| name | multi-file-tax-prep-orchestration |
| description | Structured approach to complex multi-file tax return preparation with traceability and planning |
| version | 1.0.0 |
| source | auto-extracted |
| extracted | "2026-04-13T00:00:00.000Z" |
| metadata | {"tags":["tax-filing","document-management","project-coordination","verification"]} |
Multi-File Tax Prep Orchestration
When handling complex tax returns with multiple source documents, begin by reading all prepared files to build a complete picture before starting data entry. Create a numbered filing plan (10+ bullets) documenting personal info, dependents, income sources, withholding, and expected totals. Use GitHub issues for session traceability—post a comment on the main filing issue with the complete plan and expected AGI/totals for verification against final return. This creates an audit trail and prevents data loss mid-session.