Managing a trust or settling a loved one’s estate can bring unfamiliar responsibilities. Sorting through financial records and tax questions can feel like one more thing to handle during an already demanding time.
Nikol Shapiro, CPA provides a personal, organized approach to trust and estate tax preparation. Based in Plymouth, Minnesota, she’ll help you understand what information is needed and walk you through the preparation process one step at a time.
Whether you are a trustee, executor, or personal representative, start by sharing what you are responsible for and where you need help. Nikol will review the circumstances with you and discuss the tax preparation needed.
Explain your role, the trust or estate you are managing, and any questions or notices you have received. Nikol will discuss your needs and what to gather first.
Share the relevant documents and financial activity. Nikol will review the records with you and follow up on missing information before preparing the return.
Nikol will explain the prepared return, answer your questions, and outline what needs your review and the steps to complete the filing.
You do not need to have everything organized before reaching out. Start with what is available from the list below. Nikol can help identify which records are relevant to your situation.
Use the contact form for your initial inquiry. Nikol will explain how to share sensitive documents and personal information.
If your questions are about future plans, rather than a current return, ask about estate tax planning. Start a conversation about your goals and the tax questions you would like to address.
Explore Estate Tax Planning
Tell Nikol about the trust or estate you are managing and get clear guidance on how to begin.
Contact Nikol
