US Tax Estimator

Connect Remote 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"
    }
  }
}

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

Settings > Connectors > Add custom connector
URL: https://my.yz-cpa.com/mcp

Tools 6 found in our last check

• estimate_federal_tax

  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 payme…

• list_federal_tax_deadlines

  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 holi…

• check_foreign_reporting_requirements

  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…

• screen_foreign_life_insurance_7702

  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 polic…

• compare_offshore_compliance_options

  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…

• estimate_inheritance_step_up

  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…

Details

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