How do I install the Fondo Core Workflow B skill?

Run npx skillmds@latest add jeremylongshore/fondo-core-workflow-b in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Fondo Core Workflow B safe to use?

This skill has not completed SkillMD's automated safety review yet. Capability flags: makes network calls. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Fondo Core Workflow B?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Fondo Core Workflow B free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Fondo Core Workflow B?

jeremylongshore (@jeremylongshore) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Fondo Core Workflow B by jeremylongshore

Name: Fondo Core Workflow B
Rating: 4.666666666666667 (3 reviews)
Author: jeremylongshore

Fondo Core Workflow B

'Execute Fondo R&D tax credit workflow: qualify activities, calculate credits, file Form 6765, and claim payroll tax offset for startups. Trigger: "fondo R&D credit", "fondo tax credit", "fondo Form 6765", "startup tax credit". '

File contents

Fondo Core Workflow B: R&D Tax Credits

Overview

Claim R&D tax credits through Fondo. Startups with US W-2 employees doing qualifying R&D can offset up to $500,000/year in payroll taxes (FICA). Fondo's CPA team prepares the Form 6765 study.

R&D Credit Calculation

Qualifying R&D Expenses:
  W-2 wages for R&D employees:        $480,000
  Contractor payments (65%):           $78,000
  Cloud compute (AWS/GCP):             $36,000
  Software tools for R&D:              $12,000
                                       --------
  Total Qualified Research Expenses:   $606,000

Credit Rate (Alternative Simplified):  ~6-8%
Estimated R&D Credit:                  ~$42,000

Qualifying Activities

Qualifies	Does NOT Qualify
Developing new software features	Routine maintenance/bug fixes
Improving existing algorithms	Marketing or sales activities
Building internal tools	Purchasing off-the-shelf software
API integrations requiring experimentation	Simple data entry or configuration
Machine learning model development	General management
Infrastructure automation	Accounting or legal work

Timeline

Month	Activity
Jan-Feb	Fondo collects prior year R&D data from payroll and expenses
Mar	CPA team interviews founders about qualifying activities
Apr	R&D credit study prepared, Form 6765 drafted
Apr 15	Filed with corporate tax return (or extension)
May-Jun	IRS processes credit, payroll tax offset begins

Payroll Tax Offset (Startups)

Eligibility for payroll tax offset (Section 41(h)):
  ✓ Less than $5M gross receipts in current year
  ✓ No gross receipts in any year before the 5-year period ending in current year
  ✓ Filed as election on Form 6765

Offset: Up to $250,000 per year against employer FICA (6.2%)
        Up to $250,000 per year against Medicare (1.45%)
        Total: Up to $500,000/year in payroll tax savings

Error Handling

Issue	Solution
Credit lower than expected	Review qualifying activity classifications with CPA
Missing contractor data	Upload 1099 forms to Fondo dashboard
Late filing	File extension (Form 7004) before April 15
IRS audit of R&D claim	Fondo provides audit defense documentation

Resources

Next Steps

For troubleshooting, see fondo-common-errors.

Source: jeremylongshore/claude-code-plugins-plus-skills → skills/.curated/fondo-core-workflow-b/SKILL.md

Also appears in: jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/fondo-pack/skills/fondo-core-workflow-b/SKILL.md

---name: fondo-core-workflow-bdescription: 'Execute Fondo R&D tax credit workflow: qualify activities, calculate credits, file Form 6765, and claim payroll tax offset for startups. Trigger: "fondo R&D credit", "fondo tax credit", "fondo Form 6765", "startup tax credit". '---# Fondo Core Workflow B: R&D Tax Credits## OverviewClaim R&D tax credits through Fondo. Startups with US W-2 employees doing qualifying R&D can offset up to $500,000/year in payroll taxes (FICA). Fondo's CPA team prepares the Form 6765 study.## R&D Credit Calculation```Qualifying R&D Expenses: W-2 wages for R&D employees: $480,000 Contractor payments (65%): $78,000 Cloud compute (AWS/GCP): $36,000 Software tools for R&D: $12,000 -------- Total Qualified Research Expenses: $606,000Credit Rate (Alternative Simplified): ~6-8%Estimated R&D Credit: ~$42,000```## Qualifying Activities| Qualifies | Does NOT Qualify ||-----------|-----------------|| Developing new software features | Routine maintenance/bug fixes || Improving existing algorithms | Marketing or sales activities || Building internal tools | Purchasing off-the-shelf software || API integrations requiring experimentation | Simple data entry or configuration || Machine learning model development | General management || Infrastructure automation | Accounting or legal work |## Timeline| Month | Activity ||-------|----------|| Jan-Feb | Fondo collects prior year R&D data from payroll and expenses || Mar | CPA team interviews founders about qualifying activities || Apr | R&D credit study prepared, Form 6765 drafted || Apr 15 | Filed with corporate tax return (or extension) || May-Jun | IRS processes credit, payroll tax offset begins |## Payroll Tax Offset (Startups)```Eligibility for payroll tax offset (Section 41(h)): ✓ Less than $5M gross receipts in current year ✓ No gross receipts in any year before the 5-year period ending in current year ✓ Filed as election on Form 6765Offset: Up to $250,000 per year against employer FICA (6.2%) Up to $250,000 per year against Medicare (1.45%) Total: Up to $500,000/year in payroll tax savings```## Error Handling| Issue | Solution ||-------|----------|| Credit lower than expected | Review qualifying activity classifications with CPA || Missing contractor data | Upload 1099 forms to Fondo dashboard || Late filing | File extension (Form 7004) before April 15 || IRS audit of R&D claim | Fondo provides audit defense documentation |## Resources- [Fondo R&D Credits](https://fondo.com/tax-credits)- [IRS Form 6765](https://www.irs.gov/forms-pubs/about-form-6765)- [R&D Credit FAQ](https://fondo.com/blog/fondo-rd-credits-faq)## Next StepsFor troubleshooting, see `fondo-common-errors`.---**Source:** [`jeremylongshore/claude-code-plugins-plus-skills`](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) → `skills/.curated/fondo-core-workflow-b/SKILL.md`**Also appears in:** `jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/fondo-pack/skills/fondo-core-workflow-b/SKILL.md`

Frequently asked questions