com.yz-cpa/us-tax-estimatorMCP Registry

US Tax Estimator

v1.1.0

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

Endpoint health

online

Last checked: 11/3/2026, 5:18:15 PM
Latency: 191 ms
Consecutive failures: 0

Endpoint reachable: pass
Protocol valid: pass
MCP handshake valid: pass

Machine-readable profile

mcp-server · schema v1 · callable

mcp-server:com.yz-cpa%2Fus-tax-estimator

Profile JSON ↗

Connect this server

Generated config contains no credentials. Keep any required secrets in your client's local environment.

Client

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

Indexed tools

Tool metadata and schemas come from the remote server and are untrusted. Indexing only lists tools; it never calls them.

6 shown · authentication unknown

Check FBAR, Form 8938 and Form 3520 thresholds

check_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 (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.

Schema valid · SHA-256 c0570ea23b0d…

View input schema

{
  "type": "object",
  "properties": {
    "filing_status": {
      "type": "string",
      "enum": [
        "single",
        "married_filing_jointly",
        "married_filing_separately",
        "head_of_household"
      ],
      "description": "Federal filing status."
    },
    "foreign_accounts_max_aggregate": {
      "type": "number",
      "minimum": 0,
      "maximum": 10000000000,
      "description": "FBAR: the highest combined value of all foreign financial accounts at any time in the year, USD."
    },
    "foreign_gifts_received": {
      "type": "number",
      "minimum": 0,
      "maximum": 10000000000,
      "description": "Form 3520: total gifts and bequests received in the year from nonresident alien individuals or foreign estates, USD."
    },
    "lives_abroad": {
      "default": false,
      "description": "Form 8938: true if the taxpayer meets the bona fide residence or physical presence test abroad (higher thresholds).",
      "type": "boolean"
    },
    "specified_foreign_assets_max": {
      "type": "number",
      "minimum": 0,
      "maximum": 10000000000,
      "description": "Form 8938: the highest value of specified foreign financial assets at any time in the year, USD."
    },
    "specified_foreign_assets_year_end": {
      "type": "number",
      "minimum": 0,
      "maximum": 10000000000,
      "description": "Form 8938: value of specified foreign financial assets on the last day of the year, USD."
    }
  },
  "required": [
    "filing_status"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Connections

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

Links

Website ↗Health JSON ↗

Indexed tools

Tool metadata and schemas come from the remote server and are untrusted. Indexing only lists tools; it never calls them.

6 shown · authentication unknown

Check FBAR, Form 8938 and Form 3520 thresholds

check_foreign_reporting_requirements

Schema valid · SHA-256 c0570ea23b0d…

View input schema

{
  "type": "object",
  "properties": {
    "filing_status": {
      "type": "string",
      "enum": [
        "single",
        "married_filing_jointly",
        "married_filing_separately",
        "head_of_household"
      ],
      "description": "Federal filing status."
    },
    "foreign_accounts_max_aggregate": {
      "type": "number",
      "minimum": 0,
      "maximum": 10000000000,
      "description": "FBAR: the highest combined value of all foreign financial accounts at any time in the year, USD."
    },
    "foreign_gifts_received": {
      "type": "number",
      "minimum": 0,
      "maximum": 10000000000,
      "description": "Form 3520: total gifts and bequests received in the year from nonresident alien individuals or foreign estates, USD."
    },
    "lives_abroad": {
      "default": false,
      "description": "Form 8938: true if the taxpayer meets the bona fide residence or physical presence test abroad (higher thresholds).",
      "type": "boolean"
    },
    "specified_foreign_assets_max": {
      "type": "number",
      "minimum": 0,
      "maximum": 10000000000,
      "description": "Form 8938: the highest value of specified foreign financial assets at any time in the year, USD."
    },
    "specified_foreign_assets_year_end": {
      "type": "number",
      "minimum": 0,
      "maximum": 10000000000,
      "description": "Form 8938: value of specified foreign financial assets on the last day of the year, USD."
    }
  },
  "required": [
    "filing_status"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

