Retirement Archives - Akopyan & Company, CPA | Seattle Accounting Firm

Will Your Planned Retirement Income Be Enough after Taxes?

By Yuriy Akopyan | August 11, 2022 |

Article Highlights: States With No Income Tax Social Security Benefits Roth IRA Retirement Account Traditional IRA Retirement Account Spousal IRA Back-Door Roth IRA Saver’s Credit Employer Pensions Employee Funded Retirement Plans Health Savings Accounts Brokerage Accounts Municipal Bonds Investments Home Equity & Gain Exclusion Reverse Mortgage Whole Life Insurance Cash Value That is an…

Retirement Plan and IRA Required Minimum Distributions FAQs

By Yuriy Akopyan | May 24, 2021 |

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) became law on December 20, 2019. The Secure Act made major changes to the RMD rules. If you reached the age of 70½ in 2019 the prior rule applies, and you must take your first RMD by April 1, 2020. If you…

Excess Retirement Plan Contributions Can Be Taxing

By Yuriy Akopyan | December 30, 2019 |

Article Highlights: Excess IRA Contributions Excess Contribution Penalty Correcting Excess IRA Contributions Applying the Excess to a Future Year Excess 401(k) Contributions Failing to Timely Correct 401(k) Excess Contributions Some individuals financially struggle just to be able to make a nominal contribution to their tax-favored retirement plan, whether it be an IRA, 401(k) plan, or…

Akopyan & Co CPA

4.8

Based on 17 reviews

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Kendy Harrington (Seatemp Office)

16:38 04 Sep 20

If you are in need of Accounting Services - you cant go wrong with this Team!! We are so Grateful for Akopyan & Co - for treating us like friends and being so professional and helpful.Before we found Akopyan Accountants we felt so let down - it was a big struggle to get any kind of help or Response and it always felt so uncomfortable.We have two Businesses and trust Team Akopyan with our whole hearts!! Highly Recommended!!!

Sport Motive

02:55 04 Sep 20

Great company, very professional, responsible and knowledgeable. They take care of payroll, all taxes, business license renewals, etc for my car dealership business. Definitely would recommend to anyone running a business to hire these guys to make your life a whole lot easier!

Cesar Cruz

00:36 04 Sep 20

I never got a tax refund until I worked with this firm. Excellent team.

Philip Coady

02:51 05 Dec 18

As a business owner, I have engaged Akopyan & Co. for my business and personal tax needs. They have my highest recommendation, and here's why... (1) Professionalism: The firm is run by pros who value your time as a client. Their contemporary technology and processes reflect this, as does the staff, who manage to be both courteous and extremely efficient. (2) Expertise: Above all else, Mr. Akopyan is a seasoned pro who brings a wealth of experience and diligence to the firm's service offering.

Info @ A Smiling Heart Dentistry

15:43 16 Nov 18

Akopyan and company is a Best of Show firm. Their encyclopedic knowledge of the issues, immediacy of conveying a solution in plain language, and the speed of executing that solution makes them a First Choice provider. You can't get better than them -- we use them for both our business and personal taxes.

Casey Shane

01:00 09 Nov 18

Great solution for small business of all sizes, Payroll and Taxes. They are always a phone call away for any questions i have. I would highly recommend giving them a call.

Brian Tschider

19:43 06 Nov 18

Yuriy and the team at Akopyan & Co are the best. They are professional and knowledgeable, while at the same time friendly and helpful. They developed an accounting package that fits my business. I am confident in Yuriy's tax advice and know that I am getting the maximum tax benefits while staying in compliance.

Melissa Hurst

00:25 07 Oct 18

We were referred to this company by some colleagues and the whole process was disjointed and lacked communication. Didn't hear for weeks at a time about anything. Their CPA who they put on our taxes refused to do basic functions such as cc both of us on emails, and there were numerous mistakes we had to comb over in our final taxes. Pricing was not transparent and final price was several hundred dollars more than initial quote. Then, we sent them check for payment AND THEY LOST IT. I would not recommend them for your taxes, they are disorganized.

Donald Cheyette

16:54 06 Aug 18

I've been using Yuriy Akopyan as my CPA for a little over a year now and I couldn't be more pleased. They are efficient, so easy to work with, and take a major headache out of my business. I'm not a bookkeeper or accountant, so to be able to delegate that to them and know it is being handled properly is a huge weight off my chest. So appreciative!

Jenny Boyle Penney

16:40 03 Aug 18

I've been working with Akopyan and Co. for the past few years, and have had a great experience. The staff is knowledgable and very kind--it's always my worst nightmare to be made to feel like I've been doing everything wrong, but that's never been my experience with this group. Highly recommend!

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Retirement

Will Your Planned Retirement Income Be Enough after Taxes?

Retirement Plan and IRA Required Minimum Distributions FAQs

Excess Retirement Plan Contributions Can Be Taxing

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