Steve Shapiro, EA

06/16/2026

Great review from Jason... "Steve is incredibly experienced, knowledgeable, and easy to partner with on all of my tax needs. Beyond that, he's a pleasure to work with, and I'd recommend him highly."

"Steve is incredibly experienced, knowledgeable, and easy to partner with on all of my tax needs. Beyond that, he's a pleasure to work with, and I'd recommend him highly."

06/15/2026

Surrendering, selling, or transferring a life insurance policy can lead to different tax implications. Watch this video for a brief overview.

06/10/2026

Juggling TikTok, Etsy and freelance gigs? Treating side income like pocket money can lead to surprise tax bills—even $400 of self‑employment income can trigger a 15.3% Social Security/Medicare tax. Learn simple steps to protect your cash flow. Find out more.

From Venmo payments to freelance income and creator earnings, Gen Z workers need to understand side hustle taxes to avoid costly surprises.

06/08/2026

Feeling "one emergency away"? You’re not alone — 36% of Americans have more credit card debt than emergency savings, and average card rates top 21%. Small steps—visibility, automated savings, smarter tax planning—can build real breathing room. Find out how.

Explore the causes of the emergency savings crisis and learn how to build financial resilience with expert tax and cash flow planning in Saint Charles, MO.

06/08/2026

Have QOF investments? Your deferred gains are set to be taxed on Dec 31, 2026—even if your money’s still tied up. Avoid “phantom income” with early planning, tax-loss harvesting, and cash reserves. Find out how.

Capital gains deferred into QOFs become taxable in 2026. Learn how to strategically plan for the upcoming tax liability and avoid a liquidity crunch.

06/08/2026

Taxpayers with deferred capital gains in Qualified Opportunity Funds should prepare now for the potential tax liability due in 2026 and explore available tax-saving strategies.

06/03/2026

Feeling "off" about the economy? A 1% monthly margin leak or slower sales can quietly drain cash. Discover how Saint Charles businesses use financial visibility, lean-by-design operations and smart AI to stay resilient. Find out how.

Economic uncertainty is challenging small businesses. Learn how owners are protecting cash flow, controlling costs, and staying resilient.

06/01/2026

If your withholding is insufficient or you receive income without tax withholding, you may need to make an estimated tax payment by June 15.

05/29/2026

Surprising: states are tapping legal sports betting to fund property-tax relief—bringing in millions without broad tax hikes. Curious how this trend could affect your wallet in St. Charles? Find out.

Discover how states are using sports betting revenue to offset property taxes and what this shift in tax policy means for your personal and business finances.

05/28/2026

Had to return a signing bonus after paying taxes? Under the IRS "Claim of Right" rule you may recover those taxes—if the repayment is over $3,000 you can choose a deduction or a tax credit. Curious which option saves you more? Find out how—we can help in Saint Charles.

Forced to repay income taxed in a prior year? Discover how the Claim of Right doctrine offers tax relief through deductions or credits for qualifying repayments.