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Individual Tax Preparation

Personal Tax Returns

Personal attention for your personal taxes.

Your tax return should reflect your life, not just the numbers on a form. Whether you have a steady paycheck, work for yourself, or have experienced a major life change, Nikol Shapiro, CPA can help you make sense of the details.

Based in Plymouth, Minnesota, SHAPIRO Tax CPA helps individuals and families prepare their tax returns with a clear, personal approach. You’ll work directly with Nikol and have someone to turn to with questions along the way.

Help with the details that matter.

No two tax situations are exactly alike. Share what changed this year so Nikol can understand your needs and discuss the preparation your return requires.

  • Wages, salaries, and other employment income
  • Freelance, contract, and self-employment income
  • Retirement income and investment activity
  • Rental property income and expenses
  • Life changes, such as marriage, a new child, or a move
  • Questions about deductions, credits, and state filing needs

What happens after you reach out?

  1. Start with a conversation

    Tell Nikol about your income, any changes during the year, and your questions. She’ll discuss your needs and explain how to get started.

  2. Gather your documents

    You’ll learn what information to provide and how to share it. Nikol will review your documents and follow up if anything is missing.

  3. Review your return and next steps

    Nikol will prepare your return and walk you through the results, answer your questions, and explain the steps to complete your filing.

What should you have ready?

A little preparation makes the conversation easier. Start with the items below, and Nikol can help identify anything else needed for your situation.

  • A copy of your previous year’s tax return
  • Income documents, such as W-2s and 1099s
  • Records of business or rental income and expenses, if applicable
  • Documents for education, childcare, charitable gifts, and other potential deductions or credits
  • Records of estimated tax payments and any tax notices you received

Please use the contact form only for your initial inquiry. Nikol will explain how to share sensitive tax documents.

Questions beyond this year’s return?

A new job, a growing side business, or retirement can bring new tax questions. If you’d like help looking ahead, ask about ongoing tax planning.

Explore Tax Planning
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Take the Next Step

Let’s get your tax return started.

Tell Nikol a little about your situation and get clear guidance on what to do next.

Contact Nikol