TaxAct

Ask tax questions grounded in TaxAct's verified TY2025 knowledge base.

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What the TaxAct connector does

The TaxAct MCP server gives Claude, ChatGPT and any MCP-compatible agent access to TaxAct's verified tax-year-2025 knowledge base. It exposes 8 read-only tools that estimate a refund, explain a W-2 box by box, build a document checklist and return filing deadlines — so answers come from version-controlled tax data rather than a model's memory of law that changes annually.

Verified connector

Listed by Anthropic as a partner connector in its Connectors Directory.

Connection checked by Agentman on .

Anthropic states this reflects the level of review a connector received, not a security audit.

TaxAct tools (8)

  • compare_filing_costsRead-only

    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."

  • estimate_taxesRead-only

    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.

  • connect_with_expertRead-only

    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.

  • tax_document_checklistRead-only

    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_questionRead-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.

  • find_interview_topicRead-only

    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.

  • tax_deadlinesRead-only

    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_documentRead-only

    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.

Read from the server on 2026-08-16, including each tool's own safety annotations.

Limits

  • Estimates are approximate and cover W-2 / wage income with the standard deduction. They do
  • Information reflects TY2025 and is *"reviewed periodically"* — not continuously.
  • The tools provide general tax information and educational explanations, not personalized tax advice.
  • Prices returned by compare_filing_costs are subject to change.
  • Read-only by design, so nothing here can file or amend a return.
  • We did not exercise any tool. Behaviour above comes from the server's own tool descriptions and TaxAct's documentation, not from calling them.

Frequently asked questions

Do you need a TaxAct account to use the MCP server?

No. TaxAct's documentation states that no account is required, all tools are read-only, and they work anonymously. It also describes the server as stateless, saying it does not retain your questions or inputs. We confirmed the endpoint accepts an anonymous connection on 2026-08-16.

How accurate are the tax estimates?

TaxAct calls them approximate. Its documentation says estimates cover W-2 and wage income with the standard deduction, and do not account for itemized deductions, self-employment tax, capital gains, or every credit. TaxAct directs anyone wanting an exact figure to file with TaxAct instead.

Which tax year does the data cover?

Tax year 2025, for returns filed in 2026. TaxAct describes the knowledge base as verified, version-controlled data covering current brackets, standard deductions, deadlines and One Big Beautiful Bill provisions such as no-tax-on-tips and the SALT-cap increase. It says the information is reviewed periodically rather than continuously.

Is this personalized tax advice?

No. TaxAct's documentation states the tools provide general tax information and educational explanations, not personalized tax advice. For advice on a specific situation, TaxAct points to Xpert Assist, which its own tool description calls a separate product purchased independently from DIY filing.

Can the connector change anything in a TaxAct account?

No. All eight tools are annotated read-only by the server itself, and TaxAct's documentation makes the same claim. There is no tool that files a return, edits a draft, or writes to an account, so connecting it cannot alter your tax filing.

Sources

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