tax-preparation-practice

v0.1.1

CPA / EA tax-preparation & planning practice — agents (tax-practice-lead, tax-preparation-specialist): the lead sets client-mix & niche, seasonal capacity, pricing/realization, review-standard & risk posture, and Circular 230 / PTIN / EFIN governance; the specialist runs the return pipeline — organizer & engagement letter, intake, preparation (1040 / 1120 / 1120-S / 1065), separate-eyes review, e-file, extensions & estimates, CP-notice response, and the planning calc (entity, QBI, retirement, timing). skills, a knowledge bank, and templates. Distinct from accounting-bookkeeping (write-up / close), wealth-management-ria (advisory), and finance (FP&A) — this plugin owns TAX RETURN PREPARATION and the practice that produces it. Not tax, legal, or accounting advice and no substitute for a credentialed preparer: forms, thresholds, and deadlines are volatile and jurisdiction-specific — every rule carries a retrieval date + verify-at-use against current IRS/state guidance. Needs ravenclaude-core.

Claude Code3 Skills

By Matt CorbettLicense: MIT7 GitHub starsUpdated last week

Directory evidence

Runtimes: Claude Code
Parsed components: 3 skill or MCP entries
Source updated: Sep 15, 2026
Manifest status: Canonical path parsed

The directory validates manifest shape and source location. It does not execute the plugin or provide a security endorsement. Review the indexing methodology →

Install tax-preparation-practice for Claude Code

Installs for the current user

claude plugin marketplace add IchenDEV/agent-plugin-mkt
claude plugin marketplace update agent-plugin-marketplace
claude plugin install tax-preparation-practice@agent-plugin-marketplace

Paste and run these commands in a terminal with Claude Code. They add and refresh the PluginsMP catalog, then install this plugin.

The installer fetches third-party code from the source repository shown on this page. This directory validates manifest structure and source location, but does not perform a security audit; review the manifest, components, and source before installing.

Get the source manually

$ git clone https://github.com/mcorbett51090/RavenClaude

Clone the source repository, then follow its setup instructions to add the plugin to a compatible client. The plugin root is plugins/tax-preparation-practice/.

Plugin files

plugins/tax-preparation-practice/

├── .claude-plugin/plugin.json
├── skills/handle-notices-and-planning/SKILL.md
├── skills/plan-engagement-and-capacity/SKILL.md
└── skills/run-return-preparation-workflow/SKILL.md

Included Skills3

handle-notices-and-planningskills/handle-notices-and-planning/SKILL.md

Respond to an IRS/state notice and run the planning calc by traversing the practice decision tree (identify the notice type & deadline → reconcile the agency figures vs the return → agree/partial/disagree response + substantiation → representation posture: handle vs refer; and for planning: entity-choice SE-tax vs S-corp reasonable-comp → QBI/§199A → retirement & timing levers as scenarios), then return the notice-response plan or the planning scenarios with assumptions and the verify-against-current-law caveat. Reach for this when the user asks 'we got a CP2000 / CP notice — how do we respond?', 'should this client be an S-corp?', 'how do we optimize QBI / retirement / timing?', or 'what's our representation posture?'. Used by tax-preparation-specialist (primary) and tax-practice-lead.

plan-engagement-and-capacityskills/plan-engagement-and-capacity/SKILL.md

Plan the client mix, open the engagement, and size busy-season capacity by traversing the practice decision tree (engagement accept/decline & risk screen → client-mix/niche → engagement letter + organizer scope → busy-season volume × preparer-hours vs reviewed-hours → extension policy as load valve → pricing/realization model), then return the accept/decline call, the engagement letter & organizer scope, the capacity/staffing plan, and the pricing model with the conditions that resize it. Reach for this when the user asks 'what client mix should we take?', 'draft our engagement letter / organizer', 'how do we plan busy-season capacity?', or 'how should we price returns?'. Used by tax-practice-lead (primary) and tax-preparation-specialist.

run-return-preparation-workflowskills/run-return-preparation-workflow/SKILL.md

Run a return from organizer through e-file by traversing the practice decision tree (organizer & completeness check → entity→form routing: 1040 / 1120 / 1120-S / 1065 → preparation & schedules → self-review vs a separate-reviewer gate → e-file & acknowledgment → extensions 4868/7004 & quarterly estimates), then return the prepared return, the completeness gaps, the review findings, the e-file path, and any extension/estimate schedule. Reach for this when the user asks 'prepare this 1040 / 1120-S / 1065', 'which form does this entity file?', 'review this return before e-file', or 'file an extension and set quarterly estimates'. Used by tax-preparation-specialist (primary) and tax-practice-lead.

Plugin manifests1

plugins/tax-preparation-practice/.claude-plugin/plugin.json

{
  "name": "tax-preparation-practice",
  "version": "0.1.1",
  "description": "CPA / EA tax-preparation & planning practice — agents (tax-practice-lead, tax-preparation-specialist): the lead sets client-mix & niche, seasonal capacity, pricing/realization, review-standard & risk posture, and Circular 230 / PTIN / EFIN governance; the specialist runs the return pipeline — organizer & engagement letter, intake, preparation (1040 / 1120 / 1120-S / 1065), separate-eyes review, e-file, extensions & estimates, CP-notice response, and the planning calc (entity, QBI, retirement, timing). skills, a knowledge bank, and templates. Distinct from accounting-bookkeeping (write-up / close), wealth-management-ria (advisory), and finance (FP&A) — this plugin owns TAX RETURN PREPARATION and the practice that produces it. Not tax, legal, or accounting advice and no substitute for a credentialed preparer: forms, thresholds, and deadlines are volatile and jurisdiction-specific — every rule carries a retrieval date + verify-at-use against current IRS/state guidance. Needs ravenclaude-core.",
  "author": {
    "name": "Matt Corbett"
  },
  "homepage": "https://github.com/mcorbett51090/RavenClaude",
  "license": "MIT",
  "keywords": [
    "tax-preparation",
    "form-1040",
    "form-1120",
    "form-1065",
    "e-file",
    "irs-notices",
    "tax-season",
    "engagement-letter",
    "circular-230",
    "qbi",
    "quarterly-estimates",
    "tax-planning"
  ],
  "requires": {
    "plugins": [
      "ravenclaude-core@>=0.7.0"
    ]
  }
}

For maintainers

If you maintain this plugin, link to this source-backed listing from your README so users can review its manifest and indexed components.

[tax-preparation-practice on Agent Plugins Marketplace](https://pluginsmp.com/plugins/tax-preparation-practice)