Let's see if we're a fit

Tell me a bit about what's going on

A few quick questions so I can point you to the right service and give your call my full attention. Takes about a minute.

Want to see what working together actually looks like first? Read how I work with clients, start to finish, then come back and fill this out.

What brings you here? *

Check everything that applies.

Personal taxes Business / self-employed taxes IRS notice / representation Bookkeeping Tax planning & strategy Starting a business Not sure yet Other

Please pick at least one.

Which tax year is this for?

The year the income or the event happened. Check all that apply.

2026 2025 Earlier years Not sure

A bit about your household

A few basics so I know how to help. Nothing sensitive.

Your current status

Married Single Separated (living apart) Divorced (not remarried)

Kids or dependents?

Yes No

Do you own your home?

Yes No

Your household income?

Under $50k $50k–$100k $100k–$250k $250k+

About your books

A little about how your books look today.

What do you use now?

QuickBooks Online QuickBooks Desktop Xero Spreadsheets Nothing yet Something else

How current are your books?

Up to date A few months behind A year or more behind Never set up

Business bank / card accounts to track?

1 2–3 4+

Which of these apply?

Check any that fit. No wrong answers.

Self-employed / 1099 income Own a business (LLC, S-corp) Rental property Sold a home, rental or business Investments or crypto Stock options, RSUs or ESPP Income in multiple states Employees / payroll Behind on filing / IRS notice Just a simple W-2 return

How many businesses?

1 2 3+

How many rental properties?

1 2 3+

Which states are involved?

Optional. Everywhere you lived, worked or owned property this year, DC included.

Who handled your taxes last year?

Did them myself Another tax pro Didn't file First time filing

Anything specific you're dealing with?

Optional. A life change, a deadline, a question, anything.

How can I reach you? *

First name *

Last name

Email *

Phone *

What state are you in? *

Where did you hear about me?

Who or where? (optional)

I agree to be contacted by Y10 Tax Solutions about my request.

No SSN or sensitive documents needed here.

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Because you shared your details, your call gets priority. Grab a 25-minute discovery call and we'll map out your next step.

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Once your call is booked, you'll get an invite to my secure client portal with a short list of what to upload before we talk.

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