Irs Taxpayer
This one gives Claude 39 local tax tools covering federal brackets, state comparisons, quarterly estimates, credits (EITC, CTC, AOTC), deductions (itemized vs standard, SALT caps), retirement accounts, AMT, capital gains, and self-employment tax. Everything runs on your machine with zero network calls or data persistence. You can ask it to calculate your federal tax with dependents, compare filing statuses, check W-4 withholding per paycheck, evaluate Backdoor Roth strategies, or run full federal plus state tax scenarios. Built for the 2025 tax year with One Big Beautiful Bill Act changes baked in. Includes detailed disclaimers since it's estimates only, not professional advice.
- GitHub stars
- 13
- tools
- 45
- transport
- STDIO
- last updated
- Nov 8, 2026
Tools
45 toolsPublic tool metadata for what this MCP can expose to an agent.
calculate_federal_taxFull federal tax with bracket breakdown, AMT, NIIT (3.8%), Additional Medicare Tax (0.9%), QBI deduction, SE tax, capital gains, CTC
Full federal tax with bracket breakdown, AMT, NIIT (3.8%), Additional Medicare Tax (0.9%), QBI deduction, SE tax, capital gains, CTC
No parameter schema in public metadata yet.
get_tax_bracketsTax brackets and standard deduction by filing status and year
Tax brackets and standard deduction by filing status and year
No parameter schema in public metadata yet.
compare_filing_statusesSide-by-side comparison of all 4 filing statuses for the same income
Side-by-side comparison of all 4 filing statuses for the same income
No parameter schema in public metadata yet.
estimate_quarterly_taxEstimated quarterly payments (1040-ES) with safe harbor guidance
Estimated quarterly payments (1040-ES) with safe harbor guidance
No parameter schema in public metadata yet.
calculate_total_taxCombined federal + state tax in one call, with take-home pay and monthly income
Combined federal + state tax in one call, with take-home pay and monthly income
No parameter schema in public metadata yet.
calculate_w4_withholdingPer-paycheck withholding estimate with step-by-step W-4 form recommendations
Per-paycheck withholding estimate with step-by-step W-4 form recommendations
No parameter schema in public metadata yet.
list_deductionsBrowse all deductions with eligibility rules, limits, and forms
Browse all deductions with eligibility rules, limits, and forms
No parameter schema in public metadata yet.
standard_vs_itemizedCompare standard vs itemized with year-specific SALT cap ($10K for TY2024, $40K for TY2025)
Compare standard vs itemized with year-specific SALT cap ($10K for TY2024, $40K for TY2025)
No parameter schema in public metadata yet.
list_tax_credits20+ federal credits: CTC, EITC, AOTC, EV, solar, saver's credit, and more
20+ federal credits: CTC, EITC, AOTC, EV, solar, saver's credit, and more
No parameter schema in public metadata yet.
check_credit_eligibilityQuick screening based on your income, family, and situation
Quick screening based on your income, family, and situation
No parameter schema in public metadata yet.
calculate_eitcPrecise EITC calculation with phase-in/plateau/phase-out for 0-3 children
Precise EITC calculation with phase-in/plateau/phase-out for 0-3 children
No parameter schema in public metadata yet.
estimate_premium_tax_creditTY2026 Premium Tax Credit (Form 8962) with the 400% limit, full APTC repayment, monthly allocation, and the below-100% and MFS exceptions
TY2026 Premium Tax Credit (Form 8962) with the 400% limit, full APTC repayment, monthly allocation, and the below-100% and MFS exceptions
No parameter schema in public metadata yet.
get_retirement_accountsIRA, Roth, 401k, SEP, Solo 401k, HSA, 529: limits, tax treatment, tips
IRA, Roth, 401k, SEP, Solo 401k, HSA, 529: limits, tax treatment, tips
No parameter schema in public metadata yet.
get_retirement_strategyBackdoor Roth, Mega Backdoor, Roth Conversion Ladder, Tax Loss/Gain Harvesting
Backdoor Roth, Mega Backdoor, Roth Conversion Ladder, Tax Loss/Gain Harvesting
No parameter schema in public metadata yet.
generate_tax_planPrivacy-first local plan with structured results, assumptions, sources, trace, and explicit boundaries
Privacy-first local plan with structured results, assumptions, sources, trace, and explicit boundaries
No parameter schema in public metadata yet.
get_tax_planning_tipsPersonalized year-end optimization: 401k maxing, HSA, Roth conversion, tax-loss harvesting, charitable bunching
Personalized year-end optimization: 401k maxing, HSA, Roth conversion, tax-loss harvesting, charitable bunching
No parameter schema in public metadata yet.
compare_tax_yearsCompare TY2024 vs TY2025 to see how bracket changes and OBBB affect your tax
Compare TY2024 vs TY2025 to see how bracket changes and OBBB affect your tax
No parameter schema in public metadata yet.
estimate_self_employment_taxFull SE tax breakdown: Schedule C profit, SE tax, QBI deduction, quarterly payments, SEP/Solo 401k limits
Full SE tax breakdown: Schedule C profit, SE tax, QBI deduction, quarterly payments, SEP/Solo 401k limits
No parameter schema in public metadata yet.
analyze_mortgage_tax_benefitMortgage interest + property tax deduction analysis with year-specific SALT cap
Mortgage interest + property tax deduction analysis with year-specific SALT cap
No parameter schema in public metadata yet.
