All servers · Payments & accounting

US Tax Estimator

com.yz-cpa/us-tax-estimator · v1.1.0

Measured by MCP Station

Description written by the publisher, not verified

Federal tax estimate, deadlines, FBAR/8938/3520 checks, §7702 screen, inherited-stock step-up.

Connect

claude mcp add --transport http us-tax-estimator https://my.yz-cpa.com/mcp

{
  "mcpServers": {
    "us-tax-estimator": {
      "url": "https://my.yz-cpa.com/mcp"
    }
  }
}

Tools as reported by the server

• estimate_federal_tax
  Estimates a year's U.S. federal income tax plus self-employment tax, the refund or balance due after withholding and estimated payments, marginal and effective rates, a bracket-by-bracket breakdown and, when prior-year figures are given, the safe-harbor quarterly estimated payment. Also answers 'how
• list_federal_tax_deadlines
  Lists upcoming U.S. federal tax deadlines with days remaining: quarterly estimated payments (1040-ES), individual return and extension dates, and optionally S-corporation, partnership and C-corporation return and estimated-tax dates. Dates are already moved off weekends and holidays.
• check_foreign_reporting_requirements
  Checks a U.S. person's foreign-asset figures against the filing thresholds for FBAR (FinCEN Form 114), Form 8938 (FATCA) and Form 3520 (gifts or bequests from a foreign individual or estate). Only the forms whose figures are given are checked. Thresholds only: it does not decide which accounts or as
• screen_foreign_life_insurance_7702
  Preliminary screen of whether a non-U.S. savings-type life insurance policy (for example a Hong Kong whole-life or savings plan) meets the U.S. definition of life insurance under IRC §7702, using the cash value accumulation test (CVAT) and the cash value corridor, from the policy's cash value table.
• compare_offshore_compliance_options
  For a U.S. taxpayer who missed FBAR or Form 8938 filings or left foreign income unreported, estimates and compares the cost of three catch-up paths: A) delinquent information return procedures (only when no income went unreported), B) amended returns with tax and interest plus a reasonable-cause sta
• estimate_inheritance_step_up
  For U.S.-listed stocks, ETFs, mutual funds or crypto held at someone's death (directly, in an estate or in a revocable living trust), estimates the value on the date of death from public market prices, the IRC §1014 step-up in cost basis and the capital-gains tax the heirs avoid (15%–23.8%), plus th

Tool changes

• 2026-10-20: estimate_federal_tax, list_federal_tax_deadlines, check_foreign_reporting_requirements, screen_foreign_life_insurance_7702, compare_offshore_compliance_options, estimate_inheritance_step_up
• 2026-10-19: estimate_federal_tax, list_federal_tax_deadlines, check_foreign_reporting_requirements, screen_foreign_life_insurance_7702, compare_offshore_compliance_options, estimate_inheritance_step_up
• 2026-10-18: estimate_federal_tax, list_federal_tax_deadlines, check_foreign_reporting_requirements, screen_foreign_life_insurance_7702, compare_offshore_compliance_options

Website · JSON · Text for agents · Registry updated 2026-10-19