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JuneOpti-InsiderIn this issue:General AnnouncementsEventsOptima Cares/D&IEmployee Recognition/GrowthOFG WinsWellness & BenefitsHR TipsEmployee Engagement
General AnnouncementsCore ValueUpliftWe cultivate a positive culture ofdevelopment and growth Top 10 12345678910Natlie OchoaAbbas BalesEydalid BarbozaDeanna AldayyatRuby VillatoroMaria CamachoRosalinda Marin DightonRachel LabazioCeleste GarciaKathelin RodriguezJanuary 1st - May 31stFor more information on theOpti-Rewards Program:Cash Out your PointsLast day to cash out your rewardspoints is June 28th!!If you don’t cash out by thedeadline you lose them!!
Thank you for those who joined us at Dave andBusters for our post-tax season event! We had a blasthanging out with each of youThank you to those who made our first off-sitemeeting of the year a success!May EventsMay EventsRecap!Recap!Click HERE to view event photos
Be on the lookout for emails with more informationDiversity and Inclusion Come have lunchCome have lunchwith D&Iwith D&ICome purchase foodand socialize withfellow Optimians. D&Iwants to help bringOptimians together!
Donation DriveDonation DriveDonation DriveJune 11th and 12th9:00am-3:00pmGather your lightly used clothes, shoes andnon-perishable food items to help Optimamake a difference in our community!Optima Cares PresentsLocated at the Sales BuildingEarn 50 Culture pointsand 1 raffle ticket percategory
I have four beautiful pets. “Luna &Koko,” are a mix of Catahoula Leopard& Great Dane: the girls are 2 y/o, andthey weigh a little over 90 lbs. ea. Mykitties “Jag & Mittens” are 3 y/o. I lovethem all, but the kitties stole my heart. NAYELI CARLINDo you have any pets?LEADERSHIP FUN FACTSMy absolute favorite meal is the“Spicy Garlic Chicken with garlicsauce and pita bread” fromChicken Maison. What is your favorite meal?If I could have a superpower, it would be the ability tosee the future, so that I could make better choices andsee the impact they have in my life and others beforethey happened. What would your superpower be and why?My children inspire me, when they arehappy, when they are sad or evenupset, learning through their emotionsto control mine, is a life lesson thatimpulses me to be a better person, andto be a role model for them to follow,and lookup to.Who inspires you?Although am terrified of flying, I’d love to someday travelto Nicaragua in Central America, so that my children getto learn a little more about their roots from his dad’s sideof the family, and get the chance see the beauty ofNicaragua’s Volcanos, Beaches & Architecture, and tasteits exquisite Cuisine. If you could travel anywhere in the world,where would you go and why?
Hello Optimians! Thank you for stopping by and getting to know me! My name isKathelin Rodriguez but usually go by Kathy or Kat . I’ve been withOTR for almost 3 years in February and have loved the work-life ratiothis job has provided me with. I started as a Tax Prep SupportSpecialist and went from assisting our Tax Preparers to becoming aTax Preparer. I was born and raised in Orange County living most of my life inAnaheim, Disneyland was always my go to. I did live in Georgia forabout 3 years but honestly Cali runs through my veins lol so I had tocome back. I am always proud to talk about my Salvadorean roots, Iam also Mexican but didn’t really get a chance to learn to much aboutthat side of my heritage. I am a single mother of a 4-year-old, Davina, who sometimes assuresme I’m good with one kid only, lol jk. But she has also been the reasonI always give everything I do more than 200%. I strive to be a bettermother and overall person every single day, in hopes that mydaughter sees this exemplified and hopefully in her future, she willbe even better than I ever was. I do love being a homebody and just relaxing at home watchingmovies and shows, recently just binge-watched Bridgerton and TheChosen. But when you are a parent, you must also learn to love goingout. Our go to place used to be Disneyland but now we are Legolandseason pass holders. I am also coerced into going to Chuck E Cheeseat least once a month lol. You will always catch me with my daughterand my niece, no matter the destination. Fun Fact: Besides sellingChamoy Candies, I also have a candy cart (tostilocos & esquites)rental business I am working on the side, so if you ever wantsomething different for your events let me know, I’m your girl! Again, thank you for stopping by and getting to know me! I lookforward to meeting more Optimians, in the meantime, don’t be shyand say Hi Kathy Rodriguez
EmployeeRecognition8 yearsDavid ChoesRyan DalrympleBashar FakhouriRafael GarciaDamon Samuels19 yearsChrissy Bui9 yearsLori ZarateJhony CazaresPhillip CruzMiya Vu10 yearsJonathan GazzanoBernabe MelendezNicolas PereiraRebeca Requena 7 yearAuryell GarciaRaul MendozaAmerica PueblaErik SapraNancy Tran 6 yearKarina Garcia 4 yearCourtney CastroThomas FlowersNik KulkarniCaleb Tefft 2 yearErin BeemerYareli LopezBrittany SandersTerrell Walker 1 yearJess OrtizNew HiresHappy BirthdaysPromotions/TransfersWendy Barcenas- Sr. TA 2Scott Berntsen- SR. TA 2Lori heath- Sr. TA 2Vannara Nguok- Sr. TA 2James Nguyen-Sr. TA 2Brittany Sanders-Executive Review Board SpecialistJessica Jackson-Executive Review Board SpecialistNdeye Athj- TP Fulfillment IVJennyffer Davidson- Customer Service Rep IIIRex Karma-TP Support SpecialistGeorge Mendez-Helpdesk TechnicianJames Nguyen-TP Support SpecialistEmily Pham-Tax Preparer IChristina Short-Director, Resolution Call CenterNahid Vahdati-Customer Service Rep IIITiara Winding-TP Support SpecialistClaire Zhu- Tax Preparer I
“Excellent service andexcellent outcome. Don’tknow what I would havedone if I hadn’t calledOptima Tax Relief.”“I love the help thatwas given. They werefast and effectivewith handling my taxissues.”LILY VUEmployee of theMonth“Lily is very kind and has beenwilling to help me and otherslearn our new positions.”Client Reviews
Wellness andBenefits
EmployeeEngagmentLast months employee engagement question:What is the theme for our first off-site of theyear?Congrats to Ashley Esparza forwinning last month’s employeeengagement question!HOW MANY TOPWORKPLACES AWARDSHAVE WE WON IN A ROW?ENTER YOUR ANSWER TO OURMONTHLY QUESTION IN THE LINKBELOW BY NO LATER THAN MAY 15TH.ANYONE WHO PARTICIPATES WILLRECEIVE FIVE OPTIMA REWARDS POINTS!YOU WILL ALSO BE ENTERED IN ARAFFLE FOR A CHANCE TO WIN A $25GIFT CERTIFICATE!Answer: UNITED$25 GIFT CARD COMINGYOUR WAY!!Click HERE to submit yourresponse