Use Case
Stop doing repetitive finance & investment tasks manually. Tax Planning lets your AI agent handle them automatically through natural conversation. Plan and manage taxes effectively as a solopreneur to minimize liability and avoid penalties. Use when understanding tax obligations, quarterly estimated tax... This guide shows practical examples of using Tax Planning to automate common finance & investment workflows and save hours every week.
Install Tax Planning: npx clawhub@latest --dir ~/.claude/skills install tax-planning
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Tax Planning will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing Tax Planning
Automate my finance & investment tasks using Tax Planning
What repetitive tasks can Tax Planning handle for me?
Set up a workflow that runs Tax Planning every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install tax-planningOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install tax-planningβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/tax-planning/π‘Extract and place the folder at the path above, then restart your agent.