Get tax answers right inside Claude.
Compare filing costs, estimate your refund, and check what documents you need. No TaxAct account required.
See how it worksGet tax answers right inside Claude.
Compare filing costs, estimate your refund, and check what documents you need. No TaxAct account required.
See how it worksHOW 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.
See clear, upfront pricing options so you can choose what works best for you—no surprises later.
Estimate your taxes.
Get a quick snapshot of what you might owe using simple, bracket-based estimates.
Connect with an expert.
Find the right level of help, whether you want guidance or full-service support.
Gather your documents.
Know exactly what to collect before you file, so you can move forward with confidence.
Explore tax topics.
Easily navigate complex tax situations with guided paths tailored to your needs.
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
MCP (Model Context Protocol) lets a supported app (Claude Desktop) connect to tools TaxAct hosts so Claude can retrieve TaxAct- and IRS-grounded information when you ask tax questions. Uses include comparing filing costs, simple bracket-based estimates, document guidance, and exploring tax topics, with no TaxAct account required.
No. TaxAct states you can explore this experience without a TaxAct account. If you later file or use paid TaxAct services, those flows use standard Services and account tools under the Terms of Service.
No. The MCP experience helps you compare options, estimate, plan documents, and learn. It does not replace TaxAct's full preparation, review, and e-file workflow. Preparing and filing happens through TaxAct tax preparation software and Services under the Terms of Service.
TaxAct's MCP page explains the connector is not connected to your TaxAct or other personal financial accounts and is available without sharing sensitive personal or tax information. Avoid entering SSNs, full tax documents, bank credentials, or similar into any AI chat unless you follow a documented secure path (e.g., direct support with a representative as described in the Terms for certain Services).
For the TaxAct MCP Server experience, TaxAct states on the product page that TaxAct does not save or use your data to train models. Conversations run in Claude, subject to Anthropic's policies. For how TaxAct handles personal information across broader Services, see the Privacy Notice (generative AI and interactive features where applicable).
The MCP page indicates responses come from trusted published sources like TaxAct and the IRS. The Terms of Service state: TAXACT DOES NOT PROVIDE TAX ADVICE. Response are provided for informational purposes; consult your own professional tax advisors. Terms also note AI-style features are for general information only, may not be reviewed for accuracy, and may have limitations. Estimator tools are a convenience; you retain ultimate responsibility for accuracy and completeness of what you file.
The MCP experience supports current-season planning and education using published TaxAct and IRS materials. Tax law and product pricing change; confirm details in up-to-date IRS guidance and in TaxAct when you prepare your return.
The MCP server is for conversational help inside Claude Desktop via the connector (https://mcp.taxact.com/mcp). The website and apps are where you sign in when applicable, enter tax information, and file. MCP is not a substitute for those filing workflows.
TaxAct describes setup in Claude Desktop: Settings, Connectors, Add custom connector, Name: TaxAct, URL: mcp.taxact.com/mcp. Use Claude Desktop for the supported experience unless TaxAct lists others.
Add: Claude Desktop, Settings, Connectors, Add custom connector, enter TaxAct and https://mcp.taxact.com/mcp, then Add. Remove: delete or disconnect the connector in Connectors settings. That controls the Claude-TaxAct MCP link; it does not by itself change data in a TaxAct account.
Check network and Claude Desktop updates. You can still use taxact.com for filing and account needs. TaxAct does not control third-party products such as external AI platforms and is not liable for their content, accuracy, or functionality (Third Party Offerings). For support for TaxAct’s products, please refer to https://www.taxact.com/terms-of-service
The MCP connector is described as a way to get information to help with your tax return preparation without a TaxAct account. Claude or other software may have its own subscription terms. Paid TaxAct filing products are priced separately when you purchase.
Terms restrict use of standard consumer TaxAct software for commercial purposes unless you have a Professional license as described there. Treat AI output as informational, not a substitute for professional judgment, firm policies, and law; avoid inputting client personal information in third-party AI unless permitted. TaxAct does not provide tax advice through its Services.
For TaxAct accounts and Services, see the Security page: password rules, MFA, trusted device verification, and work with IRS and state authorities. No internet transmission is completely secure; more detail at taxact.com/security. The MCP is not connected to your TaxAct account; account controls apply when you use Services with a TaxAct account.
TaxAct’s Privacy Notice explains how TaxAct collects, uses, and protects personal information across its services. The GLBA Notice describes handling of personal information for customers in scope. TaxAct’s Terms govern use of Services, including that TaxAct is not giving tax advice and that its Services are provided AS IS without warranties. The MCP page adds connector-specific information.
TaxAct costs less: “File for less” and percentage savings claims based on comparison with TurboTax federal pricing for paid consumer online 1040 filing products on 04/01/2026.
Maximum Refund Guarantee: We guarantee you’ll receive your maximum refund when you use TaxAct’s individual 1040 products (the “Service”). If, using the same information, a registered user of the Service receives a larger refund or owes a smaller tax due amount using another online tax preparation product, we will refund the applicable federal and/or state software purchase price paid. All other fees are excluded. Subject to additional terms, conditions, and eligibility requirements. Find out more about our Maximum Refund Guarantee.
$100k Accuracy Guarantee: We guarantee our software is 100% accurate and will calculate your maximum refund under applicable law. If a software error results in a smaller refund or higher tax liability than using the same data with another tax preparation product, we will refund the software fees you paid; pay the difference as determined by the IRS or applicable state taxing authority; and cover any resulting penalties, interest, and reasonably documented legal and audit costs, up to $100,000 per customer. Applies only to individual, self-prepared 1040 products and is subject to additional terms, conditions, and eligibility requirements. Find out more about our $100k Accuracy Guarantee.
