Estimate federal tax penalties and deadlines
The user receives a plain-language explanation of potential federal penalties, such as late-filing or underpayment fees, along with specific due dates and the assumptions used for the calculation, allowing for informed financial planning without filing returns.
How it works
The agent identifies the specific tax obligation or notice in question, such as a late payment or missed deadline. It then invokes tools like `estimate_irs_penalty` or `deadline_calendar` with relevant non-identifying facts (e.g., amount unpaid, duration). The agent extracts the estimated penalty amounts, due dates, and cited IRS sources. Before presenting the result, the agent must verify that the user understands this is a general estimate and not professional advice, reminding them to check the official IRS source provided in the tool output.
Prompt
Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.
I missed my tax payment deadline by three months on a $5,000 balance. Can you estimate the federal late-payment penalty and tell me the relevant deadline rules? Also, explain what a CP2000 notice generally means and what I should do next.MCP servers it needs
Source
The vendor page this playbook is drawn from, and the passage that supports it.
It does not prepare or file returns, transmit information to a tax authority, create a practitioner-client relationship, or direct users to a paid service.Arc & Ledger Tax Reference | Directory MCP Documentation