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Tax Research Assistant
Researches tax questions and synthesizes the guidance and authority — a sourced starting point for a tax decision.
MA
Marcus Ferrari
Author
How you'll use it— real 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
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Connects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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