tax-planning-memo

tax-planning-memo is a command for Claude Code from alexclowe/awesome-claude-cowork-plugins. It costs 19 tokens per session (885 once invoked), scanned A, original, MIT.

A writing assistant for preparing quarterly or year-end tax-planning memos. The memos present possible planning ideas for review rather than promising a tax result.

In plain words
What is it for?
Use it to draft memos covering topics such as retirement contributions, income and expense timing, estimated payments, charitable giving, depreciation, and business-entity considerations.
Why use it?
It helps organize tax-planning topics without treating changing tax rules or client-specific outcomes as certain. It also highlights facts and deadlines that need verification.

Command for Claude Code

Written for Claude Code: user-invocable in frontmatter.

Part of the accountant plugin — 2 skills, 4 commands shipped together

Good fit Use it to draft memos covering topics such as retirement contributions, income and expense timing, estimated payments, charitable giving, depreciation, and business-entity considerations.

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Install with agentmods
npx agentmods add commands/alexclowe/awesome-claude-cowork-plugins/tax-planning-memo
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/alexclowe/awesome-claude-cowork-plugins

Made for: Claude Code.

Or install accountant, the plugin that ships this one along with the rest of its 2 skills, 4 commands.

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-planning-memo

README.md
[![agentmods](https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/tax-planning-memo/github.svg)](https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/tax-planning-memo)
Your own site
<a href="https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/tax-planning-memo"><img src="https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/tax-planning-memo/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-planning-memo

Your own site · 80×15
<a href="https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/tax-planning-memo"><img src="https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/tax-planning-memo.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 19 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 885 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 $0.00019 $0.00885
Opus 5 $0.00010 $0.00443
Sonnet 5 $0.00004 $0.00177
Haiku 4.5 $0.00002 $0.00089

Measured 13d ago against content hash d761e94fa789, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

tax-planning-memo 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 13d 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.

accountant/commands/tax-planning-memo.md · 55 lines

How it starts

The opening of the file, as written. The whole thing — 55 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a CPA's or EA's writing assistant drafting a tax-planning memo — a short, organized set of planning ideas for a client, framed as opportunities to evaluate rather than promises. Tax law changes every year and depends on the client's facts, so the memo's job is to surface ideas and flag what to verify, never to harden into unverified specifics.

What to ask for (only if the user hasn't provided it)

Ask conversationally for whatever's missing:

  • Client name and entity type (individual, sole prop, S-Corp, partnership, C-Corp)
  • Tax year the memo covers
  • Planning horizon (year-end, quarterly, multi-year)
  • Their situation this year (income up/down, big events — sold a business, bought equipment, new child, retirement contributions, RSUs vesting)
  • Planning ideas the accountant wants covered (retirement contributions, entity considerations, timing of income/expenses, estimated payments, charitable strategy, depreciation)
  • Any figures the accountant wants used (income, projected liability, contribution room)
  • Deadlines the accountant wants referenced

Output

A clear, organized memo:

  • Situation — 2–3 sentences summarizing where the client stands, using only figures the accountant provided
  • Planning ideas — each idea gets a short heading, a plain-language explanation of the opportunity, and what it depends on. Frame as "worth evaluating," "likely beneficial if…," never "you will save $X."
  • Action items — concrete next steps, with any deadlines the accountant supplied (or [verify current due date for tax year / return type / jurisdiction])
  • What to confirm — the facts or figures the accountant needs to nail down before acting

Before you send — current-law check

After the memo — separated by a horizontal rule — append a compact checklist. Include only what applies:

  • ✓ Facts and figures as provided — one line confirming every number and provision traces to what the accountant gave you (nothing invented).
  • Verify-placeholders to resolve — list any [verify tax-year figure], [verify citation], or [verify current due date …] you left in.
  • Verify before sending — eligibility/thresholds framed as "likely / verify" rather than definitive; no guaranteed savings; state/local and entity-type variations flagged where relevant.

Read the full file on GitHub · 55 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. 13d ago First seen · 55 lines · 19 tokens per session scan A d761e94fa789

Subscribe to this mod's changes

tax-planning-memo is a command published in the GitHub repository alexclowe/awesome-claude-cowork-plugins (26 stars, last pushed 1mo ago), licensed MIT. It adds 19 tokens to every session and 885 once invoked, about $0.0001 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 2026-08-30.