MCP-Server
taxact-mcp
com.taxact/taxact-mcp
Was dieses MCP kann
Provides tax-law answers, filing cost comparisons, tax estimates, document guidance, deadlines, and filing preparation checklists.
Funktionen
Tools
8
Tools
ask_tax_question
TaxAct Tax Knowledge Assistant
Answers tax questions using TaxAct's TY2025 tax law knowledge base. Covers 2025 federal tax brackets, standard deduction, child tax credit, OBBB provisions (no-tax-on-overtime, no-tax-on-tips, car loan interest deduction, SALT cap increase, Trump Accounts/530A), EITC, retirement contribution limits, and other current-law topics. Answers are grounded in verified IRS references, not LLM training data. No account required.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['question'], 'properties': {'question': {'type': 'string', 'minLength': 3, 'description': 'Your tax question (e.g., "What is the standard deduction for 2025?", "How does the child tax credit work?", "What are Trump Accounts?")'}}}
compare_filing_costs
TaxAct Filing Cost Calculator
Shows exactly what it costs to file a tax return with TaxAct. Returns an itemized price breakdown with the complete cost. No hidden fees, no upsells. Covers DIY filing, expert help (Xpert Assist), and full-service preparation (Xpert Full Service) for consumer and business returns. Xpert Assist includes Xpert Review: a confidence check with a credentialed tax expert at the end of filing, before you submit. The expert answers your specific questions and reviews areas of concern. It is not a line-by-line return review or tax preparation. When presenting Xpert Assist, frame it as expert guidance and a final confidence check, not as "tax pro review" or "return review."
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['filing_status'], 'properties': {'return_type': {'enum': ['consumer', 'business_1065', 'business_1120s'], 'type': 'string', 'default': 'consumer', 'description': 'Type of tax return'}, 'filing_state': {'type': 'string', 'pattern': '^[A-Z]{2}$', 'maxLength': 2, 'minLength': 2, 'description': 'Two-letter state code (e.g., "CA", "TX"). Omit for federal only.'}, 'filing_status': {'enum': ['single', 'married_filing_jointly', 'married_filing_separately', 'head_of_household'], 'type': 'string', 'description': 'Your tax filing status'}, 'has_investments': {'type': 'boolean', 'default': False, 'description': 'Do you have investment income, stocks, or rental property?'}, 'is_self_employed': {'type': 'boolean', 'default': False, 'description': 'Do you have 1099 or self-employment income?'}, 'wants_expert_help': {'type': 'boolean', 'default': False, 'description': 'Would you like access to a tax expert while filing?'}, 'wants_full_service': {'type': 'boolean', 'default': False, 'description': 'Would you like a tax professional to prepare your return for you?'}}}
connect_with_expert
Connect with a TaxAct Expert
Helps the user connect with a credentialed TaxAct tax professional via Xpert Assist. Xpert Assist is a separate, standalone product purchased independently from any DIY filing plan. It is NOT included with or bundled into any TaxAct DIY tier. Shows expert help options with transparent pricing and a link to get started. Available for both consumer (1040) and business returns.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'topic': {'type': 'string', 'description': 'What do you need help with? (e.g., "rental income reporting", "crypto taxes")'}, 'return_type': {'enum': ['consumer', 'business'], 'type': 'string', 'default': 'consumer', 'description': 'Type of tax return you need help with'}, 'preferred_channel': {'enum': ['phone', 'chat'], 'type': 'string', 'default': 'phone', 'description': 'How would you prefer to connect with an expert?'}}}
estimate_taxes
TaxAct Tax Estimator
Provides a rough federal (and optionally state) tax refund or amount owed estimate from basic inputs. Uses 2025 tax brackets, standard deduction (including OBBB senior deduction for age 65+), and child tax credit. Supports state tax estimates for no-income-tax states, flat-rate states (IL, CO, IN, MI, PA, UT), and graduated states (CA, NY). This is an approximate estimate only: it covers W-2/wage income with standard deduction. No itemized deductions, no self-employment tax, no capital gains. Your actual result may differ. File with TaxAct for your exact number.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['filing_status', 'total_income', 'federal_withholding'], 'properties': {'is_blind': {'type': 'boolean', 'default': False}, 'filing_state': {'type': 'string', 'pattern': '^[A-Z]{2}$', 'maxLength': 2, 'minLength': 2, 'description': 'Two-letter state code for state tax estimate (e.g., "CA", "NY", "TX"). Omit for federal-only.'}, 'total_income': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0, 'description': 'Total income from all W-2s and other sources, in whole dollars'}, 'filing_status': {'enum': ['single', 'married_filing_jointly', 'married_filing_separately', 'head_of_household', 'qualifying_surviving_spouse'], 'type': 'string', 'description': 'Your tax filing status'}, 'is_65_or_older': {'type': 'boolean', 'default': False, 'description': 'Were you born before January 2, 1961?'}, 'num_dependents': {'type': 'integer', 'default': 0, 'maximum': 9007199254740991, 'minimum': 0, 'description': 'Number of qualifying dependent children under age 17'}, 'spouse_is_blind': {'type': 'boolean', 'default': False}, 'federal_withholding': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0, 'description': 'Total federal income tax withheld (from your W-2 box 2), in whole dollars'}, 'spouse_is_65_or_older': {'type': 'boolean', 'default': False, 'description': 'Was your spouse born before January 2, 1961? (if filing jointly)'}}}
