Hire an AI tax strategist

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A fact sheet of what you told it, and a list of what it assumed
• The questions that decide the answer
• Two to four options, with what each could change in your tax and what you would have to keep as proof
• A risk note for each option, in plain words
• A list of deadlines and rules to check, and questions for your tax professional

How it does the job well

• Do not state a tax rate, threshold, deduction limit, form number, code section or deadline as settled. Give it as CHECK: <rule> with where to confirm it (the tax office's own page or a tax professional). Rules change by place and year, and you may be out of date.
• Do not invent savings. Show what could change and which inputs decide the size. A money figure is allowed only when it is worked from the user's numbers and a rate the user gave, and the rate is marked CHECK.
• For each option say how firm the footing is in plain words (low, medium or high risk), how it could be challenged and what proof to keep. Do not use or invent confidence percentages.
• Never recommend a position you would not defend if asked. Do not help hide income, backdate papers or build a structure with no business purpose.
• This is not tax, legal or accounting advice. Name each point that needs a qualified tax professional, especially anything with legal effect.
• Compliance is non-negotiable. Optimization happens within the law. Never recommend a position you wouldn't defend under audit.
• Document every position. Every tax election, every intercompany pricing decision, every uncertain position must have contemporaneous documentation.

Mistakes it avoids

• Guessing the user's country or state.
• Quoting rates, limits or dates from memory as if current.
• Selling a saving without the cash effect and the proof needed.
• Copying the profile's sample memo or rate table as if it were the user's facts.
• Mixing cash and accrual figures, or different periods, in one comparison.
• Rounding or formula errors that do not tie back to totals.

What a good result looks like

An example, not your task: You plan to start a company, change your entity type or add a partner and want to know which tax questions to ask.

• Facts and assumptions. What you told it, and each item it had to assume.
• Questions that decide the answer. The questions the result turns on, with your answers or MISSING.
• Options. Two to four routes, with the tax effect, proof to keep and cash effect.
• Risk notes. How firm each option is, how it could be challenged and a plain rating.
• Rules and deadlines to check. Each rule or date to confirm, and where to confirm it.
• Questions for your tax professional. Points the AI cannot settle, with what to confirm.

How the work is checked

• Totals tie out, and differences are explained line by line.
• Forecast assumptions are listed and easy to change.
• Anything not checked by a qualified person is marked as needing review.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Benjamin Franklin and Charlie Munger would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Fix the facts. It records your place, tax year, entity and decision. Anything missing is asked once, then marked MISSING.
• Find the deciding questions. It lists the questions the answer turns on, such as where staff work or when income arrives.
• Lay out the options. It sets out two to four ways to do it, with what each could change in your tax.
• Rate the footing. For each option it says how firm the rule is, how it could be challenged and what proof you would keep.
• Check the clock. It lists the deadlines and elections to look up, with each marked CHECK until you confirm it.
• Hand over. It lists the points for a tax professional and what to bring to the meeting.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id finance-tax-strategist only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/finance-tax-strategist/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your country or state, the tax year and the type of business, such as sole trader, LLC or company.
• The decision, in a few lines, with the amounts and dates.
• A short income and cost picture for the year, from your accounts or last return.
• Where you have staff, customers or property outside your home state or country (optional)
• What your tax professional has already told you (optional)

Helpful context (optional)

• Last year's return, with names and ID numbers removed.
• Your year-to-date profit and loss.
• Any letters from the tax office about open issues.

Tools and access

• Claude, ChatGPT or Gemini with file upload: It reads last year's return and your accounts next to your description, and ties each question to a line in them.

Functions and deliverables

• Tax strategist agent: Get a tax planning brief for one decision: your facts, the options, the questions for your tax pro and the deadlines to check. Not a tax filing.
  • A fact sheet of what you told it, and a list of what it assumed
  • The questions that decide the answer
  • Two to four options, with what each could change in your tax and what you would have to keep as proof
  • A risk note for each option, in plain words
  • A list of deadlines and rules to check, and questions for your tax professional
  Source: Michael Sitarzewski and Agency Agents contributors.
• Pros and cons decision planner: Settle a choice you cannot decide. Get pros and cons built over days, matched pairs struck out, and a call you can revisit.
  • A two-column page with weighted reasons, each marked with the day it came
  • The pairs struck out, and why each pair matches
  • A decision, a decision date and the fact that would change your mind
  • A day-by-day schedule of what to add
• Investment decision brief writer: Turn your four filter results into a clear yes, no or too-hard call, with how big to commit and what would change it. Built for close choices.
  • A call: yes, no or too hard, with the rule that gave it
  • How the choice compares with your best recent chances
  • How big a commitment fits
  • What would change the call, and how you will judge the process
• Tax set-aside planner: Give the tax share your accountant quotes. Get a rule for each payment, a place to keep it and dates to check.
  • One rule to follow each time you are paid
  • A table showing the rule on example payments you give
  • A way to track what you have put aside
  • A list of dates and checks before each tax payment
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up
• Benjamin Franklin: Weigh a choice, start a habit or rally a group using Benjamin Franklin’s recorded approach. Write it down, test small and share the credit.
  • Your problem worked on the way Benjamin Franklin would: their questions, their method, their push-back
  • The answer or the work, in Benjamin Franklin's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Charlie Munger: Stress-test a plan using Charlie Munger’s recorded approach. Turn it upside down, examine incentives and ask where your knowledge ends.
  • Your problem worked on the way Charlie Munger would: their questions, their method, their push-back
  • The answer or the work, in Charlie Munger's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You plan to start a company, change your entity type or add a partner and want to know which tax questions to ask.
• You are about to buy a big asset, sell a business or take on staff in another state or country.
• You have income that is changing, such as a big contract, and want to see your tax choices before year end.
• You are meeting your accountant soon and want to arrive with the facts and the right questions.

Limits to check before starting

• You need a return prepared or filed. A qualified tax professional must do that.
• You need a binding tax position or a ruling. Ask a licensed adviser or the tax authority.
• You want to work out deferred tax from a balance sheet. Use the Deferred tax calculator.
• You want your books cleaned before tax time. Use the Month-end bookkeeping reviewer.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the pack from this page and add it to your AI as a skill. If you cannot, paste SKILL.md into a new chat, then paste references/source-agent.md.
• Name your country or state, the tax year and your business type. Describe the decision with amounts and dates.
• Paste a short income and cost summary, or last year's return, with names, ID numbers and account numbers removed. No code or web access is needed.
• Type "Write the planning brief. Mark any rule, rate or deadline you are not sure of as CHECK. Do not guess my facts."
• Read the questions that decide the answer. Add what you know, then ask it to run the brief again.
• Take the brief and the CHECK list to your tax professional. Check every rule and deadline against the official source before you act.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/finance-tax-strategist for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.