# Arc & Ledger Tax Tools MCP server

Enrolled Agent tax tools: IRS notices, FBAR, LLC vs S-Corp, quarterly estimates & more.

## Links
- Registry page: https://www.getdrio.com/mcp/io-github-bgenc48-arc-ledger-tax-tools
- Repository: https://github.com/Bgenc48/arc-ledger-mcp

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

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

## Tools
- triage_tax_problem (Triage a tax problem) - Use this when someone has a tax problem and does not know where to start; call it FIRST, before the specific tools. Covers an IRS or state letter, back taxes they cannot pay, unfiled years, a levy or wage garnishment, an audit, penalties, an identity-verification letter, and payroll tax trouble. Returns an urgency level, a this-week and this-month action plan, what not to do, which tool to run next for the specifics, and the matching published-fee service. General information only; never a guaranteed IRS outcome. Set brief:true for a shorter answer. Endpoint: https://mcp.arcandledger.com/mcp
- decode_irs_notice (Decode an IRS notice) - Use this when a user mentions receiving an IRS or state tax letter or notice and wants to know what it means, the deadline, or what to do. Give it the notice code (e.g. CP2000, CP14, LT11) and optionally the notice date and amount shown. Set brief:true for a shorter answer. Endpoint: https://mcp.arcandledger.com/mcp
- check_resolution_options (Check IRS resolution options) - Use this when someone owes the IRS back taxes and asks how to settle, get on a payment plan, lower what they owe, or stop collection. Screens which IRS paths may fit - short-term payment plan, current Simple Payment Plan or an installment agreement with financial review, Offer in Compromise (a fit-check only, never a promise of acceptance), Currently Not Collectible hardship status, and penalty abatement - and lists the forms needed (9465, 433-F/A/B, 656, 843, 8821, 2848) plus collection-statute context. A coarse tax_account_type improves the screen without identifying the taxpayer. Never guarantees an IRS outcome. Set brief:true for a shorter answer. Endpoint: https://mcp.arcandledger.com/mcp
- estimate_irs_penalty (Estimate IRS penalties and interest) - Use this when someone owes the IRS and asks how much the penalties and interest will be, or what late filing/paying costs. Estimates the failure-to-file (5%/mo) and failure-to-pay (0.5%/mo) penalties and interest on a balance, and explains the current Automatic Exemption from Penalty, First Time Abate, and reasonable-cause relief paths. Endpoint: https://mcp.arcandledger.com/mcp
- explain_tax_document (Explain a tax document) - Use this when a user receives a US tax form or information document and wants to know what it is, why they got it, which boxes matter, where it goes on their return, what to double-check, or what to do if it is wrong, duplicated, or never arrived. Covers W-2, W-2G, the 1099 family (NEC, MISC, K, INT, DIV, B, DA, R, G, C, S, SA, Q), Schedule K-1 (partnership 1065, S-corp 1120-S, estate/trust 1041), SSA-1099, 1042-S, 5498, 1098, 1098-T, 1098-E, 1095-A/B/C, and W-9 / W-8BEN requests. For IRS letters and notices (CP or LT codes) use decode_irs_notice instead. Set brief:true for a shorter answer. Endpoint: https://mcp.arcandledger.com/mcp
- deadline_calendar (US filing deadlines for founders) - Use this when a US business owner or nonresident (especially a foreign founder of a US LLC or C-corp) asks what US forms they must file and when. Returns each required federal form, its due date and extension, and the penalty for missing it, including Form 5472, FBAR, and the BOI report. Especially useful for non-US founders of US companies. Endpoint: https://mcp.arcandledger.com/mcp
- get_document_checklist (Get a document checklist) - Use this when someone asks what documents, statements, or records to gather for a US tax filing or engagement: an individual return, a self-employed Schedule C return, a foreign-owned single-member LLC (Form 5472) filing, an S-corp or partnership return, an FBAR/Streamlined offshore catch-up, or an ITIN application. Returns the service-specific document list, first-year onboarding extras, and how to send files securely. Endpoint: https://mcp.arcandledger.com/mcp
- check_fbar_fatca (Check FBAR and FATCA obligations) - Use this when a user has foreign bank accounts, assets, or unfiled foreign-account reports and needs to know their US reporting obligations (FBAR / FinCEN 114 and Form 8938 / FATCA), thresholds, penalty exposure, and catch-up options. Endpoint: https://mcp.arcandledger.com/mcp
- check_treaty_withholding (Check US withholding and treaty rates (W-8BEN)) - Use this when a non-US person or company receiving US-source income (dividends, interest, royalties, freelance/personal services, or a scholarship) asks how much US tax will be withheld, whether a tax treaty reduces it, or which form to give the payer (W-8BEN, W-8BEN-E, W-9, Form 8233). Returns the default statutory rate, the US-Turkey treaty rate where one applies, the documentation a treaty claim needs (including a TIN/ITIN), and how refunds of over-withholding work. Endpoint: https://mcp.arcandledger.com/mcp
