Article from October 2022

How to Avoid Tax Scams and SMishing

The IRS recently announced that there has been an increase in tax-related scams where taxpayers personal financial information could be at risk of being exposed or stolen. CEO David King and Lead Tax Attorney Philip Hwang provide helpful insight on what tax scams to be on the lookout for and how to avoid them in […]

Optima Newsletter – October 2022

How Inflation Will Affect Your Taxes in 2023 Every year, the IRS makes inflation adjustments. With consistently high inflation in 2022, some experts are predicting larger adjustments than normal that can affect tax brackets in 2023.  Read More How Will the Inflation Reduction Act Affect Your Taxes? With the recent passing of The Inflation Reduction […]

How Inflation Will Affect Your Taxes in 2023

Every year, the IRS makes inflation adjustments. With consistently high inflation in 2022, some experts are predicting larger adjustments than normal that can affect tax brackets in 2023.   What is Inflation?  Put simply, inflation is the overall increase in prices of goods and services over a given period of time. Inflation is the reason a […]

How to Manage Finances as a Single Individual 

As the cost of living continues to rise, it is becoming increasingly difficult for single individuals to live comfortably. Without the safety net of a second income, the need to manage finances as a single individual is more important than ever. The process comes with unique benefits and challenges, both throughout the year and during tax […]