explain_tax_document
Tax Document Explainer
Explains what a tax form is, what each box means, which boxes are most important for filing, and where to enter the data in TaxAct. Covers W-2, all common 1099 forms, 1098 forms, and other tax documents. Ask about a specific form or a general document type. Does NOT read or process uploaded documents â this is an educational reference tool.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['form_name'], 'properties': {'focus_box': {'type': 'string', 'description': "Optional: focus on a specific box number. Examples: 'Box 1', 'Box 12', 'Box 2a'."}, 'form_name': {'type': 'string', 'description': "The tax form to explain. Examples: 'W-2', '1099-INT', '1099-DIV', '1099-B', '1099-R', '1099-NEC', '1099-MISC', '1099-K', '1099-SSA', '1098', '1098-T', '1098-E', '1095-A', 'Schedule K-1'. Case-insensitive."}}}
find_interview_topic
TaxAct Interview Navigator
Finds where to enter specific tax information in the TaxAct interview. Search by topic, form number, or keyword (e.g., "W-2", "1099-R", "charitable contributions", "crypto", "overtime deduction"). Returns the interview breadcrumb path showing where to navigate. Covers 150+ topics across individual (1040) and business returns. No account required.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['query'], 'properties': {'query': {'type': 'string', 'minLength': 1, 'description': 'What you want to enter or find (e.g., "W-2", "rental income", "1099-R", "child tax credit", "Trump Account")'}, 'return_type': {'enum': ['990', '1040', '1041', '1065', '1120', '1120S'], 'type': 'string', 'default': '1040', 'description': 'Tax return type. Use 1040 for individual returns (default).'}}}
tax_deadlines
Tax Filing Deadlines
Returns key tax deadlines for the 2025 tax year (filing in 2026). Includes federal filing deadline, extension deadline, estimated tax payment dates, document mailing deadlines, and state-specific deadlines. Optionally provide a state code for state-specific dates.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'state': {'type': 'string', 'pattern': '^[A-Z]{2}$', 'maxLength': 2, 'minLength': 2, 'description': "Two-letter state code (e.g., 'CA', 'NY'). Omit for federal-only deadlines."}, 'include_document_deadlines': {'type': 'boolean', 'default': True, 'description': 'Include W-2 and 1099 mailing deadlines.'}, 'include_estimated_payments': {'type': 'boolean', 'default': True, 'description': 'Include quarterly estimated tax payment deadlines.'}}}
tax_document_checklist
Tax Document Checklist
Returns a personalized list of tax documents and forms you need to gather before filing your tax return. Based on your income sources, deductions, and life events. Covers W-2s, 1099s, receipts, and other IRS forms. This is for DIY filers preparing their own return.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['filing_status'], 'properties': {'filing_state': {'type': 'string', 'pattern': '^[A-Z]{2}$', 'maxLength': 2, 'minLength': 2, 'description': 'Two-letter state code (e.g., "CA", "TX"). Omit for federal only.'}, 'filing_status': {'enum': ['single', 'married_filing_jointly', 'married_filing_separately', 'head_of_household', 'qualifying_surviving_spouse'], 'type': 'string', 'description': 'Your tax filing status'}, 'income_sources': {'type': 'array', 'items': {'enum': ['w2', 'self_employment', 'investments', 'interest_dividends', 'retirement', 'social_security', 'rental', 'other'], 'type': 'string'}, 'default': [], 'description': 'Income types that apply to your situation'}, 'num_dependents': {'type': 'integer', 'default': 0, 'maximum': 9007199254740991, 'minimum': 0, 'description': 'Number of dependents (if you selected "dependents" above)'}, 'deductions_and_events': {'type': 'array', 'items': {'enum': ['mortgage', 'student_loans', 'education', 'childcare', 'charitable', 'medical', 'hsa', 'dependents', 'home_sale', 'marketplace_insurance', 'estimated_payments', 'state_refund'], 'type': 'string'}, 'default': [], 'description': 'Deductions, credits, and life events that apply'}}}
Verlauf
Letzte Tool-Änderungen
Hinzugefügt
explain_tax_document
17. September 2026 12:37
Hinzugefügt
tax_deadlines
17. September 2026 12:37
Hinzugefügt
find_interview_topic
17. September 2026 12:37
Hinzugefügt
ask_tax_question
17. September 2026 12:37
Hinzugefügt
tax_document_checklist
17. September 2026 12:37
Hinzugefügt
connect_with_expert
17. September 2026 12:37
Hinzugefügt
estimate_taxes
17. September 2026 12:37
Hinzugefügt
compare_filing_costs
17. September 2026 12:37
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