Taxact Mcp

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

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ask_tax_question Read-only

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.

questionstring, required

Your tax question (e.g., "What is the standard deduction for 2025?", "How does the child tax credit work?", "What are Trump Accounts?")

Tools (8)

ask_tax_question

read-only

Argument	Type	Description
question*	string	Your tax question (e.g., "What is the standard deduction for 2025?", "How does the child tax credit work?", "What are Trump Accounts?")

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "question"
  ],
  "properties": {
    "question": {
      "type": "string",
      "minLength": 3,
      "description": "Your tax question (e.g., \"What is the standard deduction for 2025?\", \"How does the child tax credit work?\", \"What are Trump Accounts?\")"
    }
  }
}

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 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."

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Argument	Type	Description
return_type	string	Type of tax return
filing_state	string	Two-letter state code (e.g., "CA", "TX"). Omit for federal only.
filing_status*	string	Your tax filing status
has_investments	boolean	Do you have investment income, stocks, or rental property?
is_self_employed	boolean	Do you have 1099 or self-employment income?
wants_expert_help	boolean	Would you like access to a tax expert while filing?
wants_full_service	boolean	Would you like a tax professional to prepare your return for you?

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "filing_status"
  ],
  "properties": {
    "return_type": {
      "enum": [
        "consumer",
        "business_1065",
        "business_1120s"
      ],
      "type": "string",
      "default": "consumer",
      "description": "Type of tax return"
    },
    "filing_state": {
      "type": "string",
      "pattern": "^[A-Z]{2}$",
      "maxLength": 2,
      "minLength": 2,
      "description": "Two-letter state code (e.g., \"CA\", \"TX\"). Omit for federal only."
    },
    "filing_status": {
      "enum": [
        "single",
        "married_filing_jointly",
        "married_filing_separately",
        "head_of_household"
      ],
      "type": "string",
      "description": "Your tax filing status"
    },
    "has_investments": {
      "type": "boolean",
      "default": false,
      "description": "Do you have investment income, stocks, or rental property?"
    },
    "is_self_employed": {
      "type": "boolean",
      "default": false,
      "description": "Do you have 1099 or self-employment income?"
    },
    "wants_expert_help": {
      "type": "boolean",
      "default": false,
      "description": "Would you like access to a tax expert while filing?"
    },
    "wants_full_service": {
      "type": "boolean",
      "default": false,
      "description": "Would you like a tax professional to prepare your return for you?"
    }
  }
}

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 link to get started. Available for both consumer (1040) and business returns.

read-only

Argument	Type	Description
topic	string	What do you need help with? (e.g., "rental income reporting", "crypto taxes")
return_type	string	Type of tax return you need help with
preferred_channel	string	How would you prefer to connect with an expert?

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "topic": {
      "type": "string",
      "description": "What do you need help with? (e.g., \"rental income reporting\", \"crypto taxes\")"
    },
    "return_type": {
      "enum": [
        "consumer",
        "business"
      ],
      "type": "string",
      "default": "consumer",
      "description": "Type of tax return you need help with"
    },
    "preferred_channel": {
      "enum": [
        "phone",
        "chat"
      ],
      "type": "string",
      "default": "phone",
      "description": "How would you prefer to connect with an expert?"
    }
  }
}

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, 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.

read-only

Argument	Type	Description
is_blind	boolean
filing_state	string	Two-letter state code for state tax estimate (e.g., "CA", "NY", "TX"). Omit for federal-only.
total_income*	integer	Total income from all W-2s and other sources, in whole dollars
filing_status*	string	Your tax filing status
is_65_or_older	boolean	Were you born before January 2, 1961?
num_dependents	integer	Number of qualifying dependent children under age 17
spouse_is_blind	boolean

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 documents — this is an educational reference tool.

