Categories › Business & Finance › Accounting & invoicing
Federal tax estimate, deadlines, FBAR/8938/3520 checks, §7702 screen, inherited-stock step-up.
Remote server: your requests and data go to my.yz-cpa.com. Claude Code: claude mcp add --transport http us-tax-estimator https://my.yz-cpa.com/mcp · Claude app: Settings → Connectors → Add custom connector.
The tools this server listed when we connected to it, in its own words.
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, marlist_federal_tax_deadlines — Lists upcoming U.S. federal tax deadlines with days remaining: quarterly estimated payments (1040-ES), individual return and extension datescheck_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 (giftscreen_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 Ucompare_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-uestimate_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), estimaNot tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.