Fondo Core Workflow B

What it does

When your agent uses it

• Tasks that involve Tax preparation

Example prompts

• “fondo R&D credit”
• “fondo tax credit”
• “fondo Form 6765”
• “/fondo-core-workflow-b”

Requirements

• Compatibility (from SKILL.md): Designed for Claude Code
• Pre-approved tools (allowed-tools): Read, Write, Edit, Grep

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

1. 1Gather approved source evidence and classify activities/expenses for review without altering originals.
2. 2Use an opaque case identifier and aggregate counts for workflow tracking; keep payroll, tax, and employee records in authorized systems.
3. 3Reconcile inputs with the responsible finance professional, document assumptions and exceptions, and obtain sign-off before filing or…
4. 4Preserve an audit trail and follow the organization's retention and correction process for any discrepancy.

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

• Tool permissions

  Pre-approves these tools, so the agent can use them without asking each time:

  • Read
  • Write
  • Edit
  • Grep

  From allowed-tools in the SKILL.md frontmatter.

• Runs code

  No scripts in the folder and no shell commands in SKILL.md.

  From the folder's file list and the shell code blocks in SKILL.md.

• Network

  Links to these hosts (documentation or services it may open):

  • fondo.com
  • irs.gov

  From URLs in SKILL.md, links to its own repository left out.

• Credentials

  Names no API keys, tokens, secrets or passwords.

  From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

• Compatibility

  Designed for Claude Code

  From compatibility in the SKILL.md frontmatter.

Context cost

Fondo Core Workflow B loads about 1.1k tokens when it runs. Until then it costs about 62 tokens; SKILL.md has 365 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it

~62

When it runs · the whole SKILL.md, loaded when a task matches

~1.1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 365 words, ~1,088 tokens.

name

fondo-core-workflow-b

description

Execute Fondo R&D tax credit workflow: qualify activities, calculate credits, file Form 6765, and claim payroll tax offset for startups. Trigger: "fondo R&D credit", "fondo tax credit", "fondo Form 6765", "startup tax credit".

allowed-tools

Read, Write, Edit, Grep

compatibility

Designed for Claude Code

version

1.6.0

license

MIT

author

Jeremy Longshore <jeremy@intentsolutions.io>

tags

saas, accounting, fondo

Qualifying R&D Expenses:
  W-2 wages for R&D employees:        $480,000
  Contractor payments (65%):           $78,000
  Cloud compute (AWS/GCP):             $36,000
  Software tools for R&D:              $12,000
                                       --------
  Total Qualified Research Expenses:   $606,000

Credit Rate (Alternative Simplified):  ~6-8%
Estimated R&D Credit:                  ~$42,000

Eligibility for payroll tax offset (Section 41(h)):
  ✓ Less than $5M gross receipts in current year
  ✓ No gross receipts in any year before the 5-year period ending in current year
  ✓ Filed as election on Form 6765

Offset: Up to $250,000 per year against employer FICA (6.2%)
        Up to $250,000 per year against Medicare (1.45%)
        Total: Up to $500,000/year in payroll tax savings

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/.curated/fondo-core-workflow-b of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287