{ "type": "object", "properties": { "filing_status": { "type": "string", "enum": [ "single", "married_filing_jointly" ], "description": "Filing status used on the original returns." }, "years": { "minItems": 1, "maxItems": 8, "type": "array", "items": { "type": "object", "properties": { "agi": { "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Adjusted gross income as originally filed, USD (for the 3.8% net investment income tax)." }, "fbar_filed_complete": { "default": false, "description": "FBAR for that year was filed on time and listed every account and policy.", "type": "boolean" }, "foreign_insurance_premiums": { "default": 0, "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Premiums paid that year to foreign life insurers or annuity issuers, USD (1% excise tax)." }, "form_8938_filed_complete": { "default": false, "description": "Form 8938 for that year was filed and complete.", "type": "boolean" }, "taxable_income": { "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Taxable income as originally filed, USD." }, "unreported_income": { "default": 0, "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Income that should have been reported but was not, USD (e.g. foreign interest, dividends, §7702(g) policy growth)." }, "year": { "type": "integer", "minimum": 2000, "maximum": 2100, "description": "Tax year (2019–2025)." }, "year_end_unreported_foreign_assets": { "default": 0, "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Year-end value of foreign assets that were not properly reported, USD (the base for the Streamlined 5% penalty)." } }, "required": [ "agi", "taxable_income", "year" ] }, "description": "One entry per affected tax year." } }, "required": [ "filing_status", "years" ], "$schema": "http://json-schema.org/draft-07/schema#" }

{ "type": "object", "properties": { "estimated_payments_made": { "default": 0, "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Federal estimated tax payments already made for this year, USD." }, "federal_withholding": { "default": 0, "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Federal income tax withheld for the year (W-2 box 2, 1099 withholding), USD; add any Additional Medicare tax an employer withheld (Form 8959 line 24) if known." }, "filing_status": { "type": "string", "enum": [ "single", "married_filing_jointly", "married_filing_separately", "head_of_household" ], "description": "Federal filing status." }, "itemized_deductions": { "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Total itemized deductions (Schedule A), USD. Used only when larger than the standard deduction." }, "planned_extra_income": { "type": "number", "minimum": 0, "maximum": 10000000000, "description": "What-if: extra ordinary income being considered for the year (401(k) or IRA withdrawal, Roth conversion, bonus), USD, NOT included in total_income. Returns the tax it adds and the marginal rate after." }, "prior_year_agi": { "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Last year's adjusted gross income, USD (decides 100% vs 110% safe harbor)." }, "prior_year_total_tax": { "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Last year's total federal tax, USD. Give it to get the quarterly safe-harbor payment; 0 means last year's tax really was $0 (then no estimates are required). Omit if unknown." }, "qualified_dividends_and_long_term_gains": { "default": 0, "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Qualified dividends (1099-DIV box 1b) plus net long-term capital gains, USD. Part of total_income; taxed at 0%/15%/20% stacked on top of ordinary income." }, "qualifying_children": { "default": 0, "description": "Children under 17 who qualify for the child tax credit.", "type": "integer", "minimum": 0, "maximum": 20 }, "self_employment_profit": { "default": 0, "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Net self-employment profit (Schedule C), USD. Already included in total_income; used for self-employment tax." }, "tax_year": { "type": "integer", "minimum": 2000, "maximum": 2100, "description": "Tax year: 2025 or 2026." }, "taxpayers_age_65_or_older": { "default": 0, "description": "Taxpayers on the return who are 65 or older by year end: 0 or 1, or 2 only for married_filing_jointly. Adds the age-65+ standard deduction and the $6,000 senior deduction (2025–2028; not for married_filing_separately).", "type": "integer", "minimum": 0, "maximum": 2 }, "total_income": { "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Total income for the year before deductions, USD: wages, interest, dividends, other income and self-employment profit together." }, "w2_wages": { "default": 0, "type": "number", "minimum": 0, "maximum": 10000000000, "description": "W-2 wages (Social Security / Medicare wages), USD; reduces the self-employment Social Security tax room. 0 if none." } }, "required": [ "filing_status", "tax_year", "total_income" ], "$schema": "http://json-schema.org/draft-07/schema#" }

