mcp server
taxact-mcp
Tax filing guidance, cost comparison, document checklists, and refund estimates by TaxAct.
Description as published by the maintainer. Source
- version 1.0.0
- slowing
- document understanding
slowing — Registry entry last updated 2026-05-06. Dashed tags are derived by ZBS Index from the published description, not stated by the maintainer.
What this server can do
8 functions, named and described by the server itself. Parameter names are shown because they say more about what a function does than its name usually does.
ask_tax_question(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. Required: question.
compare_filing_costs(return_type, filing_state, filing_status, has_investments, is_self_employed, wants_expert_help, wants_full_service)- 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." Required: filing_status.
connect_with_expert(topic, return_type, preferred_channel)- 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.
estimate_taxes(is_blind, filing_state, total_income, filing_status, is_65_or_older, num_dependents, spouse_is_blind, federal_withholding, spouse_is_65_or_older)- 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. Required: filing_status, total_income, federal_withholding.
explain_tax_document(focus_box, form_name)- 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. Required: form_name.
find_interview_topic(query, return_type)- 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. Required: query.
tax_deadlines(state, include_document_deadlines, include_estimated_payments)- 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.
tax_document_checklist(filing_state, filing_status, income_sources, num_dependents, deductions_and_events)- 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. Required: filing_status.
Last successful function declaration observed on . Source: https://mcp.taxact.com/mcp. We list what the server declared; we do not call any of these functions.
Endpoint status observed on . Source: https://mcp.taxact.com/mcp.
Signals
These are separate measurements of different things. They are deliberately not combined into one score, because a popularity number that mixes website traffic with saves and stars cannot be checked or acted on.
| Signal | Value | What it measures | Window | Observed | Source |
|---|---|---|---|---|---|
| Latest published version | 1.0.0 | Latest version string the maintainer published to the registry. | as of fetch | Model Context Protocol | |
| Registry record last updated | 2026-05-06 | When the registry record was last updated by its maintainer. | point in time | Model Context Protocol | |
| First listed in the MCP Registry | 2026-05-06 | Date this server was first published to the official MCP Registry. Not a usage or quality measure. | point in time | Model Context Protocol | |
| mcp tools declared | 8 tools | Number of functions the server itself declared when asked to list them. This is what the server offers an agent, not a measure of how well any of them work. | as of probe | mcp.taxact.com | |
| mcp endpoint status | ok | The server listed 8 functions when asked. | as of probe | mcp.taxact.com |
Where to get it
This record as data
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GET /api/v1/entries/mcp_server.json