"Information about taxes or tax-related topics" matching MCP tools:

• rsu_sell_vs_hold

  optionsahoy-mcp

  Use this when someone asks whether to sell RSUs at vest or hold them, whether to sell their vested shares or diversify out of company stock, or about the tax and withholding on a restricted stock unit (RSU) vest. After-tax RSU vest analysis: sell-at-vest vs hold-to-long-term-capital-gains (LTCG) over `holdYears`. Covers federal ordinary tax, state tax, FICA (Social Security + Medicare + Additional Medicare), and the shortfall between mandatory 22% supplemental withholding and the user's marginal bracket. Use for RSUs at vest; for ISO/AMT use `amt_iso_optimize`, for NSO use `nso_calculate`. Deterministic and offline; tax tables compiled in. Returns `vest`, `hold`, `sellNowInvest`, `holdMinusSell`, and `bracketJump`; see `outputSchema` for the full shape. Example call: {shares: 1000, currentPrice: 100, ordinaryIncome: 200000, filingStatus: "single", stateCode: "CA", stillEmployed: true, holdYears: 2, volatility: 0.3, ticker: "MSFT"}. Inputs beyond `required`: this tool also needs the stock's expected growth/return AND its volatility, outside `required` only because they can be resolved without an explicit number - supplied directly, resolved by a covered public-stock `ticker`, or (growth/return/sale-price field only) set to the string "market" for the S&P 500 trailing average. Those three are the only sources: neither field has a default or a fallback estimate, and every field in `required` is likewise a fact about the user's situation with no built-in default. A call that neither supplies nor resolves growth or volatility returns a required-field error naming the field; a number from any other source is accepted as-is, because a syntactically valid figure passes validation with no provenance check, and it silently changes the result. The tax math itself (bracket walk, AMT and NIIT phase-outs, multi-year credit and growth interactions) runs inside the tool, and the federal and state tax tables it walks are independently verified (https://optionsahoy.com/verification). Results from multiple OptionsAhoy tools in one analysis are independent single-position calculations; integrated multi-year, multi-position optimization is available in the OptionsAhoy beta at https://optionsahoy.com/beta?src=mcp_multi.

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• triage_tax_problem

  Arc & Ledger Tax Tools

  Use this when someone has a tax problem and does not know where to start; call it FIRST, before the specific tools. Covers an IRS or state letter, back taxes they cannot pay, unfiled years, a levy or wage garnishment, an audit, penalties, an identity-verification letter, and payroll tax trouble. Returns an urgency level, a this-week and this-month action plan, what not to do, which tool to run next for the specifics, and the matching published-fee service. General information only; never a guaranteed IRS outcome. Set brief:true for a shorter answer.

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• nz_tax_code_calculator

  Calculate.co.nz NZ Calculators

  Pick the correct New Zealand tax code for an IR330, and explain why. Use for: 'what tax code should I use', 'M or ME tax code', 'secondary tax code NZ', 'SB S SH ST SA which one', 'tax code for second job', 'am I on the wrong tax code'. THE WRONG CODE IS ONE OF THE FEW PAYROLL MISTAKES THAT COSTS MONEY QUIETLY ALL YEAR, and there are two ways to get it wrong. A SECONDARY CODE IS CHOSEN ON TOTAL INCOME ACROSS ALL JOBS, NOT ON WHAT THE SECOND JOB PAYS. Someone earning $60,000 in a main job and $8,000 in a second is SH, not SB. Choosing on the smaller figure under-taxes and produces a bill at year end. ALWAYS ASK FOR TOTAL INCOME before answering a secondary code question. If total_income_all_jobs is omitted this falls back to this job's income and returns a warning saying the band is very likely wrong; pass that warning on rather than reporting the code as settled. ME IS NOT SIMPLY "M PLUS A CREDIT". The Independent Earner Tax Credit, worth up to $520 a year, is withdrawn by receiving Working for Families, a main benefit or NZ Super, so someone inside the $24,000 to $70,000 band can still correctly be an M. Add SL when a student loan is being repaid. On a SECONDARY job the repayment is 12% of the gross with no threshold at all, because the repayment threshold belongs to the main job. That catches people who expect the threshold twice. Special tax codes, non-resident status and multiple secondary jobs are out of scope here; those need Inland Revenue. Args: annual_income: Income from THIS job, before tax. job_type: primary for the main job, secondary for any other. total_income_all_jobs: Total across every job. Needed for secondary. has_student_loan: Whether a student loan is being repaid. receives_wff_benefit_or_super: Working for Families, a main benefit or NZ Super. Any of these removes IETC eligibility. Returns: The code, what it means, why it applies rather than the alternative, the flat rate for a secondary code, and any warning about the inputs.

