Tax Preparation & Filing
Gathering W-2s, 1099s, mortgage interest statements, charitable receipts, and coordinating with CPA/tax software.
The APE Framework
A β Anticipation
Tracking annual tax filing deadlines, monitoring tax document arrivals in mail/email, noting deductible expenses.
P β Planning
Creating annual tax document folder, scheduling accountant appointments or tax software prep sessions.
E β Execution
Scanning tax documents, submitting forms to CPA or tax portal, reviewing draft returns, authorizing electronic filing.
Definition of Done (Shared Expectations)
Annual federal and state tax returns filed accurately on time; refund or tax payment processed; copy archived.
β¨ How Butler AI Supports This Chore
Butler collects tax documents as they arrive via email/scan throughout Q1 and sends reminders for quarterly estimated taxes.
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