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A WISER plugin for finance work at a company of any kind: tax, accounting, venture finance, and pro forma modelling.

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Finance

A WISER plugin for a person's federal quarterly estimated tax for 2025 or 2026, computed by a locally installed engine for a filer inside the profile Tax Intake asks about. Colorado and every other state, every other year, and the annualized installment method are refused by name. It ships the expert Tax Counselor, the skills Tax Intake and Estimated Tax, and the tool Tax Engine. Accounting, venture finance, and pro forma modelling are not built yet.

This plugin does not replace a licensed CPA, enrolled agent, or other tax professional, and it does not hold itself out as one.

Tax Engine installs @invaro/opentax only with the person's consent, and this repository redistributes no copy of it. See tools/Tax Engine/NOTICE.md.

Install

Point your harness at this repository as a plugin root, or add the repository as a marketplace and install finance@wiser-method-finance from its catalog.

  • Claude Code. Run claude plugin marketplace add wisermethod/finance, then claude plugin install finance@wiser-method-finance, with wiser installed beside it, and start Claude Code in your working folder.

Work lands in the working folder you attach, never in this repository.

Support

Email support@wisermemory.com.

About

A WISER plugin for finance work at a company of any kind: tax, accounting, venture finance, and pro forma modelling.

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