Helping a family member or transferring an asset can bring tax questions you have not faced before. You may be unsure what needs to be reported, which records to keep, or where to begin.
Nikol Shapiro, CPA helps you review the details and understand your gift tax filing needs. Based in Plymouth, Minnesota, she offers personal guidance through gathering documents, preparing your return, and understanding the next steps.
Every transfer has its own details. Tell Nikol about the gift, who received it, and when it was made. She’ll discuss what information is needed to review your situation and determine the preparation required.
Share the type of gift, the date of the transfer, and any questions you have. Nikol will discuss your filing needs and explain what records to gather.
Nikol will review your transfer records, prior returns, and available valuation documents. She’ll follow up on missing information and discuss whether additional documentation is needed.
If a return is needed, Nikol will prepare it, walk you through the details, and answer your questions. You’ll know what to review and the steps to complete your filing.
Start with the information you have. The records needed will depend on the gift, and Nikol can help identify anything else to gather.
Please use the contact form for your initial inquiry. Nikol will explain how to share financial documents and recipient information.
If you are planning a gift or a transfer of property, start the conversation before you act. Discuss your goals with Nikol and ask how gift planning fits into your broader estate tax planning needs.
Explore Estate Tax Planning
Tell Nikol about your gift and get clear guidance on the information and next steps needed to get started.
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