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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.
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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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He has moderate dementia. He has a tax business and doesn't realize that he can no longer help the people that depend on him and have for over 40 years.
Some people with dementia don't realize they have it. Any chance he would agree to the concept of selling his business and retiring? That may make him feel better, as he won't be leaving his clients without a replacment option.
I believe he has a degree of liability if his clients are audited. This is not just a "don't hurt his feelings" issue.
I'd assume there'a licensing board for what he does, and perhaps they need to be notified that he's not able to do his duties to the standards expected.
If it isn’t too difficult I like Beatty’s idea if a few friends were willing to let him go over their taxes. Then go somewhere else with them.
My Dad did his own taxes forever , or so we thought. He used to take them to a CPA to check them over . The guy only charged him $75 for many years . The last year my Dad was alive during tax season he was in a nursing home. I gathered everything and took it all to the CPA . The CPA told me that my father was doing them wrong for years and he would totally redo them . He let my Dad think he was still able to do them , Dad never kept up with changes and was stubborn about deducting things you could no longer put as a deduction . The CPA said he gave up trying to tell him it was wrong .
His clients may be using him because he charges less than others. Encourage him to go out on a high note at the end of this year. Let someone else deal with the tax headaches this spring. Can you plan a family trip around tax time? Distract him however you can. What else is Dad still doing that is risky? This may be one of many things that need to be faced with support put into place before it gets worse.
You can tell him a therapeutic fib that taxes are all submitted online now (TurboTax, H&R Block, etc)... or some other narrative that you think he'd accept.
FYI my 104-yr old Aunt has been balancing her checkbook, paying her bills and doing her taxes all along, but I agree that a 90-yr old maybe shouldn't be doing any unless he's been keeping up with the tax law changes. Doing your own is one thing, being responsible for doing others' is another.
Your profile says that your father is 90 years old, so I find it quite amazing that he's been able to do taxes for others this long. I don't think that I would want someone who's 90 doing my taxes even if they didn't have dementia, as I just wouldn't trust how up on all the current tax changes there were. So perhaps you just tell him that at his age it's time to turn the reigns over to someone else in his tax business(if there are any), or that it's just time to retire now and enjoy his final years so he can just enjoy his family and whatever friends he may have left(as I'm sure at the age of 90, he's lost many already). Or of course you can also have his doctor be the "bad guy" and tell him that he can no longer do others taxes as it's just not wise at this stage in his disease. Best wishes in figuring this all out and be proud that your father has been able to do what he loves for as long as he has.
I am an AARP tax aide volunteer and my boss was 96 when he quit doing taxes. He was so smart I learned from him up to the time he left. If they know what they are doing any age would be great.
It must be sad indeed to feel the loss of a lifelong profession. I wonder if some lighter tax work (real or not) would keep his spirit of feeling useful intact?
I once met a lovely Doctor, he sat at his desk, I was motioned to sit opposite. He enquired about my health. He started to write notes. He gave me advice. I thanked him & left.
I was a volunteer in a locked memory care unit. This Doctor I saw had long retired & been a permanent resident in this ward for some time. He lacked insight to his Alzheimer’s Disease but gave me good advice about my complaints!
I wonder if a few friends would still bring their taxes over for your Father to look over? (Unless of course it caused him distress & confusion).
I worked in a nursing home, some of the dementia patients were interesting . We had a doctor as well who would sit at the nurses desk. We gave him a blank pad of paper. He would sit there and “ write prescriptions “. There was also a woman who used to be a nurse , night supervisor in a hospital . She would walk up and down the hall around midnight and stop at each door and very slightly poke her head in . We gave her a clip board to carry . Once she had written some check marks next to fictitious names , we told her everyone was good and she would allow us to put her to bed . We also had a retired narcotics police officer , who “ patrolled “ the hall . Sometimes he told us he was undercover .
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.
https://www.irs.gov/individuals/link-learn-taxes
I'd assume there'a licensing board for what he does, and perhaps they need to be notified that he's not able to do his duties to the standards expected.
My Dad did his own taxes forever , or so we thought. He used to take them to a CPA to check them over . The guy only charged him $75 for many years . The last year my Dad was alive during tax season he was in a nursing home. I gathered everything and took it all to the CPA . The CPA told me that my father was doing them wrong for years and he would totally redo them . He let my Dad think he was still able to do them , Dad never kept up with changes and was stubborn about deducting things you could no longer put as a deduction . The CPA said he gave up trying to tell him it was wrong .
FYI my 104-yr old Aunt has been balancing her checkbook, paying her bills and doing her taxes all along, but I agree that a 90-yr old maybe shouldn't be doing any unless he's been keeping up with the tax law changes. Doing your own is one thing, being responsible for doing others' is another.
So perhaps you just tell him that at his age it's time to turn the reigns over to someone else in his tax business(if there are any), or that it's just time to retire now and enjoy his final years so he can just enjoy his family and whatever friends he may have left(as I'm sure at the age of 90, he's lost many already).
Or of course you can also have his doctor be the "bad guy" and tell him that he can no longer do others taxes as it's just not wise at this stage in his disease.
Best wishes in figuring this all out and be proud that your father has been able to do what he loves for as long as he has.
I once met a lovely Doctor, he sat at his desk, I was motioned to sit opposite. He enquired about my health. He started to write notes. He gave me advice. I thanked him & left.
I was a volunteer in a locked memory care unit. This Doctor I saw had long retired & been a permanent resident in this ward for some time. He lacked insight to his Alzheimer’s Disease but gave me good advice about my complaints!
I wonder if a few friends would still bring their taxes over for your Father to look over? (Unless of course it caused him distress & confusion).