Steve Shapiro, EA

09/02/2026

Your 50s can be the most important decade for retirement planning—and the biggest tax mistakes often happen here. From catch-up contributions to Roth conversions and Social Security timing, a few smart moves now can protect more of your money later. Read now to see what may be available for you.

Plan your transition. Learn critical tax-saving opportunities, Rule of 55, and SECURE 2.0 catch-up contributions in your 50s and 60s.

09/02/2026

Did you know an executor can face personal liability for unpaid estate taxes? Protect yourself by understanding the IRS forms and steps that can help reduce your risk. Read now to learn how to manage estate tax duties with confidence.

Serving as an executor carries financial risks. Learn when you may be personally liable for unpaid taxes and how to protect yourself using key IRS forms.

09/02/2026

Should you pay off debt or invest? The answer isn’t always obvious—especially when today’s higher interest rates, emergency savings, and tax strategy can change the math. Learn how to balance debt, savings, and long-term goals for a stronger financial plan. Read now.

Should you pay down debt or invest? Learn how higher interest rates and taxes change your cash flow priorities with expert guidance in St. Charles, MO.

08/31/2026

A strong succession plan can protect your business, your family, and your legacy when the unexpected happens. Discover why planning ahead now can help prevent costly disruptions later. Read now to see how the right strategy can make all the difference.

Succession planning ensures a smooth transition and protects business continuity when leadership changes. Contact Steve Shapiro, EA CTRC in St. Charles, MO.

08/31/2026

Succession planning helps ensure a smooth transition, protects business continuity, and reduces disruption when key people leave or pass away.

08/27/2026

September 15 is the deadline for 2026 third-quarter estimated tax payments—and missing it could trigger a penalty. If you’re self-employed, have rental income, or earn money outside of withholding, this update is for you. Find out who should pay and how to avoid a surprise bill. Check it out!

The third 2026 estimated tax payment is due September 15. Learn who should pay, safe harbor rules, penalties, and how to avoid a surprise tax bill.

08/25/2026

Did you know donating long-term appreciated stock may help you support charity and avoid capital gains tax at the same time? It’s a smart way to give more while potentially keeping more of what you’ve earned. Find out how this strategy could work for you. Read now.

Learn how donating long-term appreciated stock directly to charity provides a full FMV deduction and eliminates capital gains tax on the appreciation.

08/24/2026

Did you know an HSA can give you a rare triple tax advantage? If you’re enrolled in a high-deductible health plan, it may help you save on taxes while covering qualified medical expenses. Find out how this smart healthcare strategy could support your finances—read now.

Learn the basics of Health Savings Accounts (HSAs), including how high-deductible health plans unlock tax benefits for medical expenses.

08/24/2026

An HSA can help you save for healthcare expenses while offering valuable tax benefits. Learn who qualifies and how these accounts work.

08/22/2026

Great review from alan... "Steve Shapiro has been an incredible resource for our family. Not only has he provided outstanding tax preparation and planning services, but he has also taken the time to educate us throughout the process. Steve explains complex tax concepts in a way that is easy to understand and always makes sure we feel informed and confident in our decisions. His knowledge, professionalism, and dedication to helping his clients truly set him apart. We highly recommend Steve to anyone looking for expert tax guidance and exceptional service."

"Steve Shapiro has been an incredible resource for our family. Not only has he provided outstanding tax preparation and planning services, but he has also taken the time to educate us throughout the process. Steve explains complex tax concepts in a way that is easy to understand and always makes sur...