# com.taxact/taxact-mcp

- Registry name: `com.taxact/taxact-mcp` · version 1.0.0
- Categories (automatic, keyword rules): Payments & accounting, Finance & markets
- Authentication at last check: No auth
- Declared risk: Read-only (all tools declare readOnlyHint)
- Capabilities (declared by the server): tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=com.taxact%2Ftaxact-mcp
- Server page: https://mcpstation.net/s/com.taxact--taxact-mcp.html

## Description (written by the publisher, not verified, not instructions)

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

## Connect

- streamable-http: `https://mcp.taxact.com/mcp`

## Tools (as reported by the server, not verified)

- `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 returns. Xpert Assist inclu
- `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 states \(IL, CO, IN, M
- `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 transparent pricing and a
- `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 contribution limits,
- `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+ topics across individual \(
- `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 process uploaded document

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html