ROI Tax

10/07/2026

New season, fresh financial habits.

Fall is the perfect time to check in on your finances and make sure you’re on track before the end of the year. A few small adjustments now can help you head into tax season feeling prepared instead of playing catch-up.

Add these to your Fall Financial Reset checklist:

Review your year-to-date income and expenses

Check your budget and adjust for upcoming expenses

Organize receipts and important tax documents

Review of business expenses and records

Look at retirement and other eligible contributions

Make note of important year-end tax deadlines

Check in on your tax strategy before December arrives

Review if you need to make a final quarterly estimate before January 15th

Think of it as a little financial housekeeping before the holiday season takes over the calendar.

Not sure where to start? ROI Tax can help you review your situation, identify potential opportunities, and prepare for the months ahead.

ROI Tax
503.777.3353 | [email protected] | www.roi-tax.com

10/07/2026

Excited to see ROI Financial Advisors, LLC on All Access with host Andy Garcia.

ROI Financial Advisors is proud to be featured on All Access with Andy Garcia. In this special feature, we share the story behind ROI Financial Advisors, our approach to financial planning, and our commitment to helping individuals, families, and business owners make informed financial decisions and...

10/05/2026

Is this tax deductible?

It’s a question we hear all the time, and the answer is often: it depends!

Depending on your individual or business tax situation, deductible expenses may include:

Qualifying home office expenses

Business use of your vehicle

Student loan interest

Eligible educator expenses

Certain IRA and HSA contributions

Home mortgage interest

Qualifying charitable contributions

Certain medical and dental expenses

Ordinary and necessary business expenses

Certain investment and capital losses

Eligible State and local taxes

The key? Not every expense qualifies for every taxpayer, and many deductions come with specific requirements, limitations, and documentation rules.

Before you start labeling every receipt “tax write-off,” talk with a tax professional to understand what may apply to your situation.

ROI Tax
503.777.3353 | [email protected] | www.roi-tax.com

09/30/2026

ROI Financial Advisors, LLC is featured on All Access with host Andy Garcia. Check it out now!

ROI Financial Advisors Is Going National Our feature on All Access with Andy Garcia is now airing. Watch the exclusive preview. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Simple. Smart. Effective. View in Browser Firm News

09/28/2026

SEPTEMBER 17, 2026

ROI Financial Advisors are getting ready to step onto a national stage.

We’re proud to be featured on All Access with host Andy Garcia in a special segment focused on financial wellness, financial planning, and building a stronger financial future.

This is more than a feature. It’s an opportunity to share the philosophy behind ROI Financial and our commitment to helping people make informed, confident decisions about their financial future.

5 days to go. Stay tuned.

ROI Financial Advisors
roi-fa-allaccess.com



Paid Advertisement

09/28/2026

SEPTEMBER 19, 2026

Soon, ROI Financial Advisors will be featured on All Access with host Andy Garcia, sharing our perspective on something that impacts nearly everyone: financial wellness.

Building a stronger financial future doesn’t happen by accident. It starts with a plan, the right guidance, and the decision to take the first step.

We’re excited to share our story—and why we believe thoughtful financial planning should be accessible to more people.

Only 3 days to go.

ROI Financial Advisors
roi-fa-allaccess.com



Paid Advertisment

09/21/2026

Big things are happening at ROI!

Our partners at ROI Financial have been busy, and we’re excited to share that ROI Financial is featured in All Access by Andy Garcia.

We’re proud to see the ROI team and their expertise take the spotlight. Stay tuned for more!

ROI Tax

503.777.3353 | [email protected] | www.roi-tax.com

09/11/2026

Today, we remember and honor the lives lost on September 11, 2001, the heroes who responded, and the families forever impacted.

We will never forget.

-ROI Tax

09/07/2026

Tax planning is not just a once-a-year task. Partnering with a trusted advisor throughout the year helps you make smarter financial decisions, avoid surprises, and uncover opportunities to save.

A year-round tax advisor can help you adjust your tax strategy as your finances change, identify deductions before deadlines pass, plan for major life events, and provide guidance that goes beyond simply filing your return. Ongoing planning often leads to fewer surprises and better financial outcomes.

Let's build a tax strategy that works all year long.

ROI Tax

503.777.3353 | [email protected] | www.roi-tax.com

09/04/2026

A little planning before the end of the year can make a big difference at tax time. Reviewing income, deductions, retirement contributions, and business expenses now helps you stay prepared for what's ahead.

Before December 31, consider reviewing:

✔️ Retirement account contributions.

✔️ Charitable donations.

✔️ Business expenses and receipts.

✔️ Tax withholding and estimated payments.

✔️ Capital gains or investment activity.

✔️ Any major life or financial changes that could affect your return.

Planning ahead now can help reduce stress and uncover opportunities before tax season arrives.

ROI Tax

503.777.3353 | [email protected] | www.roi-tax.com