After filing, analyzes the completed return and recommends actions to reduce tax liability for the next year. Runs what-if scenarios showing the dollar impact of each recommendation on federal, Maryland state, and local taxes. Triggers on: 'what should I do differently next year', 'how to reduce my taxes', 'tax planning', 'what if I maxed my 401k', 'tax optimization', 'next year tax strategy', 'reduce my tax bill', 'tax savings opportunities', 'should I change my withholding', 'how much would I save'.
After all forms are filled, performs a comprehensive cross-check of the entire tax return against source documents before submission. Catches cross-form errors, math mistakes, withholding mismatches, and missing documents that session-by-session filing misses. Triggers on: 'audit my return', 'final check', 'am I ready to file', 'check everything', 'cross-check my forms', 'verify my return', 'pre-filing review', 'review before I file', 'double check my taxes', 'did I miss anything'.
When the user is working on a specific tax form, generates a line-by-line cheat sheet explaining what each line means, where values come from, which rules apply, and whether each line is relevant to their situation. Also helps organize business expenses for Schedule C. Triggers on: 'help me fill out [form name]', 'what goes on line X', 'cheat sheet for Schedule C', 'does this apply to me', 'explain this form', 'walk me through Form 1040', 'what is line 12a', 'help with Schedule A', 'how do I fill this out', or when user shares a screenshot of a form they're filling out.
Extract every relevant line value from all user-provided tax documents (W-2s, 1099s, 1098s, 1099-K, etc.) into a structured CSV summary. Runs once at the start of tax filing to build a complete inventory of document values. Triggers on: 'extract my tax docs', 'prepare my tax files', 'let's start my taxes', 'create a tax summary', 'read my W-2s', 'scan my tax documents', 'what do my tax forms say', 'I have my tax docs ready', 'start tax prep', 'pull values from my forms'. Use this skill whenever the user provides tax documents and wants values extracted, or at the beginning of any tax filing workflow — even if they just say something like 'I got my W-2' or 'here are my tax docs'.