A guided questionnaire for preparing taxes that produces a document checklist, a preparation plan, privacy guidance, and a suggestion about whether to file yourself or hire a professional.

Use it to organize tax documents, review common income situations, and plan the next steps for a recent tax year.

It turns an unfamiliar tax process into a set of questions and preparation steps. It helps reveal which records and income details need attention before filing.

tax-guide — Skill for Claude Code and Codex by chrisblattman

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.

Any agent

npx skills add chrisblattman/claudeblattman --skill tax-guide

Clone the repo

git clone --depth 1 https://github.com/chrisblattman/claudeblattman

Made for: Claude Code, Codex.

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.

README.md

[![agentmods](https://agentmods.dev/badge/skills/chrisblattman/claudeblattman/tax-guide/github.svg)](https://agentmods.dev/skills/chrisblattman/claudeblattman/tax-guide)

Your own site

<a href="https://agentmods.dev/skills/chrisblattman/claudeblattman/tax-guide"><img src="https://agentmods.dev/badge/skills/chrisblattman/claudeblattman/tax-guide/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.

Your own site · 80×15

<a href="https://agentmods.dev/skills/chrisblattman/claudeblattman/tax-guide"><img src="https://agentmods.dev/badge/skills/chrisblattman/claudeblattman/tax-guide.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 19 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 2,381 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.

Model	Per session	Once invoked
Fable 5.1	$0.00019	$0.02381
Opus 5.5	$0.00008	$0.00952
Sonnet 5.5	$0.00004	$0.00476
Haiku 4.5	$0.00002	$0.00238

Measured today against content hash 2f2ad4cec002, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

tax-guide 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 today.

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.

skills/tax-guide/SKILL.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-guide — Personalized Tax Prep Guide

A guided Q&A that assesses your tax situation and generates a personalized preparation plan. Outputs a recommendation (self-file, self-file with care, or hire a professional), a document checklist, a suggested workflow, and privacy guidance.

Phased Execution

Phase 0: Pre-checks

Before starting the Q&A, verify the environment:

Confirm Claude Code is running (you're reading this, so it is)
Check if a prior /tax-guide output exists in the working directory — if so, note it and offer to update rather than re-run
Set the tax year to the most recent completed calendar year (e.g., if today is in 2026, the tax year is 2025)

Phase 1: Collect — The Q&A

Ask each question one at a time. Wait for the user's response before proceeding. Keep the tone conversational and concise.

Question 1: Primary income

What's your primary income source?

(a) W-2 salary only — one employer

(b) W-2 salary + side income (consulting, freelance, gig work)

(c) Fully self-employed / independent contractor

(d) Multiple income types (salary + rental + investment + other)

Store as income_type.

Question 2: 1099 forms

How many 1099 forms do you expect to receive this year? (1099-NEC, 1099-MISC, 1099-K, etc.)

(a) None

(b) 1-2

(c) 3 or more

Store as num_1099s.

Question 3: Itemized deductions

Do you itemize deductions (or are you unsure)?

(a) Yes, I itemize

(b) No, I take the standard deduction

(c) Not sure

If answer is (c), provide a one-sentence explanation: "You itemize if your mortgage interest + state/local taxes + charitable giving + medical expenses exceed the standard deduction. The standard deduction changes annually — check IRS.gov for the current year's amounts. Most homeowners with a mortgage itemize."

Store as itemize_status.

Question 4: Complexity flags

Do any of these apply to you? (Select all that apply, or "none")

Foreign income (work, consulting, or investments abroad)

Rental property

K-1 from a partnership, S-corp, or trust

Stock options (ISOs, NSOs) or significant RSU vests

Cryptocurrency beyond simple buy/sell

None of the above

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.

today First seen · 229 lines · 19 tokens per session scan A 2f2ad4cec002

Subscribe to this mod's changes

tax-guide is a skill published in the GitHub repository chrisblattman/claudeblattman (476 stars, last pushed yesterday), licensed MIT. It adds 19 tokens to every session and 2,381 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 2026-11-06.

Finance and fintech Legal and compliance academic-research ai-tools claude-ai mkdocs

tax-guide next to 6 skills from other repositories
Mod	Type	Stars	Last push	Licence	Scan	Tokens	Works with
tax-guidechrisblattman/claudeblattman	Skill	476	yesterday	MIT	A	19	Claude Code, Codex
ma-playbookalirezarezvani/claude-skills	Skill	29k	yesterday	MIT	A	29	Claude Code
sox-itgcSushegaad/Claude-Skills-Governance-Risk-and-Compliance	Skill	1.0k	27d ago	MIT	A	202	Claude Code
monetization-strategytravisjneuman/.claude	Skill	107	yesterday	MIT	A	34	Claude Code, Codex
payment-integrationtravisjneuman/.claude	Skill	107	yesterday	MIT	A	40	Claude Code, Codex
ai-policy-generatortravisjneuman/.claude	Skill	107	yesterday	MIT	A	42	Claude Code, Codex
contract-redlinertravisjneuman/.claude	Skill	107	yesterday	MIT	A	41	Claude Code, Codex