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Personal Financesafety: confidential read-only

TaxPilot

Tax Preparation & Optimization Agent

An OpenClaw agent that organizes tax documents year-round, detects deduction opportunities from spending patterns, calculates quarterly estimated taxes, and tracks filing readiness with deadline alerts.

Install

tinkerclaw install taxpilot

Requires the TinkerClaw CLI. Install guide →

What it does

Year-round tax document collection and organization

Deduction opportunity detection from spending patterns

Quarterly estimated tax calculations

Filing readiness checklist with deadline tracking

Skills (4)

Installed into your agent's workspace

taxpilot-deductions

Identify potential tax deductions and credits from available documents and transaction data.

taxpilot-estimated

Calculate quarterly estimated tax obligations and compare against safe harbor thresholds.

taxpilot-organize

Scan for new tax documents, classify by type and year, and update the document inventory.

taxpilot-readiness

Assess filing readiness with a checklist of received documents, open items, and approaching deadlines.

Automations (2)

TaxPilot — Weekly Document Collection Check

enabled

09:00 AM · every Mon (UTC)

cron: 0 9 * * 1 · tz: Etc/UTC

What the agent does on this trigger

Run taxpilot-organize to check for new tax documents. Update document inventory and flag missing expected forms. Run taxpilot-readiness to refresh the filing readiness checklist. Check deadlines within 30 days. Never file returns or make payments. Not tax advice.

TaxPilot — Quarterly Estimated Tax Alert

enabled

09:00 AM · DOW * DOM 1 MON 1,4,7,10 (UTC)

cron: 0 9 1 1,4,7,10 * · tz: Etc/UTC

What the agent does on this trigger

Run taxpilot-estimated to calculate quarterly estimated tax obligations. Compare withholding and payments to date against safe harbor threshold. Flag if estimated payment may be due. Produce a quarterly tax position summary. Not tax advice — recommend CPA review. Never file or make payments.

Integrations & requirements

Primary integration mode
Local tax docs today
MCP status
No dedicated MCP integration
Supported today
  • Local document organization and readiness workflows
Planned / not yet implemented
  • ○QuickBooks/Xero/Ocrolus APIs are placeholders only

Files this agent creates

Written under ~/.openclaw/workspace-taxpilot/

USER.mddocuments/inventory.jsondeductions/deduction-report.mdestimated/quarterly-estimate.md.state/last-doc-scan.jsonreadiness/filing-readiness.md

Install & configure

  1. 1. Install the agent pack

    tinkerclaw install taxpilot

  2. 2. Configure your preferences

    Edit the per-agent USER.md to set tone, timezone, and any agent-specific preferences:

    ~/.openclaw/workspace-taxpilot/USER.md

  3. 3. Keep it up to date

    tinkerclaw update taxpilot

Highlights

  • ✦Year-round tax organization — not just filing season
  • ✦Deduction opportunity detection you might miss
  • ✦Extends FinPilot's tax analysis into a standalone vertical