US Tax Estimator MCP Server

Install US Tax Estimator MCP server

claude mcp add --transport http us-tax-estimator https://my.yz-cpa.com/mcp

{
  "mcpServers": {
    "us-tax-estimator": {
      "url": "https://my.yz-cpa.com/mcp"
    }
  }
}

{
  "mcpServers": {
    "us-tax-estimator": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://my.yz-cpa.com/mcp"
      ]
    }
  }
}

{
  "servers": {
    "us-tax-estimator": {
      "type": "http",
      "url": "https://my.yz-cpa.com/mcp"
    }
  }
}

{
  "mcpServers": {
    "us-tax-estimator": {
      "serverUrl": "https://my.yz-cpa.com/mcp"
    }
  }
}

Context tax

Connecting this server adds ~2,927 tokens of tool definitions to every model turn (moderate, 6 tools). Measured 2026-10-19 via its hosted endpoint; o200k tokenizer, worst case for clients that load all tools up front. How we measure

Input prices as of 2026-10-06. Excludes your own prompt and output.

Tools (6)

• estimate_federal_tax629 tok

  Estimates a year's U.S. federal income tax plus self-employment tax, the refund or balance due after withholding and estimated payments, marginal and effective rates, a bracket-by-bracket breakdown and, when prior-year figures are given, the safe-harbor quarterly estimated payment. Uses the standard deduction unless larger itemized deductions are given; child tax credit with phase-out; Social Security wage base and Additional Medicare tax. Federal only: no state tax, AMT, capital-gain rates, QBI deduction or other credits.

• compare_offshore_compliance_options590 tok

  For a U.S. taxpayer who missed FBAR or Form 8938 filings or left foreign income unreported, estimates and compares the cost of three catch-up paths: A) delinquent information return procedures (only when no income went unreported), B) amended returns with tax and interest plus a reasonable-cause statement (with the statutory penalty exposure if reasonable cause is rejected), and C) the Streamlined Domestic Offshore Procedures (tax, interest and the 5% penalty). Also adds the 1% Form 720 excise tax on premiums paid to foreign insurers. Tax years 2019–2025. Assumes non-willful conduct; it does n

• screen_foreign_life_insurance_7702556 tok

  Preliminary screen of whether a non-U.S. savings-type life insurance policy (for example a Hong Kong whole-life or savings plan) meets the U.S. definition of life insurance under IRC §7702, using the cash value accumulation test (CVAT) and the cash value corridor, from the policy's cash value table. A policy that fails is taxed each year on its inside growth (§7702(g)). Values in any one currency (ratios do not depend on currency). Does not check the guideline premium limit.

• estimate_inheritance_step_up471 tok

  For U.S.-listed stocks, ETFs, mutual funds or crypto held at someone's death (directly, in an estate or in a revocable living trust), estimates the value on the date of death from public market prices, the IRC §1014 step-up in cost basis and the capital-gains tax the heirs avoid (15%–23.8%), plus the dates that matter: the §2032 alternate valuation date, the Form 706 due date and the last day for a portability election (Rev. Proc. 2022-32). Valuation follows Treas. Reg. §20.2031-2(b) (mean of high and low, weekend and no-trade days weighted) and §20.2031-8(b) for funds. Up to 25 holdings. An e

• check_foreign_reporting_requirements394 tok

  Checks a U.S. person's foreign-asset figures against the filing thresholds for FBAR (FinCEN Form 114), Form 8938 (FATCA) and Form 3520 (gifts or bequests from a foreign individual or estate). Only the forms whose figures are given are checked. Thresholds only: it does not decide which accounts or assets count; the descriptions of each input say what to include.

• list_federal_tax_deadlines197 tok

  Lists upcoming U.S. federal tax deadlines with days remaining: quarterly estimated payments (1040-ES), individual return and extension dates, and optionally S-corporation, partnership and C-corporation return and estimated-tax dates. Dates are already moved off weekends and holidays.

Freshness

Active — last maintenance signal 1d ago. The newest of the signals below sets the band.

1. Last commit (default branch)

   no data · GitHub

2. Latest release

   no data · GitHub

3. Package published

   no data · npm/PyPI

4. Registry entry updated

   2026-10-18 · 1d ago · official registry · v1.0.1