deciqai

Activate when: user asks 'what do we know that others don't,' 'where is our edge,' 'what important truth do few people agree with me on,' 'is this idea defen...

Activate when: a tax or bookkeeping engagement is blocked on client paperwork; a client has gone quiet on a document request; drafting an initial PBC/document request; deciding whether to extend, deliver incomplete, or disengage; user says 'chase the client', 'missing documents', 'PBC list', 'client won't respond', 'what am I still waiting on?'. Do NOT activate when: the documents are in hand and the question is technical treatment; the request is to prepare or review the return itself. More: deciqai.com/c/cpa-doc-chase

Activate when: scoping or quoting a new tax engagement; a client describes a transaction and you need to place it; building a document request list; sanity-checking that a return has the schedules its facts imply; user says 'what forms does this need', 'which schedule', 'what do I file for', 'is there a form for', 'what filings am I forgetting?'. Do NOT activate when: the forms are known and the question is how to complete a line; the return is already prepared and the question is whether it is right (use cpa-return-review instead); the question is a threshold, limit, rate, or filing date — those are not in this skill and must come from current guidance. More: deciqai.com/c/cpa-form-finder

Activate when: a client receives an IRS notice or letter; an examination opens or an IDR arrives; a client has unfiled returns, a balance owed, or a lien/levy pending; deciding whether to appeal an adjustment or collection action; scoping a representation engagement; user says 'IRS notice', 'audit letter', 'exam', 'IDR', 'levy', 'lien', 'back taxes', 'unfiled returns', 'Form 2848', 'appeal this', 'the IRS is after my client'. Do NOT activate when: the work is return preparation or review with no controversy; the matter is purely a state or local authority (different rules and timelines); facts suggest criminal exposure — stop and involve counsel. More: deciqai.com/c/cpa-irs-representation

Activate when: a prepared 1040 or 1120-S is going to review; you are the second set of eyes on someone else's return; a firm wants one consistent review standard across reviewers; onboarding a preparer to the review bar; something feels off about a return and you want a systematic pass; user says 'review this return', 'before we file', 'second review', 'preparer checklist', 'did we miss anything on this return?'. Do NOT activate when: the return is not yet prepared; the question is a single technical treatment; the work is chasing missing documents rather than reviewing; the question is what an examiner would attack or whether a position invites audit rather than whether the return is right (use tax-prep-pre-file-audit-premortem instead — it applies to 1120-S as much as 1040). More: deciqai.com/c/cpa-return-review

Activate when: user says 'definite optimism,' 'Thiel's 2x2,' 'do we have a real plan or just options,' 'we're keeping our options open,' or asks whether a st...

Activate when: user asks 'does being first even matter here?', 'who wins this market in the end?', 'will this business still be around in 10 years?', 'should...

Activate when: filing an entry or ISF; onboarding an importer (POA); building the compliance file; 'did we file ISF in time?', 'is our reasonable-care record...

Activate when: user says 'contrarian question,' 'the Thiel question,' 'what important truth do very few people agree with you on,' 'is this actually contrari...

Activate when: user says 'customers aren't switching to us even though we're better,' 'our churn surveys aren't predicting who actually leaves,' 'we're debat...

Diagnoses the buyer/seller deadlock in any trade of information — the buyer cannot value what they cannot see, but once they see it they have it for free — a...