CPA — Form Finder

Description

Activate when: scoping or quoting a new tax engagement; a client describes a transaction and you need to place it; building a document request list; sanity-checking that a return has the schedules its facts imply; user says 'what forms does this need', 'which schedule', 'what do I file for', 'is there a form for', 'what filings am I forgetting?'. Do NOT activate when: the forms are known and the question is how to complete a line; the return is already prepared and the question is whether it is right (use cpa-return-review instead); the question is a threshold, limit, rate, or filing date — those are not in this skill and must come from current guidance. More: deciqai.com/c/cpa-form-finder

Install CPA — Form Finder

Run this in your OpenClaw agent to add CPA — Form Finder from the ClawHub registry.

Requires ClawHub registry access. Review the security analysis below before installing.

Related skills

Frequently asked questions