Optima Newsletter – September – Optima Tax Relief
Sep 21, 2025Sep 11, 2025 Social Security Survivor Benefits and Taxes: What Widows Should Expect When a spouse passes away, it can...
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How to Respond to IRS Letter 1058: The Final Warning Before a Levy
Sep 20, 2025Key Takeaways: IRS Letter 1058 is a final warning: It signals the IRS’s intent to levy your assets, including...
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What Parents of Children with Special Needs Can Deduct
Sep 19, 2025Key Takeaways: Parents of children with disabilities can claim special needs deductions for medical expenses, therapies, transportation, home modifications, and...
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What Happens If You Forget to Take Your Required Minimum Distributions (RMDs)?
Sep 13, 2025Key Takeaways: Retirement accounts grow tax-deferred, but annual required withdrawals must be taken to avoid penalties. RMDs apply to most...
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What is the Child Tax Credit?
Sep 12, 2025Key Takeaways: The Child Tax Credit (CTC) in 2025 is worth up to $2,220 per qualifying child under age 17. ...
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2025 Q3 Estimated Tax Payments Are Due. Are You Prepared?
Sep 11, 2025Key Takeaways: Estimated tax payments are required for individuals with income not subject to withholding, like self-employed workers, investors, and...
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Optima Tax Relief Earns Eighth Consecutive Civic 50 Orange County Award
Sep 10, 2025Celebrating Eight Years of Giving Back, Optima Continues to Lead in Volunteerism, Philanthropy and Community Impact Optima Tax Relief has...
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Tax Guide for Self-Employed Personal Trainers
Sep 3, 2025Key Takeaways Employment type matters: Gym employees receive W-2s, while contractors and online trainers file as self-employed and handle their...
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IRS Interest Rates Remain the Same for Q4 2025
Sep 2, 2025The IRS has announced its interest rates for the final quarter of 2025, with no changes from the previous quarter....
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Manage Money
IRS Installment Agreement vs. Currently Not Collectible: Which Option Is Right for You?
Aug 29, 2025Key Takeaways: An IRS Installment Agreement lets you pay off tax debt in fixed monthly payments, while Currently Not Collectible...
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