Articles by Elyssa Carlos

Ask Phil: Tax Extensions

Today, Optima Tax Relief’s Lead Tax Attorney, Phil Hwang, breaks down tax extensions. Can anyone file a tax extension? When is the deadline to file?   A tax extension is an additional 6-month period the IRS grants a taxpayer to file their tax return. It is not an extension to pay your taxes. That said, […]

Tax Tips for Grad Students

As a graduate student, you’re no stranger to the demands of academia, from coursework and research to teaching and TA duties. Amidst the hustle and bustle of graduate life, it’s essential not to overlook your tax obligations. By understanding and effectively managing your taxes, you can potentially save money and reduce financial stress. In this […]

My Tax Refund is Late. Now What?

Tax season can be both a stressful and eagerly anticipated time of the year. Many people look forward to receiving their tax refunds, as it often represents a financial boost. However, what happens when your tax refund is late? This delay can be frustrating, but it’s essential to stay calm and take the right steps […]

When to File Separately if You’re Married

Filing taxes as a married couple is a significant financial decision. While the default option for most couples is to file jointly, there are certain situations where filing separately can be beneficial. In this article, we will explore when it makes sense for married couples to consider filing separately and the potential advantages of doing […]

Ask Phil: Taxes & Real Estate

Today, Optima Tax Relief’s Lead Tax Attorney, Phil Hwang, discusses taxes and real estate, including buying, selling, and refinancing your home while owing taxes.  Tax Liens Real estate transactions can quickly become tricky if you owe taxes and even more so if the IRS places a tax lien on your property. This means that if […]