com.taxact/taxact-mcp

Official8 tools

Tax filing guidance, cost comparison, document checklists, and refund estimates by TaxAct.

Provides tax filing guidance, cost comparisons, document checklists, and refund estimates.

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compare_filing_costs

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."

Parameters (7)

filing_statusstringrequired
Your tax filing status
has_investmentsboolean
Do you have investment income, stocks, or rental property?
is_self_employedboolean
Do you have 1099 or self-employment income?
filing_statestring
Two-letter state code (e.g., "CA", "TX"). Omit for federal only.
wants_expert_helpboolean
Would you like access to a tax expert while filing?
wants_full_serviceboolean
Would you like a tax professional to prepare your return for you?
return_typestring
Type of tax return

estimate_taxes

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.

Parameters (9)

filing_statusstringrequired
Your tax filing status
total_incomeintegerrequired
Total income from all W-2s and other sources, in whole dollars
federal_withholdingintegerrequired
Total federal income tax withheld (from your W-2 box 2), in whole dollars
num_dependentsinteger
Number of qualifying dependent children under age 17
is_65_or_olderboolean
Were you born before January 2, 1961?
is_blindboolean
spouse_is_65_or_olderboolean
Was your spouse born before January 2, 1961? (if filing jointly)
spouse_is_blindboolean
filing_statestring
Two-letter state code for state tax estimate (e.g., "CA", "NY", "TX"). Omit for federal-only.

connect_with_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.

Parameters (3)

return_typestring
Type of tax return you need help with
topicstring
What do you need help with? (e.g., "rental income reporting", "crypto taxes")
preferred_channelstring
How would you prefer to connect with an expert?

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.

Parameters (5)

filing_statusstringrequired
Your tax filing status
income_sourcesarray
Income types that apply to your situation
deductions_and_eventsarray
Deductions, credits, and life events that apply
num_dependentsinteger
Number of dependents (if you selected "dependents" above)
filing_statestring
Two-letter state code (e.g., "CA", "TX"). Omit for federal only.

ask_tax_question

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.

Parameters (1)

questionstringrequired
Your tax question (e.g., "What is the standard deduction for 2025?", "How does the child tax credit work?", "What are Trump Accounts?")

find_interview_topic

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.

Parameters (2)

querystringrequired
What you want to enter or find (e.g., "W-2", "rental income", "1099-R", "child tax credit", "Trump Account")
return_typestring
Tax return type. Use 1040 for individual returns (default).

tax_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.

Parameters (3)

statestring
Two-letter state code (e.g., 'CA', 'NY'). Omit for federal-only deadlines.
include_estimated_paymentsboolean
Include quarterly estimated tax payment deadlines.
include_document_deadlinesboolean
Include W-2 and 1099 mailing deadlines.

explain_tax_document

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 — this is an educational reference tool.

Parameters (2)

form_namestringrequired
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.
focus_boxstring
Optional: focus on a specific box number. Examples: 'Box 1', 'Box 12', 'Box 2a'.

Install

claude_desktop_config.json

{
  "mcpServers": {
    "taxact-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://mcp.taxact.com/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.