Results for “tax-preparation”

Assemble tax-season materials — quarterly estimates or year-end 1099s — plus an organized accountant packet.

Prepares Hart-Scott-Rodino Act premerger notification filings for FTC/DOJ submission under 15 U.S.C. § 18a and 16 C.F.R. Parts 801-803. Covers threshold verification, NAICS revenue breakdowns, Item 4(c)/(d) document collection, competitive overlap analysis, prior acquisitions disclosure, and filing assembly. Use when an M&A deal may meet HSR size thresholds and requires antitrust clearance, premerger notification, or FTC/DOJ merger review.

Captures tax-relevant facts year-round into local structured records, tracks missing documents, and prepares CPA-ready handoff summaries without providing tax advice.

Captures tax-relevant facts year-round, tracks documents and expenses, and prepares CPA-ready handoff summaries, all stored locally.

Preparation guideline for organizing a US trademark application with the USPTO

Prepares codebases for security review using Trail of Bits' checklist by setting review goals, running static analysis, increasing test coverage, removing dead code, and generating documentation.

Preparation guideline for organizing a US provisional patent application with the USPTO

Bereitet Kanzleirechnungen, Vorschussrechnungen, RVG-Abrechnungen und Stundenhonorare vor, prüft Fristen, Form, Zuständigkeit und Rechtsweg und liefert eine Fristen- und Risikoampel mit Sofortschritten.

Generates structured hearing preparation briefings from case documents, evidence, authorities, and procedural details. Use when preparing for court hearings, administrative hearings, arbitrations, trials, motion hearings, evidentiary hearings, or status conferences.

Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning. Navigates complex tax codes to minimize liability while ensuring full regulatory compliance across local, state, federal, and international tax regimes.

Use this skill when your carrier is selected for an IFTA audit. Covers what records to produce, how the audit is conducted, and common findings.

Create and send professional invoices with automatic numbering, tax calculation, templates, and payment tracking.

Load this skill when the user says "prepare base", "prepare-base", or "/prepare-base". Prunes remote tracking references, checks out a base branch, pulls latest, and cleans up local-only feature branches after confirmation.

Drafts opt-out forms and notices of exclusion for class actions, settlements, arbitration clauses, and privacy programs. Covers party identification, election language, consequence statements, signature blocks, and submission instructions per governing orders or contracts (FRCP 23, arbitration windows, CCPA/GDPR). Use when preparing opt-out paperwork, notices of exclusion, settlement opt-outs, or arbitration opt-out letters.

Create grant budgets with line items and justifications. TRIGGERS - Use when user needs help with grant-budget related tasks.

Support accounting understanding from basic bookkeeping to professional practice and research.

Create grant budgets with line items and justifications. TRIGGERS - Use when user needs help with grant-budget related tasks.

Runs a relentless interview that sharpens a plan or design and creates docs (ADRs and glossary) along the way. Use when the user wants to stress-test a plan or design, or produce decision records.

Preparation guideline for organizing a patent application in Canada with CIPO

Walk into the negotiation with a plan, not a hope. Sets your walk-away and your target, builds the concession ladder (what you trade and what you get for it), maps their likely asks, and drafts the responses that protect price and terms. Built for B2B sales teams, customizable to your CRM and your deal process. Trigger on "prep me for this negotiation", "the prospect wants a discount", "what should I concede", "build my concession ladder", "hold price on a new deal", or any pre-negotiation planning.

Draft privacy policies, terms of service, disclaimers, and legal notices with GDPR, CCPA, and other regulatory compliance.

Run a pre-mortem risk analysis on a PRD or launch plan, categorizing risks as Tigers (real problems), Paper Tigers (overblown concerns), and Elephants (unspoken worries), then classifying by urgency and creating action plans.

Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. Analyzes organizing documents, finances, governance, and operations to produce a complete, internally consistent application. Use when forming non-profits, applying for tax-exempt status, seeking 501(c)(3) recognition, or preparing exemption applications.

Drafts SEC-compliant prospectuses for U.S. securities offerings (IPOs, follow-ons, private placements). Structures cover page, risk factors, use of proceeds, business description, MD&A, financials, and offering terms against uploaded company documents and EDGAR comparables. Use when preparing a Form S-1, S-11, offering circular, or any primary disclosure document for a public or private issuance.

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

Generate full prospect audit as a sales tool before demos. Combines company research, CRO audit, and person intel into a presentable document with talking points and opportunity sizing.

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

Use this skill when you receive an IFTA audit notification and need to defend your records. Covers preparation, common arguments, and dispute escalation.

Pre-meeting research and talking points generator. Researches the person and company, pulls CRM history, and generates a structured briefing with agenda, talking points, objection handlers, and recommended asks.

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

Guides attorneys through deposition witness preparation using a two-session model with document review, practice examination, and day-of logistics. Covers party witnesses, fact witnesses, 30(b)(6) corporate representatives, and experts. Produces preparation memos, document review lists, topic summaries, and day-of checklists. Enforces ABA Opinion 508 ethical boundaries. Use when preparing any witness for deposition, scheduling prep sessions, or building witness preparation materials.

Drafts SEC- or state-filed Form ADV Parts 1A/1B/2A/2B for investment adviser registration, producing IARD-ready responses, brochures, and supplements. Use when drafting or amending Form ADV, preparing RIA registration, building Part 2A brochures or Part 2B supplements, or compiling IARD filings. Trigger: "Form ADV", "RIA registration", "investment adviser brochure", "Part 1A", "Part 1B", "Part 2A", "Part 2B", "IARD", "SEC filing", "state registration".

Orchestrates the full-site migration preparation cascade — inventory crawl, page-type and module catalog confirmation, archetype prototyping, and asset preparation — with confirmation gates between phases.