questions & answers

Question: I have lost my mother on November 2018. I understand I need to file taxes for her. My accountant says I need to get her (deceased person’s) representation to file her last taxes. What forms I have to fill? Where do I apply to get the representation? Where can I get some help regarding this process?

Answer: You may or may not need to file a tax return for your mother.  It all depends on her assets and earnings.  Talk to a lawyer to help you figure this out.  There are three programs in Arizona that you can use to get inexpensive legal advice and guidance.  One is the modest means program.  You will need to apply for the program and meet the financial qualifications.  Once you are qualified, Modest Means will send you a list of attorneys whose practice covers your area of concern.  You select a lawyer from the list and will be entitled to a one hour consultation for $75.  If you need additional help and if the lawyer agrees to take your case, the most you will be charged is  $75 per  hour.  The telephone number is (866) 637-5341.  Both Maricopa and Pima Counties have lawyer referral programs that offer a 30 minute consult with an attorney.  Maricopa County's Lawyer Referral Service offers its 30 minute consult with an experienced attorney for $40.  The telephone number is (602) 257-4434.  Pima County's Lawyer Referral Service offers a 30 minute attorney consult for $35.  The telephone number is (520) 623-4625. Another option is to go to the IRS website and look for information.  Go to: https://www.irs.gov/help/telephone-assistance.