Optima Financial & Tax Solutions LLC

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….

Some tax preparers are real confident until the IRS asks for backup.
Cc…

Gm daily tax tip word of day is…..

Tax Tip Word of the Day: “Withholding”

Withholding — Money your employer takes out of your paycheck for federal taxes before you get paid.

💡 Tax Tip:
Too much withholding could mean a bigger refund, but too little could leave you owing the IRS at tax time. Reviewing your W-4 can help balance your paycheck and refund amount.

📚

Tax Word of the Day:

Offer in Compromise

Definition:
An Offer in Compromise (OIC) is an agreement that allows certain taxpayers to settle their tax debt with the IRS for less than the full amount owed if they qualify financially.

Simple Example:
If someone owes $25,000 in back taxes but can only realistically afford $6,000 based on income and assets, the IRS may consider accepting a lower amount through an Offer in Compromise.

Caption Idea:
“Tax debt doesn’t always mean paying the full balance immediately. Knowing your options matters. 💼📚 ”