A new job, extra income, or a change at home can leave you wondering what it means for your taxes. You do not have to wait until filing season to ask.
Nikol Shapiro, CPA helps individuals and families look ahead, review changes, and decide what needs attention. Based in Plymouth, Minnesota, she offers personal guidance built around your circumstances and the decisions in front of you.
Start with what is different this year and what you expect in the months ahead. Nikol can help you explore the tax questions that go along with those changes.
Share your latest return, current income, and any changes since your last filing. Nikol will discuss your priorities and the questions you want to answer.
Talk through upcoming decisions and possible income changes. Nikol can review planning options and explain the assumptions behind them.
Discuss what to do next, what records to keep, and when to revisit the plan. As your situation changes, reach out to arrange another review.
Start with the records you have. Nikol can help identify what else is needed for your situation.
Use the contact form for your initial inquiry. Nikol will explain how to share sensitive financial documents.
If your immediate priority is this year’s return, ask about individual tax preparation. Planning and preparation can be discussed together.
Individual Tax Preparation
Tell Nikol what has changed and what you are planning next.
Contact Nikol
