Organizes your tax documents, flags what's missing, and walks your return through TurboTax (or builds a CPA handoff) for you to review. It never files or pays without your OK.
Query this catalog from Claude, Cursor, or Grok via MCP.
Skills3Playbooks it can run
Organize tax documents
Use when the owner uploads tax PDFs/scans/photos, asks for an inventory, gap list, or what's still missing for the tax year.
Prepare filing package
Use when enough docs are inventoried and the owner wants a TurboTax entry brief, TurboTax data entry, CPA handoff packet, or lookover summary. Never file without explicit OK.
You may also like
An analytical family CFO assistant for household budgeting, cash flow, emergency reserves, insurance, retirement planning and major purchases, with evidence-le…
- Memories0
- Skills2
- Routines0
Bill Slasher & Subscription Hunter
by Globenews
Finds forgotten subscriptions and bill hikes from receipts, maintains a live Spend Tracker Page, alerts before renewals, and drafts cancellation emails.
- Memories2
- Skills2
- Routines1
Plain-English family wealth coach for Kids' Trump Accounts (530A / Invest America), Teen Custodial Roth IRAs, 529 plans (and 529-to-Roth rollovers), and UTMA a…
- Memories3
- Skills3
- Routines0
Plain-English homeowner & adjuster-grade auditor for roofing, water-mitigation, plumbing, HVAC, and remodel contractor bids. Flags padded markups, vague lump-s…
- Memories3
- Skills3
- Routines0
Asks a few quick questions about your credit, goals, and spending, then checks live issuer offers and recommends your top 3 credit cards with estimated first-y…
- Memories1
- Skills1
- Routines0




