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From norman-finance
Generates structured health reports for tax advisors on client companies, covering financials, document completeness, tax compliance, and prioritized action items. Use for overviews, health checks, or status requests.
How this skill is triggered — by the user, by Claude, or both
Slash command
/norman-finance:ta-company-reviewThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Perform a comprehensive company review for the tax advisor:
Perform a comprehensive company review for the tax advisor:
get_client_overview with the active company ID to get an aggregated snapshotget_missing_documents_summary to identify all transactions without receiptsget_tax_compliance_status to check report filing status and registration completenessStructure the output as follows:
Prioritized list of recommended actions:
Be specific with amounts, dates, and report periods. Use EUR formatting.
npx claudepluginhub norman-finance/norman-mcp-server --plugin norman-financePerforms tax compliance checks for client companies: scans periods for unfiled/overdue reports, verifies registrations (Steuernummer, VAT ID, tax state), generates summaries with deadlines and action items. Useful for tax advisor queries on filings.
Guides tax preparation client communications with federal deadlines, entity-specific requirements (Sole Prop, S-Corp, Partnership, C-Corp), deduction guidance, and estimated payment rules.
Tracks entity compliance deadlines (annual reports, franchise taxes, filings) by jurisdiction. Initializes a YAML tracker, reports upcoming/overdue items, updates status, runs health audits, and exports to CSV.