Senior Tax Tips

Helping a senior with their taxes this year? Get their financial affairs (and your own) in order early on to avoid unnecessary stress as tax day approaches.

Retirement, government benefits, increasing health care costs and other financial changes can make filing income taxes especially complicated for older adults. Find free tax preparation services and tax advice near you.

Family caregivers contribute their time and money to support those they love. When tax season rolls around, it’s important to understand that you may be able to claim your care recipient as a dependent on your tax return and lower your tax bill.

Employing a caregiver who is not affiliated with a home care agency can have a significant impact on the taxes you owe. Make sure you understand your role as a “household employer” before hiring an independent caregiver.