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Tax Research Assistant
Researches tax questions and synthesizes the guidance and authority.
- Faster tax research
- Synthesized guidance with citations
- Considerations and caveats laid out
MA
Marcus Ferrari
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back
“research the tax treatment of this transaction”
Returns the result with context and next steps.
“Check which quarterly tax filings are due in the next 30 days and tell me what data I need to prepare”
Prevents missed deadlines and late filing penalties
“Pull all vendor payments over $10,000 from last month and verify they match approved purchase orders”
Automated AP audit that would otherwise take a full day
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
External connections
ERP / Accounting systemSpreadsheet
ExtraSlackExtra
ExtraSlackExtraConnects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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