65 lines
3.0 KiB
Markdown
65 lines
3.0 KiB
Markdown
---
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name: us-cpa
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description: Use when answering U.S. federal individual tax questions, preparing a federal Form 1040 return package, or reviewing a draft/completed federal individual return.
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---
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# US CPA
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`us-cpa` is a Python-first federal individual tax workflow skill. The CLI is the canonical engine. Use the skill to classify the request, gather missing inputs, and invoke the CLI.
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## Modes
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- `question`
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- one-off federal tax question
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- case folder optional
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- `prepare`
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- new or existing return-preparation case
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- case folder required
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- `review`
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- new or existing return-review case
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- case folder required
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## Agent Workflow
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1. Determine whether the request is:
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- question-only
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- a new preparation/review case
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- work on an existing case
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2. If the request is `prepare` or `review` and no case folder is supplied:
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- ask whether to create a new case
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- ask where to store it
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3. Use the bundled CLI:
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```bash
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skills/us-cpa/scripts/us-cpa question --question "What is the standard deduction?" --tax-year 2025
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skills/us-cpa/scripts/us-cpa question --question "What is the standard deduction?" --tax-year 2025 --style memo --format markdown
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skills/us-cpa/scripts/us-cpa prepare --tax-year 2025 --case-dir ~/tax-cases/2025-jane-doe
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skills/us-cpa/scripts/us-cpa export-efile-ready --tax-year 2025 --case-dir ~/tax-cases/2025-jane-doe
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skills/us-cpa/scripts/us-cpa review --tax-year 2025 --case-dir ~/tax-cases/2025-jane-doe
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skills/us-cpa/scripts/us-cpa review --tax-year 2025 --case-dir ~/tax-cases/2025-jane-doe --style memo --format markdown
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skills/us-cpa/scripts/us-cpa extract-docs --tax-year 2025 --case-dir ~/tax-cases/2025-jane-doe --create-case --case-label "Jane Doe" --facts-json ./facts.json
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```
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## Rules
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- federal individual returns only in v1
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- IRS materials first; escalate to primary law only when needed
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- stop on conflicting facts and ask the user to resolve the issue before continuing
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- official IRS PDFs are the target compiled-form artifacts
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- overlay-rendered forms must be flagged for human review
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## Output
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- JSON by default
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- markdown output available with `--format markdown`
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- `question` supports `--style conversation|memo`
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- `fetch-year` downloads the bootstrap IRS form/instruction corpus into `~/.cache/us-cpa` by default
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- override the cache root with `US_CPA_CACHE_DIR` when you need an isolated run or fixture generation
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- `extract-docs` creates or opens a case, registers documents, stores facts, and stops with a structured issue if facts conflict
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- rendered form artifacts are currently generated by overlaying values onto the official IRS PDFs and are flagged for human review
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- `prepare` computes the supported 1040 subset and writes normalized return/artifact/report files into the case directory
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- `export-efile-ready` writes a draft transmission-ready payload without transmitting anything
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- `review` recomputes the return from case facts, checks artifacts, and returns findings-first output in conversation or memo style
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For operator details, limitations, and the planned case structure, see `docs/us-cpa.md`.
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