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Optima Newsletter – January 2025

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Unfiled Tax Returns: What You Need to Know 

Filing tax returns is a fundamental responsibility of every taxpayer, yet many individuals find themselves with unfiled tax returns. This issue is not just a financial inconvenience—it carries significant legal implications. The IRS has robust mechanisms to address unfiled returns, and ignoring this obligation can lead to consequences. Here’s a comprehensive guide to understanding, managing, and resolving unfiled tax returns.  

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Ask Phil: The 411 on IRS Tax Brackets 

Today, Optima Tax Relief Lead Tax Attorney, Phil, discusses a hot topic: tax brackets. We hear this term all the time, but what does it mean? And how can it affect the taxes you’re required to pay? 

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How to Report a Business Loss on Your Tax Return 

Running a business often comes with financial ups and downs. Sometimes, expenses exceed revenue, resulting in a business loss. While this can be challenging, it’s important to report the loss correctly on your tax return. Properly claiming a business loss can help reduce your tax liability or even result in a refund. Here’s an overview of how to report a business loss on your tax return.  

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IRS Announces Interest Rates for Q1 of 2025 

The IRS has released its updated interest rates for the first quarter of 2025, bringing important changes that will impact both individual and corporate taxpayers. Understanding these rates is crucial for effective tax planning and financial management. Here is an overview of the new interest rates and what they could mean for your tax liability.  

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