Return to flip book view

Welcome to the first edition!Our goal is to continually improve oursales skills, enhance our knowledge,and celebrate our success. Message

Quiz Question:If a client has already prepared/filed returns fortax years we show unfiled, what do we need toverify proof of filing?Submit your answer by July 31to be included in a rafflestClick HERE to submit your answer

Featured CallNancy Khader“In my experience, very professional, friendly andunderstanding representatives from Optima.” Michael Duong“Michael has been super helpful up to this point.He has taken the time to assure I amunderstanding the process before moving further.I have recommended Optima Tax Relief to severalof my contacts that need help with tax issues.”Paula Reichelt“The consultant I have is amazing. I feel theweight of the world has been lifted. Thank you.Paula!”Click HERE to listen to theInvestigations call of the monthClick HERE to listen to the Resolutionscall of the month

A sales tip-what has made you so successful here at OTR?How long have you with OTR and when did you become a TL?Getting to know youTHOMAS FLOWERSWhat’s made the difference for me is showing up every day hungry—beingteachable, learning from our top agents, asking questions (sometimesannoyingly), and applying feedback. That, combined with consistent habitsand a positive outlook, has helped me build momentum and hit keymilestones along the way.I’ve been with Optima since June of 2020 and became a Team Lead in 2021.How do you foster a positive and productive team environment?I’ve had great TLs who’ve shown me the value of building and maintaining a team vibethat’s both fun and collaborative. We keep it light, support each other, and stay focused onhitting our goalsWhat motivates you? I love seeing potential realized in those around me, especially inthe least likely candidates to succeed. I'm a big fan of underdogs.What do you enjoy outside of work?I’m all about spending quality time with my family and friends—traveling, training jiu jitsu, band stuff, and nervouslywatching 49ers games.

OTR NEWSOTS-360 (FORMERLY OPTISHIELD)We will have updated verbiage on enrollment docs when we launch the new signing process…coming soon!When is it offeredAll clients who enrolled after theOctober 2023 launch date areautomatically enrolled during RESenrollmentIncluded BenefitsAudit Protection Tax Preparation for non-contractedtax years while in resolution (Only forthe agency Optima represents—federal/state/both)OPTIMA TAX SHIELD (FORMERLY OPP)When is it offeredClients who sign INV enrollment docsbut never make payment Clients who do not enroll in RES Clients who have graduated RESphaseIncluded BenefitsMonthly subscription which monitorstheir personal, Federal tax accountThere is a free option as well as 3 paidplan types and qualifying plans basedon their income typeServices IncludeOne page tax risk report delivered monthly Risk levelAlerts for filing compliance, audit indicators, or notices sentBalance updates by tax yearRecent payments/credits/refunds

JanuaryAprilJulyOctoberRubyBlack??FebruaryMayAugustNovemberAlways beClosingBlack??MarchJuneSeptemberDecemberAlways beClosingWhite??Ellie Aghasi-7/7Megan Terbay-7/10Christina Casillas-7/11Sherry Larson-7/12Monica Mejia-7/13Neil Leaves-7/23Caleb Tefft-7/23Luiz Crespo-7/26Jarrod Bassin-7/27Larry Torgersen-7/27Nika Vahdat-7/29BIRTHDAYS ANNIVERSARIESKaleigh Fisher-13Fernando Arguello-11Lucy Jones-11Neil Leaves-11Branden Silva-10David Yi-10Craig Campbell-9Brian Holden-8Rella O’Connor-8Phillip Padilla-6Cyrus Sanaei-6Marisa Bruce-4Larry Torgersen-4RJ Verruto-3OPTIMA CUP WINNERSQ1 Q3 Q4Q3