Technical guides on fixing CSV schemas, understanding IRS formatting, and optimizing crypto tax reporting.
The TaxFormatter MCP server is live in the Official MCP Registry, Smithery, and three more directories — bundled with tiered AI insights and unified pricing for the dashboard and API.
The MCP Server, Node.js SDK, and Python SDK — explained plainly. No experience required. Pick the one that fits how you work.
APIs and MCP servers explained in plain English. Learn what an API does, why every app you use depends on them, and why MCP servers are the next big thing letting AI assistants like Claude and ChatGPT take actions for you.
The default way to build a crypto and bank tax tool is a SaaS web app — upload, click, download, subscribe. We built the opposite: an API first, with the UI as just another client. Here's the reasoning, and the trade-offs we accepted.
Free, Starter, Growth, or Business — which TaxFormatter plan fits your use case? A plain-English breakdown of file limits, AI models, and bank PDF parsing across every tier.
Fintech companies spend months building and maintaining custom CSV parsers for every exchange and bank. Here's why teams are replacing that code with a single API call — and saving hundreds of engineering hours.
Use the @taxformatter/mcp-server npm package to give Claude, Cursor, Windsurf, and other AI agents the ability to parse crypto CSVs and bank statement PDFs through natural language.
Learn how to integrate TaxFormatter's REST API to parse broken crypto exchange CSVs and bank statement PDFs into structured JSON. Supports 14 exchanges and 6 banks, and returns clean transaction data in seconds.
Manual bank statement entry costs small businesses 5-10 hours per month and introduces errors that compound over time. Here's what automation actually saves you.
PDF bank statements are designed for viewing, not analysis. Here's how to convert them to CSV or Excel without losing transactions, mangling dates, or creating formatting errors.
Freelancers: your bank statement is a mess of business and personal transactions. Here's how to clean, categorize, and format it for tax prep without losing your mind.
Bank CSV exports often fail when imported into QuickBooks, Xero, or Excel. Learn the 8 most common formatting errors and how to fix broken bank statement files instantly.
QuickBooks rejecting your CSV bank statement? Here's every common error message, what causes it, and how to fix it—from date formats to encoding issues.
Understanding the wash sale rule for cryptocurrency. Does it apply in 2025? How to flag them in your CSV.
Step-by-step guide to fixing 'Invalid Header' and timestamp errors when importing Coinbase transaction history into TurboTax.
Everything you need to know about crypto taxes in 2025, including new IRS rules, reporting requirements, and how to save money on your tax bill.
Learn how to identify and fix the most common CSV errors from Coinbase, Binance, Kraken, and other exchanges before importing to your tax software.
Stop manually copying bank transactions. Our PDF to Excel converter extracts Chase, Mercury, Navy Federal and other supported bank statements into QBO/Xero-ready Excel files in seconds.
We're launching TaxFormatter to solve the biggest pain point in crypto tax filing - broken CSV files. Learn how our AI-powered tool saves hours of manual work.