Use Case
Stop doing repetitive finance & investment tasks manually. Tax Professional lets your AI agent handle them automatically through natural conversation. Comprehensive US tax advisor, deduction optimizer, and expense tracker. Covers all employment types (W-2, 1099, S-Corp, mixed), estimated tax payments, audit risk assessment, life event triggers, multi-state filing, RV-as-home rules, tax bracket optimization, document retention, and proactive year-round tax calendar nudges. Your CPA in the pocket. This guide shows practical examples of using Tax Professional to automate common finance & investment workflows and save hours every week.
Install Tax Professional: npx clawhub@latest --dir ~/.claude/skills install tax-professional
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Tax Professional 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 Professional
Automate my finance & investment tasks using Tax Professional
What repetitive tasks can Tax Professional handle for me?
Set up a workflow that runs Tax Professional every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install tax-professionalOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install tax-professionalβ 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-professional/π‘Extract and place the folder at the path above, then restart your agent.