Optima Financial & Tax Solutions LLC

“Some people need a whole tax team to look successful. I just need Wi-Fi, determination, and a plan.” 😉 I do it just because…💅

IRS UPDATE FOR TAX PROFESSIONALS

The IRS has created the Tax Professional Management Office (TPMO), effective June 28, 2026, to bring key tax professional programs and services under one office.
What this means for Tax Pros:

- Improved communication with the IRS
- Enhanced practitioner support
- Expansion of digital tools and Tax Pro Accounts
- Better coordination of tax professional services
- More focus on education and compliance resources

What stays the same?
- PTIN Program
- Enrolled Agent Program
- Annual Filing Season Program (AFSP)
- Circular 230 Oversight

The goal is simple: create a better experience for tax professionals and strengthen the relationship between the IRS and the tax community.

June 28, 2026, marks the beginning of this new chapter for tax professionals.

OPTIMA FINANCIAL & TAX SOLUTIONS LLC
Where Taxes Meet Precision

At Optima Financial & Tax Solutions, we’re all about helping families keep more money in their pockets. We understand that every dollar matters, and that’s why we work hard to provide affordable, professional tax services with benefits that truly make a difference.

🏠 Home of the FREE Tax Preparation Fees!

✅ Refunds of $1,500 or Less
If your total refund is $1,500 or less, your tax preparation fees are FREE — meaning you take home your full refund amount.

👵👴 Seniors 65 and Older File FREE
As a thank you to our senior community, clients 65 years of age or older receive FREE tax preparation services.

🎓 College Students File FREE
Currently enrolled in college? Your tax preparation is completely FREE with a valid student ID.

🎒 High School Students File FREE Too
If you’re in high school and worked a job, we’ll prepare your return at no charge. Just provide proof of enrollment.

💻 Virtual Services Available in All 50 States
Can’t make it into the office? No problem! We offer secure, convenient virtual tax preparation nationwide.

🛡️ Year-Round Support
Tax season doesn’t end in April for us. We’re here year-round to answer questions and provide guidance when you need it most.

📋 Audit Assistance Available
If the IRS comes knocking, you don’t have to face it alone. Ask us about our audit assistance options for added peace of mind.

🔐 Identity Theft Protection Options
Protect yourself and your family with additional identity theft protection services available during tax season.

🤝 Professional, Personalized Service
You’re not just another number. We take the time to understand your unique situation and help you maximize every credit and deduction you qualify for.

💰 Transparent Pricing
No hidden fees. No surprises. Just honest service from a company that has proudly served the community for 13 years.

Because at Optima Financial & Tax Solutions, we believe that quality tax preparation should be accessible to everyone.

✨ FREE Tax Preparation Available For:

* Refunds of $1,500 or less
* Seniors 65 years and older
* College students with a valid student ID
* High school students who earned income from a job

📍 Serving clients in-office and virtually in all 50 states
📞 Book your appointment today and experience the Optima difference!

OPTIMA FINANCIAL & TAX SOLUTIONS LLC
“Helping you keep more of what you’ve earned.”

www.financialtaxsolutionllc.com

5/29-6/9 on vacation until surgery date 6/10 leave all messages with receptionist…

Will be out the office from 6/10-7/1
Medical reasons will be checking email periodically…Not working on any returns at moment will be forward to assistant…..

Clients, within 2 weeks or so I’ll be in contact with you all getting your correct address to mail y’all usb drive with your recent tax return on them please keep them in a safe place your personal info will be on it and if you prefer not to get one let me know when I reach out….