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Skip Frenzel

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Publication "Seniors & the Law: A Guide for Maturing Californians"

03-30-09
Skip Frenzel

One of my team members gave me this publication at my last seminar, and I'm going to put it in all my handouts. It is a gold mine for Seniors. It is published by the CA Bar Association. It is free, you can order in quantity, and is very well done. There is a pdf form of it too, and it comes in 6 languages.

Here is the link to order:

http://www.fsbcal.org/programs/publications.html

Skip Frenzel, Agape Long Term Care, Agape Real Estate

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Free tax prep service for low income/elders in San Jose, CA area

01-14-09
Skip Frenzel

Introduction: Tax Help For Low Income, Disabled, Elderly or Limited English Speaking Persons Provided by Volunteer Income Tax Assistance (V.I.T.A.)

· To qualify for free VITA tax help, your 2007 income must be less than $42,000 for an individual.

· No appointments necessary -- unless stated. Customers will be served on a first come, first served basis.

· Volunteers are trained to prepare only basic 2007 Forms 1040EZ, 1040A or 1040 with Sch. A, B and California State Income Tax Returns only!

· Federal and State returns will be prepared at all sites. V.I.T.A. sites will NOT prepare State-only returns.


• You must bring the following income tax information:

  • Photo identification for the taxpayer
  • Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
  • Social Security Cards for any person on the tax return
  • Birth dates for any person on the tax return
  • Interest and dividend statements from banks (Forms 1099)
  • Bank routing numbers and account numbers for Direct Deposit
  • Other relevant information about income and expenses
  • Total amount paid for day care
  • Day care provider's identifying number
  • Current year's tax booklets received in the mail
  • A copy of last year's Federal and State returns if available
  • NOTE: To e-file taxes on a married joint tax return, both spouses must be present

full link: http://www.sjlibrary.org/research/web/vita.htm

http://www.sjlibrary.org/research/web/iguide_subjectList.htm?t=63&catID=460

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