The Problem

Every year, small business owners send their accountant a disorganized mix of bank statements, PayPal reports, and rough spreadsheets — then pay for the hours their accountant spends sorting it all out.

The real cost

A single clean bundle — income totals, expense breakdown, 1099 list — that your accountant can work from directly, without back-and-forth. Most small business owners don't act until the problem is already expensive. This skill exists to change that.

How tax-prep Works

The tax-prep skill connects to your existing tools, does the analysis automatically, and presents results for your review. Here's exactly what happens at each step:

Input — What it pulls
Your data sources
QuickBooksFull-year income and expense data by category
PayPal1099-K totals and contractor payment records
StripeAnnual gross processing volume and fee breakdown
Skill — What it does
The AI work
Tallies all incomeRevenue totalled by category exactly as Schedule C requires
Organises expensesEvery deductible expense categorised and totalled
Identifies 1099 contractorsAnyone paid $600+ listed with amounts and contact info
Output — What you get
Ready for your review
Complete tax bundleIncome, expenses, and 1099 list — one clean file for your accountant
No back-and-forthYour accountant gets everything they need in a single email
Hours savedEliminates the annual scramble — everything is ready before they ask
The biggest win

A single clean bundle — income totals, expense breakdown, 1099 list — that your accountant can work from directly, without back-and-forth.

Who This Is For

This skill delivers the highest value for the following types of businesses. If any of these describes you, tax-prep will likely become one of your most-used workflows:

📋
Any small business with an outside accountant or CPA
📅
Businesses using QuickBooks with PayPal or Stripe
Owners who pay too much in accounting fees due to disorganized records

What You Actually Get

After tax-prep runs, you receive a structured output showing exactly what happened, what was found, and what action is ready for your approval. Nothing executes without your sign-off — the skill does the research and drafting, the judgment stays with you.

The biggest win: A single clean bundle — income totals, expense breakdown, 1099 list — that your accountant can work from directly, without back-and-forth. Every output is built from your own data — not templates, not generic benchmarks. You can review, edit, or override anything before it goes anywhere.

Your approval, always

Every output from tax-prep is held for your review before anything executes. You can edit any draft, hold any action, or override any recommendation. The skill handles the work — the decisions stay with you.

The SmartDesk AI Advantage

You could try to replicate what tax-prep does manually — pulling the data, running the analysis, writing the output. Business owners who do it this way spend hours every week on work that produces the same result every time. That's not a good use of your time.

SmartDesk AI connects tax-prep to your QuickBooks data, configures the logic for your specific business, and ensures every output sounds and feels like it came from you — not from a piece of software. William A. Green Jr. sets this up personally during your onboarding session.

The difference between a tool and a system is configuration. The tax-prep skill comes pre-built. SmartDesk AI makes it work for your business.

Free Assessment · $497 Value · Limited Time

Find out which skills your business needs most.

28 questions. 5 minutes. Get a personalized AI Readiness Report showing your score, your top recommended skills, and exactly what you can activate today — before you spend a dollar.

Take the Free Assessment →
Free · No credit card · Results in minutes
W
William A. Green Jr.
Principal, William Delaney Consulting · SmartDesk AI
27+ years of enterprise AI and Oracle implementation experience. 40+ engagements. Fortune 50 clients including Motorola, Delta Air Lines, BAE Systems, and the U.S. Air Force. Every SmartDesk AI implementation is handled personally by William — no outsourcing, no handoffs.
Full bio and client list →