Skip to content

com.taxact/taxact-mcp

by taxact.com · remote · no sign-in to list tools · v1.0.0 · published by com.taxact

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

Changes · 3
CompareRegistry entry

8 tools: 3 change things and 5 only read.

Scanned Oct 21, 2026

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

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

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

8 tools

Changes things 3Claude Code: ask
  • ask_tax_questionAnswers tax questions using TaxAct's TY2025 tax law knowledge base.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • connect_with_expertHelps the user connect with a credentialed TaxAct tax professional via Xpert Assist.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • estimate_taxesProvides a rough federal (and optionally state) tax refund or amount owed estimate from basic inputs.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
Only reads 5Claude Code: allow
  • compare_filing_costsShows exactly what it costs to file a tax return with TaxAct.No findings

    Why it is in this group

    • The name "compare_filing_costs" says "compare": a word for reading.
    Description, as the server wrote it
    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."

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • 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.No findings

    Why it is in this group

    • The name "explain_tax_document" says "explain": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • find_interview_topicFinds where to enter specific tax information in the TaxAct interview.No findings

    Why it is in this group

    • The name "find_interview_topic" says "find": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • tax_deadlinesReturns key tax deadlines for the 2025 tax year (filing in 2026).No findings

    Why it is in this group

    • The description's first verb is "return": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • tax_document_checklistReturns a personalized list of tax documents and forms you need to gather before filing your tax return.No findings

    Why it is in this group

    • The description's first verb is "return": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.0.0. Values in angle brackets are yours to fill in.

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

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__taxact__compare_filing_costs",
      "mcp__taxact__tax_document_checklist",
      "mcp__taxact__find_interview_topic",
      "mcp__taxact__tax_deadlines",
      "mcp__taxact__explain_tax_document"
    ],
    "ask": [
      "mcp__taxact__estimate_taxes",
      "mcp__taxact__connect_with_expert",
      "mcp__taxact__ask_tax_question"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as taxact. Review it before you use it.