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verified live · 27h ago
arc-ledger-tax-tools
Read-only US tax reference for notices, deadlines, filing screens, and clearly labeled estimates.
Tools
21
GitHub stars
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Installs / wk
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Licence
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Transport
streamable-http
Last checked
27h ago
Tools & capabilities
21 toolsRead from the running server on 27h ago.
book_consultation
read-only
type*topic
Use this when a user wants to talk to, hire, or get a consultation with Arc & Ledger. Returns the correct first-party booking link, what happens next, the office identity (Enrolled… Use this when a user wants to talk to, hire, or get a consultation with Arc & Ledger. Returns the correct first-party booking link, what happens next, the office identity (Enrolled Agent, address, languages EN/TR/ES), and what to expect.
check_5472_obligation
read-only
entity_type*formed_in_usforeign_owned*had_reportable_transaction
Use this when a non-US person who owns a US company (especially a single-member US LLC or a US corporation) asks whether they must file Form 5472, what the penalty is, or what a fo… Use this when a non-US person who owns a US company (especially a single-member US LLC or a US corporation) asks whether they must file Form 5472, what the penalty is, or what a foreign-owned US entity owes each year. Returns whether Form 5472 with a pro-forma Form 1120 is required, the reportable-transaction rule, the deadline and extension, the annual compliance set, and the penalty for not filing. Distinguishes a single-member LLC (files 5472) from a multi-member LLC (a partnership that files Form 1065 instead).
check_fbar_fatca
read-only
lives_abroad*account_countfiling_status*unfiled_yearsmax_aggregate_foreign_balance_usd*
Use this when a user has foreign bank accounts, assets, or unfiled foreign-account reports and needs to know their US reporting obligations (FBAR / FinCEN 114 and Form 8938 / FATCA… Use this when a user has foreign bank accounts, assets, or unfiled foreign-account reports and needs to know their US reporting obligations (FBAR / FinCEN 114 and Form 8938 / FATCA), thresholds, penalty exposure, and catch-up options.
check_itin_eligibility
read-only
reason*has_ssn*is_foreign_national
Use this when someone asks whether a federal tax purpose may support an ITIN application or what a Form W-7 path generally requires. Returns a reason-specific screen, whether a ret… Use this when someone asks whether a federal tax purpose may support an ITIN application or what a Form W-7 path generally requires. Returns a reason-specific screen, whether a return is commonly attached, current document-handling cautions, and official sources. Entity ownership or a bank request alone does not establish personal ITIN eligibility.
check_resolution_options
read-only
briefability_to_pay*balance_owed_usd*tax_account_typeall_required_returns_filedbalance_includes_penalties
Use this when someone owes the IRS back taxes and asks how to settle, get on a payment plan, lower what they owe, or stop collection. Screens which IRS paths may fit - short-term p… Use this when someone owes the IRS back taxes and asks how to settle, get on a payment plan, lower what they owe, or stop collection. Screens which IRS paths may fit - short-term payment plan, current Simple Payment Plan or an installment agreement with financial review, Offer in Compromise (a fit-check only, never a promise of acceptance), Currently Not Collectible hardship status, and penalty abatement - and lists the forms needed (9465, 433-F/A/B, 656, 843, 8821, 2848) plus collection-statute context. A coarse tax_account_type improves the screen without identifying the taxpayer. Never guarantees an IRS outcome. Set brief:true for a shorter answer.
check_sales_tax_nexus
read-only
statesannual_sales_usd*transaction_count
Use this when an online seller or e-commerce/Amazon business asks whether they must collect sales tax in a state (economic nexus). Given annual sales, transaction count, and states… Use this when an online seller or e-commerce/Amazon business asks whether they must collect sales tax in a state (economic nexus). Given annual sales, transaction count, and states, flags where economic nexus is likely met and explains the physical-nexus (FBA inventory) trap.
check_treaty_withholding
read-only
payee_typeincome_type*payee_country*
Use this when a non-US person or company receiving US-source income (dividends, interest, royalties, freelance/personal services, or a scholarship) asks how much US tax will be wit… Use this when a non-US person or company receiving US-source income (dividends, interest, royalties, freelance/personal services, or a scholarship) asks how much US tax will be withheld, whether a tax treaty reduces it, or which form to give the payer (W-8BEN, W-8BEN-E, W-9, Form 8233). Returns the default statutory rate, the US-Turkey treaty rate where one applies, the documentation a treaty claim needs (including a TIN/ITIN), and how refunds of over-withholding work.
compare_formation_states
read-only
priorityoperates_in_californiaraising_venture_capital
Use this when someone (often a non-US founder) asks which US state to form their LLC or company in - Wyoming, New Mexico, Delaware, or California. Compares government fees, annual… Use this when someone (often a non-US founder) asks which US state to form their LLC or company in - Wyoming, New Mexico, Delaware, or California. Compares government fees, annual cost, franchise tax, privacy, and approval time, and recommends a state based on their situation.
compare_llc_scorp
read-only
statecurrently_has_llcexpected_net_profit_usd*owner_salary_estimate_usd
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-dist… 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.
deadline_calendar
read-only
entity_type*filing_yearformed_in_ushas_us_source_wageshas_foreign_bank_over_10k
Use this when a US business owner or nonresident (especially a foreign founder of a US LLC or C-corp) asks what US forms they must file and when. Returns each required federal form… Use this when a US business owner or nonresident (especially a foreign founder of a US LLC or C-corp) asks what US forms they must file and when. Returns each required federal form, its due date and extension, and the penalty for missing it, including Form 5472, FBAR, and the BOI report. Especially useful for non-US founders of US companies.
