Prepare accountant review materials from reconciled books, including US quarterly estimated payments and 1099-NEC contractor reporting candidates. The skill checks book closure first and documents assumptions, missing information, and deadlines without filing anything.
Prepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated payment or builds the year-end 1099-NEC list and accountant packet from those closed numbers. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); uses Gusto, PayPal, and Stripe when connected, else CSV upload. US federal tax math; a non-US business gets the closed-books packet. Prep material for a CPA, never tax advice, nothing filed. Trigger on "quarterly taxes," "estimated tax payment," "how much should I set aside," "1099s," "1099-NEC," "W-9s," "year-end tax prep," "get my books ready for my accountant," any phrasing that suggests a tax deadline is coming, or a question about net profit or YTD income that sounds like worry about a tax bill. An owner who says the period's books are already closed routes to tax-season-organizer directly.
Review the instructions the agent will receive before you install.
Run the tax chain. Books first, then tax materials. The dependency is not optional — an estimate calculated on unreconciled books is a number the owner will send to the IRS.
Parse arguments:
--mode (default: infer from the date — Oct through Jan defaults to both, otherwise quarterly) — quarterly, 1099, or both--year (default: current year)Framing: open every deliverable with "Prepared for review by your accountant — not tax advice."
A ledger is required — MYOB, NetSuite, QuickBooks, Xero, or Zoho Books, whichever is connected (../../shared/connector-neutrality.md). Without one, ask for a P&L export and a payee-level payment export before starting.
Check the country before Step 1. Read Country from the ## Business context block (../../shared/currency-and-locale.md). The tax math in Step 2 is US federal. If the business is not in the US, say so in one line, run Step 1 so the books are closed, and hand the owner the closed-books packet for their accountant in place of a US estimate or 1099 list. Do not run the US calculation.
Expensify, when connected, is read-only and adds one thing worth having: the expenses with no receipt attached. Surface that total and count alongside the estimate — an unsubstantiated deduction is the item the accountant will ask about first, and it is cheaper to find now than in April.
If --mode was not given, state the inferred mode in one line and let the owner redirect: "It's late January, so I'll prepare both the Q4 estimate and your 1099 list. Want something different?" Do not run a discovery interview — the owner typed /tax-prep.
Run month-end-prep over the periods the tax work depends on: year-to-date through the last completed quarter for quarterly, the full tax year for 1099.
Verify before you re-close. Check whether each month in scope is already closed — reconciled, no open flagged items, packet produced.
month-end-prep's own Step 6 sign-off gate holds.In: the periods in scope. Out: reconciled YTD net income, reconciled vendor and contractor payment detail, and a list of anything still unresolved.
Do not calculate anything until the books in scope are settled. If items are still open, say what they are and what they do to the tax number:
"Eleven transactions are still uncategorized, totalling USD 6,800. Until those are coded, your estimate could be off by roughly USD 1,500 either way. Categorize them, or tell me to proceed and I'll state it as an assumption."
If the owner proceeds anyway, that becomes a stated assumption in the deliverable — not a footnote.
Run tax-season-organizer in the chosen mode, using only Step 1's reconciled figures.
When both modes run, do 1099 prep first — it generates the action items with the earliest deadline — then the quarterly estimate.
Say where the number came from: "This estimate is built on closed books through June 30, not the raw register." That sentence is what makes the chain worth running.
Example, Okonkwo Mechanical: "Q3 estimate: USD 7,240, due September 15. Built on USD 92,000 YTD net through the June close. Assumes a 22% bracket and sole proprietorship — confirm both with your accountant."
Deliver the accountant packet per the owner's stored output preference — never default to a markdown file. Check the ## Business context block's Output preference (shared style guide rule, ../../shared/artifact-style.md):
End with a next-steps checklist for the accountant: missing W-9s to collect, assumptions to verify, open book items that could move the number, and the deadlines to hit.
Then one short close: the packet is ready for the accountant, built on closed books. The natural next step is "cash forecast" — cash-flow-snapshot shows whether the estimated payment clears on its due date. Also nearby: "close the month" (/close-month) to keep the next quarter's estimate on reconciled numbers, and "build me a report" (report-builder) to track the tax set-aside over time. Offer at most three, and skip any offer the owner already declined this session.
The connectors named in this skill are the tested paths, not a wall. If the owner wants this flow to use a tool that isn't connected or listed, offer build-connector — it checks the connector directory first and connects through Zapier otherwise, never hand-building against a raw API. Once the connection exists, the tool joins this skill like any other optional connector, under the same approval gates.
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