# com.taxact/taxact-mcp (remote · mcp.taxact.com)

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

- Trust score: 75/100 (medium)
- Change this week: +8
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-08-03

## Components

- remote · `mcp.taxact.com`: 75/100 (this document), [markdown](https://verifymcp.io/servers/com-taxact-taxact-mcp/mcp.md), [page](https://verifymcp.io/servers/com-taxact-taxact-mcp/mcp)

## Channel facts

- Endpoint: `https://mcp.taxact.com/mcp`
- Transports: `streamable-http`
- Auth: `none`
- Version: `1.0.0`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-08-03.

- **Endpoint Security**: 83/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - No authorisation is required to call this server. Every tool declares its destructiveHint and none is destructive, so open access doesn't expose one.
  - HTTPS is enforced; there's no plaintext access path.
  - The HSTS (Strict-Transport-Security) header is present.
  - DNSSEC is configured correctly; the domain's records validate against the full chain to the root.
- **Transport & Reachability**: 100/100
  - Verified streamable-http transport via a live MCP handshake.
- **Schema Quality & AI Usability**: 65/100
  - AI-judged instruction clarity (excellent).
  - Context-footprint check failed: tool/resource definitions use about 1553 tokens (~194/item across 8 items; 8 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 27/100
  - Stability observed for 8 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 98/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 94% of tool parameters carry a description.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### Claude

```bash
claude mcp add --transport http com-taxact-taxact-mcp https://mcp.taxact.com/mcp
```

### Codex

```toml
[mcp_servers.com-taxact-taxact-mcp]
url = "https://mcp.taxact.com/mcp"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "com-taxact-taxact-mcp": {
      "type": "remote",
      "url": "https://mcp.taxact.com/mcp",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add com-taxact-taxact-mcp --url https://mcp.taxact.com/mcp --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  com-taxact-taxact-mcp:
    url: "https://mcp.taxact.com/mcp"
```

### Other

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

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-08-03 (score 75, +1)

No change was recorded against any check on this day. Stability & Change Management went from 23 to 27. That category is still filling its 30-day observation window: 7 days of observed history at the previous scan, 8 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-07-31 (score 74, +5)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-30 (score 69, 0)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-29 (score 69, +1)

No change was recorded against any check on this day. Stability & Change Management went from 7 to 10. That category is still filling its 30-day observation window: 2 days of observed history at the previous scan, 3 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-07-28 (score 68, +1)

No change was recorded against any check on this day. Stability & Change Management went from 3 to 7. That category is still filling its 30-day observation window: 1 days of observed history at the previous scan, 2 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-07-27 (score 67, 0)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-26 (score 67)

First indexed and scored.

## MCP tools (8)

### `compare_filing_costs` (~286 tokens)

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."

Input parameters:

- `filing_state` (string): Two-letter state code (e.g., "CA", "TX"). Omit for federal only.
- `filing_status` (string, required): 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?
- `return_type` (string): Type of tax return
- `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?

### `estimate_taxes` (~323 tokens)

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.

Input parameters:

- `federal_withholding` (integer, required): Total federal income tax withheld (from your W-2 box 2), in whole dollars
- `filing_state` (string): Two-letter state code for state tax estimate (e.g., "CA", "NY", "TX"). Omit for federal-only.
- `filing_status` (string, required): Your tax filing status
- `is_65_or_older` (boolean): Were you born before January 2, 1961?
- `is_blind` (boolean)
- `num_dependents` (integer): Number of qualifying dependent children under age 17
- `spouse_is_65_or_older` (boolean): Was your spouse born before January 2, 1961? (if filing jointly)
- `spouse_is_blind` (boolean)
- `total_income` (integer, required): Total income from all W-2s and other sources, in whole dollars

### `connect_with_expert` (~144 tokens)

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.

Input parameters:

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

### `tax_document_checklist` (~166 tokens)

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.

Input parameters:

- `deductions_and_events` (array): Deductions, credits, and life events that apply
- `filing_state` (string): Two-letter state code (e.g., "CA", "TX"). Omit for federal only.
- `filing_status` (string, required): 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)

### `ask_tax_question` (~142 tokens)

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.

Input parameters:

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

### `find_interview_topic` (~150 tokens)

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.

Input parameters:

- `query` (string, required): 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).

### `tax_deadlines` (~125 tokens)

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.

Input parameters:

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

### `explain_tax_document` (~217 tokens)

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.

Input parameters:

- `focus_box` (string): Optional: focus on a specific box number. Examples: 'Box 1', 'Box 12', 'Box 2a'.
- `form_name` (string, required): 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-insensi…

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/com-taxact-taxact-mcp/mcp#diagnostics

## Score history

- 2026-08-03: 75
- 2026-08-02: 74
- 2026-08-01: 74
- 2026-07-31: 74
- 2026-07-30: 69
- 2026-07-29: 69
- 2026-07-28: 68
- 2026-07-27: 67
- 2026-07-26: 67

## Links

- Remote endpoint: https://mcp.taxact.com/mcp
- Changelog RSS feed: https://verifymcp.io/servers/com-taxact-taxact-mcp/mcp/changelog.xml
- Changelog JSON feed: https://verifymcp.io/servers/com-taxact-taxact-mcp/mcp/changelog.json
- HTML version of this page: https://verifymcp.io/servers/com-taxact-taxact-mcp/mcp