
by Wells Fargo
No reviews yetMap Wells Fargo transaction categories to IRS tax line items, calculate estimated quarterly payments, flag deductible expenses, and produce a tax-ready summary with totals per line item.
Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.
resolve_serendb uses connector.serendb.connectquery_transactions uses connector.serendb.querymap_tax_line_items uses transform.map_to_tax_linesflag_deductions uses transform.flag_deductible_expensescompute_quarterly_estimates uses transform.compute_quarterly_estimatesrender_report uses transform.renderpersist_tax_data uses connector.serendb.upsertFree
npx skills add serenorg/seren-skillsSelect “Wells Fargo Tax Prep” when prompted
Wells Fargo
Added March 3, 2026