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The Opti-Insider Newsletter 2.0 November 2022 Edition

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General Announcements Events Wellness Benefits Training Development Compliance HR Tips Optima Cares D I Employee Recognition Growth OFG Wins Employee Engagement October 2022 All the latest news happenings going on at Orange County Phoenix s best company

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GENERAL ANNOUNCEMENTS Core Value Nurture We care about each other and our community Opti Rewards Program Give Earn Redeem Want to learn more about our Rewards Program Click Here Email rewards optimtaxrelief com if you have any questions Top 10 July 1st October 30th 1 2 3 4 5 6 7 7 9 10 Eydalid Barboza Jennifer Mistofsky Kathelin Rodriguez John Pham Jennifer Sibrian Maria Cabrera Alison Rose Durante AZ Marissa Villarreal Cristian Gonzalez Soria Santiago Vergara

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Event RECAP 400 Optimians friends and families came out for this annual Optima celebration October 28th 2022 Upcoming EVENTS AZ Offsite Thursday November 17th 50 Culture Points RSVP HERE CA Offsite Friday November 18th 50 Culture Points RSVP HERE

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Optional Days a ys d i l o H Thanksgiving Day on November 24th Optional Day on November 25th Intranet Highlights Bulletin Board Check out the latest items and services for sale or submit a request to post your own Click here to check out the Bulletin Board Business Unit Intranet Pages Find out what the different teams are who leads which teams and what the latest updates are from each unit

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Optima Cares Recap WISE PLACE TAX WORKSHOP Phil Hwang held a workshop on the topic of Tax Laws What to Know If You Owe the IRS for the women participating in their shelter programs WISE PLACE OCTOBER 18TH Upcoming Optima Cares Events AUTISM SPEAKS WALK CA November 12th Team Optima Tax Relief will be participating in this 1 mile charity walk friends family are welcome to join Click Here to Sign Up

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CHARITY DAYS ARE BACK FOR BOTH AZ CA Use your VTO hours and give back to the community this holiday season November December Please sign up for only 1 outing Click Here to Sign Up Optima Tax Relief has been named an honoree of The Civic 50 Orange County by OneOC and Points of Light the world s largest organization dedicated to volunteer service We could not have achieved this honor for the fifth year in a row without all your amazing contributions to the Orange County community Check Out Our Press Release Here

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D I Recap AZ NAMIWalk 410 Raised October 15th Employees joined us in a walk for mental health awareness AZ CA Walk For Breast Cancer 254 Raised October 22nd 23rd Employees joined us in a walk to support the American Cancer Society Upcoming D I Events CA NAMIWalk November 19th Together we will walk toward a future where our dream of Mental Health for All comes true Join our team in walking or donating here

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Wellness Benefits All About Meditation Meditation is a simple practice available to all which can reduce stress increase calmness and clarity and promote happiness Learning how to meditate is straightforward and the benefits can come quickly Here we offer basic tips from Headspace to get you started on a path toward greater equanimity acceptance and joy Take a deep breath and get ready to relax Click here to learn more Flexible Spending Accounts Year End Reminder Get Your Flu Shot Vaccination after October can still provide protection during the peak Find ways to use up your Health Care FSA Funds Use it don t lose it of flu season Click here to learn more Click here to learn more Please make sure to review and approve your timecard on a weekly or daily basis as this will ensure all hours are correctly included and you are paid accurately Click Here To Learn How

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Compliance Corner Using Optima Trademarks Optima Tax Relief LLC s Optima trademarks are among its most valuable assets They are the words phrases symbols and designs that identify Optima s services It is how customers identify Optima over its competitors Optima has registered several trademarks with the US Patent and Trademark Office All trademarks which are registered with the US Patent and Trademark Office must be accompanied with the registered trademark symbol All logos which include registered trademarks must also contain a trademark symbol Above are examples of appropriate use of Optima s logos Staff should ensure all communications external and internal contain the correct trademarks and logos Please contact the Marketing Department for the most current logos Please contact the Legal Department with questions about the appropriate use of trademarks or if you receive 3rd party requests to use Optima trademarks

