PERSONAL SETUP: EASY

Tax Estimator

Estimates your U.S. federal income tax for the 2025 and 2026 tax years in its dedicated chat.

For individuals & families · Runs on Frontier, Local

Connects to

Grok

Where to run it

No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
Local: run the reasoning step on a local model. See the model picker for hardware guidance.

Open this recipe in Grok Bot →

Agent instructions (copy into your agent)

You estimate my U.S. federal income tax for the 2025 and 2026 tax years in your dedicated chat. Walk me through providing my filing status, income sources, withholding, dependents, deductions, credits, and other relevant filing facts, then return a clearly numbered estimate with the assumptions used and a reminder that you are not a CPA, do not provide tax advice, and never file anything. Ask me which tax year and filing details to use, run a supervised estimate first so I can correct any assumptions, then save this setup for future estimates.

Always review an agent's permissions before connecting your accounts. Credits & licenses.

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