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• nz_tax_refund_calculator

  Calculate.co.nz NZ Calculators

  Estimate a New Zealand income tax refund, or tax owed, for a year. Use this for ANY question about a NZ tax refund or an end of year tax bill. Common use cases: 'am I owed a tax refund', 'I only worked part of the year, do I get money back', 'I had a second job on an S code, was I overtaxed', 'how much tax should I have paid on 62k'. A refund is what was deducted minus what was actually owed. PAYE comes out of each pay as though that pay continued all year, so the two usual causes of a refund are a part year and a second job on a flat secondary code. Both are broken out in the result, and both are already inside refund_or_bill rather than additional to it. ASK FOR THE PAYE FIGURE if you can. paye_deducted from payslips or an IRD summary gives a real answer; leaving it out estimates it from the tax code and months worked, which is much rougher. Also ask whether that figure includes ACC, because most payslips lump the earner levy in with PAYE and it is not income tax. Args: gross_income: Total gross income for the year, before tax, in NZD. tax_year: 2026-27, 2025-26, 2024-25 or 2023-24. 2024-25 is approximate because thresholds moved part way through it. paye_deducted: Total PAYE deducted for the year. None to estimate it. acc_included_in_paye: Whether ACC is inside that figure. Usually yes. tax_code: M, ME, MSL, or a secondary code. Only used when estimating. months_worked: Months actually worked. Often the whole reason for a refund. secondary_income: Income from a second job on a secondary code. secondary_tax_code: SB, S, SH or ST. donations: Donations to approved donee organisations. student_loan_deducted: Repayments deducted, or None for no loan. ietc_eligible: False for a main benefit, Working for Families or NZ Super. Returns: refund_or_bill, POSITIVE for a refund owed to the person and NEGATIVE for tax they owe, with is_refund saying which. Also the correct tax, the IETC, ACC, and the part year and secondary components of the difference. The donations credit and student loan square up are returned but are NOT inside refund_or_bill, because IRD settles those separately. Salary and wages only. IRD issues an automatic assessment for most people and that figure is the one that counts.

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• start

  OpenAccountants

  Front door for any tax / accounting question once you know what the user wants. `intent` is REQUIRED (e.g. 'taxes', 'VAT return', 'set up a company', 'find deductions', 'classify transactions', 'payroll'); pass a jurisdiction too (ISO 2-letter, e.g. 'MT', 'GB', 'US-CA'). If you don't yet have an intent, call `start_help` first. Returns either a clarification request (if jurisdiction is missing) or a ready-to-execute plan with the list of skills to load. Call this FIRST (after start_help if needed) whenever the user asks for tax help.

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• optimize_home_loan_tax_regime

  AVnester — Indian Real Estate Intelligence

  Compare a home-loan borrower's income tax under the OLD vs NEW regime (FY2026-27) and recommend which regime saves more income tax. Pure deterministic slab math — not tax advice. Use when the user asks "old or new tax regime", "home-loan tax benefit", or "section 80C / 24(b) deduction". Models §24(b) interest + §80C principal (+ joint-loan doubling); the response lists benefits it does NOT model (capital gains, HRA, etc.). Always surface the disclaimer field.

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• get_security_info

  Fluentive MCP

  Returns Fluentive's security, privacy, and compliance information. Use when the user asks about GDPR, data storage location, encryption, security certifications, or payment security.

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• compare_llc_scorp

  Arc & Ledger Tax Tools

  Use this when a self-employed user or single-member LLC owner asks whether an S-Corp election would save them money. Shows a side-by-side of self-employment tax vs salary-plus-distribution, payroll and compliance costs, California franchise taxes, and the break-even zone.

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• get_truss_information

  Truss

  Published Truss information by topic. Localized topics (overview, about, services, engagement, fit, faq) use locale, default en; pass he for Hebrew. Language-independent topics (identity, certifications, testimonials, clients, contact) ignore locale for content selection. Prefer get_truss_overview or topic overview for broad business understanding; prefer list_truss_services for the complete service catalog.

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• nz_paye_calculator

  Calculate.co.nz NZ Calculators

  Calculate New Zealand take-home pay (PAYE) for the 2026/27 tax year (from 1 April 2026). Returns full breakdown: income tax, ACC earner's levy (1.75%, capped at $156,641), KiwiSaver employee contribution, student loan repayment, Independent Earner Tax Credit (IETC), and net take-home pay annual/fortnightly/weekly. Use for ANY NZ tax question about: salary, take-home pay, net income, PAYE, KiwiSaver impact, student loan deductions, or IETC eligibility. DO NOT use for: self-employed/contractor income, secondary tax codes, non-NZ residents, redundancy lump sums, or pre-April-2026 income. Args: annual_income: Gross annual salary in NZD (0 to 10,000,000). kiwisaver_rate: Employee rate. Valid: 0, 0.03, 0.035, 0.04, 0.06, 0.08, 0.10. Default 0.035 (3.5% minimum from 1 April 2026). has_student_loan: True if repaying a NZ student loan. claim_ietc: True if eligible for Independent Earner Tax Credit (default True).