100% Satisfaction Guarantee: Applies to TaxAct online products only. If you are a registered user using the Services online and are dissatisfied with the Services prior to completing the billing steps within the program, your exclusive remedy is to immediately discontinue using the Services. If you are a registered user who completed the billing steps and have not printed or e-filed or your e-file was rejected by the IRS or State and you cannot re-file, it is your responsibility to contact us within the calendar year of the purchase to request a refund of fee(s) paid. Find out more about our 100% Satisfaction Guarantee.
TaxAct Xpert Assist: TaxAct® Xpert Assist® is available as an added service to users of TaxAct’s online consumer and SMB 1120-S and 1065 products. This service is available at an additional cost and is subject to limitations and restrictions. Some tax topics or situations may not be included as part of this service. Review of customer return if requested is broad and does not include source documents. View full TaxAct Xpert Assist Terms.
TaxAct Xpert Full Service: TaxAct® Xpert Full Service™ is offered subject to availability at TaxAct’s sole discretion. The service is complete upon the filing of prepared federal 1040 or 1120‑S/1065 business tax return and applicable state tax return(s). Service does not include access to TaxAct’s other software products, DIY features, municipal/local tax filings, foreign filings, prior‑year returns, or certain complex tax situations. The service is provided on a per‑return basis and may be cancelled at any time by TaxAct. Restrictions apply. See Xpert Full Service Terms for further details.
Start free, file free: The TaxAct Online Free Edition makes free federal filing available for those who qualify based on income and deductions. See if you qualify for free federal filing and what is included in this year’s Free Edition. For all other online products, you can start free and pay when you file. This means you will not be charged if you decide to stop using any product prior to printing or e-filing your return.
Edition pricing: Actual prices are determined at the time of payment, print, or e-file and are subject to change without notice. Add sales tax for applicable orders. Offers may end at any time and promotional offers may not be combined.
Exceptional customer care: Customer care does not include tax advice.
Deduction Maximizer: TaxAct's Deduction Maximizer guides you step by step through the process of completing your return in a way that helps you uncover additional tax advantages and helps you maximize your deductions by checking dozens of additional deductions we know from experience folks don't think to look for. Each deduction you claim may reduce the amount of tax you owe, resulting in a lower IRS bill overall.
Audit Defense: See Audit Defense provided by Tax Protection Plus (PDF) for further details of services and requirements. May not apply to certain forms and credits. Certain customers may not qualify for services based on past tax audit history, residency, or other factors. Audit Defense is not insurance. Audit Defense is subject to terms and conditions (PDF) located on Tax Protection Plus' website.
Partners: TaxAct gets fees from some third parties that provide offers to its customers. This compensation may affect what and how we communicate their services to you. TaxAct is not a party to any transactions you may choose to enter into with these third parties.
Real people. Real reviews: All reviews are from verified TaxAct customers. Reviews are managed by Bazaarvoice and comply with the Bazaarvoice Authenticity Policy. Cumulative star rating is for all TaxAct products.
Refund Transfer: Refund Transfers are fee-based products offered by Republic Bank & Trust Company, Member FDIC. A Refund Transfer Fee and all other authorized amounts will be deducted from the taxpayer’s tax refund. In order to use Refund Transfer, you must first qualify and choose to pay for your service using Refund Transfer.
Refer a Friend: Offer valid through October 31, 2026. For each friend you refer to TaxAct who did not prepare and file using us last year, you get a $20 Amazon Gift Card after they file their taxes using TaxAct’s 2025 Deluxe, Premier or Self-Employed product. Even better, they get 20% off our federal tax filing products by using the share link you receive from us. The total maximum reward payout per calendar year you may receive is $599.
Amazon is not a sponsor of this promotion. Except as required by law, Amazon Gift Cards ("GCs") cannot be transferred for value or redeemed for cash. GCs may be used only for purchases of eligible goods at Amazon.com or certain of its affiliated websites. For complete terms and conditions, see Amazon.com Gift Card Terms and Conditions. GCs are issued by ACI Gift Cards, Inc., a Washington corporation. All Amazon ®, TM, and © are IP of Amazon.com, Inc. or its affiliates. No expiration date or service fees.
This offer is for TaxAct’s consumer federal, online 1040 returns and is subject to specific terms and conditions. See terms and conditions for more information. Offer is subject to change.
E-File Concierge: E-File Concierge™ service provides phone calls and related support regarding federal e-file status changes using the phone number provided in My Account. Service is subject to availability and limited to federal e-filed tax returns.
Most popular: TaxAct Deluxe is our most popular product among our online customers with more complex tax situations.
Over 113 million returns filed: Based on e-filed federal returns through TaxAct Consumer and TaxAct Professional software since 2000.
Refund amounts shown: Actual refund amounts vary based on your tax situation. Number shown in illustrations are based on IRS published data stating the average refund was $3,804 as of February 20, 2026.
Trademarks: All trademarks not owned by TaxAct, LLC that appear on this website are the property of their respective owners, who are not affiliated with, connected to, or sponsored by or of TaxAct, LLC. TurboTax is a registered trademark of Intuit, Inc. H&R Block is a registered trademark of HRB Innovations, Inc. TaxSlayer is registered trademark of TaxSlayer LLC. FreeTaxUSA is registered trademark of TaxHawk, Inc.
