TaxAct MCP: 2025 tax answers inside Claude and ChatGPT

Add TaxAct's tax tools to your AI app

1. 1Click Connect TaxAct free. There's no sign-in, so its tools are ready at once.
2. 2All eight tools start on. Most simply answer questions, but `connect_with_expert` points people to Xpert Assist, a TaxAct product bought separately; switch it off if your AI app should stick to self-service answers.
3. 3Add ContextGate to your AI app as a connector or MCP server. The steps for each app are on the Works with page.
4. 4Ask your AI app which documents you'll need if you freelanced and changed jobs in 2025, then open Activity to see the `tax_document_checklist` call.

Tax prep questions TaxAct can answer in a chat

• Get a rough federal refund or amount-owed estimate from basic inputs with `estimate_taxes`, using 2025 brackets and the standard deduction.
• Have `explain_tax_document` walk through a 1099 box by box and say where each figure goes in TaxAct.
• Check the 2025 filing deadline, the extension deadline and estimated payment dates with `tax_deadlines`.
• See an itemized price breakdown for filing with TaxAct before you start.
• Find where in the TaxAct interview to enter a charitable contribution or a 1099-R.

Keep tax conversations contained

• Switch off `estimate_taxes` or any other TaxAct tool and your AI app stops seeing it; calls to it are refused.
• Tax questions tend to carry names, Social Security numbers and income. A workspace policy can hide that personal data before the call reaches TaxAct.
• Activity records each TaxAct call, so you can review what was asked and which tool answered.

What you get with TaxAct and ContextGate

• Your AI apps can use TaxActClaude, Cursor, ChatGPT and other AI apps reach TaxAct through the one ContextGate connection you add to them.
• You choose which tools they can useSwitch off any TaxAct tool you don't want used. It's hidden from your AI apps and refused if called.
• Every call is checked and recordedYour policies check each call (for example, personal data is hidden and secrets are blocked), and Activity keeps a record of it.

ContextGate sees only the tool calls that go through it, not your AI app's built-in tools or your chats.

TaxAct tools

Examples of what your AI apps can do in TaxAct. You'll see the exact list of tools after you connect it.

• compare_filing_costsShows exactly what it costs to file a tax return with TaxAct. Returns an itemized price breakdown with the complete cost. No hidden fees, no upsells. Covers DIY
• estimate_taxesProvides a rough federal (and optionally state) tax refund or amount owed estimate from basic inputs. Uses 2025 tax brackets, standard deduction (including OBBB
• connect_with_expertHelps the user connect with a credentialed TaxAct tax professional via Xpert Assist. Xpert Assist is a separate, standalone product purchased independently from
• tax_document_checklistReturns a personalized list of tax documents and forms you need to gather before filing your tax return. Based on your income sources, deductions, and life even
• ask_tax_questionAnswers tax questions using TaxAct's TY2025 tax law knowledge base. Covers 2025 federal tax brackets, standard deduction, child tax credit, OBBB provisions (no-
• find_interview_topicFinds where to enter specific tax information in the TaxAct interview. Search by topic, form number, or keyword (e.g., "W-2", "1099-R", "charitable contribution
• tax_deadlinesReturns key tax deadlines for the 2025 tax year (filing in 2026). Includes federal filing deadline, extension deadline, estimated tax payment dates, document ma
• explain_tax_documentExplains what a tax form is, what each box means, which boxes are most important for filing, and where to enter the data in TaxAct. Covers W-2, all common 1099