# Taxation — United States

Federal and state taxation: planning, compliance, reporting, and controversy.

Jurisdiction: `us` · Practice: `tax` · Skill language: en

## Skills (12)

| Skill | What it does |
|---|---|
| [`Document Retention Policy (Nonprofit)`](skills/document-retention-policy/) | Drafts board-adoptable document retention policies for nonprofit organizations with IRS-grounded retention schedules,… |
| [`Donation Agreement`](skills/donation-agreement/) | Drafts a U.S. Donation Agreement governing charitable transfers of cash, property, or securities from a donor to a… |
| [`Corporate Final Tax Return Filing`](skills/final-tax-return-corporate/) | Prepares IRS-compliant final tax returns for dissolving C-corps (Form 1120), S-corps (Form 1120-S), and partnerships… |
| [`Final Tax Return Filing`](skills/final-tax-return-filing/) | Drafts U.S. final tax return filing packets for decedent estates or dissolving entities, covering final-status… |
| [`Fiscal Sponsorship Agreement`](skills/fiscal-sponsorship-agreement/) | Drafts a Fiscal Sponsorship Agreement between a 501(c)(3) sponsor and an unincorporated or non-exempt project. |
| [`IRS Form 1023 Application`](skills/form-1023-application/) | Drafts IRS Form 1023 (Application for Recognition of Exemption) packages for 501(c)(3) applicants. |
| [`IRS Form 1023 — 501(c)(3) Exemption Application`](skills/form-1023/) | Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. |
| [`Grant Agreement`](skills/grant-agreement/) | Drafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. |
| [`Nonprofit Compliance Summary`](skills/nonprofit-compliance-summary/) | Generates a structured regulatory compliance summary for U.S. |
| [`IRS Form SS-4 — EIN Application`](skills/ss4-ein-application/) | Drafts IRS Form SS-4 (EIN Application) by extracting entity details from formation documents. |
| [`Request for Tax Clearance Certificate`](skills/tax-clearance-request/) | Drafts formal request letters for Tax Clearance Certificates from state tax authorities on behalf of corporate… |
| [`Taxpayer Correspondence`](skills/taxpayer-correspondence/) | Drafts structured taxpayer correspondence summarizing tax records, income, deductions, credits, and tax positions. |

## Cold-start context

See [`CLAUDE.md`](CLAUDE.md) — scope, forums, sources of law, citation discipline, and when this plugin does NOT apply.

## Provenance & license

Skills imported from open sources ([CaseMark/skills](https://github.com/CaseMark/skills), Apache-2.0). See each `SKILL.md` `author`/`author_url` for provenance. Plugin license: Apache-2.0.

## Disclaimer

These skills produce informational drafts and analyses, not legal advice. Verify against current law before use.