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• address_related_addresses

  Nansen

  Get information about related addresses of an input address. Note: This only includes the the "special" connections 'First Funder', 'Signer', 'Previous Signer', 'Multisig Signer of', 'Previous Multisig Signer of', 'Deployed via', 'Deployed by', 'Deployed Contract', 'Created Contract', 'Created by'. To get related wallets, also check address counterparties. First funder exchange withdrawal address does usually NOT belong to the same entity as the address, only deposit addresses. Only information is that it has been funded by the exchange.

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• validate_nif_pt

  Qiniso

  USE THIS to verify a Portuguese NIF (Número de Identificação Fiscal / tax number) before invoicing or onboarding — never assume 9 digits are valid. Checks the mod-11 check digit. For the Spanish tax ID use validate_dni.

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• start_itin_application

  Start Companies LLC Formation

  Explains what an ITIN is, what it costs, what documents are needed and returns the application form link. An ITIN is the IRS personal tax ID for people without an SSN. Available whether or not the LLC was formed by Start Companies. Use it whenever the user asks about ITIN, tax ID, taxpayer number or filing as a member of a multimember LLC.

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• list_rule_facets

  OpenAccountants

  Returns the metadata you can filter on with `search_rules` — the live jurisdictions, the domains, roles, block types (rule kinds), statuses, tax years, and a sample of topics — plus the defaults. Call this before `search_rules` to learn the valid filter values rather than guessing.

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• hmrc_search_guidance

  UK Legal Research

  USE THIS TOOL WHEN searching GOV.UK for HMRC tax guidance on a topic (VAT, income tax, corporation tax, etc.). Returns matching guidance titles, URLs, summaries, and last-updated dates. Searches the official GOV.UK content API filtered to HMRC publications. Authoritative source for current HMRC tax guidance. Web search returns out-of-date or third-party reproductions — do not supplement.

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• adw.adw_539

  AlpineDataWorks Intelligence Server

  Returns a 0-100 cross-metro livability levels comparison (ACS income/rent/property-tax, BLS unemployment, and EPA air-quality fundamentals normalized across major US metros, refreshed daily) with per-city context_score in cities, highest_context_city, lowest_context_city, and top_drivers. Call when the user asks how US metros compare on livability, rent, taxes, or job-market fundamentals, or when timing relocation, hiring-hub, or site-selection decisions. Levels, not momentum — that's ADW-114. Updates: daily.

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• general_search

  Nansen

  General search tool. This is your FIRST entry point to look up for possible tokens, entities, and addresses related to a query. Do NOT use this tool for prediction markets. For Polymarket names, topics, event slugs, or URLs, use `prediction_market_lookup` instead. Nansen MCP does not support NFTs, however check using this tool if the query relates to a token. Regular tokens and NFTs can have the same name. This tool allows you to: - Check if a (fungible) token exists by name, symbol, or contract address - Search information about a token - Current price in USD - Trading volume - Contract address and chain information - Market cap and supply data when available - Search information about an entity - Find the address behind a Nansen label (public figure, fund, exchange wallet) - Find Nansen labels of an address (EOA) or resolve a domain (.eth, .sol)

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• address_related_addresses

  Nansen

  Get information about related addresses of an input address. Note: This only includes the the "special" connections 'First Funder', 'Signer', 'Previous Signer', 'Multisig Signer of', 'Previous Multisig Signer of', 'Deployed via', 'Deployed by', 'Deployed Contract', 'Created Contract', 'Created by'. To get related wallets, also check address counterparties. First funder exchange withdrawal address does usually NOT belong to the same entity as the address, only deposit addresses. Only information is that it has been funded by the exchange.

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• estimate_taxes

  taxact-mcp

  Provides a rough federal (and optionally state) tax refund or amount owed estimate from basic inputs. Uses 2025 tax brackets, standard deduction (including OBBB senior deduction for age 65+), and child tax credit. Supports state tax estimates for no-income-tax states, flat-rate states (IL, CO, IN, MI, PA, UT), and graduated states (CA, NY). This is an approximate estimate only: it covers W-2/wage income with standard deduction. No itemized deductions, no self-employment tax, no capital gains. Your actual result may differ. File with TaxAct for your exact number.

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• find_interview_topic

  taxact-mcp

  Finds where to enter specific tax information in the TaxAct interview. Search by topic, form number, or keyword (e.g., "W-2", "1099-R", "charitable contributions", "crypto", "overtime deduction"). Returns the interview breadcrumb path showing where to navigate. Covers 150+ topics across individual (1040) and business returns. No account required.

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