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FinancialMCP serverFirst audited Nov 13, 2026

US Tax Estimator

Federal tax estimate, deadlines, FBAR/8938/3520 checks, §7702 screen, inherited-stock step-up.The vendor's description, from its MCP Registry listing.

Passed public checksAudited Nov 13, 2026

Every public check ran and passed. Public audit: we connect as an AI client would, list the tools and check what they say. We do not run them. How we audit

Does it work?
YesConnected in 369 ms.
Sign-up?
None neededIt answered without any account or key.
Can it change things?
No, read-onlyAll 6 tools say they only read.
Endpointhttps://my.yz-cpa.com/mcp

Website Streamable HTTP · protocol 2025-11-25 · server version 1.3.0

What we checked, the evidence, and the tools it offers.

What we checked

Security

  • Passed: Connections are encrypted (HTTPS).

  • Passed: No hidden instructions found in tool text.

Safety labels

  • Passed: Every tool says whether it only reads or can change things.

Tools

  • Passed: 6 tools listed.

  • Passed: Every tool describes its inputs with a valid schema.

Protocol

  • Passed: The MCP handshake works (Streamable HTTP).

  • Passed: Protocol version 2025-11-25 (latest).

  • Passed: Unknown requests are refused.

Connection

  • Passed: The server responds.

Tools (6)

As the server describes them. The labels are the server's own: it says whether each tool only reads or can change things.

  • estimate_federal_taxEstimates a year's U.S. federal income tax plus self-employment tax, the refund or balance due after withholding and estimated payments, marginal and effective rates, a bracket-by-bracket breakdown a…Read-only
  • list_federal_tax_deadlinesLists upcoming U.S. federal tax deadlines with days remaining: quarterly estimated payments (1040-ES), individual return and extension dates, and optionally S-corporation, partnership and C-corporati…Read-only
  • check_foreign_reporting_requirementsChecks a U.S. person's foreign-asset figures against the filing thresholds for FBAR (FinCEN Form 114), Form 8938 (FATCA) and Form 3520 (gifts or bequests from a foreign individual or estate). Only th…Read-only
  • screen_foreign_life_insurance_7702Preliminary screen of whether a non-U.S. savings-type life insurance policy (for example a Hong Kong whole-life or savings plan) meets the U.S. definition of life insurance under IRC §7702, using the…Read-only
  • compare_offshore_compliance_optionsFor a U.S. taxpayer who missed FBAR or Form 8938 filings or left foreign income unreported, estimates and compares the cost of three catch-up paths: A) delinquent information return procedures (only…Read-only
  • estimate_inheritance_step_upFor U.S.-listed stocks, ETFs, mutual funds or crypto held at someone's death (directly, in an estate or in a revocable living trust), estimates the value on the date of death from public market price…Read-only

Audit history

  1. Nov 13Passed

What we sent

Every request in this audit, with the answer and how long it took. We never send credentials and never call a tool.

RequestAnswerTime
initializeHTTP 200369 ms
initializedHTTP 202290 ms
tools/listHTTP 200276 ms
unknown-methodHTTP 200399 ms

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