# taxact-mcp MCP server

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

## Links
- Registry page: https://www.getdrio.com/mcp/com-taxact-taxact-mcp

## Install
- Endpoint: https://mcp.taxact.com/mcp
- Auth: Not captured

## Setup notes
- Remote endpoint: https://mcp.taxact.com/mcp

## Tools
- compare_filing_costs (TaxAct Filing Cost Calculator) - 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." Endpoint: https://mcp.taxact.com/mcp
- estimate_taxes (TaxAct Tax Estimator) - 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. Endpoint: https://mcp.taxact.com/mcp
- connect_with_expert (Connect with a TaxAct 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 link to get started. Available for both consumer (1040) and business returns. Endpoint: https://mcp.taxact.com/mcp
- tax_document_checklist (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. Endpoint: https://mcp.taxact.com/mcp
- ask_tax_question (TaxAct Tax Knowledge Assistant) - 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. Endpoint: https://mcp.taxact.com/mcp
- find_interview_topic (TaxAct Interview Navigator) - 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. Endpoint: https://mcp.taxact.com/mcp
- tax_deadlines (Tax Filing 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. Endpoint: https://mcp.taxact.com/mcp
- explain_tax_document (Tax Document Explainer) - 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. Endpoint: https://mcp.taxact.com/mcp
- upload_document (Upload Tax Document to TaxAct) - Upload a tax document (W-2, 1099, PDF) directly to your TaxAct return. The document will be automatically classified, data extracted via OCR, and your return populated. Requires a connected TaxAct account. Endpoint: https://mcp.taxact.com/mcp

## Resources
Not captured

## Prompts
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## Metadata
- Owner: com.taxact
- Version: 1.0.0
- Runtime: Streamable Http
- Transports: HTTP
- License: Not captured
- Language: Not captured
- Stars: Not captured
- Updated: May 6, 2026
- Source: https://registry.modelcontextprotocol.io