Taxact Mcp

com.taxactPublished by taxact.comOfficial publisherv1.0.0Updated Oct 24, 2026

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

VerifiedStreamable HTTPWeb executableFinanceKnowledge & Memory

Overview

AI-generated overview

TaxAct's remote MCP server gives an assistant tax filing guidance, cost comparisons, document checklists, deadline lookups and rough refund estimates.

What you can do
It answers tax questions from TaxAct's TY2025 tax law knowledge base and explains what tax forms and boxes mean. It compares TaxAct filing costs across DIY, Xpert Assist and full-service options, builds personalized document checklists, finds where to enter information in the TaxAct interview, lists federal and state deadlines, and produces rough federal or state refund estimates. It can also point to connecting with a credentialed tax professional.
When to use it
Useful when someone is preparing a 2025 tax return and wants plain-language explanations of forms, a list of documents to gather, deadline dates, or a ballpark refund figure before choosing a filing product.
Requirements
A remote streamable HTTP endpoint at mcp.taxact.com; no local runtime, packages, environment variables or headers are declared. The manifest declares no authentication.
Before you install
Estimates are explicitly rough and based on simplified inputs, so they are not tax advice or a filed return. The server does not read or process uploaded documents. Expert help is a separate paid product, not bundled with DIY tiers, so pricing shown should be checked before purchase.

Installation

In SourceWeft

  1. Open Taxact Mcp in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.taxact%2Ftaxact-mcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "taxact": {
      "type": "http",
      "url": "https://mcp.taxact.com/mcp"
    }
  }
}

Tools

8

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."

Parametersreturn_typefiling_statefiling_statusrequiredhas_investmentsis_self_employedwants_expert_helpwants_full_service

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.

Parametersis_blindfiling_statetotal_incomerequiredfiling_statusrequiredis_65_or_oldernum_dependentsspouse_is_blindfederal_withholdingrequiredspouse_is_65_or_older

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.

Parameterstopicreturn_typepreferred_channel

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.

Parametersfiling_statefiling_statusrequiredincome_sourcesnum_dependentsdeductions_and_events

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.

Parametersquestionrequired

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.

Parametersqueryrequiredreturn_type

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.

Parametersstateinclude_document_deadlinesinclude_estimated_payments

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.

Parametersfocus_boxform_namerequired

Version history

1
  1. v1.0.0LatestSep 16, 2026

Score

72% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts

    Publish an icon in the registry entry.

  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.