Mikloscpa | #urcpa
(18 Reviews)
Trustees must report contributions, including rollover contributions, to any IRA, SEP, SIMPLE, or Roth IRA, as well as Roth conversions, IRA recharacterizations, and the fair market value (FMV) of the account to the IRS and to participants (Form 5498). Participants of IRAs and SEPs must be provided statement of account's fair market value and required minimum distribution by January 31, 2022.
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In Business Since 2013
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Sentiment Analysis
I can't express enough how lucky we feel that I searched online and found Miklos.
There were many changes to the tax code and the communication from Miklos CPA gave me comfort that they were giving my taxes the diligence they deserved.
There have been several occasions where I needed clarification and had difficulty with certain aspects of my Quickbooks account and they were able to rectify them within 1 business day.
I like processes to carry out tasks and everything from start to finish was taken care of smoothly with the system Miklos and his team has in place to take care of obtaining documents or getting signatures.
Quick to get the work done and responsive to share updates.
Miklos CPA helped me with my tax return and getting ITIN numbers for my family.
Regardless of the fact that preparation of tax retur wasn't their resposibility, I was given recommendations regarding some tricky areas.
Miklos and his team knew what they were doing, responded quickly when I had questions, and were able to communicate the tax world in a way that I understood.
He helped me get a much higher return than I had originally anticipating because of his knowledge of the tax code.
Although this was an unusual situation, Miklos' knowledge of the tax laws enabled him to quickly find the answer and get back to me within just a few minutes to explain how to handle it.
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