Taxact MCP
Tax filing guidance, cost comparison, document checklists, and refund estimates by TaxAct.
Connect it
Settings → Connectors → Add custom connector
URL: https://mcp.taxact.com/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://mcp.taxact.com/mcp{
"mcpServers": {
"taxact-mcp": {
"url": "https://mcp.taxact.com/mcp"
}
}
}claude mcp add --transport http taxact-mcp https://mcp.taxact.com/mcp{
"servers": {
"taxact-mcp": {
"type": "http",
"url": "https://mcp.taxact.com/mcp"
}
}
}8 tools, verified live
compare_filing_costsread-onlyShows 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
estimate_taxesread-onlyProvides 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
connect_with_expertread-onlyHelps 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.
tax_document_checklistread-onlyReturns 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.
ask_tax_questionread-onlyAnswers 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 dat
find_interview_topicread-onlyFinds 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.
tax_deadlinesread-onlyReturns 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.
explain_tax_documentread-onlyExplains 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.
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