HOW IT WORKS
Get started in three steps.
Connect within Claude.
Open Claude Desktop → Settings → Connectors → Add custom connector. You’ll need Claude Desktop for this step.
Add the connector details.
In the Name field, type “TaxAct”, then copy this URL into the URL field: https://mcp.taxact.com/mcp
Ask and explore.
Click Add and you’re done! Start a new conversation and try: "How much would it cost to file my taxes if I'm single in California?"
Everything you can do in one place.
Compare filing costs.
Estimate your taxes.
Connect with an expert.
Gather your documents.
Explore tax topics.
Built with your privacy in mind.
Available to use without sharing sensitive personal or tax information.
Not connected to your TaxAct or any other personal financial accounts.
Answers provided by trusted, published sources like TaxAct and the IRS.
Your data is never saved or used to train models.
Built with your privacy in mind.
Available to use without sharing sensitive personal or tax information.
Not connected to your TaxAct or any other personal financial accounts.
Answers provided by trusted, published sources like TaxAct and the IRS.
Your data is never saved or used to train models.
Built with your privacy in mind.
Available to use without sharing sensitive personal or tax information.
Not connected to your TaxAct or any other personal financial accounts.
Answers provided by trusted, published sources like TaxAct and the IRS.
Your data is never saved or used to train models.
Frequently Asked Questions
You can file for free yourself with TaxAct's Free Edition if you meet the qualifications below, including filing using IRS Form 1040 only without having to attach any forms or schedules. Only certain taxpayers are eligible.
Situations covered (assuming no added tax complexity):
W-2 income, Unemployment income, Retirement income
Earned Income Tax Credit, Child Tax Credit
Dependents
Current Students
Student loan interest
Situations not covered:
Investment income: Stock, interest, dividends, crypto, or capital gains/losses
Sale of home, real estate taxes, mortgage interest, or rental property income
Royalty, trusts, and foreign accounts
Business and farm income
Itemized deductions
Adoption credits and child and dependent care
Health Savings Account (HSA)
Freelance, contractor, side hustle, or self-employed income and expenses
About 44% of users qualify. If you don’t qualify for a basic federal tax return, we have other paid tax filing options to help you easily file taxes online with TaxAct.
