MCP server

US Tax Estimator

com.yz-cpa/us-tax-estimator

Checked 28 Oct 2026, 09:03 UTC · Connected to it and listed its tools

Federal tax estimate, deadlines, FBAR/8938/3520 checks, §7702 screen, inherited-stock step-up.

Website

At a glance

Type

MCP server

Publisher

yz-cpa.com (verified by the MCP Registry)

Status

Working at last check

Tools

6

Token cost

About 3,707 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

28 Oct 2026, 09:03 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

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

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.us-tax-estimator]
url = "https://my.yz-cpa.com/mcp"

Gemini CLI

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

Cursor

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

VS Code

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

Antigravity

agy mcp add us-tax-estimator https://my.yz-cpa.com/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"us-tax-estimator","server_url":"https://my.yz-cpa.com/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"us-tax-estimator","server_url":"https://my.yz-cpa.com/mcp"}

Tools

• check_foreign_reporting_requirements ~486 tokens
  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 as
• compare_offshore_compliance_options ~698 tokens
  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 sta
• estimate_federal_tax ~1103 tokens
  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. Also answers 'how
• estimate_inheritance_step_up ~515 tokens
  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 th
• list_federal_tax_deadlines ~245 tokens
  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.
• screen_foreign_life_insurance_7702 ~660 tokens
  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.

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