by Matt Corbett
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