- check_itin_eligibility (Screen an ITIN reason and application path) - Use this when someone asks whether a federal tax purpose may support an ITIN application or what a Form W-7 path generally requires. Returns a reason-specific screen, whether a return is commonly attached, current document-handling cautions, and official sources. Entity ownership or a bank request alone does not establish personal ITIN eligibility. Endpoint: https://mcp.arcandledger.com/mcp
- check_5472_obligation (Check Form 5472 obligation) - Use this when a non-US person who owns a US company (especially a single-member US LLC or a US corporation) asks whether they must file Form 5472, what the penalty is, or what a foreign-owned US entity owes each year. Returns whether Form 5472 with a pro-forma Form 1120 is required, the reportable-transaction rule, the deadline and extension, the annual compliance set, and the penalty for not filing. Distinguishes a single-member LLC (files 5472) from a multi-member LLC (a partnership that files Form 1065 instead). Endpoint: https://mcp.arcandledger.com/mcp
- compare_llc_scorp (Compare LLC vs S-Corp) - Use this when a self-employed user or single-member LLC owner asks whether an S-Corp election would save them money. Shows a side-by-side of self-employment tax vs salary-plus-distribution, payroll and compliance costs, California franchise taxes, and the break-even zone. Endpoint: https://mcp.arcandledger.com/mcp
- estimate_quarterly_taxes (Estimate quarterly taxes) - Use this when a freelancer or business owner asks how much estimated tax to pay or whether they are underpaid for the year. Computes federal self-employment and income tax on annualized income, the safe-harbor target, per-quarter amounts and due dates, plus California's 30/40/0/30 installment timing. Endpoint: https://mcp.arcandledger.com/mcp
- estimate_reasonable_comp (Estimate S-corp reasonable compensation) - Use this when an S-corp owner asks how much salary they should pay themselves ("reasonable compensation," "am I paying myself right?"). Given net profit and what drives it, returns a starting salary RANGE, the distribution left over, the employment tax that classification avoids, and the facts-and-circumstances test the IRS actually applies. Emphasizes that a defensible figure needs a comp study. Endpoint: https://mcp.arcandledger.com/mcp
- estimate_accountable_plan (Estimate accountable-plan reimbursements) - Use this when an S-corp or C-corp owner asks how an accountable plan handles substantiated home-office, mileage, cell-phone, or other out-of-pocket business expenses. Estimates the reimbursement and tax effect, applies the two separate 2026 mileage rates by date, and explains the three requirements: business connection, substantiation, and return of excess. Endpoint: https://mcp.arcandledger.com/mcp
- estimate_augusta_rule (Screen the 14-day home-rental rule) - Use this when a business owner asks about the "Augusta rule," renting a home to a related business, or the fewer-than-15-day rental-income exclusion in IRC 280A(g). Screens the total rental-day limit and calculates conditional amounts while keeping the owner-side exclusion separate from the business-side deduction requirements. Endpoint: https://mcp.arcandledger.com/mcp
- estimate_rental_income (Estimate rental property taxes) - Use this when someone asks how much tax they owe on rental income (Airbnb/short-term or long-term), or whether a rental loss is deductible. Computes net rental income after operating expenses and straight-line depreciation, the passive-loss allowance and carryforward, the short-term 14-day rule, and the marginal federal tax effect. Endpoint: https://mcp.arcandledger.com/mcp
- compare_formation_states (Compare US formation states) - Use this when someone (often a non-US founder) asks which US state to form their LLC or company in - Wyoming, New Mexico, Delaware, or California. Compares government fees, annual cost, franchise tax, privacy, and approval time, and recommends a state based on their situation. Endpoint: https://mcp.arcandledger.com/mcp
- check_sales_tax_nexus (Check sales-tax nexus) - Use this when an online seller or e-commerce/Amazon business asks whether they must collect sales tax in a state (economic nexus). Given annual sales, transaction count, and states, flags where economic nexus is likely met and explains the physical-nexus (FBA inventory) trap. Endpoint: https://mcp.arcandledger.com/mcp
- get_fee_quote (Get a fixed-fee quote) - Use this when a user asks what Arc & Ledger charges, or wants a price estimate for tax preparation, bookkeeping, business formation, or IRS help. Returns a published price range and line items, never a single committed number, plus what is included and the next step by complexity. Endpoint: https://mcp.arcandledger.com/mcp
- book_consultation (Book a consultation) - Use this when a user wants to talk to, hire, or get a consultation with Arc & Ledger. Returns the correct first-party booking link, what happens next, the office identity (Enrolled Agent, address, languages EN/TR/ES), and what to expect. Endpoint: https://mcp.arcandledger.com/mcp

