Referral Program

I’m excited to offer a Referral Rewards Program as a thank‑you for helping Y10 Tax Solutions grow. Here’s everything you need to know.

How It Works

If you refer someone to Y10 Tax Solutions and they sign up and pay for their tax preparation services, you’ll receive your choice of:

• A $30 Amazon gift card, or

• A $30 discount on your own tax preparation

How to Refer Someone

1. Share my contact information with someone who needs tax services.

2. They must list your name on their intake form or tell me directly.

3. Once their payment is completed, you’ll receive your reward within 30 days.

Who Counts as a Referral?

• Only new clients who have never worked with Y10 Tax Solutions.

• Anyone who contacted me before November 25, 2025 does not count.

• Family, friends, coworkers, neighbors—all eligible.

• Self‑referrals are not allowed. This includes spouses regardless of filing status.

• Referring a family member is allowed if they are new to Y10 Tax Solutions and in a different tax family.

Receiving Your Reward

• Rewards are delivered within 30 days after the referred client pays.

• Discounts cannot be redeemed for cash.

• If your invoice is under $30, the unused portion does not carry over.

Your referrals mean a lot. Thank you for supporting my firm!

Full Referral Program Terms & Conditions

Effective Date: November 25, 2025
Offered By: Y10 Solutions LLC (DBA: Y10 Tax Solutions) ("the Company")

1. Program Overview

The Y10 Tax Solutions Referral Program ("Program") provides rewards to existing clients who refer new clients who purchase tax preparation services. Participation constitutes acceptance of these Terms.

2. Referrer Eligibility

To receive a referral reward, a Referrer must:

• Have no outstanding balance with the Company.

• Be an individual; business entities cannot act as Referrers.

3. Eligible Referrals

A Referred Client qualifies only if all of the following are true:

• They are a new client who has never previously engaged Y10 Solutions LLC for any service.

• They did not contact or interact with Y10 Tax Solutions prior to November 25, 2025.

• They identify the Referrer before or at the time of signing the engagement letter.

• They pay for their tax preparation service.

• If any fees are refunded, the referral reward becomes void.

4. Referral Rewards

• For each eligible Referred Client, the Referrer may choose:

  • One (1) $30 Amazon gift card, or

  • One (1) $30 discount on their next tax preparation service

• Only one reward may be issued per Referred Client.

• Multiple rewards may be combined toward a single invoice, but the total applied discount cannot exceed the invoice amount.

• Rewards have no cash value, are non‑transferable, and may not be redeemed for cash.

5. Reward Delivery Timeline

• Rewards are issued within 30 days after the Referred Client fully pays their invoice.

6. Program Limitations & Fraud Prevention

Y10 Tax Solutions may deny, delay, or revoke rewards if:

• The Referred Client does not meet eligibility requirements.

• Fraud, abuse, self‑referrals, or deception is suspected.

• The Referrer has unpaid balances or outstanding compliance issues.

7. Program Modifications

The Company may modify, suspend, or terminate the Program at any time without notice. Referrals submitted prior to changes will be honored based on the terms in place at time of submission.

8. Tax Reporting

Referral rewards may be considered taxable income. The Referrer is solely responsible for any resulting tax obligations.