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Alyssa Loya o t g n i Gett w you kno Hi everyone My name is Alyssa Loya I am originally from Ohio I lived in Vegas for two years and then California for 12 years I now reside in Arizona Boy do I miss the California weather The heat here is no joke However Arizona still has a lot to offer I attended California State Long Beach while in California to obtain my degree in Criminal Justice I took a break from that to focus on expanding my career with Optima I have been with Optima on and off going on 8 years I have taken a few detours along the way but I always end up back here with my Optima family I am a proud single mama to a beautiful 4 year old little boy named Liam When I am not with my Optima family virtually I am spending time with my little man We love to get outside on the weekends especially with the cool weather coming here in the desert We are making Sundays our mommy and son dates where we get some lunch and have some fun at the park When I get a moment from work and mom life I enjoy listening to music reading and catching up on my favorite shows I love country music and true crime I am excited to be back with Optima and to be a part of the Arizona team

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Employee Recognition Anniversaries 8 years 4 years Gaye Doney Philip Meyer Armando Orizaba Julie Hernandez Lisa Laszlo 7 years 3 years Bianca Andrade Aaron Sexton 6 years Taralynn Lee Olivia Solano 5 years Kevin Kim Arif Ozmen Patricia Ahumada Cortez Kenneth Fisk Karla Gomez Lisa Massey Celeste Nunez 2 years Jeanette Chenevert Evelyn Raya Alessandra Vela Happy Birthdays 1 year Zuleima Aguillon Corinna Auau Leslie Barboza Martha Casillas Roxanne Deculit Marielle Durrett Jacklyn Eugenio Victoria Goodman William Ly Amber McAdams Cristian Mendoza Peter Naggar Amy Norris Lilliana Ochoa Luis Puzon Ruth Rodriguez Junelle Talkington Greg Thomas Jennifer Yang Employee Growth New Hires Vasundhara Ahuja Cloud Engineer Saulabiu Akinlolu Manager of Software Dev Brenda Gudino Fajardo Client Liaison 2 Promotions Transfers CLICK ON THE PRESENT Briana Amador Sr Tax Associate TL Luiz Crespo Sr Tax Associate TL Phillip Cruz Case Analyst TL Elyssa Carlos Content Specialist Sarah Macapobre ACS Pro Maria Wright RO Case Manager

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Leadership Fun Facts Marissa Villarreal What was your first job I got my first job when I was 17 at Old Navy I worked there for 4 years before moving onto another retail store for an additional 2 years After that I came to Optima The retail life was rough but I learned a lot of my customer service skills in those jobs What s your favorite holiday My all time favorite holiday is thanksgiving I love being able to spend time with my loved ones and of course the food Do you have any pets I have an almost 3 year old Husky who is my entire world His name is Opie I adopted him in 2020 so he is indeed a covid puppy with major separation anxiety but I have separation anxiety from him too so it works out cause we re always together and yes it s true what they say Huskies are loud What is your most irrational fear Although I live in California my biggest irrational fear is earthquakes It s the thought of not being in control in that moment that scares me What is your favorite sports team I am and forever will be a Dodgers girl Win or lose mostly win that is my team I love going to the games There is nothing more beautiful than the Dodgers Stadium

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EVENT AND COMMUNITY ENGAGEMENT SPECIALIST McKenna is an all around rock star I m so grateful for her daily wisdom support and encouragement Client Reviews Great quality service This company helped me out a lot I will recommend to family and friends Optima Tax Relief did a great job helping me with my IRS problems They got me the best possible option Without them I would have never been able to fix this I 100 recommend Optima Tax Relief for any IRS problems They are a trustworthy company Absolutely professional very friendly and knowledgeable team They took all the worries away from me and are working with me to resolve my tax issues I m extremely grateful So far everything has been working out perfectly I highly recommend Optima Tax Relief to anyone

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Employee Engagement Enter your answer to our monthly question in the link below by no later than November 15th Anyone who participates will receive FIVE Optima Rewards Points You will also be entered in a raffle for a chance to win a 25 gift certificate Congrats to for winning last month s Employee Engagement question 25 gift card coming your way Last Month s Answer