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Who are you caring for?
Which best describes their mobility?
How well are they maintaining their hygiene?
How are they managing their medications?
Does their living environment pose any safety concerns?
Fall risks, spoiled food, or other threats to wellbeing
Are they experiencing any memory loss?
Which best describes your loved one's social life?
Acknowledgment of Disclosures and Authorization
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid. We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour. APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment. You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints. Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights. APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.I agree that: A.I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information"). B.APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink. C.APFM may send all communications to me electronically via e-mail or by access to an APFM web site. D.If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records. E.This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year. F.You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
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I acknowledge and authorize
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I consent to the collection of my consumer health data.*
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I consent to the sharing of my consumer health data with qualified home care agencies.*
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Mostly Independent
Your loved one may not require home care or assisted living services at this time. However, continue to monitor their condition for changes and consider occasional in-home care services for help as needed.
Remember, this assessment is not a substitute for professional advice.
Share a few details and we will match you to trusted home care in your area:
TurboTax, HRBlock and others are tax services that are online. If there is a trusted person with a mobile phone who can sit with him while working through the app, scan or take pics of and upload his documents, and his taxes aren't too involved or complicated, this is a very inexpensive way of getting it done. If he had his taxes done last year by a firm, then it's possible they can accept his documents digitally, if he can work with a trusted person who has internet/wifi.
My CPA is not seeing people in his office. He is sending out the simple tax forms and packet to our homes; we are filling in the needed information for him along with the bank and IRS statements, and returning them by mail to his office. If the Senior can do that with family help that might be an option. As to fee help that may exist and you may find it in your area by contacting your local Counsel on Aging. I hope others have some good ideas for you.
Do they have a regular tax preparer. Mine is doing it by drop off. Any questions she has can be done by phone.
You can call Office of Aging and see if they know of anyone doing it. I recommended O of A before and the OP thought I meant they do taxes. They can only give u info, if they have it. Try United Way. They may have volunteers.
I think though you may have to drop off the info. You will need SS and pension W2s. Any property tax info if they own a house. If they rent, how much do they pay. 1099s if they have anything that they get interest on. If they have IRAs and are 72 or older, they should be paying taxes on that if not pulling it out to spend. (the institution holding the IRAs can help with this if not already set up) Will need copies of IDs and maybe SS card. If getting a refund, may want it direct deposited. Should include a copy of a check with Void on it. This way they get the bank routing # and the bank acct#.
Whether or not you have to drop off the paperwork depends on how the accountant/tax preparer/office has chosen to handle things this year. I’m in the most locked down state in the county and a lot of places here, including my own CPA, are scheduling in-person appointments. But that’s a moot point I supposed because the OP is looking for someone to come to him and he will probably be able to find someone.
In Canada we have CVITP, a volunteer program run by community organizations under the CRA to prepare taxes for low income Canadians. We can do it remotely during Covid.
Otherwise last year and this, my accountant has does hands off returns.
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
You can call Office of Aging and see if they know of anyone doing it. I recommended O of A before and the OP thought I meant they do taxes. They can only give u info, if they have it. Try United Way. They may have volunteers.
I think though you may have to drop off the info. You will need SS and pension W2s. Any property tax info if they own a house. If they rent, how much do they pay. 1099s if they have anything that they get interest on. If they have IRAs and are 72 or older, they should be paying taxes on that if not pulling it out to spend. (the institution holding the IRAs can help with this if not already set up) Will need copies of IDs and maybe SS card. If getting a refund, may want it direct deposited. Should include a copy of a check with Void on it. This way they get the bank routing # and the bank acct#.
Otherwise last year and this, my accountant has does hands off returns.