stef-openclaw-skills/skills/us-cpa/SKILL.md

name, description

name	description
us-cpa	Use when answering U.S. federal individual tax questions, preparing a federal Form 1040 return package, or reviewing a draft/completed federal individual return.

US CPA

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.

Modes

• question
  • one-off federal tax question
  • case folder optional
• prepare
  • new or existing return-preparation case
  • case folder required
• review
  • new or existing return-review case
  • case folder required

Agent Workflow

1. Determine whether the request is:
   • question-only
   • a new preparation/review case
   • work on an existing case
2. If the request is prepare or review and no case folder is supplied:
   • ask whether to create a new case
   • ask where to store it
3. Use the bundled CLI:

skills/us-cpa/scripts/us-cpa question --question "What is the standard deduction?" --tax-year 2025
skills/us-cpa/scripts/us-cpa question --question "What is the standard deduction?" --tax-year 2025 --style memo --format markdown
skills/us-cpa/scripts/us-cpa prepare --tax-year 2025 --case-dir ~/tax-cases/2025-jane-doe
skills/us-cpa/scripts/us-cpa review --tax-year 2025 --case-dir ~/tax-cases/2025-jane-doe
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

Rules

• federal individual returns only in v1
• IRS materials first; escalate to primary law only when needed
• stop on conflicting facts and ask the user to resolve the issue before continuing
• official IRS PDFs are the target compiled-form artifacts
• overlay-rendered forms must be flagged for human review

Output

• JSON by default
• markdown output available with --format markdown
• question supports --style conversation|memo
• fetch-year downloads the bootstrap IRS form/instruction corpus into ~/.cache/us-cpa by default
• override the cache root with US_CPA_CACHE_DIR when you need an isolated run or fixture generation
• extract-docs creates or opens a case, registers documents, stores facts, and stops with a structured issue if facts conflict
• rendered form artifacts are currently generated by overlaying values onto the official IRS PDFs and are flagged for human review

For operator details, limitations, and the planned case structure, see docs/us-cpa.md.