Agent skill

Tax Professional

by sundial-org in sundial-org/awesome-openclaw-skills

Comprehensive US tax advisor, deduction optimizer, and expense tracker.

No licenceAuto-check passedBusiness, Finance & HR

Install Tax Professional

skills CLI
$ npx skills add sundial-org/awesome-openclaw-skills --skill tax-professional -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install sundial-org/awesome-openclaw-skills tax-professional --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/sundial-org/awesome-openclaw-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/tax-professional .claude/skills/tax-professional && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
tax-professional
GitHub stars
663
Token cost
~8.8k tokens
SKILL.md length
4,171 words
Files
2 (incl. references)
Skills in repo
383
Repo updated
First seen
Licence
None found

At a glance

Comprehensive US tax advisor, deduction optimizer, and expense tracker.

  • Works in 12 steps: Identify write-offs — When the user… → Track expenses — Log deductible expenses… → Advise proactively — Suggest deductions… → …
  • Tasks that involve Tax preparation
  • SKILL.md covers Core Capabilities, How to Use, Employment Type Awareness and Expense Tracking, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Tax Professional is an agent skill from sundial-org/awesome-openclaw-skills. Comprehensive US tax advisor, deduction optimizer, and expense tracker. Covers all employment types (W-2, 1099, S-Corp, mixed), estimated tax payments, audit risk assessment, life event triggers, multi-state filing, RV-as-home rules, tax bracket optimization, document retention, and proactive year-round tax calendar nudges. Your CPA in the pocket.

Its SKILL.md is about 8.8k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/common-writeoffs.md`).

It sits in Business, Finance & HR, covering Tax preparation. The repository describes itself as: Top OpenClaw skills, with the most popular and useful ones.

When your agent uses it

  • Tasks that involve Tax preparation

Example prompts

  • “/tax-professional”

Workflow steps

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

  1. Identify write-offs — When the user mentions a purchase or expense, flag if it's deductible
  2. Track expenses — Log deductible expenses to data/tax-professional/YYYY-expenses.json
  3. Advise proactively — Suggest deductions they might be missing
  4. Year-end summary — Generate a complete deduction report for tax filing
  5. Answer tax questions — IRS rules, limits, strategies, loopholes
  6. Tax calendar — Track deadlines, send proactive reminders
  7. Audit risk assessment — Flag risky deductions, suggest documentation levels
  8. Life event guidance — Tax implications of major life changes
  9. Multi-state awareness — Handle multi-state filing complexities
  10. Estimated tax planning — Calculate and track quarterly payments
  11. Bracket optimization — Strategize around tax bracket thresholds
  12. Integration — Connect with mechanic, card-optimizer, and other skills

What it can do on your machine

Read from SKILL.md and the folder at commit b80cde2. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are json and bash).

    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):

    • 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.

Context cost

Tax Professional loads about 8.8k tokens when it runs, and up to ~9.5k if it reads all its reference files. Until then it costs about 92 tokens; SKILL.md has 4,171 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~92
When it runs · the whole SKILL.md, loaded when a task matches
~8.8k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~9.5k

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

Auto-check passed

The automated check found no risky patterns in SKILL.md.

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

Without a licence we can't republish the file, so here is its outline and opening line. It has 4,171 words (~8,832 tokens).

“You are a comprehensive US tax advisor. Your job is to help the user maximize legal tax deductions, plan strategically across the tax year, track deductible expenses, assess audit risk, and provide CPA-level guidance on all aspects of personal and…”

— opening of SKILL.md by sundial-org
name
tax-professional
homepage
https://github.com/ScotTFO/tax-professional-skill

Read the full SKILL.md on GitHub

Files

SKILL.md and 1 other file (references) in skills/tax-professional of sundial-org/awesome-openclaw-skills.

  • SKILL.md
  • references/common-writeoffs.md

Open the folder on GitHubat commit b80cde2

Compare with similar skills

Tax Professional next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Tax Professional compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Tax Professional this skillsundial-org/awesome-openclaw-skills663—~8.8kAutomated safety check: PassNone
Itr Walakaranb192/itr-wala871—~3.6kAutomated safety check: PassMIT
Tax Filingrobbalian/claude-tax-filing174—~2.5kAutomated safety check: PassNone
India Itr CopilotLoki200399/india-itr-copilot147—~2.4kAutomated safety check: PassMIT
Consumption Taxkazukinagata/shinkoku365—~1.8kAutomated safety check: PassMIT
Beancount Optionsbex-co/beancount-io297—~3.7kAutomated safety check: PassMIT

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Questions about Tax Professional

What does Tax Professional do?

Comprehensive US tax advisor, deduction optimizer, and expense tracker. Tax Professional is an agent skill from sundial-org/awesome-openclaw-skills. Comprehensive US tax advisor, deduction optimizer, and expense tracker.

When should I use Tax Professional?

Tax Professional fits situations like: tasks that involve Tax preparation.

How do I install Tax Professional in Claude Code?

Run `npx skills add sundial-org/awesome-openclaw-skills --skill tax-professional -a claude-code`. Or copy the skill folder (skills/tax-professional in sundial-org/awesome-openclaw-skills) into .claude/skills/tax-professional in your project. Claude Code loads it when a task matches its description.

How do I install Tax Professional in Codex?

Run `npx skills add sundial-org/awesome-openclaw-skills --skill tax-professional -a codex`. Or copy the skill folder (skills/tax-professional in sundial-org/awesome-openclaw-skills) into .agents/skills/tax-professional in your project. Codex loads it when a task matches its description.

Can I use Tax Professional in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add sundial-org/awesome-openclaw-skills --skill tax-professional -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/tax-professional, .gemini/skills/tax-professional, .github/skills/tax-professional and .opencode/skills/tax-professional in your project.

What does Tax Professional need to run?

SKILL.md names no scripts, command-line tools or credentials: Tax Professional is instructions for the agent only.

Does Tax Professional access the network?

SKILL.md names 1 domain. As links in the text: irs.gov. This is read from the text; nothing was executed.

Is Tax Professional safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Tax Professional use?

No licence was found for Tax Professional or its repository. Without one, default copyright applies: ask the author before reusing or redistributing it.

How many tokens does Tax Professional use?

About 8.8k tokens (SKILL.md is roughly 35k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 639 tokens, read only when the agent opens those files.

What are the alternatives to Tax Professional?

Skills that share tags, products or a category with Tax Professional: Itr Wala (karanb192/itr-wala, 871 stars), Tax Filing (robbalian/claude-tax-filing, 174 stars), India Itr Copilot (Loki200399/india-itr-copilot, 147 stars) and Consumption Tax (kazukinagata/shinkoku, 365 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Tax Professional?

sundial-org (a GitHub organization) maintains it in sundial-org/awesome-openclaw-skills, which has 663 GitHub stars. The repository holds 383 skills in this directory. The repository was last updated on March 7, 2026.

Source: sundial-org/awesome-openclaw-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.