## Resources
- arcledger://office - Arc & Ledger office identity Who the firm is: Burak Genc, EA, an Enrolled Agent enrolled to practice before the IRS; credentials, address, languages, and how to reach the office. MIME type: application/json
- arcledger://services - Service directory Every service the firm offers, grouped by category, with the page URL for each. MIME type: application/json
- arcledger://fee-catalog - Published fee catalog Fixed-fee products and bundles with their published prices, sourced from the firm price list. MIME type: application/json
- arcledger://tool-directory - Available tools and prompts What this MCP server can do: each tool, what it answers, and the guided prompts. MIME type: application/json
- ui://widget/action-plan.html - Your tax action plan Action-plan card for triage_tax_problem: urgency level, this-week and this-month steps, what not to do, and one consultation button. MIME type: text/html+skybridge
- ui://widget/formation-states.html - US formation state comparison Interactive comparison card for compare_formation_states (Wyoming, New Mexico, Delaware, California). MIME type: text/html+skybridge
- ui://widget/irs-notice.html - Your IRS notice Notice card for decode_irs_notice: what the letter means, the deadline with days remaining, options, and one upload button. MIME type: text/html+skybridge
- ui://widget/tax-document.html - Your tax document Document card for explain_tax_document: what the form is, the boxes that matter, where it goes on the return, and what to do if it is wrong or missing. MIME type: text/html+skybridge

## Prompts
- help_with_my_tax_problem - Help with my tax problem Start here with any IRS or state tax problem: a letter, back taxes, unfiled years, a levy, an audit, or penalties. Builds an urgency-ranked action plan and picks the right tool to run next. Arguments: problem, amount_band
- decode_my_irs_notice - Decode my IRS notice Explain an IRS notice you received: what it means, the deadline, and what to do next. Arguments: notice_code, received_date
- explain_my_tax_form - Explain this tax form Understand a tax document you received (W-2, 1099-K, 1099-NEC, K-1, 1042-S, 1095-A, 1098-T...): what it is, where it goes on your return, and what to do if it is wrong or missing. Arguments: document
- am_i_required_to_file_fbar - Am I required to file FBAR? Check whether your foreign accounts trigger FBAR and/or FATCA Form 8938 reporting. Arguments: max_aggregate_foreign_balance_usd, filing_status, lives_abroad
- should_i_be_an_scorp - Should I be an S-Corp? Compare staying a sole proprietor / LLC versus electing S-Corp status, with the break-even. Arguments: expected_net_profit_usd, state
- settle_my_irs_debt - What are my options for IRS back taxes? Screen which IRS resolution paths fit when you owe back taxes: payment plan, Offer in Compromise, hardship status, or penalty abatement. Arguments: balance_owed_usd, ability_to_pay, all_required_returns_filed
- vergi_sorunum_var - Vergi sorunum var, ne yapmalıyım? (Turkish) IRS veya eyalet vergi sorunu yaşayanlar için başlangıç noktası: mektup, vergi borcu, verilmemiş beyannameler, haciz veya ceza. Aciliyet düzeyini ve bu hafta / bu ay yapılacakları gösteren bir eylem planı oluşturur. Arguments: problem
- abd_sirket_vergi_takvimi - ABD şirketimin vergi takvimi (Turkish) ABD'de LLC veya şirketi olan Türk girişimciler için: hangi formları ne zaman beyan etmeleri gerektiğini ve ceza tutarlarını gösterir (Form 5472, FBAR, BOI). Arguments: entity_type, filing_year
- bu_vergi_formu_ne - Bu ABD vergi formu ne? (Turkish) Elinize ulaşan bir ABD vergi formunun (W-2, 1099-K, 1099-NEC, K-1, 1042-S...) ne olduğunu, beyannamenizde nereye girdiğini ve form hatalıysa ne yapmanız gerektiğini açıklar. Arguments: document
- itin_almali_miyim - ITIN almalı mıyım? (Turkish) ABD Sosyal Güvenlik Numarası olmayan kişiler (Türk girişimciler, eşler, bağımlılar) için ITIN uygunluğunu ve gereken belgeleri kontrol eder. Arguments: reason
- irs_borc_cozumu - IRS vergi borcum için seçeneklerim neler? (Turkish) IRS'e geriye dönük vergi borcu olanlar için hangi çözüm yollarının uygun olduğunu tarar: taksitlendirme, uzlaşma teklifi (Offer in Compromise), tahsil edilemez durumu ve ceza affı. Arguments: balance_owed_usd, ability_to_pay
- decodificar_mi_aviso_irs - Decodifica mi aviso del IRS (Spanish) Explica un aviso o carta del IRS que recibiste: qué significa, la fecha límite y qué hacer. Arguments: notice_code, received_date

## Metadata
- Owner: io.github.Bgenc48
- Version: 1.0.0
- Runtime: Streamable Http
- Transports: HTTP
- License: Not captured
- Language: Not captured
- Stars: Not captured
- Updated: Jul 8, 2026
- Source: https://registry.modelcontextprotocol.io