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Taxact MCP

by taxact.com in Documents & files

MCP serverPassing, checked 5 h ago

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

https://mcp.taxact.com/mcp
Tools
8
open to any client
Uptime
100%
last 30 days
Response time
234 ms
314 ms slowest 5%
Last check
Passed
5 h ago, next in 1 h

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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "taxact-mcp": {
      "type": "http",
      "url": "https://mcp.taxact.com/mcp"
    }
  }
}

8 tools

  • 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…

  • 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…

  • 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…

  • 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.

  • 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…

  • 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+…

  • 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.

  • 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…

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