analyze_education_tax_benefitsAOTC vs Lifetime Learning Credit comparison, student loan deduction, 529 plan guidance
AOTC vs Lifetime Learning Credit comparison, student loan deduction, 529 plan guidance
No parameter schema in public metadata yet.
get_state_tax_infoReference data and notes for all 50 states + DC
Reference data and notes for all 50 states + DC
No parameter schema in public metadata yet.
estimate_state_taxEstimate supported state paths; unsupported bracket data fails closed
Estimate supported state paths; unsupported bracket data fails closed
No parameter schema in public metadata yet.
compare_state_taxesCompare states only when every requested calculation is supported
Compare states only when every requested calculation is supported
No parameter schema in public metadata yet.
list_no_income_tax_statesAll 9 states with no broad individual income tax
All 9 states with no broad individual income tax
No parameter schema in public metadata yet.
get_tax_deadlinesKey IRS dates and deadlines by tax year
Key IRS dates and deadlines by tax year
No parameter schema in public metadata yet.
check_refund_statusHow to check your refund (guidance only: no IRS account access)
How to check your refund (guidance only: no IRS account access)
No parameter schema in public metadata yet.
get_irs_form_infoInfo about 14 common IRS forms (1040, W-2, 1099s, Schedules, etc.)
Info about 14 common IRS forms (1040, W-2, 1099s, Schedules, etc.)
No parameter schema in public metadata yet.
calculate_obbb_deductionsCalculate all 4 new OBBB deductions: tips, overtime, senior bonus, auto loan interest
Calculate all 4 new OBBB deductions: tips, overtime, senior bonus, auto loan interest
No parameter schema in public metadata yet.
what_changed_between_tax_yearsDiff any two supported years: brackets, deductions, credits, SALT, and OBBB provisions
Diff any two supported years: brackets, deductions, credits, SALT, and OBBB provisions
No parameter schema in public metadata yet.
generate_full_tax_reportEstimation report: income, deductions, federal, FICA, supported state tax, take-home, and refund inputs
Estimation report: income, deductions, federal, FICA, supported state tax, take-home, and refund inputs
No parameter schema in public metadata yet.
process_1099_incomeProcess multiple 1099 forms (NEC, INT, DIV, B, MISC) with tax impact by category
Process multiple 1099 forms (NEC, INT, DIV, B, MISC) with tax impact by category
No parameter schema in public metadata yet.
get_personalized_tax_calendarPersonalized deadlines based on your situation (self-employed, extension, investments)
Personalized deadlines based on your situation (self-employed, extension, investments)
No parameter schema in public metadata yet.
analyze_paycheckVerify paycheck withholding accuracy, project annual tax, suggest W-4 adjustments
Verify paycheck withholding accuracy, project annual tax, suggest W-4 adjustments
No parameter schema in public metadata yet.
compare_mfj_vs_mfsMFJ vs MFS comparison with tax diff and all MFS restriction warnings
MFJ vs MFS comparison with tax diff and all MFS restriction warnings
No parameter schema in public metadata yet.
simulate_tax_scenarioWhat-if modeling: income changes, relocation, Roth conversion, 401k, filing status
What-if modeling: income changes, relocation, Roth conversion, 401k, filing status
No parameter schema in public metadata yet.
assess_audit_riskIRS audit risk scoring with red flag identification and mitigation tips
IRS audit risk scoring with red flag identification and mitigation tips
No parameter schema in public metadata yet.
get_tax_document_checklistPersonalized filing document checklist based on your income and life events
Personalized filing document checklist based on your income and life events
No parameter schema in public metadata yet.
optimize_capital_gainsLot analysis: 0% bracket gain harvesting, loss harvesting that nets against taxed gains first, wash sale warnings
Lot analysis: 0% bracket gain harvesting, loss harvesting that nets against taxed gains first, wash sale warnings
No parameter schema in public metadata yet.
plan_retirement_withdrawalsOptimal withdrawal order (Traditional/Roth/Taxable), RMD calculation, Roth conversion
Optimal withdrawal order (Traditional/Roth/Taxable), RMD calculation, Roth conversion
No parameter schema in public metadata yet.
plan_multi_year_taxes3-5 year tax projection with bracket management and age milestones
3-5 year tax projection with bracket management and age milestones
No parameter schema in public metadata yet.
analyze_relocation_taxesIn-depth state relocation analysis with multi-year savings and SALT impact
In-depth state relocation analysis with multi-year savings and SALT impact
No parameter schema in public metadata yet.
run_tax_health_checkOne-call check of a full financial picture with actionable findings
One-call check of a full financial picture with actionable findings
No parameter schema in public metadata yet.
lookup_tax_ruleSearch the built-in tax knowledge base
Search the built-in tax knowledge base
No parameter schema in public metadata yet.
get_form_filing_guideProvide step-by-step guidance for supported IRS forms
Provide step-by-step guidance for supported IRS forms
No parameter schema in public metadata yet.
submit_feedbackGenerate a prefilled GitHub issue link without transmitting tax data
Generate a prefilled GitHub issue link without transmitting tax data
No parameter schema in public metadata yet.
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🏛️ irs-taxpayer-mcp
Exact US tax numbers for year-end decisions, without sending your finances to a chatbot.
Deterministic TY2024 to TY2026 estimates · local no-model CLI · 45 MCP tools
Estimates for planning and education only. Not tax, legal, or financial advice, and not filing software. See the legal notice.
Know the number before December 31
Details
- Repository
- github.com/dma9527/irs-taxpayer-mcp
- Package
irs-taxpayer-mcp- Transport
- STDIO
- Registry
- MCP registry, active