US Tax Estimator MCP

A read-only MCP server by YZ CPA LLC that provides federal tax estimation tools, including income tax calculations, deadline tracking, and foreign reporting requirement checks for FBAR, Form 8938, and Form 3520. It operates without authentication or data storage, offering stateless JSON responses for AI assistants.

Endpoint and access

No sign-in: your client connects and lists tools immediately, with no account or key.

No sign-inEndpoint checked 2026-10-26Operated by YZ CPA LLC

MCP endpoint (Streamable HTTP)

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

Vendor documentation

What you can do with it

Estimate federal income and self-employment tax
List upcoming federal tax deadlines
Check FBAR and Form 8938 filing thresholds

Tools advertised by the last live check:

estimate_federal_tax
list_federal_tax_deadlines
check_foreign_reporting_requirements
screen_foreign_life_insurance_7702
compare_offshore_compliance_options
estimate_inheritance_step_up

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

claude mcp add --transport http us-tax-estimator-mcp https://my.yz-cpa.com/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

codex mcp add us-tax-estimator-mcp --url https://my.yz-cpa.com/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable us-tax-estimator-mcp in your MCP settings.

Cursor configuration

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

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

{
  "mcpServers": {
    "us-tax-estimator-mcp": {
      "type": "streamableHttp",
      "url": "https://my.yz-cpa.com/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start us-tax-estimator-mcp and inspect its tools.

VS Code configuration

{
  "servers": {
    "us-tax-estimator-mcp": {
      "type": "http",
      "url": "https://my.yz-cpa.com/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

gemini mcp add --transport http us-tax-estimator-mcp https://my.yz-cpa.com/mcp

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

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

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

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

Ground your agent in cited data

US Tax Estimator MCP gives your agent tools. Koskamo gives it reviewed, cited facts to check its answers against. Add it as a second MCP server; public reads need no API key.

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