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Articles by Optima Financial Group

Optima Newsletter – March 2023

Published on Mar 22, 2023

Tax Planning for the Self-Employed Being your own boss can feel freeing and powerful, but with great power comes great responsibility, especially when it comes to taxes. Taking care of all business aspects on your own means you should be prepared to handle all the financial work that comes with the new adventure. Here’s a […]

Optima Newsletter – February 2023

Published on Feb 23, 2023

Tax Credits vs. Tax Deductions Tax season is officially here. As you prepare to file your tax return, it might be helpful to research ways to decrease your tax liability. A popular way to do this is to claim tax credits and tax deductions. Credits and deductions often seem like the same thing, but they […]

Optima Newsletter – January 2023

Published on Jan 19, 2023

Tax Tips for 2023 The 2023 tax filing season will be different than the past few years and getting prepared early can help make the process much easier. Some of the changes expected in 2023 could affect tax bills, which in turn could affect tax refunds. Here are some tax tips for 2023. Read More […]

Optima Newsletter – December 2022

Published on Dec 23, 2022

Tax Forms for Self-Employed Individuals Filing taxes when you are self-employed can be very complex. One of the ways you can better prepare yourself for the filing season is to ensure you have all the correct and relevant tax forms. Read More An Update on Fed Rate Hikes American households have been feeling the full […]

Optima Newsletter – November 2022

Published on Nov 23, 2022

Expenses You Didn’t Know Were Tax Deductible Tax deductions can help lower your tax bill and even increase your tax refund on your return. Here are seven tax deductions you might not know are deductible. Read More How to Avoid Tax Scams and SMishing The IRS recently announced that there has been an increase in […]

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