Disjointed financial records in.
A defensible tax position out.
Four composable agent skills take a client from a pile of source documents to a dollar-valued strategy — verifying the data before trusting it, and scoring audit readiness before optimizing anything. Every phase writes a markdown deliverable, and those deliverables are the system of record.
The pipeline
Phase 0 — Intake
Ten-round questionnaire, or drop a folder of returns and transcripts and let the skill extract the profile.
accounting-intake → Financial Profile
Phase 1 — Data Verify
Schema validation, duplicate detection, classification accuracy, reconciliation, integrity summary.
accounting-verify-data → Verification Report
Phase 2 — Compliance
Method consistency, tax compliance flags, anomaly detection, period-end completeness, weighted score.
accounting-verify-compliance → Audit Readiness Score
Phase 3 — Tax Strategy
Entity structure, income timing, deductions, credits, retirement, and a dollar-valued forward plan.
accounting-tax-strategy → Multi-Year Plan
Gates, not vibes
Each phase has an explicit condition before the next one runs. The dashboard shows when a gate was met — and when it was overridden, which is just as important to see.
| Transition | Gate |
|---|---|
| Phase 0 → 1 | Client confirms the Financial Profile is accurate |
| Phase 1 → 2 | All data checks PASS, or every flag has a resolution |
| Phase 2 → 3 | Audit readiness score ≥ 75 |
| Phase 3 → filing | Licensed CPA reviews every aggressive position |
What the operator sees
Status with meaning
Every check carries a status word, what the report actually found, and how to remediate it. A section with no recorded status reads as unverified — never as a pass.
Savings you can model
Per-strategy adoption toggles drive a before/after tax comparison built from the report's own figures. Penalty-avoidance items are marked non-cash and excluded from the headline number.
Annotated deliverables
Reports render in the interface with an outline, and any heading can take a note that travels with the engagement folder.
Where the data lives
Client documents and generated reports never leave the operator's machine. This site is a static description of the system; the dashboard reads engagement folders over localhost. See Security for the full boundary.