Filing taxes for your aging parents or loved ones can feel overwhelming, but with the right organization and resources, the process becomes much smoother. Whether you have power of attorney for taxes, claim a dependent care credit, or just need to track financial documents, staying organized is key.

With tax deadlines approaching, now is the time to gather documents, understand available deductions, and seek expert advice. Here’s how to streamline tax prep for your aging loved ones—and how the tendercare App can help.

Step 1: Get Organized

Before filing, collect essential tax-related documents, including:

📌 Income Statements – Social Security, pensions, retirement withdrawals, and investments.

📌 Medical Expenses – Track out-of-pocket costs, prescriptions, and long-term care.

📌 Legal Documentation – Power of attorney (POA), wills, and healthcare directives.

📌 Deductions & Credits – Dependent care credits, home modifications, and medical deductions.

💡 Pro Tip: Store digital copies of all tax documents in a secure caregiving app like tendercare for easy access.

Step 2: Understand Your Filing Responsibilities

If you manage taxes for a loved one, you may need to:

✔ File on Their Behalf – With power of attorney, you can legally handle tax filings.

✔ Claim Them as a Dependent – If you provide financial support, you may qualify for caregiver tax credits.

✔ Deduct Medical & Caregiving Costs – Home healthcare, assisted living, and medical expenses may be tax-deductible.

Step 3: Seek Expert Guidance

Tax laws can be complex, especially for caregivers. Here are resources to help:

🔹 IRS Free File Program – For eligible seniors with lower income.

🔹 Tax Professionals & CPAs – A professional can ensure you maximize deductions.

🔹 Aging & Legal Aid Organizations – Many nonprofits offer free tax assistance for seniors.

Simplify Tax & Caregiving Organization with TenderCare

Managing finance, legal, and caregiving tasks can be overwhelming - especially around tax time; but the tendercare App helps by:

✅ Securely storing tax and financial documents

✅ Tracking medical expenses for deductions

✅ Providing caregiving & legal guidance

💡 Make tax season stress-free. Download tendercare today and streamline your caregiving and financial responsibilities—all in one place!