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O P T I - I N S I D E RJanuary 2024January 2024All the latest news & happenings goingAll the latest news & happenings goingon at Orange County & Phoenix's beston at Orange County & Phoenix's bestcompany!company!

GENERAL ANNOUNCEMENTS2023 Top 10Core Value11345678910Kathelin RodriguezNatalie OchoaMarissa VillarrealKarina GarciaRuby VillatoroLeslie AbrajanSofia LomeliSerica GomezMaria CamachoRonny SilvaJuly 3 - December 10For more information on theOpti-Rewards Program:Our new Earning Period beganTuesday, January 2nd at 8am PST!You can redeem your points at any timebefore the Earning Period ends in June!

DECEMBER 2023RUN FOR A CLAUS100 Optimians, friends, and family members showed upto represent OTR for our annual Run For A Claus!HOLIDAY PARTYOver 200 Optimians gathered at our new building tocelebrate the holidays with food, games, and gifts!

CHARITY DAYS41 Optimians volunteered 143 hours to Lakeview SeniorCenter, Bracken’s Kitchen, and South County Outreach tohelp those who need it the most this holiday season!Click Here to View the Optima Cares Gallery

CLICK ONCLICK ON THE BIRTHDAY BALLOONSTHE BIRTHDAY BALLOONS7 yearsAndy LuuAnn Nguyen10 yearsAnne TranAnniversariesAnniversaries6 yearsRob LopezJulia HoValerie Vo16 yearsJarrod Bassin8 yearsNikki BuiSantiago VergaraHappyHappy Birthdays!Birthdays!Employee GrowthEmployee Growth5 yearsRuby VillatoroAmir BeituniCassidy BurkeJulian CasillasRussell GraceMarissa VillarrealNew HiresNew HiresAbbas Bales - Helpdesk Technician11 yearsRon MendiolaEnrique Arreguin9 yearsVincent CarrollAlexandra De La TorreLeonardo MaldonadoThao NguyenLina NizamiLiberty OrdinarioJennifer Schroeder17 yearsJames Hee4 yearsSrinath DepaSofia LomeliShubha Prasad2 yearsIly FloresDaniela AlasMichael DuongSoyeon KimRachel LabazioRick FoxEllie AghasiPromotions/TransfersPromotions/TransfersJames Hee - Senior Tax Associate TLSantiago Vergara - Corporate Security &Office Administrator

2023SANTIAGO VERGARAOF THE YEARThank you EOMs for all your hard work this pastyear, and congratulations Santiago for being votedEmployee of the Year for 2023!SECURITY GUARD 3 / OFFICE ADMINREVIEWS“Fantastic communication and made the process comfortableand easy.”“The Optima team is amazing! They truly cared about mycircumstances and worked hard to reduce my tax liability. I highlyrecommend Optima Tax Relief to those who are overwhelmed bytax debt. There is a solution and that solution is Optima TaxRelief.“

Wellness& BENEFITSID CARDS AND REGISTERINGThe new plan year is here! You should have alreadyreceived your new ID cards. If you have not and need toaccess services, below are your options, depending onyour enrollment...WASHING HANDSHandwashing is one of the simplest, most effective waysto prevent the spread of infectious diseases. Accordingto the CDC, handwashing can prevent illnesses andrespiratory infections, such as colds and the flu...

A S W E C L O S E O U T 2 0 2 3 , I W A N T E D T O T A K E A M O M E N T T O R E F L E C T O N O U RJ O U R N E Y , E X P R E S S M Y G R A T I T U D E F O R Y O U R R E S I L I E N C E , A N D S H A R E A V I S I O NO F P R O S P E R I T Y A S W E G O B A C K T O T H E F U T U R E I N 2 0 2 4 !U N D O U B T E D L Y , T H E L A S T C O U P L E O F Y E A R S B R O U G H T U N P R E C E D E N T E DC H A L L E N G E S , A S T H E Y W E R E T H E M O S T D I F F I C U L T W E ' V E H A D A S A C O M P A N Y . IW A N T T O A C K N O W L E D G E T H E S T R E N G T H , D E D I C A T I O N , A N D P R O F E S S I O N A L I S ME A C H A N D E V E R Y O N E O F Y O U H A S D I S P L A Y E D D U R I N G T H E T R Y I N G T I M E S .I T I S R E M A R K A B L E H O W Y O U C O N T I N U E D T O L E A D O U R I N D U S T R Y D U R I N G T H I SC H A L L E N G I N G C Y C L E W H I L E O T H E R S F E L L B Y T H E W A Y S I D E - O R R E S O R T E D T OU N E T H I C A L A P P R O A C H E S A T T H E E X P E N S E O F T A X P A Y E R S , S T A F F , A N D T H EP R A C T I T I O N E R C O M M U N I T Y . Y O U S H O U L D A L L B E P R O U D T H A T W E S T A Y E D T R U ET O O U R V A L U E S , W H I C H R E S U L T E D I N A N O T H E R B A N N E R Y E A R O F A W A R D S I NC A T E G O R I E S T H A T M A T T E R : B U S I N E S S E T H I C S ( I N T E R N A T I O N A L S T E V I E A W A R D“ B E S T O F T H E B E S T ” ) , C U S T O M E R S E R V I C E ( T H E C U S T O M E R S E R V I C E T E A M O F Y E A R- S T E V I E ) , C O M M U N I T Y I M P A C T ( C I V I C 5 0 – S I X Y E A R S R U N N I N G ) , A N D M O S TI M P O R T A N T L Y - E M P L O Y E E E X P E R I E N C E ( T O P W O R K P L A C E - 9 T H Y E A R R U N N I N G ) .W E A C H I E V E T H E S E W I N S T O G E T H E R , A N D E V E R Y R O L E C O N T R I B U T E S .T H E P A N D E M I C , I R S P O L I C Y , A N D T A X P A Y E R B E H A V I O R M A Y H A V E F O R C E D O U RC O M P A N Y T O R A P I D L Y E V O L V E – A N D G E T B E T T E R – T O S U R V I V E T H E D O W N T U R N .B U T , A S W E H E A D I N T O 2 0 2 4 , W E ( T H E L A R G E S T / B E S T T A X R E S O L U T I O N B R A N D I NH I S T O R Y ) A R E M O R E P R E P A R E D T H A N E V E R T O S C A L E A N D F I L L T H E M A S S I V ED E M A N D T H A T I S A B O U T T O C O M E O U R W A Y . W I S H I N G Y O U A N D Y O U R L O V E D O N E S A W O N D E R F U L N E W Y E A R ’ S H O L I D A Y . IL O O K F O R W A R D T O G O I N G B A C K T O T H E F U T U R E W I T H Y O U I N 2 0 2 4 …C H A R G E O N !D KA MESSAGE FROMTHE CEOO P T I M I A N SHappy New Year!

3EngagementEmployeeW H A T I S O P T I M A ’ S N E W O F F I C E A D D R E S S ?W H A T I S O P T I M A ’ S N E W O F F I C E A D D R E S S ?Enter your answer to our monthly question in the link belowby no later than January 15th.Anyone who participates will receive FIVE Optima RewardsPoints! You will also be entered in a raffle for a chance towin a $25 gift certificate!Elizabeth Garcia$25 gift card coming your way!Congrats to...for winning last month'sEmployee Engagement question!