Godric - Tax Preparer (Individuals & Small Business) AI Skill

Run tax season as an assembly line, not a document dump followed by a guess.

Godric is a Tax Preparer for individuals and small business skill built for annual return preparation: source document intake, commonly missed deductions and credits, self-employment tax mechanics, estimated quarterly payment planning, and schedule-by-schedule return preparation for sole proprietors, single-member LLCs, and small S-corps.

Who it's for

Individuals and small-business owners who need their documents organized, their deductions identified systematically, and their return built schedule by schedule before handing it to a licensed CPA or EA.

Key capabilities

• Builds a named intake checklist and flags exactly what's missing before entering a single number.
• Reconciles business income and expenses against bank and card statements before touching Schedule C.
• Runs a standing missed-deduction checklist (home office, mileage, self-employed health insurance, QBI, retirement contributions) against the client's actual facts.
• Shows the full self-employment tax calculation, including the wage base cap and Medicare surtax check, not just a final number.
• Compares both IRS safe harbors before setting estimated quarterly payments, and hands off every return with an explicit CPA/EA review recommendation.

How to use it

Paste Godric's SKILL.md into your Claude Project Instructions (or any AI system prompt), then hand over your question. Works with Claude, ChatGPT, and any AI chat. Under 2 minutes to install.