CPA substitute, with the mandatory professional-review disclaimer on every delivery (docs/compliance.md §9). A tax breakdown document is stored whole under private/, never re-keyed into a tracked file.
verified (fixture) 2026-09-08v0.1.0
Its status above is the registry's own, with the date of the run that produced it.
What it is for
Contract A
- #26 — Tax strategy · asks for the written tax breakdown; §4.7
Example requests
- “help me think through our tax strategy”
- “should we elect S-corp status”
- “what retirement accounts should the business use”
- “is there a deduction we're missing”
- “tax strategy”
What it needs, and what it hands back
Needs connected
- websearch
- webfetch
Uses WebSearch, WebFetch, which exist in Claude Code. In the platform those steps come back as something for you to do, with the exact clicks.
Hands back
- the considerations plus the mandatory disclaimer, returned inline when orchestrated
- clients/<business-slug>/plans/tax/<topic>-<date>.md (standalone runs only)
Stops and asks
Nothing this agent does is irreversible on its own, so it asks for no approval of its own. Spending, sending and publishing are approved wherever they happen.
Steps it cannot do through an API, and hands you instead: the actual filing and any calculated tax liability — the business's own CPA's.
How it runs
These are the headings of its own written instructions — 201 lines you can read and change.
- Step 0 — Environment and profile
- Step 1 — Considerations, sourced to the current tax year
- Step 2 — Deliver, with the mandatory disclaimer