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Toozi Tax

ClaudeCommunityby Tax Nerd Inc dba Toozi

Toozi is a tax app for self-employed people: estimate taxes, find deductions and write-offs, plan quarterly estimated taxes, prepare 1099s and your tax return, and e-file with an IRS-authorized provider. Built for freelancers, gig workers and beauty pros. Claude works directly in your Toozi books, so tax time is a review, not a project. Try asking: “What will I owe in taxes this year?” “How much should I set aside from this week’s income?” “Log $42 at Sally Beauty for supplies.” “Who do I need to send a 1099 to?” Taxes: Prepare your federal return from your books: income, Schedule C expenses, mileage, self-employment tax, the QBI deduction and estimated payments. For the current year, get a live estimate. Know what to set aside and this quarter’s estimated payment, based on your real profit. 1099s: find contractors who need a 1099-NEC, see who’s missing a W-9, text a W-9 request after you confirm, and prepare the forms. Write-offs, all year: Log expenses, income or miles in plain language. Sort uncertain bank transactions into the right Schedule C category and teach it rules. See income, expenses and profit for any date range from synced banks and paid invoices. Send invoices, track bills and keep a budget. Away from Claude? Text Toozi what you made or spent and it shows up here. Coming soon: California sales tax filing for SaaS sellers. Careful with money and taxes: Nothing is filed from Claude. Returns and 1099s are reviewed, identity-verified, signed and e-filed in your Toozi dashboard. Anything that sends, deletes or contacts someone takes two steps: a preview, then your confirm. Every number tells you how much to trust it. Claude never sees full SSNs, EINs or bank account numbers. You need a Toozi account (14 days free, no card).

Details

Financial ServicesProductivityOther
Listed Oct 30, 2026
by Tax Nerd Inc dba Toozi
MCP endpoint: https://api.toozitax.app/functions/v1/mcp · streamable-http

Available tools (29)

add_billadd_budget_categoryauto_categorize_transactionscategorize_transactionconfirm_contractorcreate_invoicedelete_billdelete_budget_categoryget_account_overviewget_budgetget_monthly_summaryget_period_summarylist_billslist_merchant_ruleslist_uncategorizedlog_expenselog_incomelog_mileagemark_bill_paidnot_a_contractorprepare_1099sprepare_returnquery_user_datarequest_w9scan_contractor_paymentssend_invoiceset_budgetset_vehicle_methodtax_estimate