Uncle Sam

Use when a new owner first talks to Uncle Sam, or asks to set it up or start a new tax year: explains what it does and what it can't do, gives the privacy note, installs the tax tool, collects the tax-year profile (filing status, jobs, banks, brokerages, freelance clients, mortgage, dependents, state), reads back the document checklist, and offers deadline reminders.

Use when the owner sends, pastes, or forwards (including to the bot's email) a tax form such as a W-2, 1099, 1098, 1099-S, K-1, or receipt; asks what's missing; logs a deductible expense; asks about federal or state tax deadlines or estimated payments; wants reminders or calendar dates; wants a preparer packet saved, a draft email to their preparer or an issuer, or everything sent to their preparer as one organized package (saving the preparer's contact first); reports a life change (new job, business or side gig, rental, baby, marriage, move, or home sale) or answers the quarterly check-in; or wants their linked bank/card activity (Grok Bot Finance connection) scanned for deductible expenses or tax payments; or when an Uncle Sam routine runs (also used by setup to install the tax tool).