Taxact Mcp

com.taxact/taxact-mcp

Connects Claude to TaxAct's tax preparation platform for real-time filing assistance. You get access to tax form checklists based on your situation, refund calculators that estimate what you'll owe or get back, and cost comparisons across TaxAct's different filing tiers. Useful when you're helping users navigate tax season and need to answer questions about required documents, filing options, or ballpark refund amounts without leaving the conversation. The server runs over streamable HTTP, so you can integrate it into workflows where users are gathering tax information or deciding between DIY filing and professional help.

tools: 8
transport: HTTP
last updated: May 6, 2026

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Install

From registry metadata

$ npx add-mcp https://mcp.taxact.com/mcp --name taxact-mcp

Run in your terminal. add-mcp asks which agents to add it to (Claude Code, Codex, Cursor and more). Add -g to install it for every project.

Review the command, arguments and environment values before installing. MCP servers run with your local permissions.

Other ways

Claude Code

$ claude mcp add --transport http taxact-mcp https://mcp.taxact.com/mcp

Run in your terminal. Add --scope user to make it available in every project.

Tools

Verified live · 8 tools

Verified live against the running server on Nov 6, 2026.

compare_filing_costsShows 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 retu...7 params

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 retu...

Parameters* required

filing_statestring

Two-letter state code (e.g., "CA", "TX"). Omit for federal only.

filing_status*string

Your tax filing statusone of single · married_filing_jointly · married_filing_separately · head_of_household

has_investmentsboolean

Do you have investment income, stocks, or rental property?default: false

is_self_employedboolean

Do you have 1099 or self-employment income?default: false

return_typestring

Type of tax returnone of consumer · business_1065 · business_1120sdefault: consumer

wants_expert_helpboolean

Would you like access to a tax expert while filing?default: false

wants_full_serviceboolean

Would you like a tax professional to prepare your return for you?default: false

estimate_taxesProvides 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-rat...9 params

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-rat...

Parameters* required

federal_withholding*integer

Total federal income tax withheld (from your W-2 box 2), in whole dollars

filing_statestring

Two-letter state code for state tax estimate (e.g., "CA", "NY", "TX"). Omit for federal-only.

filing_status*string

Your tax filing statusone of single · married_filing_jointly · married_filing_separately · head_of_household · qualifying_surviving_spouse

is_65_or_olderboolean

Were you born before January 2, 1961?default: false

is_blindboolean

default: false

num_dependentsinteger

Number of qualifying dependent children under age 17default: 0

spouse_is_65_or_olderboolean

Was your spouse born before January 2, 1961? (if filing jointly)default: false

spouse_is_blindboolean

default: false

total_income*integer

Total income from all W-2s and other sources, in whole dollars

connect_with_expertHelps 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 tra...3 params

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 tra...

Parameters* required

preferred_channelstring

How would you prefer to connect with an expert?one of phone · chatdefault: phone

return_typestring

Type of tax return you need help withone of consumer · businessdefault: consumer

topicstring

What do you need help with? (e.g., "rental income reporting", "crypto taxes")

tax_document_checklistReturns 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.5 params

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* required

deductions_and_eventsarray

Deductions, credits, and life events that apply

filing_statestring

Two-letter state code (e.g., "CA", "TX"). Omit for federal only.

filing_status*string

Your tax filing statusone of single · married_filing_jointly · married_filing_separately · head_of_household · qualifying_surviving_spouse

income_sourcesarray

Income types that apply to your situation

num_dependentsinteger

Number of dependents (if you selected "dependents" above)default: 0

ask_tax_questionAnswers 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, retireme...1 params

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, retireme...

Parameters* required

question*string

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_topicFinds 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+ top...2 params

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+ top...

Parameters* required

query*string

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).one of 990 · 1040 · 1041 · 1065 · 1120 · 1120Sdefault: 1040

tax_deadlinesReturns 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.3 params

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* required

include_document_deadlinesboolean

Include W-2 and 1099 mailing deadlines.default: true

include_estimated_paymentsboolean

Include quarterly estimated tax payment deadlines.default: true

statestring

Two-letter state code (e.g., 'CA', 'NY'). Omit for federal-only deadlines.

explain_tax_documentExplains 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 pr...2 params

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 pr...

Parameters* required

focus_boxstring

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

form_name*string

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-insen...

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Category: Documents & Knowledge
Transport: HTTP
Registry: MCP registry, active
Tools verified: Nov 6, 2026

Taxact Mcp

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