8 APIs · MCP /mcp/premium
Premium Tax Suite
The AMT trap on ISO exercises, QSBS exclusions, the pass-through-entity SALT workaround, §199A QBI, foreign tax credits, and Social Security claiming strategy — the algorithmically hardest tax math in the portfolio.
Social Security Filing Strategy beta
The claiming-age combination that maximizes lifetime value.
POST /ss/optimize-filing-strategy
Social Security PIA Estimator beta
Primary Insurance Amount from earnings history.
POST /social-security/estimate
ISO Exercise AMT Calculator beta
The AMT bill on an ISO exercise, plus the MTC carryforward.
POST /equity/calculate-tax
QSBS §1202 Exclusion beta
Gain exclusion by acquisition era, with state conformity.
POST /qsbs/check
PTET / SALT Cap Optimizer beta
Is the pass-through-entity tax election worth it?
POST /ptet/calculate-benefit
§199A QBI Deduction beta
The 20% deduction with SSTB and wage limits.
POST /qbi/calculate-deduction
Foreign Tax Credit Limitation beta
Form 1116 §904 limitation by basket.
POST /international/calculate-ftc
R&D Tax Credit (§41) beta
ASC and regular method with the payroll-tax offset.
POST /tax-credit/calculate-rd-credit
Volume and suite pricing available. All suite APIs are reachable over one MCP endpoint: /mcp/premium.