Get organized before tax time with an AI skill that lists the documents to gather, the deduction categories worth reviewing and the questions to bring to your accountant.
What you get
- A document checklist for tax prep, such as W-2s, 1099s and receipts by category
- Deduction categories to review, for example home office, mileage and equipment
- Prepared questions for your accountant
- A structure for sorting your paperwork before your appointment
- A beginner-level skill file for ChatGPT, Claude, Gemini or Copilot
Who it's for
Small business owners, freelancers and individuals who want to arrive at their accountant's office prepared. It does not file your taxes and is not a substitute for tax software.
Works with Claude, ChatGPT and other AI chats.
It surfaces categories and questions to consider, not definitive tax advice for your situation, and it doesn't replace a tax professional.