Search / com.yz-cpa/us-tax-estimator
protogridR0· no sign-inFederal tax estimate, deadlines, FBAR/8938/3520 checks, §7702 screen, inherited-stock step-up.
v1.1.0 · active · website · descriptor JSON · versions
{
"mcpServers": {
"us-tax-estimator": {
"type": "http",
"url": "https://my.yz-cpa.com/mcp"
}
}
}claude mcp add --transport http us-tax-estimator https://my.yz-cpa.com/mcp[mcp_servers.us-tax-estimator]
url = "https://my.yz-cpa.com/mcp"
{
"$schema": "https://opencode.ai/config.json",
"mcp": {
"us-tax-estimator": {
"type": "remote",
"url": "https://my.yz-cpa.com/mcp",
"enabled": true
}
}
}{
"mcpServers": {
"us-tax-estimator": {
"type": "http",
"url": "https://my.yz-cpa.com/mcp"
}
},
"deeplink": "cursor://anysphere.cursor-deeplink/mcp/install?name=us-tax-estimator&config=eyJ0eXBlIjoiaHR0cCIsInVybCI6Imh0dHBzOi8vbXkueXotY3BhLmNvbS9tY3AifQ%3D%3D"
}{
"servers": {
"us-tax-estimator": {
"type": "http",
"url": "https://my.yz-cpa.com/mcp"
}
}
}{
"mcpServers": {
"us-tax-estimator": {
"httpUrl": "https://my.yz-cpa.com/mcp"
}
}
}extensions:
"us-tax-estimator":
enabled: true
name: "us-tax-estimator"
type: streamable_http
uri: "https://my.yz-cpa.com/mcp"
timeout: 300
protocol.modernnewest supported version is 2025-11-25; 2026-07-28 not supported, older versions are deprecated until 2027-07-28protocol.statelessonly applies to 2026-07-28 serversprotocol.transportstreamable HTTPprotocol.list_ttlonly applies to 2026-07-28 serversauth.prm, auth.as_metadata, auth.cimdno remote uses OAuthauth.secret_in_urlno templated URLtools.descriptionsevery tool has a descriptiontools.description_lengthdescriptions are concisetools.schemasevery tool has an object input schematools.annotations6 of 6 tools declare readOnlyHint or destructiveHinttools.directory_hintsevery tool declares readOnlyHint, destructiveHint, idempotentHint and openWorldHinttools.token_costabout 3,398 tokens to load every tooltools.api_dumptools are not a one-to-one API dumpstability.changes, stability.rug_pulltool history recorded for 2 of the 7 days neededdeps.known_vulns, deps.mcp_sdk_version, deps.resolvableno npm or PyPI packageestimate_federal_taxchangeddescription, input schemaEstimates 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. Uses the standard deduction unless larger itemized deductions are given; child tax credit with phase-out; Social Security wage base and Additional Medicare tax. Federal only: no state tax, AMT, capital-gain rates, QBI deduction or other credits.
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 much more can I earn, withdraw from a 401(k) or convert to a Roth IRA before the next bracket': the room left in the current bracket, the room before qualified dividends / long-term gains lose the 0% rate, and the tax on a planned extra amount. Uses the standard deduction (with the age-65+ addition) unless larger itemized deductions are given; the 2025–2028 $6,000 senior deduction with phase-out; qualified dividends and long-term gains at 0%/15%/20%; child tax credit with phase-out; Social Security wage base and Additional Medicare tax. Federal only: no state tax, AMT, NIIT, QBI deduction, IRMAA or other credits.
estimate_inheritance_step_upaddedFor 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 the dates that matter: the §2032 alternate valuation date, the Form 706 due date and the last day for a portability election (Rev. Proc. 2022-32). Valuation follows Treas. Reg. §20.2031-2(b) (mean of high and low, weekend and no-trade days weighted) and §20.2031-8(b) for funds. Up to 25 holdings. An estimate for planning, not a signed valuation a broker or the IRS will accept; the reply says where to get one.
Full history: list_changes · trend: quality JSON.
Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed. How it is computed.
+dns-namespace +website +reachable +uptime-100% +updated-2d-ago -no-repository
Derived from observable signals (official registry feed and our own credential-free probes); no code audit performed. How it is computed.
| remote | auth | reachable | uptime 30d | p50 | protocol | last ok |
|---|---|---|---|---|---|---|
https://my.yz-cpa.com/mcp streamable-http | none | yes | 100% | 348 ms | 2025-11-25 | 2026-10-20 |
check_foreign_reporting_requirementsread-only | 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 assets count; the descriptions of each input say what to include. |
compare_offshore_compliance_optionsread-only | 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 statement (with the statutory penalty exposure if reasonable cause is rejected), and C) the Streamlined Domestic Offshore Procedures (tax, interest and the 5% penalty). Also adds the 1% Form 720 excise tax on premiums paid to foreign insurers. Tax years 2019–2025. Assumes non-willful conduct; it does not decide eligibility. |
estimate_federal_taxread-only | 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 much more can I earn, withdraw from a 401(k) or convert to a Roth IRA before the next bracket': the room left in the current bracket, the room before qualified dividends / long-term gains lose the 0% rate, and the tax on a planned extra amount. Uses the standard deduction (with the age-65+ addition) unless larger itemized deductions are given; the 2025–2028 $6,000 senior deduction with phase-out; qualified dividends and long-term gains at 0%/15%/20%; child tax credit with phase-out; Social Security wage base and Additional Medicare tax. Federal only: no state tax, AMT, NIIT, QBI deduction, IRMAA or other credits. |
estimate_inheritance_step_upread-only | 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 the dates that matter: the §2032 alternate valuation date, the Form 706 due date and the last day for a portability election (Rev. Proc. 2022-32). Valuation follows Treas. Reg. §20.2031-2(b) (mean of high and low, weekend and no-trade days weighted) and §20.2031-8(b) for funds. Up to 25 holdings. An estimate for planning, not a signed valuation a broker or the IRS will accept; the reply says where to get one. |
list_federal_tax_deadlinesread-only | 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_7702read-only | 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. A policy that fails is taxed each year on its inside growth (§7702(g)). Values in any one currency (ratios do not depend on currency). Does not check the guideline premium limit. |
Schemas: list_tools.
{
"name": "com.yz-cpa/us-tax-estimator",
"icons": [
{
"src": "https://my.yz-cpa.com/brand/us-tax-estimator-512.png",
"sizes": [
"512x512"
],
"mimeType": "image/png"
}
],
"title": "US Tax Estimator",
"$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
"remotes": [
{
"url": "https://my.yz-cpa.com/mcp",
"type": "streamable-http"
}
],
"version": "1.1.0",
"websiteUrl": "https://my.yz-cpa.com/mcp/docs",
"description": "Federal tax estimate, deadlines, FBAR/8938/3520 checks, §7702 screen, inherited-stock step-up."
}