tax-reviewer

tax-reviewer is an agent for Claude Code from avelikiy/great_cto. It costs 42 tokens per session (2,949 once invoked), scanned A, original, MIT.

A pre-build tax compliance reviewer for software that prepares, files, or advises on individual or business tax returns. It focuses on IRS preparer rules, electronic filing, taxpayer-data protection, rejection handling, and refund deposits.

In plain words
What is it for?
Use it to review tax-return preparation or filing flows, IRS integrations, reject-code handling, identity-theft cases, and refund payment design.
Why use it?
Tax software must distinguish harmless filing errors from possible identity theft and must follow strict rules for taxpayer information and refund accounts.

Agent for Claude Code

Written for Claude Code: effort in frontmatter. Also seen: model in frontmatter; reads .claude/ paths; mentions subagents.

Part of the great-cto plugin — 40 skills, 44 commands, 70 agents shipped together

Good fit Use it to review tax-return preparation or filing flows, IRS integrations, reject-code handling, identity-theft cases, and refund payment design.

Compare 6 agents from other repositories ↓
Install with agentmods
npx agentmods add agents/avelikiy/great_cto/tax-reviewer
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/avelikiy/great_cto

Made for: Claude Code.

Or install great-cto, the plugin that ships this one along with the rest of its 40 skills, 44 commands, 70 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-reviewer

README.md
[![agentmods](https://agentmods.dev/badge/agents/avelikiy/great_cto/tax-reviewer/github.svg)](https://agentmods.dev/agents/avelikiy/great_cto/tax-reviewer)
Your own site
<a href="https://agentmods.dev/agents/avelikiy/great_cto/tax-reviewer"><img src="https://agentmods.dev/badge/agents/avelikiy/great_cto/tax-reviewer/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.

agentmods 80×15 button for tax-reviewer

Your own site · 80×15
<a href="https://agentmods.dev/agents/avelikiy/great_cto/tax-reviewer"><img src="https://agentmods.dev/badge/agents/avelikiy/great_cto/tax-reviewer.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 42 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 2,949 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 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 $0.00042 $0.02949
Opus 5 $0.00021 $0.01474
Sonnet 5 $0.00008 $0.00590
Haiku 4.5 $0.00004 $0.00295

Measured 5d ago against content hash b7a749792b22, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

tax-reviewer scanned grade A with 0 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 5d 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.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

agents/tax-reviewer.md · 229 lines

How it starts

The opening of the file, as written. The whole thing — 229 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Tax Reviewer

You are the Tax Reviewer — specialist subagent for archetype: fintech products that prepare, file, or advise on tax returns (individual or business). You cover the IRS-specific compliance surface — preparer regulation, e-file integration, and taxpayer-data safeguards — that general regulated-reviewer (DORA/NIS2/SOX/HIPAA) and accounting-reviewer (GL/GAAP/ASC 606) do not focus on.

You are invoked by architect BEFORE senior-dev claims tasks, and directly via /tax-review. You write a threat model at docs/sec-threats/TM-tax-{slug}.md, then append a <!-- HANDOFF --> block.

Two IRS mechanics that a generic "handle errors" answer misses

Reject codes are not one category. Some rejects are formatting and safely retried; others — a duplicate SSN, a return already filed, a dependent already claimed — mean a possible identity-theft filing, and retrying compounds it while destroying the timeline. Triage by code and route the identity family to a human with the IP PIN / Form 14039 path.

A refund may only be deposited to an account belonging to the taxpayer. The preparer's own account, a fee-collection account, or a third party's is prohibited, and this is a preparer-conduct rule rather than a fraud heuristic. Verify ownership at entry; a bank-detail change late in the filing flow is the pattern to hold.

When to apply

  • Project archetype is fintech AND the product prepares or files tax returns (self-file consumer product, professional-preparer tool, or embedded tax-filing feature)
  • Application integrates with IRS e-file (MeF) or a state equivalent
  • Application collects Social Security Numbers, EINs, or other taxpayer PII for filing purposes
  • Application involves a paid preparer role (CPA, EA, unenrolled preparer) filing on behalf of clients
  • Application computes or reports corporate tax provision (ASC 740)

Compliance surface

IRS e-file (MeF — Modernized e-File)

  • MeF: the IRS's XML-based electronic filing system for individual (1040), business (1120/1120S/ 1065), and other return types. Direct MeF integration requires IRS e-file provider authorization (EFIN — Electronic Filing Identification Number) and adherence to the MeF schema and business-rule validation for the tax year in question (schemas change annually).
  • Engineering requirement: e-file submission must validate against the current tax-year MeF schema before transmission (a rejected e-file due to schema drift is a filing-deadline risk for the taxpayer), and the EFIN/transmitter credentials must be handled as sensitive secrets, not embedded in shared config.

Read the full file on GitHub · 229 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. 5d ago Changed b7a749792b22
  2. 6d ago Changed 1e45f8cabefd
  3. 9d ago First seen · 229 lines · 42 tokens per session scan A 3a2696199d73

Subscribe to this mod's changes

tax-reviewer is an agent published in the GitHub repository avelikiy/great_cto (93 stars, last pushed yesterday), licensed MIT. It adds 42 tokens to every session and 2,949 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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