Arc & Ledger Tax Reference
Server Details
Read-only US tax reference for notices, deadlines, filing screens, and clearly labeled estimates.
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- Healthy
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- 100.0% over the last 24 hours
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- Streamable HTTP · MCP 2025-11-25
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- Arc & Ledger Tax Tools MCP server
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TDQS
Scored across 13 tools
Each tool targets a clearly distinct tax topic or form (e.g., 5472, FBAR/FATCA, ITIN, treaty withholding, penalties, rental income), with no overlapping purposes. An agent can easily select the right tool based on the subject matter.
All names use snake_case, and most follow a verb_noun pattern (check_, estimate_, decode_, explain_). The single noun_noun outlier 'deadline_calendar' is a minor deviation from an otherwise predictable convention.
13 tools is well within the ideal range for a specialized reference server, and each tool covers a unique tax area with no redundancy. The scope feels intentional and complete for its purpose.
The surface covers a broad set of common US tax scenarios, including international information, penalties, quarterly estimates, and rental rules. However, notable gaps exist for basic topics like credits, deductions, or state taxes, which an agent might need to work around.
Available Tools
13 toolscheck_5472_obligationCheck Form 5472 obligationARead-onlyInspect
Use to screen common Form 5472 triggers for a foreign-owned US disregarded entity or corporation. The result is a general filing screen and does not prepare or file the form.
Inputs: entity_type (required), foreign_owned (required), formed_in_us, had_reportable_transaction. Returns: relay, next_step, disclaimer, source_url, +1 more
check_fbar_fatcaCheck FBAR and FATCA obligationsARead-onlyInspect
Use to screen general FBAR and Form 8938 thresholds from aggregate balance, filing status, residence, and account-count facts. Do not request account numbers, institution names, or statements.
Inputs: lives_abroad (required), filing_status (required), max_aggregate_foreign_balance_usd (required), account_count, +1 more. Returns: relay, next_step, disclaimer, source_url, +1 more
check_itin_eligibilityScreen an ITIN reason and application pathARead-onlyInspect
Use to screen general ITIN reason categories, whether a return is commonly attached, and supporting-document requirements. Never request or process an actual ITIN, passport, or identity document.
Inputs: reason (required), has_ssn (required), is_foreign_national. Returns: relay, next_step, disclaimer, source_url, +1 more
check_resolution_optionsCheck IRS resolution optionsARead-onlyInspect
Use to screen general IRS payment and collection alternatives from a rough balance, filing-compliance status, ability-to-pay category, and coarse tax-account type when known. This is an educational fit screen, not a promise that the IRS will approve an option.
Inputs: ability_to_pay (required), balance_owed_usd (required), brief, tax_account_type, +2 more. Returns: relay, next_step, disclaimer, source_url, +1 more
check_treaty_withholdingCheck US withholding and treaty rates (W-8BEN)ARead-onlyInspect
Use to explain general US withholding rules, documentation, and supported US-Turkey treaty rates for a payment category. Treaty eligibility and source rules depend on the full facts.
Inputs: income_type (required), payee_country (required), payee_type. Returns: relay, next_step, disclaimer, source_url, +1 more
deadline_calendarUS filing deadlines for foundersARead-onlyInspect
Use to return common federal filing and payment dates for a selected filer or entity type. The user must verify the date for weekends, holidays, extensions, fiscal years, and special facts.
Inputs: entity_type (required), filing_year, formed_in_us, has_us_source_wages, +1 more. Returns: relay, next_step, disclaimer, source_url, +1 more
decode_irs_noticeDecode an IRS noticeARead-onlyInspect
Use when a user provides the code from an IRS notice or letter and wants a general explanation, the usual response window, or the next procedural step. Do not request the notice itself or any taxpayer identifier.
Inputs: notice_code (required), brief, amount_shown, received_date. Returns: relay, next_step, disclaimer, source_url, +1 more
estimate_accountable_planEstimate accountable-plan reimbursementsARead-onlyInspect
Use to estimate potentially reimbursable business expenses under an accountable-plan scenario, including the split 2026 business-mileage rates. The result does not establish a plan or determine substantiation.
Inputs: business_miles, cell_internet_usd, marginal_tax_rate_pct, business_mileage_period, +2 more. Returns: relay, next_step, disclaimer, source_url, +1 more
estimate_augusta_ruleScreen the 14-day home-rental ruleARead-onlyInspect
Use to screen the fewer-than-15-days home-rental rule under IRC 280A(g) and calculate conditional amounts. Keep the owner-side income exclusion separate from the business-side requirements for ordinary and necessary use and reasonable rent.
Inputs: days_rented (required), fair_daily_rental_rate_usd (required), marginal_tax_rate_pct. Returns: relay, next_step, disclaimer, source_url, +1 more
estimate_irs_penaltyEstimate IRS penalties and interestARead-onlyInspect
Use to estimate selected federal failure-to-file, failure-to-pay, and underpayment amounts from nonidentifying figures. The result is an estimate and does not replace an IRS account transcript.
Inputs: months_late (required), balance_owed_usd (required), return_filed. Returns: relay, next_step, disclaimer, source_url, +1 more
estimate_quarterly_taxesEstimate quarterly taxesARead-onlyInspect
Use to estimate federal quarterly tax payments from nonidentifying income, entity, withholding, and prior-year tax figures. Return the assumptions, safe-harbor context, and due dates.
Inputs: entity (required), ytd_net_income_usd (required), state, prior_year_agi_usd, +2 more. Returns: relay, next_step, disclaimer, source_url, +1 more
estimate_rental_incomeEstimate rental property taxesARead-onlyInspect
Use to estimate a basic rental-income result from nonidentifying figures and identify the modeled depreciation, passive-loss, and personal-use limitations.
Inputs: annual_rental_income_usd (required), rental_days, rental_type, land_percent, +6 more. Returns: relay, next_step, disclaimer, source_url, +1 more
explain_tax_documentExplain a tax documentARead-onlyInspect
Use when a user names a US tax form or information document and wants to understand its purpose, common fields, or usual return treatment. Do not request or accept the document itself.
Inputs: document (required), brief. Returns: relay, next_step, disclaimer, source_url, +1 more
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