/tax-strategist

Tax Strategist

Gives you general, sourced tax-planning points for your business, such as entity choice, retirement contribution room, the QBI deduction and where your estimated payments stand.

verifiedv0.2.0

Run it All agents

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 file my taxes”
“what tax documents am I missing”
“find my deductions”
“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

Nothing. It runs on what SHAI already knows about you.

Some of its steps use tools that exist only in Claude Code. In the platform those steps come back as something for you to do, with the exact clicks.

Hands back

Tax-planning considerations with sources
Questions worth taking to your CPA
A clear note that a tax professional should review it

Stops and asks

It never files a return or calculates what you owe; that stays with your own CPA, and every answer says so.

Where a tool has no official way in, it gives you the exact clicks to do that step yourself.

Trades whose playbook recommends it

CPAs