# TaxAct MCP server

> Check US tax deadlines, estimate refunds, build document checklists and compare TaxAct filing costs.

- Listing: https://mcp.tc/i/taxact
- Connect: use the server's own URL `https://mcp.taxact.com/mcp` (no sign-in); clients connect to it directly. The listing link is a page, not an MCP endpoint.
- Type: remote (Streamable HTTP)
- Auth: none
- Category: [Finance & Payments](https://mcp.tc/c/finance-payments)
- Vendor: TaxAct
- Homepage: <https://www.taxact.com/>

## About

Connects to TaxAct's tax guidance tools for US filers. You can look up 2025 tax year deadlines, get a rough federal and state refund or amount-owed estimate, list the documents to gather before filing, and compare what filing with TaxAct costs for DIY, Xpert Assist and Xpert Full Service options.

It also answers tax law questions, explains forms such as the W-2 and 1099 series, and shows where to enter data in the TaxAct interview. All tools are read-only.

## What it can do

- Compare TaxAct filing costs for DIY, Xpert Assist and Full Service
- Estimate federal and some state refunds or amounts owed
- Get a personalized tax document checklist
- Look up federal, extension, estimated payment and state deadlines
- Ask questions about 2025 tax law
- Find where to enter data in the TaxAct interview
- Learn what each box on a tax form means

## Tools (8)

- `compare_filing_costs`: Returns an itemized TaxAct filing price for DIY, Xpert Assist or Full Service. (read-only)
- `estimate_taxes`: Gives a rough federal and optional state refund or amount owed from basic wage inputs. (read-only)
- `connect_with_expert`: Shows Xpert Assist options, pricing and a link to start with a tax professional. (read-only)
- `tax_document_checklist`: Lists documents and forms to gather based on income sources, deductions and life events. (read-only)
- `ask_tax_question`: Answers questions using TaxAct's TY2025 tax law knowledge base. (read-only)
- `find_interview_topic`: Finds the TaxAct interview path for a topic, form number or keyword. (read-only)
- `tax_deadlines`: Returns 2025 tax year federal and state deadlines, estimated payments and mailing dates. (read-only)
- `explain_tax_document`: Explains a tax form, its boxes and where to enter the data in TaxAct. (read-only)

## Example prompts

- "What are the tax deadlines for 2025 in California, including estimated payments?"
- "Estimate my refund: single, $60,000 income, $6,000 withheld, one child."
- "What documents do I need to file if I'm self-employed with a mortgage?"
- "How much would it cost to file with TaxAct if I have investments and want expert help?"

## Install

### Claude Code

1. Run this in a terminal, in your project folder:

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

2. Start Claude Code and type `/mcp`. **taxact** should show as connected.

Add `--scope user` to make it available in every project, not just this one.

### Claude Desktop

1. Open **Settings → Connectors** and click **Add custom connector**.

2. Name it **TaxAct** and paste this URL:

```url
https://mcp.taxact.com/mcp
```

3. Click **Add**. Its tools appear in the chat’s tools menu.

Claude Desktop’s JSON config file only starts local servers. Remote servers go through Connectors, and connectors you add on claude.ai show up here too.

### claude.ai

1. Open the connector form on claude.ai. This button fills in the name and URL for you:

[Add to claude.ai](<https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=TaxAct&connectorUrl=https%3A%2F%2Fmcp.taxact.com%2Fmcp>) (opens connector settings)

2. Check that the URL reads `https://mcp.taxact.com/mcp` and click **Add**.

3. Turn it on in a chat from the tools menu.

Free plans allow one custom connector. On Team and Enterprise plans an owner adds it under **Organization settings → Connectors**.

### ChatGPT

1. On chatgpt.com, open **Settings → Security and login** and turn on **Developer mode**.

2. Go to `chatgpt.com/plugins` and click **+** to create an app for a remote MCP server.

3. Paste `https://mcp.taxact.com/mcp` as the server URL and choose **No authentication**.

Developer mode is available on the web for Plus, Pro, Business, Enterprise and Education accounts.

### Cursor

[Add to Cursor](<https://cursor.com/install-mcp?name=taxact&config=eyJ1cmwiOiJodHRwczovL21jcC50YXhhY3QuY29tL21jcCJ9>) (opens Cursor)

Or add it by hand to `~/.cursor/mcp.json` (all projects) or `.cursor/mcp.json` (this project):

`mcp.json`:

```json
{
  "mcpServers": {
    "taxact": {
      "url": "https://mcp.taxact.com/mcp"
    }
  }
}
```

### VS Code

[Install in VS Code](<https://vscode.dev/redirect/mcp/install?name=taxact&config=%7B%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fmcp.taxact.com%2Fmcp%22%7D>) (opens VS Code)

Or from a terminal:

```bash
code --add-mcp '{"name":"taxact","type":"http","url":"https://mcp.taxact.com/mcp"}'
```

Or commit it to the repo in `.vscode/mcp.json`:

`.vscode/mcp.json`:

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

### Devin Desktop

1. Add it to `~/.config/devin/mcp_config.json` (macOS and Linux) or `%APPDATA%\devin\mcp_config.json` (Windows):

`mcp_config.json`:

```json
{
  "mcpServers": {
    "taxact": {
      "serverUrl": "https://mcp.taxact.com/mcp"
    }
  }
}
```

2. Refresh the MCP server list in Cascade.

Devin Desktop is the new name for Windsurf. It reads `serverUrl` (or `url`) for remote servers.

### Codex

```bash
codex mcp add taxact --url https://mcp.taxact.com/mcp
```

Or edit `~/.codex/config.toml` directly:

`config.toml`:

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

### Gemini CLI

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

This adds it to the current project. Add `-s user` to use it everywhere.

### Any client

Most clients accept this shape. Some name the URL field differently: `serverUrl` in Devin Desktop, `httpUrl` in Gemini CLI’s settings file.

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

Zed puts servers under `context_servers` in its settings. Cline needs `"type": "streamableHttp"`, or it assumes SSE.

Client only starts local servers? Bridge it with `npx -y mcp-remote https://mcp.taxact.com/mcp`.

## Details

- Server version: 1.0.0
- MCP protocol version: 2025-11-25
- Last checked: 2026-10-03 (reachable)
- Listed: 2026-10-03
- Updated: 2026-10-04

---
Source: https://mcp.tc/i/taxact (mcp.tc is an independent directory, not affiliated with this server's publisher). Corrections: https://mcp.tc/report