Senior Services

Compassionate Tax Services for Seniors & Caregivers

At Page One Taxes, we believe seniors deserve tax support that is patient, respectful, and easy to understand. We specialize in helping elderly individuals and their caregivers navigate tax responsibilities with clarity and confidence. Our services are designed to reduce stress, protect dignity, and ensure compliance even when health or memory challenges are involved.

Who This Page Is For?

- Seniors age 60 and older
- Adult children assisting parents
- Caregivers and guardians
- Trustees, executors, and representatives
- Families managing dementia or Alzheimer ’s-related finances

Caregiver-Assisted Tax Preparation

For seniors who rely on family members or caregivers for financial support.

Services include:
- Coordination with caregivers or family members
- Power of Attorney and authorization verification
- Caregiver credits and dependent eligibility review
- Household employee considerations
- Secure, shared communication

Senior Individual Tax Preparation

For seniors who are able to participate independently or with light assistance.

Services include:
- Federal and state tax return preparation
- Social Security and retirement income reporting
- Pension, annuity, and RMD compliance
- Medical expense and senior deductions
- Clear, plain-language explanations

Dementia & Alzheimer’s-Sensitive Tax Support

For individuals experiencing memory loss or cognitive decline.

Services include:
- IRS-compliant representative filing
- Simplified document requests
- Reduced client burden and repetition
- Coordination with legal or court-appointed representatives
- Review for missed filings or inconsistencies

Power of Attorney & IRS Representation

- IRS Form 2848 support

- Prior-year tax cleanup

- IRS notices and correspondence

- Audit or inquiry response

- Final and deceased taxpayer returns

Nationwide Service.

Page One Taxes provides secure remote services to clients in all 50 states using encrypted portals, phone, and video consultations.

Simple, Transparent Pricing.

Tier 1: Senior Basic Care

Starting at $250

- Simple federal and one state return
- Social Security and retirement income
- Standard deductions
- Phone or virtual consultation

Tier 2: Senior Assisted Care

Starting at $450

- Federal and up to two state returns
- Caregiver coordination
- Medical expense review
- Power of Attorney support
- IRS notice review (if applicable)

Tier 3: Senior Comprehensive Care

Starting at $750

- Complex or multi-year filings
- Dementia or Alzheimer’s-sensitive handling
- Representative or guardian coordination
- IRS correspondence management
- Multi-state considerations

*Pricing may vary based on complexity, number of states, and prior-year issues. All fees are discussed clearly before work begins.

Our Commitment to Seniors

We are dedicated to serving seniors with compassion, patience, and respect. Our approach is grounded in unhurried, attentive service and clear, straightforward communication—free from jargon and confusion. We uphold the highest ethical standards when working with vulnerable adults and take great care to protect personal and confidential information. Above all, we honor each individual’s independence, dignity, and right to be treated with respect in every interaction.

Let Us Help...

Managing taxes for yourself or an aging loved one can feel overwhelming. We are here to help lighten that load with care, clarity, and professionalism.

Contact Page One Taxes to schedule a confidential consultation.

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