US Quarterly Tax Estimator

US Quarterly Tax Estimator MCP Connector for Claude

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Calculate exact US federal quarterly estimated tax payments and deadlines using Safe Harbor rules.

3 tools Official Updated Jun 28, 2026 Official Vinkius Partner

This MCP server provides AI agents with the tools to calculate precise US federal quarterly estimated tax payments (Form 1040-ES). By inputting projected annual income and prior year tax liability, agents can use estimate_quarterly_payments to generate a complete schedule of four payment amounts and their respective deadlines. Additionally, the evaluate_safe_harbor_compliance tool allows for checking if current withholdings meet the 90% or 110% Safe Harbor thresholds, while calculate_marginal_tax_bracket identifies applicable tax rates based on income levels.

irs1040-essafe-harbortax-planningus-tax

3 tools expose this connector's capabilities to your AI agent.

evaluate_safe_harbor_compliance

Check if current tax payments meet Safe Harbor requirements

estimate_quarterly_payments

Calculate required US quarterly tax payments

calculate_marginal_tax_bracket

Calculate the marginal tax rate for a given income

See how to talk to your AI agent using US Quarterly Tax Estimator.

Calculate my quarterly tax payments for an annual income of $100,000 and a prior year tax of $15,000.

Based on your inputs, the `estimate_quarterly_payments` tool has calculated your four installments. Each payment is due on April 15, June 15, September 15, and January 15, with specific amounts distributed to satisfy Safe Harbor requirements.

What is my marginal tax rate if I earn $80,000?

The `calculate_marginal_tax_bracket` tool identifies your top federal tax bracket and the corresponding percentage rate for an income of $80,000.

Am I compliant with Safe Harbor if I've paid $5,000 so far this year?

By using `evaluate_safe_harbor_compliance`, the system checks your $5,000 payment against the 90% current year or 100%/110% prior year threshold to determine if you are at risk of underpayment penalties.

Use the `estimate_quarterly_payments` tool. It returns a list of all four quarterly deadlines along with the specific amount due for each period.

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