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Scenario

How to Handle Family Member's Tax Problems

I discovered my elderly mother has been incorrectly filing her taxes for years because she does not understand the new rules and owes thousands in penalties. I want to help her but I am afraid of making things worse.

More people experience this than they realize.

What we've seen

Responsibility for vulnerable family members creates complex obligations when their mistakes have serious legal and financial consequences.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Tax avoidance vs. tax evasion — ethics?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.