Tax Aide For Seniors

What is this about?

I prepare and efile personal income tax returns exclusively for individuals who are 65 years of age and older.

I specialize in questions about retirement-related issues unique to seniors.

My goal is to help you determine how much tax you owe without missing deductions available to you.  I believe in paying all taxes due, and not paying a penny more.

Additionally, I am available to you year-round to answer any questions you may have and to help you plan to lower your taxes for the current year.

I know that talking about money and taxes and paperwork isn't fun and sensitive and personal and I do all I can to make the experience as painless as possible.

I give truly personal service. You work with me personally and no one else, with face-to-face in-person contact, and I do all the work.  Because of that I have a very limited client base.  I can only help a limited number of persons at a time and within my local community.  I do not have an office to meet with clients, I travel to them and we meet in a mutually convenient safe place.  I am a boutique mobile tax consultant.

Who is My Ideal Customer?

Anyone who is 65 years of age or older, who needs help with tax preparation services, and who seeks truly personal service working one-on-one with the tax advisor and consultant person and no one else and with face-to-face in person contact with the person doing all the work.

Solo agers.

Seniors who have done so much administrative work already for their entire life and who are tired of it.

Seniors who live alone with limited mobility or with a disability.

Seniors who are no longer able to manage their own money or their personal affairs and who do not know what to do.

Am I qualified?

I use state of the art software to professionally prepare and file your returns.  I am an Authorized IRS e-file Provider.  I am an Annual Filing Season Program Participant, a voluntary program recognizing the efforts of return preparers who are generally not attorneys, certified public accountants, or enrolled agents, and which was designed by the IRS to encourage education and filing season readiness.  I take many hours of continuing education each year to stay on top of changing regulations to give you the best service possible.

I also volunteer at a VITA/TCE site where I prepare individual tax returns for lower-income individuals and individuals who are 60 years of age and older for no compensation.

Contact Information

704.999.9082

francois@keyeux.com