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Executes Fondo R&D tax credit workflow for startups: qualifies activities like software/ML dev, calculates credits from wages/cloud expenses, files Form 6765, claims payroll tax offset up to $500k/year.
How this skill is triggered — by the user, by Claude, or both
Slash command
/fondo-pack:fondo-core-workflow-bThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
Claim R&D tax credits through Fondo. Startups with US W-2 employees doing qualifying R&D can offset up to $500,000/year in payroll taxes (FICA). Fondo's CPA team prepares the Form 6765 study.
Claim R&D tax credits through Fondo. Startups with US W-2 employees doing qualifying R&D can offset up to $500,000/year in payroll taxes (FICA). Fondo's CPA team prepares the Form 6765 study.
Qualifying R&D Expenses:
W-2 wages for R&D employees: $480,000
Contractor payments (65%): $78,000
Cloud compute (AWS/GCP): $36,000
Software tools for R&D: $12,000
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Total Qualified Research Expenses: $606,000
Credit Rate (Alternative Simplified): ~6-8%
Estimated R&D Credit: ~$42,000
| Qualifies | Does NOT Qualify |
|---|---|
| Developing new software features | Routine maintenance/bug fixes |
| Improving existing algorithms | Marketing or sales activities |
| Building internal tools | Purchasing off-the-shelf software |
| API integrations requiring experimentation | Simple data entry or configuration |
| Machine learning model development | General management |
| Infrastructure automation | Accounting or legal work |
| Month | Activity |
|---|---|
| Jan-Feb | Fondo collects prior year R&D data from payroll and expenses |
| Mar | CPA team interviews founders about qualifying activities |
| Apr | R&D credit study prepared, Form 6765 drafted |
| Apr 15 | Filed with corporate tax return (or extension) |
| May-Jun | IRS processes credit, payroll tax offset begins |
Eligibility for payroll tax offset (Section 41(h)):
✓ Less than $5M gross receipts in current year
✓ No gross receipts in any year before the 5-year period ending in current year
✓ Filed as election on Form 6765
Offset: Up to $250,000 per year against employer FICA (6.2%)
Up to $250,000 per year against Medicare (1.45%)
Total: Up to $500,000/year in payroll tax savings
| Issue | Solution |
|---|---|
| Credit lower than expected | Review qualifying activity classifications with CPA |
| Missing contractor data | Upload 1099 forms to Fondo dashboard |
| Late filing | File extension (Form 7004) before April 15 |
| IRS audit of R&D claim | Fondo provides audit defense documentation |
For troubleshooting, see fondo-common-errors.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin fondo-packOptimizes Fondo costs for startups: maximizes R&D tax credits from dev tools like AWS/GCP/Figma/GitHub, picks best plans, simplifies bookkeeping.
Guides users through federal tax return preparation using the opentax CLI, handling W-2s, 1099s, schedules, and credits.
Provides Japanese tax advice on deductions, filings, business expenses, and 2025 rules using reference files for accurate consultations.