Optima Newsletter

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 […]

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 […]

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 […]

Real Estate Investments & Tax Implications Real estate investments can be very complex, especially when it comes to tax reporting. However, there are general tax implications for common scenarios. Here, we will discuss some of these benefits: Read More What is Payroll Tax? Who is responsible for payroll taxes? CEO David King and Lead Tax […]

What is the Inflation Reduction Act? From a pandemic to inflation, American taxpayers haven’t been able to catch a break since 2020. To combat the current state of the economy, Senate has passed a new bill with a ten-year plan called the Inflation Reduction Act. Read More How Filing an Extension Affects Your Taxes With […]

How the Economy and Inflation Affect Your Taxes The IRS updates certain tax provisions annually to account for inflation, so your tax and investment plans should change accordingly. How to Avoid Having Your Tax Refund Garnished CEO David King and Lead Tax Attorney Phil Hwang discuss these circumstances and what you should do if you’re […]