{
  "markdown": "© 2026 Aakash Shah, CPA\nContact: aakash@aakashshahcpa.com\n\nDISCLAIMER: This plugin generates draft documents and \ntemplates to assist licensed tax professionals. All \noutput should be reviewed by a qualified CPA or tax \nprofessional before use with clients. This plugin does \nnot constitute legal, tax, or financial advice and does \nnot replace professional judgment.\n\n---\n\n# CPA Practice Toolkit\n\nA Claude Cowork plugin for solo CPAs and small firms. Automates the most repetitive communication and preparation tasks in a tax practice — in English and Spanish.\n\n> **Note**: All outputs should be reviewed and edited by the CPA before sending to clients or using in official documents. Tax law changes annually — verify that checklist items, form references, and deadline language reflect the current tax year.\n\n---\n\n## 🚀 Pro Version Available\n\nThe free version includes 3 skills. Unlock the full toolkit with Pro:\n\n| Feature | Free | Pro |\n|---|---|---|\n| Client Document Checklist | ✅ | ✅ |\n| Missing Docs Follow-Up Email | ✅ | ✅ |\n| Return Status Email | ✅ | ✅ |\n| Engagement Letter (Individual & Business) | ❌ | ✅ |\n| Engagement Termination Letter | ❌ | ✅ |\n| LLC Monthly P&L Summary | ❌ | ✅ |\n| Word/PDF/Portal Output Formats | ❌ | ✅ |\n| IRC §7216 Compliant Language | ❌ | ✅ |\n| NYC GCT S-Corp Warning | ❌ | ✅ |\n| Bilingual English & Spanish | ✅ | ✅ |\n\n👉 [Get CPA Practice Toolkit Pro — $47 one-time](https://gumroad.com/l/cpa-practice-toolkit-pro)\n\nBuilt by Aakash Shah, CPA\nQuestions: aakash@aakashshahcpa.com\n\n---\n\n## Bilingual Support / Soporte Bilingüe\n\nEvery skill in this plugin supports English and Spanish. After generating any document, Claude will ask:\n\n> \"What language would you like this document in?\n> 1. English\n> 2. Spanish / Español\n> 3. Both (English + Spanish / Inglés + Español)\"\n\nSpanish output uses formal, neutral Spanish (*español neutro*) appropriate for all Spanish-speaking communities.\n\n---\n\n## Installation\n\n```\nclaude plugins add cpa-practice-toolkit\n```\n\n---\n\n## Commands\n\n| Command | Description |\n|---------|-------------|\n| `/tax:client-checklist` | Generate a personalized document checklist based on the client's filing profile (W-2, 1099, single-member LLC, or combo) |\n| `/tax:engagement-letter` | Draft an individual or business engagement letter with IRC §7216 language, portal-only submission, and fee range variables |\n| `/tax:engagement-termination` | Draft a professional termination or declination letter with four reason options, work product status, and deadline warnings |\n| `/tax:missing-docs-followup` | Write a polite but firm follow-up email for outstanding documents |\n| `/tax:return-status-email` | Draft a status update email at any stage of the return workflow |\n| `/llc:monthly-summary` | Categorize and summarize a list of business transactions into a monthly P&L with observations |\n\n---\n\n## Skills\n\n| Skill | Description |\n|-------|-------------|\n| `client-checklist` | Document categories and items sourced from the firm's actual intake questionnaire — covers W-2, 1099, LLC, combo, foreign accounts, IP PINs, estimated payments, HSA, energy credits, education, and prior-year notices. English + Spanish. |\n| `engagement-letter` | Individual and business engagement letter templates sourced from the firm's actual letters — includes IRC §7216 confidentiality, Form 8879 e-file authorization, portal-only submission, fee range variables, and termination clause. English + Spanish. |\n| `engagement-termination` | Professional termination letter template with four reason options, work product status, outstanding fees, document return policy, transition-to-new-preparer guidance, and deadline warnings. English + Spanish. |\n| `missing-docs-followup` | Tone calibration by urgency, plain-language document descriptions, and common follow-up scenarios. English + Spanish. |\n| `return-status-email` | Email structure and language for all five return statuses: in-progress, awaiting-docs, ready-for-review, filed, and extended. English + Spanish. |\n| `llc-monthly-summary` | Schedule C-aligned expense categories, P&L output format, observation framework, and estimated tax reminders. English + Spanish. |\n\n---\n\n## Pricing / Disponibilidad\n\n| | Free | Pro |\n|---|---|---|\n| `/tax:client-checklist` | ✅ | ✅ |\n| `/tax:missing-docs-followup` | ✅ | ✅ |\n| `/tax:return-status-email` | ✅ | ✅ |\n| `/tax:engagement-letter` | — | ✅ |\n| `/tax:engagement-termination` | — | ✅ |\n| `/llc:monthly-summary` | — | ✅ |\n| Bilingual (English + Spanish) | — | ✅ |\n\n**Pro version**: [Get CPA Practice Toolkit Pro — $47 one-time](https://gumroad.com/l/cpa-practice-toolkit-pro)\n\n---\n\n## Example Workflows\n\n### Onboarding a New Client\n\n1. Run `/tax:client-checklist llc` to generate an LLC owner document checklist\n2. Run `/tax:engagement-letter \"Jane Doe\" | individual | 2024 | \"$850\" | \"$1,050\"` to draft the engagement letter\n3. Upload both to the client portal to kick off the engagement\n\n### Managing an Active Return\n\n1. Run `/tax:return-status-email \"Marcus Rivera\" | in-progress | \"W-2s and brokerage statements processed\" | \"waiting on K-1 from partnership\"` to send a proactive update\n2. When a document is missing: `/tax:missing-docs-followup \"Marcus Rivera\" | \"K-1 from Riverside Partners LLC\" | \"April 3\"`\n3. When the return is done: `/tax:return-status-email \"Marcus Rivera\" | ready-for-review | \"Federal 1040 and NY return drafted, refund $1,840\" | \"signature on Form 8879\"`\n\n### Ending an Engagement\n\n1. Run `/tax:engagement-termination \"Sarah Chen\" | A | 2024`\n2. Supply effective date, work status, outstanding balance, and deadline notes when prompted\n3. Review the letter and upload to the client portal\n\n### Monthly LLC Bookkeeping Check-In\n\n1. Have the client send a list or export of the month's transactions\n2. Run `/llc:monthly-summary [paste transactions]`\n3. Review the categorized P&L and observations before sharing with the client\n\n---\n\n## Output Format Options\n\nAfter generating any document, Claude will ask:\n\n> \"Would you like me to save this as a Word document, copy-ready text, or paste-ready portal format?\"\n\n---\n\n## Customization\n\nThese skills use the firm's actual templates as a source of truth. To personalize further:\n\n- **Hardcode your firm name and contact info** in the engagement letter and termination letter templates so variables are pre-filled\n- **Adjust fee ranges** in the engagement letter skill to reflect your actual rate tiers\n- **Add NYC-specific items** (Form NYC-202, MCTMT, PTET) to the checklist skill as your client base grows\n- **Add state-specific disclosures** if you expand beyond New York\n\n---\n\n## About\n\n**Author**: Aakash Shah, CPA — Aakash Shah CPA PPLC\n\nBuilt for a solo CPA practice in New York serving personal tax clients and single-member LLC owners. Engagement letter and checklist skills are sourced from the firm's actual client-facing documents. Bilingual support added to serve Spanish-speaking clients with the same professional quality.\n",
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}