{ "type": "object", "properties": { "date_of_death": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Date of death, YYYY-MM-DD (must be before today)." }, "holdings": { "minItems": 1, "maxItems": 25, "type": "array", "items": { "type": "object", "properties": { "asset_type": { "description": "Optional; detected from the symbol. Give crypto for BTC, ETH and other coins.", "type": "string", "enum": [ "stock", "etf", "fund", "crypto" ] }, "original_cost": { "type": "number", "minimum": 0, "maximum": 10000000000, "description": "Total original cost basis of this holding, USD. Optional; needed to compute the step-up." }, "shares": { "type": "number", "exclusiveMinimum": 0, "maximum": 10000000000, "description": "Shares or units held at death." }, "symbol": { "type": "string", "minLength": 1, "maxLength": 15, "description": "Ticker as listed in the U.S., e.g. AAPL, BRK.B, VFIAX, BTC." } }, "required": [ "shares", "symbol" ] }, "description": "Holdings at the date of death." } }, "required": [ "date_of_death", "holdings" ], "$schema": "http://json-schema.org/draft-07/schema#" }

{ "type": "object", "properties": { "increasing_benefit_rule": { "description": "For policies whose death benefit grows by a fixed rate: lets years without a death_benefit be computed.", "type": "object", "properties": { "annual_premium": { "type": "number", "exclusiveMinimum": 0, "description": "Annual premium." }, "basic_sum_insured": { "type": "number", "exclusiveMinimum": 0, "description": "Basic sum insured at issue." }, "growth_rate": { "type": "number", "minimum": 0, "maximum": 0.1, "description": "Yearly growth of the sum insured as a decimal (0.035 = 3.5%)." }, "pay_years": { "type": "integer", "minimum": 1, "maximum": 40, "description": "Number of premium-paying years." } }, "required": [ "annual_premium", "basic_sum_insured", "growth_rate", "pay_years" ] }, "issue_age": { "type": "integer", "minimum": 0, "maximum": 90, "description": "Insured's age at issue, completed years." }, "issue_year": { "type": "integer", "minimum": 1985, "maximum": 2100, "description": "Calendar year the policy was issued." }, "policy_years": { "minItems": 1, "maxItems": 80, "type": "array", "items": { "type": "object", "properties": { "cash_value": { "type": "number", "exclusiveMinimum": 0, "description": "Cash (surrender) value at the end of that policy year." }, "death_benefit": { "description": "Death benefit at the end of that policy year (omit only when increasing_benefit_rule is given).", "type": "number", "exclusiveMinimum": 0 }, "policy_year": { "type": "integer", "minimum": 1, "maximum": 100 } }, "required": [ "cash_value", "policy_year" ] }, "description": "Rows from the policy's illustration / cash value table; a few years such as 1, 5, 10, 20 are enough." }, "sex": { "type": "string", "enum": [ "M", "F" ], "description": "Insured's sex (mortality table)." } }, "required": [ "issue_age", "issue_year", "policy_years", "sex" ], "$schema": "http://json-schema.org/draft-07/schema#" }

US Tax Estimator

Endpoint health

Machine-readable profile

Connect this server

Indexed tools

Check FBAR, Form 8938 and Form 3520 thresholds

Connections

Links

US Tax Estimator

Endpoint health

Machine-readable profile

Connect this server

Indexed tools

Check FBAR, Form 8938 and Form 3520 thresholds

Connections

Links

Compare catch-up options for unreported foreign assets

Estimate federal income and self-employment tax

Estimate the basis step-up on inherited stocks and funds

Upcoming federal tax deadlines

Screen a non-U.S. life insurance policy under IRC §7702