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Argument	Type	Description
focus_box	string	Optional: focus on a specific box number. Examples: 'Box 1', 'Box 12', 'Box 2a'.
form_name*	string	The tax form to explain. Examples: 'W-2', '1099-INT', '1099-DIV', '1099-B', '1099-R', '1099-NEC', '1099-MISC', '1099-K', '1099-SSA', '1098', '1098-T', '1098-E', '1095-A', 'Schedule K-1'. Case-insensitive.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "form_name"
  ],
  "properties": {
    "focus_box": {
      "type": "string",
      "description": "Optional: focus on a specific box number. Examples: 'Box 1', 'Box 12', 'Box 2a'."
    },
    "form_name": {
      "type": "string",
      "description": "The tax form to explain. Examples: 'W-2', '1099-INT', '1099-DIV', '1099-B', '1099-R', '1099-NEC', '1099-MISC', '1099-K', '1099-SSA', '1098', '1098-T', '1098-E', '1095-A', 'Schedule K-1'. Case-insensitive."
    }
  }
}

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 (1040) and business returns. No account required.

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Argument	Type	Description
query*	string	What you want to enter or find (e.g., "W-2", "rental income", "1099-R", "child tax credit", "Trump Account")
return_type	string	Tax return type. Use 1040 for individual returns (default).

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "minLength": 1,
      "description": "What you want to enter or find (e.g., \"W-2\", \"rental income\", \"1099-R\", \"child tax credit\", \"Trump Account\")"
    },
    "return_type": {
      "enum": [
        "990",
        "1040",
        "1041",
        "1065",
        "1120",
        "1120S"
      ],
      "type": "string",
      "default": "1040",
      "description": "Tax return type. Use 1040 for individual returns (default)."
    }
  }
}

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.

read-only

Argument	Type	Description
state	string	Two-letter state code (e.g., 'CA', 'NY'). Omit for federal-only deadlines.
include_document_deadlines	boolean	Include W-2 and 1099 mailing deadlines.
include_estimated_payments	boolean	Include quarterly estimated tax payment deadlines.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "state": {
      "type": "string",
      "pattern": "^[A-Z]{2}$",
      "maxLength": 2,
      "minLength": 2,
      "description": "Two-letter state code (e.g., 'CA', 'NY'). Omit for federal-only deadlines."
    },
    "include_document_deadlines": {
      "type": "boolean",
      "default": true,
      "description": "Include W-2 and 1099 mailing deadlines."
    },
    "include_estimated_payments": {
      "type": "boolean",
      "default": true,
      "description": "Include quarterly estimated tax payment deadlines."
    }
  }
}

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.

read-only

Argument	Type	Description
filing_state	string	Two-letter state code (e.g., "CA", "TX"). Omit for federal only.
filing_status*	string	Your tax filing status
income_sources	array	Income types that apply to your situation
num_dependents	integer	Number of dependents (if you selected "dependents" above)
deductions_and_events	array	Deductions, credits, and life events that apply

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "filing_status"
  ],
  "properties": {
    "filing_state": {
      "type": "string",
      "pattern": "^[A-Z]{2}$",
      "maxLength": 2,
      "minLength": 2,
      "description": "Two-letter state code (e.g., \"CA\", \"TX\"). Omit for federal only."
    },
    "filing_status": {
      "enum": [
        "single",
        "married_filing_jointly",
        "married_filing_separately",
        "head_of_household",
        "qualifying_surviving_spouse"
      ],
      "type": "string",
      "description": "Your tax filing status"
    },
    "income_sources": {
      "type": "array",
      "items": {
        "enum": [
          "w2",
          "self_employment",
          "investments",
          "interest_dividends",
          "retirement",
          "social_security",
          "rental",
          "other"
        ],
        "type": "string"
      },
      "default": [],
      "description": "Income types that apply to your situation"
    },
    "num_dependents": {
      "type": "integer",
      "default": 0,
      "maximum": 9007199254740991,
      "minimum": 0,
      "description": "Number of dependents (if you selected \"dependents\" above)"
    },
    "deductions_and_events": {
      "type": "array",
      "items": {
        "enum": [
          "mortgage",
          "student_loans",
          "education",
          "childcare",
          "charitable",
          "medical",
          "hsa",
          "dependents",
          "home_sale",
          "marketplace_insurance",
          "estimated_payments",
          "state_refund"
        ],
        "type": "string"
      },
      "default": [],
      "description": "Deductions, credits, and life events that apply"
    }
  }
}