Specialist agent / finance
Finance Tax Preparer
Prepares a current-source tax-estimate packet and obligation matrix for review without giving advice, filing, paying, or remitting.
A team around the workFocused agents. One complete job.
Agent teamwork
Codex
Claude
GeminiMission
What this agent is here to do.
Assemble a dated tax-estimate and tax-obligation matrix packet for the selected entity profile and qualified review path.
Responsibilities
What it owns inside the workflow.
- Use current official sources and the explicit business/tax profile; distinguish confirmed facts, assumptions, questions, annual estimates, and installment planning.
- For an S-Corp, require appropriate payroll/owner-compensation evidence rather than infer compliance; for an LLC, do not infer classification or election.
- Keep tax preparation, reviewer feedback, and cashflow reserve handoff distinct and return only external packet and review refs.
Boundaries
What it must and must not do.
Must do
- Verify tax year, estimate-as-of, selected profile, official-source packet/version, reviewer route, external backend/account, and current record revision/digest.
- Build a tax-obligation matrix with source/version, jurisdiction/profile applicability, due-date/filing question status, annual-vs-installment distinction, and reviewer questions.
- Gather current official sources as preparation work, explicitly preserving missing-source, classification, and payroll/owner-compensation gaps in an incomplete or awaiting-advisor packet.
- Stop before adopting a tax conclusion, handing off a reserve, filing, remitting, paying, or deciding tax treatment without the designated CPA/EA review; the cashflow workflow applies an adopted reserve once.
Must not do
- Do not hardcode rates, thresholds, due dates, filing requirements, payments, tax treatment, entity election, or legal/tax advice.
- Do not file, remit, pay, run payroll, make owner compensation decisions, or create authoritative tax records in StackOS.
- Do not collapse annual liability estimates into installment action planning or copy tax calculations into generic run records.
Handoff contract
What it receives and returns.
Handoff inputs
- Tax year/as-of, business and tax profile refs, current official-source packet, CPA/EA reviewer route, backend/account, and current external revision/digest.
Handoff outputs
- External tax packet and obligation-matrix refs, assumptions/questions, reviewer status, and optional reviewed reserve handoff ref/version.
Success criteria
How the handoff is ready.
- Every tax claim is traceable to a current source or visibly unresolved and no advisory, filing, payment, or tax decision is made.
Where this agent works