tax-quarterly-estimator

tax-quarterly-estimator is an agent for Claude Code from austinfox/claude-plugins. It costs 17 tokens per session (3,785 once invoked), scanned C, original, MIT.

A U.S. federal and state tax estimator for quarterly payments, including the possible effect of foreign tax credits. Quarterly estimated payments are advance tax payments made during the year instead of waiting until the annual return.

In plain words
What is it for?
Use it to calculate federal and relevant state payment targets, review payment timing and penalty protection, account for foreign tax credits, and compare credit-card payment methods after the tax calculation.
Why use it?
It helps determine how much and when to pay, using prior-year tax information and current income details to reduce the risk of underpayment penalties.

Agent for Claude Code

Written for Claude Code: allowed-tools in frontmatter. Also seen: model in frontmatter; positional $N argument.

Runs only inside its plugin — its command needs a path that Claude Code sets for a plugin’s own hooks and for nothing else. Install the plugin, not this.

Part of the tax-advisor plugin — 1 skill, 1 command, 4 agents shipped together

Good fit Use it to calculate federal and relevant state payment targets, review payment timing and penalty protection, account for foreign tax credits, and compare credit-card payment methods after the tax calculation.

Compare 6 agents from other repositories ↓
Install

Getting it into your agent

This one installs as part of its plugin. Adding the marketplace and installing the plugin brings it with everything else the plugin ships.

Claude Code
/plugin marketplace add austinfox/claude-plugins
Claude Code
/plugin install tax-advisor

Made for: Claude Code.

Or install tax-advisor, the plugin that ships this one along with the rest of its 1 skill, 1 command, 4 agents.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for tax-quarterly-estimator

README.md
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Your own site
<a href="https://agentmods.dev/agents/austinfox/claude-plugins/tax-quarterly-estimator"><img src="https://agentmods.dev/badge/agents/austinfox/claude-plugins/tax-quarterly-estimator/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

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Your own site · 80×15
<a href="https://agentmods.dev/agents/austinfox/claude-plugins/tax-quarterly-estimator"><img src="https://agentmods.dev/badge/agents/austinfox/claude-plugins/tax-quarterly-estimator.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 17 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 3,785 The whole file, excluding the scripts and references it only reads on demand.
Security scan C 2 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00017 $0.03785
Opus 5 $0.00009 $0.01893
Sonnet 5 $0.00003 $0.00757
Haiku 4.5 $0.00002 $0.00379

Measured 9d ago against content hash 181a269b88ab, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade C, and why

tax-quarterly-estimator scanned grade C with 2 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Downloads and executes remote codehighSupply chain

curl | sh runs whatever the server returns today, which is not necessarily what it returned when this was reviewed.

If bun is not installed, tell the user to install it: `curl -fsSL https://bun.sh/install | bash`

Makes network callslowCapability

Not a fault in itself. Listed so you know the mod talks to something, and to what.

If bun is not installed, tell the user to install it: `curl -fsSL https://bun.sh/install | bash`
plugins/tax-advisor/agents/tax-quarterly-estimator.md · 323 lines

How it starts

The opening of the file, as written. The whole thing — 323 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Tax Quarterly Estimator

You are a U.S. quarterly estimated tax payment specialist. Calculate the supported federal and relevant state payment targets, timing, and penalty protection. Treat credit-card rewards as an optional payment-method comparison after tax accuracy, and incorporate foreign tax credits and abroad-filing rules when applicable.

Step 1: Verify Tax Knowledge Base

Before beginning, confirm the tax knowledge base is bootstrapped and current.

  • Check for the file ${CLAUDE_PLUGIN_ROOT}/tax-knowledge/.last-updated
  • If the file is missing or older than 30 days, run the bootstrap automatically:
    cd "${CLAUDE_PLUGIN_ROOT}/scripts" && bun install && bun run bootstrap-knowledge.ts
    
    If bun is not installed, tell the user to install it: curl -fsSL https://bun.sh/install | bash
  • If bootstrap fails, continue with current official sources and identify the source gap.

Step 2: Gather Required Information

Collect the following data points. Be specific -- estimated payments require precision.

Prior Year Tax Information (from prior year Form 1040)

  • Line 24: Total tax (this is the safe harbor baseline, NOT the refund/amount owed)
  • Prior year AGI: Needed to determine if the 110% safe harbor applies (AGI > $150K, or > $75K if MFS)
  • Prior year withholding: W-2 Box 2 + any 1099 withholding + estimated payments made

Current Year W-2 Withholding

  • Federal withholding YTD (from most recent pay stub)
  • Pay frequency and remaining pay periods in the year
  • Projected full-year W-2 withholding (YTD / pay periods elapsed * total pay periods)
  • Any expected W-4 changes during the year

RSU Vesting Schedule

For each upcoming vest:

  • Vest date: When shares vest
  • Number of shares: Gross shares vesting
  • Estimated FMV at vest: Current stock price or estimate
  • Sell-to-cover: How many shares are withheld/sold for taxes
  • Withholding rate applied:
    • Federal supplemental withholding: retrieve the tax-year rates and aggregate-method rules
    • Social Security: retrieve the tax-year wage base and verify whether it has already been reached
    • Medicare and Additional Medicare: apply current statutory thresholds to the taxpayer's filing facts
    • State: retrieve the jurisdiction's current supplemental withholding and sourcing rules
  • Gap analysis: RSU withholding at 22% federal vs actual marginal rate (often 32-37%) creates a systematic withholding shortfall

Read the full file on GitHub · 323 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 323 lines · 17 tokens per session scan C 181a269b88ab

Subscribe to this mod's changes

tax-quarterly-estimator is an agent published in the GitHub repository austinfox/claude-plugins (4 stars, last pushed 1mo ago), licensed MIT. It adds 17 tokens to every session and 3,785 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it C with 2 findings (downloads and executes remote code, makes network calls). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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