run_tax_health_check
Analyze your tax situation to identify missed credits, optimize deductions, check withholding accuracy, assess audit risk, and provide year-end planning recommendations.
Instructions
One-click tax health check. Analyzes your full financial picture and outputs a report with actionable findings: missed credits, withholding accuracy, deduction optimization, audit risk, retirement savings gaps, and year-end planning tips.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| taxYear | Yes | Tax year | |
| filingStatus | Yes | ||
| age | No | ||
| grossIncome | Yes | ||
| w2Income | No | ||
| selfEmploymentIncome | No | ||
| capitalGains | No | ||
| stateCode | No | ||
| dependents | No | ||
| mortgageInterest | No | ||
| stateLocalTaxes | No | ||
| charitableDonations | No | ||
| retirement401k | No | ||
| retirementIRA | No | ||
| hsaContributions | No | ||
| federalWithheld | No | ||
| hasHealthInsurance | No | ||
| isStudent | No | ||
| boughtEV | No | ||
| installedSolar | No |