Crypto Tax Specialist Helper

Financial statement analysis, DCF valuations, red flag scanning, and industry benchmarking. Runs Piotroski F-Score and Beneish M-Score diagnostics with 20+ ratio calculations. Use when client asks for financial health check, company valuation, variance analysis, ratio analysis, forecasts, or earnings summaries.

Transaction recording, bank reconciliation, month-end close, and AR/AP analysis. Auto-categorizes transactions with account numbers and runs 60-item close checklists. Use when client asks for journal entries, chart of accounts, bank reconciliation, month-end close, bookkeeping health check, AR aging, or year-end tax prep.

Budget construction, variance analysis, scenario planning, and cost allocation. Selects methodology (ZBB, incremental, rolling) and produces RAG-status variance reports. Use when client asks for budget building, budget vs actuals, headcount planning, CapEx/OpEx classification, reforecasting, or cost reduction.

Payroll calculation, tax compliance, exempt classification, and garnishment processing. Runs gross-to-net with 2026 federal rates and 60-point compliance audits. Use when client asks for payroll calculation, new hire setup, exempt vs non-exempt, garnishments, benefits cost, or payroll audit.

Expense report auditing, fraud detection, policy building, and spend optimization. Runs 50-point audit checklists with Benford's law analysis and IRS per diem verification. Use when client asks for expense review, fraud detection, expense policy, spend analysis, per diem rates, or quarterly spend review.