US Tax Estimator

Connect it to your AI

Claude Code

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

Claude, ChatGPT, Cursor and other apps

Add it as a custom connector with this URL (Streamable HTTP):

https://my.yz-cpa.com/mcp

Cursor, VS Code and other apps (mcp.json)

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

Tools it offers

6 tools, as the server itself reported during our check on Oct 31, 2026.

• estimate_federal_taxEstimates 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 f
• list_federal_tax_deadlinesLists 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 estimat
• check_foreign_reporting_requirementsChecks 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
• screen_foreign_life_insurance_7702Preliminary 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 accumulat
• compare_offshore_compliance_optionsFor 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 u
• estimate_inheritance_step_upFor 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

Questions