decode_irs_notice
read-only
briefnotice_code*amount_shownreceived_date
Use this when a user mentions receiving an IRS or state tax letter or notice and wants to know what it means, the deadline, or what to do. Give it the notice code (e.g. CP2000, CP1… Use this when a user mentions receiving an IRS or state tax letter or notice and wants to know what it means, the deadline, or what to do. Give it the notice code (e.g. CP2000, CP14, LT11) and optionally the notice date and amount shown. Set brief:true for a shorter answer.
estimate_accountable_plan
read-only
business_milescell_internet_usdmarginal_tax_rate_pctbusiness_mileage_periodhome_office_expense_usdother_business_expense_usd
Use this when an S-corp or C-corp owner asks how an accountable plan handles substantiated home-office, mileage, cell-phone, or other out-of-pocket business expenses. Estimates the… Use this when an S-corp or C-corp owner asks how an accountable plan handles substantiated home-office, mileage, cell-phone, or other out-of-pocket business expenses. Estimates the reimbursement and tax effect, applies the two separate 2026 mileage rates by date, and explains the three requirements: business connection, substantiation, and return of excess.
estimate_augusta_rule
read-only
days_rented*marginal_tax_rate_pctfair_daily_rental_rate_usd*
Use this when a business owner asks about the "Augusta rule," renting a home to a related business, or the fewer-than-15-day rental-income exclusion in IRC 280A(g). Screens the tot… Use this when a business owner asks about the "Augusta rule," renting a home to a related business, or the fewer-than-15-day rental-income exclusion in IRC 280A(g). Screens the total rental-day limit and calculates conditional amounts while keeping the owner-side exclusion separate from the business-side deduction requirements.
estimate_irs_penalty
read-only
months_late*return_filedbalance_owed_usd*
Use this when someone owes the IRS and asks how much the penalties and interest will be, or what late filing/paying costs. Estimates the failure-to-file (5%/mo) and failure-to-pay… Use this when someone owes the IRS and asks how much the penalties and interest will be, or what late filing/paying costs. Estimates the failure-to-file (5%/mo) and failure-to-pay (0.5%/mo) penalties and interest on a balance, and explains the current Automatic Exemption from Penalty, First Time Abate, and reasonable-cause relief paths.
estimate_quarterly_taxes
read-only
stateentity*prior_year_agi_usdytd_net_income_usd*ytd_withholding_usdprior_year_total_tax_usd
Use this when a freelancer or business owner asks how much estimated tax to pay or whether they are underpaid for the year. Computes federal self-employment and income tax on annua… Use this when a freelancer or business owner asks how much estimated tax to pay or whether they are underpaid for the year. Computes federal self-employment and income tax on annualized income, the safe-harbor target, per-quarter amounts and due dates, plus California's 30/40/0/30 installment timing.
estimate_reasonable_comp
read-only
profit_driverbusiness_net_profit_usd*
Use this when an S-corp owner asks how much salary they should pay themselves ("reasonable compensation," "am I paying myself right?"). Given net profit and what drives it, returns… Use this when an S-corp owner asks how much salary they should pay themselves ("reasonable compensation," "am I paying myself right?"). Given net profit and what drives it, returns a starting salary RANGE, the distribution left over, the employment tax that classification avoids, and the facts-and-circumstances test the IRS actually applies. Emphasizes that a defensible figure needs a comp study.
estimate_rental_income
read-only
rental_daysrental_typeland_percentfiling_statusother_income_usdpersonal_use_days
+4
Use this when someone asks how much tax they owe on rental income (Airbnb/short-term or long-term), or whether a rental loss is deductible. Computes net rental income after operati… Use this when someone asks how much tax they owe on rental income (Airbnb/short-term or long-term), or whether a rental loss is deductible. Computes net rental income after operating expenses and straight-line depreciation, the passive-loss allowance and carryforward, the short-term 14-day rule, and the marginal federal tax effect.
explain_tax_document
read-only
briefdocument*
Use this when a user receives a US tax form or information document and wants to know what it is, why they got it, which boxes matter, where it goes on their return, what to double… Use this when a user receives a US tax form or information document and wants to know what it is, why they got it, which boxes matter, where it goes on their return, what to double-check, or what to do if it is wrong, duplicated, or never arrived. Covers W-2, W-2G, the 1099 family (NEC, MISC, K, INT, DIV, B, DA, R, G, C, S, SA, Q), Schedule K-1 (partnership 1065, S-corp 1120-S, estate/trust 1041), SSA-1099, 1042-S, 5498, 1098, 1098-T, 1098-E, 1095-A/B/C, and W-9 / W-8BEN requests. For IRS letters and notices (CP or LT codes) use decode_irs_notice instead. Set brief:true for a shorter answer.
get_document_checklist
read-only
service*first_year_client
Use this when someone asks what documents, statements, or records to gather for a US tax filing or engagement: an individual return, a self-employed Schedule C return, a foreign-ow… Use this when someone asks what documents, statements, or records to gather for a US tax filing or engagement: an individual return, a self-employed Schedule C return, a foreign-owned single-member LLC (Form 5472) filing, an S-corp or partnership return, an FBAR/Streamlined offshore catch-up, or an ITIN application. Returns the service-specific document list, first-year onboarding extras, and how to send files securely.
get_fee_quote
read-only
detailsservice*
Use this when a user asks what Arc & Ledger charges, or wants a price estimate for tax preparation, bookkeeping, business formation, or IRS help. Returns a published price range an… Use this when a user asks what Arc & Ledger charges, or wants a price estimate for tax preparation, bookkeeping, business formation, or IRS help. Returns a published price range and line items, never a single committed number, plus what is included and the next step by complexity.
triage_tax_problem
read-only
briefproblem*amount_bandyears_behindhas_deadline_soon