My older clients, meaning 80+, get confused. I give them paperwork and they don't know how to find information that I consider to be simple. Example: I sent an organizer to an 85-year-old but he is looking at the statements behind the 2024 1040 for the information he needs to provide for 2025.  For older clients, I think I need to review their information in person.  I want to do that. But my time is an issue. Cost too is a consideration. My policy until now is to charge $50 per trip for a home visit. That probably should be more.

Tips? Experiences?