asked

Lula Pearson needs to get her tax return for the last 2 years and requires documentation for her expenses. She has not been receiving paperwork to account for her expenses and needs the monthly amount paid for the last 2 years, along with a copy of her income to check where the money is going. She is currently located in Utica, N.Y., is 85 years old, a widow, and has one son who is 67. Her typical monthly income is approximately $18-2000. Is there any additional information needed to ensure everything is in order with the organization?

March 25th, 2024

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