get_tax_document_checklistGenerate a personalized checklist of tax documents you need to gather for filing.
optimize_capital_gainsAnalyze investment lots and suggest which to sell to minimize tax.
plan_retirement_withdrawalsPlan tax-efficient retirement withdrawals. Determines optimal order to draw from
plan_multi_year_taxesCreate a 3-5 year tax projection and strategy. Models income changes, Roth conversions,
analyze_relocation_taxesIn-depth relocation tax analysis comparing two states. Includes state income tax,
generate_full_tax_reportGenerate a full tax estimate report combining federal tax, state tax, FICA,
process_1099_incomeProcess multiple 1099 forms and calculate the tax impact of each income type.
get_personalized_tax_calendarGenerate a personalized tax calendar based on your situation.
analyze_paycheckAnalyze a paycheck to verify withholding accuracy.
simulate_tax_scenarioWhat-if tax scenario simulator. Compare your current situation against a hypothetical change:
assess_audit_riskEvaluate your IRS audit risk based on your tax return profile.
list_tax_creditsList available federal tax credits with eligibility, amounts, and phase-out rules.
check_credit_eligibilityCheck which tax credits you may be eligible for based on your situation.
get_retirement_accountsGet details on retirement account types — contribution limits, tax treatment, income limits, and tips.
get_retirement_strategyGet detailed info on tax-advantaged retirement strategies like Backdoor Roth, Mega Backdoor Roth, Roth Conversion Ladder, Tax Loss/Gain Harvesting.
calculate_eitcCalculate the exact Earned Income Tax Credit (EITC) amount.
list_deductionsList available tax deductions with eligibility rules and limits. Covers both above-the-line and itemized deductions.
standard_vs_itemizedCompare standard deduction vs itemized deductions to determine which is more beneficial.
We re-grade npm:irs-taxpayer-mcp on a schedule and alert your Slack/webhook the moment its tools change or its grade drops — rug-pull insurance for the connection.
Add the wmcp.sh trust oracle as an MCP server and call grade_mcp_server / check_mcp_drift in your agent's pre-connection gate:
https://wmcp.sh/mcp/trust
readOnly vs observed behavior) layer on via the wmcp.sh proxy.