Tax Preparation
Step 1: Please sign the Y10 Tax Solutions Engagement Letter. This important document outlines our mutual commitments, ensuring transparency and clarity in the preparation of your tax return. It also includes our fee schedule.
Step 2: Fill out the Tax Organizer below. This quick and easy questionnaire is designed to gather all the necessary information to prepare your tax return accurately.
Returning clients, please fill out the Returning Client Tax Organizer.
Step 3: Both taxpayer and spouse should sign Form 8821.
Step 4: Upload all your documents, including the following, to the Y10 Tax Secure Upload Portal.
Basic Information:
Government-issued IDs for the taxpayer and, if married, for the spouse as well.
For new clients: Your previous two years of tax returns to help us understand your tax history and ensure maximum accuracy and efficiency.
Income Documents
W-2 forms from all employers.
1099 forms, if you're self-employed or have received income from dividends, interest, retirement, or other sources.
Any other documents that show additional income
Any other pertinent information related to your taxes.
Please scroll down to accept the terms of use before filling out the form. 🙂
Important Instructions for Filling Out the Client Organizer
Start the Process: To begin filling out the tax return organizer, please click the blue "Continue" button located at the bottom of the screen. Some users overlook this step, so please ensure you click it to proceed.
One Session Completion: Please be aware that the organizer has a timeout feature. It's crucial to complete the form in one sitting. If you pause for an extended period or navigate away, your entered information may be erased, and you'll need to start over.
We appreciate your understanding and cooperation in making the tax return process smooth and efficient. If you have any questions or concerns, please don't hesitate to reach out.