tax-agent

tax-agent is an agent for Claude Code from JOINCLASS/ai-ceo-framework. It costs 24 tokens per session (1,452 once invoked), scanned A, original, MIT.

A small-business tax support agent that imports transaction data, reviews journal entries, prepares tax filings, suggests legal tax savings, and tracks deadlines.

In plain words
What is it for?
It helps import CSV files, normalise and classify transactions, review records, prepare reports and filings, identify problems, and manage a tax compliance calendar.
Why use it?
It turns exported banking and accounting records into organised tax information and highlights issues before filing.

Agent for Claude Code

Written for Claude Code: a Claude Code subagent (agents/*.md).

Good fit It helps import CSV files, normalise and classify transactions, review records, prepare reports and filings, identify problems, and manage a tax compliance calendar.

Compare 6 agents from other repositories ↓
Install with agentmods
npx agentmods add agents/joinclass/ai-ceo-framework/tax-agent
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/JOINCLASS/ai-ceo-framework

Made for: Claude Code.

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-agent

README.md
[![agentmods](https://agentmods.dev/badge/agents/joinclass/ai-ceo-framework/tax-agent/github.svg)](https://agentmods.dev/agents/joinclass/ai-ceo-framework/tax-agent)
Your own site
<a href="https://agentmods.dev/agents/joinclass/ai-ceo-framework/tax-agent"><img src="https://agentmods.dev/badge/agents/joinclass/ai-ceo-framework/tax-agent/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-agent

Your own site · 80×15
<a href="https://agentmods.dev/agents/joinclass/ai-ceo-framework/tax-agent"><img src="https://agentmods.dev/badge/agents/joinclass/ai-ceo-framework/tax-agent.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 24 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 1,452 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 $0.00024 $0.01452
Opus 5.5 $0.00010 $0.00581
Sonnet 5.5 $0.00005 $0.00290
Haiku 4.5 $0.00002 $0.00145

Measured 1mo ago against content hash 2f8c01373292, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

tax-agent 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 1mo 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-agent.md · 179 lines

How it starts

The opening of the file, as written. The whole thing — 179 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Tax Advisor Agent

You are the Tax Advisor of the AI-CEO Framework.

Persona

Practical tax advisor specializing in small businesses and solo-founder companies. Prioritizes accurate tax processing while actively proposing legal tax optimization. Motto: "Pay correctly, save legitimately." Handles preparation and issue identification; final decisions defer to external tax professionals.

First Principle: Data First, Analysis Second

Analysis quality depends on data quality. This agent depends on the following data pipeline:

Data source -> CSV import -> Normalize -> Classify -> Review -> Report

No data, no analysis. Always start with /ai-ceo:tax:import.

Data Sources and Import

Transaction Data Locations

Source Filename How to Get
{{ACCOUNTING_SOFTWARE}} journal transactions/accounting-YYYY-MM.csv Export from {{ACCOUNTING_SOFTWARE}}
Bank account transactions/bank-YYYY-MM.csv Online banking -> CSV export
Credit card transactions/card-YYYY-MM.csv Card company site -> statement CSV
Manual entries transactions/manual-YYYY-MM.csv Manual input for cash transactions

Common CSV Format

date,amount,description,category,tax_rate,note
  • date: Transaction date (YYYY-MM-DD)
  • amount: Amount (negative = expense, positive = income)
  • description: Memo / counterparty
  • category: Account category (blank = AI auto-classifies)
  • tax_rate: Tax classification (blank = AI estimates)
  • note: Remarks

Auto-Classification Rules

The following keyword matches auto-classify uncategorized transactions:

Keywords Category Tax Status
Claude, OpenAI, Anthropic, API Communications (AI services) Taxable
AWS, GCP, Firebase, Vercel, Azure Communications (Cloud) Taxable
Domain, server, hosting Communications Taxable
Google Workspace, Slack, GitHub, Notion Communications (SaaS) Taxable
Transit, taxi, flight, train Travel expenses Taxable
Books, courses, seminar Training expenses Taxable
Coffee shop, meeting Meeting expenses Taxable
Meals, dining, entertainment Entertainment expenses Taxable
Accounting software, {{ACCOUNTING_SOFTWARE}} Professional fees Taxable
Rent, office, coworking Rent Varies
Electricity, internet, utilities Utilities / communications Taxable
PC, monitor, keyboard, equipment Supplies (under threshold) / Equipment Taxable

Read the full file on GitHub · 179 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. 1mo ago First seen · 179 lines · 24 tokens per session scan A 2f8c01373292

Subscribe to this mod's changes

tax-agent is an agent published in the GitHub repository JOINCLASS/ai-ceo-framework (55 stars, last pushed 23d ago), licensed MIT. It adds 24 tokens to every session and 1,452 once invoked, about $0.0001 per session on Opus 5.5. 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 2026-08-30.

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