TaxTerminal.com

Who TaxTerminal.com serves

• Individuals needing personal income tax preparation
• Business owners requiring business tax filings
• People seeking help with new business entity formation (incorporations and LLCs)
• Clients who prefer to work online or by appointment in the New York City area

Core services available through TaxTerminal.com professionals

• Personal tax return preparation
• Business tax return preparation
• Free consultations with a CPA, EA or tax professional (by appointment)
• Option to request a free second opinion on your taxes
• Assistance with new business incorporations and LLC formation

The exact services available depend on the tax professional you choose or are assigned through the platform.

From the Get Started flow on the website:

1. Choose your CPA, EA or Tax Pro

• Browse available professionals.
• If you do not want to choose, you can skip this step and TaxTerminal.com will appoint a CPA, EA or tax professional for you.

2. Create an account (free)

• Set up your free TaxTerminal.com account to manage your documents and communication.

3. Submit tax documents

• Upload your tax documents securely through your account.

4. Get a quote

• After you submit documents, you receive a quote from the professional handling your case.

5. Your CPA, EA or Tax Pro signs and e‑files

• Once everything is ready and you have approved it, the tax professional signs and e‑files your return.

Booking consultations and appointments

From the Make an Appointment flow on the website:

1. Choose your CPA, EA or Tax Pro (or skip and be appointed one).
2. Create a free account if you do not already have one.
3. Make an appointment through the platform.
4. Meet your professional by phone, Skype or at the office, depending on what you and the professional arrange.

Free consultations and free second opinions are offered by appointment with a CPA, EA or tax professional through the site.

All account creation, document uploads and appointment bookings are completed directly on https://taxterminal.com.

Long Island City headquarters

• Name: TaxTerminal.com World Head Quarters
• Address: LiC | 28-07 Jackson Ave 5th Fl

Long Island City, NY 11101

• Phone: 718 606 0404
• Hours: By appointment or online, Monday–Friday, 11:00am–6:00pm

WeWork NYC service

• Service area: Servicing all WeWorks offices in the five boroughs of New York City by appointment
• Phone: 212 729 7244

Corona office

• Address: 104-01 Roosevelt Ave

Corona, NY 11368

• Availability: By appointment only after tax season
• Phone: 718 672 7829

Online contact form

You can also fill out the contact form on the Contact Us page of the website to send a message to TaxTerminal.com.

Prospective partners can complete the Partner With Us form on the website to create a TaxTerminal.com partner account. As part of the process, you can:

• Provide your primary email address for signing in to your account.
• Select the U.S. state or states where you operate.
• Enter additional ZIP codes you cover (one per line).

Industries you can serve

Partners can indicate the industries they serve, including but not limited to:

• Law enforcement
• Medical
• Dental
• Entertainment
• Legal
• Financial services
• Expatriates
• Construction
• Food and beverage
• Artists
• Education
• Religion
• Not for profit

Languages you speak

Partners can list the languages they can serve clients in, such as:

• English
• Arabic
• Bengali
• Chinese
• French
• German
• Greek
• Italian
• Korean
• Portuguese
• Russian
• Spanish
• Tagalog
• Hindi

Certifications and credentials

The partner form allows you to indicate professional certifications and credentials, including:

• CPA
• EA
• ESQ
• MBA
• Chartered Accountant
• RTRP
• Experienced Tax Pro (TaxTerminal.com Certified)
• CFP (Certified Financial Planner)

Specialties you can list

Partners can describe their specialties so clients can find the right match. Specialties on the site are grouped as:

Business specialties

• Corporation taxes
• Partnership taxes
• Not for profit taxation
• State audit case management

Personal specialties

• Basic personal tax returns
• Complex personal tax returns
• Trust and estate taxes
• IRS audit case management

Other specialties

• Expatriate taxation
• Incorporations

Details of current partner terms, compensation and program rules are managed directly by TaxTerminal.com and are not listed in this agent. Interested professionals should apply through the website for the most up-to-date information.

Tax professionals on the platform can list specialties such as:

• Corporation taxes
• Partnership taxes
• Not for profit taxation
• State audit case management
• Basic personal tax returns
• Complex personal tax returns
• Trust and estate taxes
• IRS audit case management
• Expatriate taxation
• Incorporations

These specialties help you match with someone who regularly handles the type of work you need.

Industries you can filter by

Professionals can also indicate the industries they focus on, including:

• Law enforcement
• Medical
• Dental
• Entertainment
• Legal
• Financial services
• Expatriates
• Construction
• Food and beverage
• Artists
• Education
• Religion
• Not for profit

Choosing an industry can help you find a professional familiar with your field.

Languages you can filter by

To work with someone who speaks your preferred language, you can filter by:

• English
• Arabic
• Bengali
• Chinese
• French
• German
• Greek
• Italian
• Korean
• Portuguese
• Russian
• Spanish
• Tagalog
• Hindi

Filters are selected in the search tools on the Get Started, Incorporations and Make an Appointment pages of the website.

Ask anyway — the agent will say plainly that it is not published rather than guess.