The Opti-Insider Newsletter 2.0 October 2023 Edition : simplebooklet.com

GENERAL ANNOUNCEMENTSCheck Out the Bulletin Board HereCheck Out the Bulletin Board HereCore ValueDriven:We adapt and keep movingforward.1234567891010Kathelin RodriguezMaria CabreraKarina GarciaMarissa VillarrealRonny SilvaNatalie OchoaAnna SaucedoMarcela RodrigesTerrell WalkerLeslie AbrajanLina HernandezJuly 3 - September 26For more information onthe Opti-Rewards Program:

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October 3rd• Bins will be dropped off by our movers to box up your areas/offices. - We will not be moving personal items; these should be taken home. October 20th• All personal items to be taken home. • All office items to be boxed. • New building Parking Link to be sent to employees to fill out. October 27th• Last day working in office 3100/3130 • Trunk or Treat in Parking lot - You will not be allowed to store items in the office. October 27th – November 12th • All 3100/3130 non-essential Staff to WFH October 30th • Essential Staff to work from new office November 13th• New Office Open to all Teams! Should you have any questions please reach out to Office AdminJOIN US FOR

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N E W S L E T T E ROPTIMA CARESRECAP7 Optimians donated blood andhelped save lives! Thank you allfor your contribution in givingback to our community!M A U I S T R O N G B L O O D D R I V EC I V I C 5 0 A W A R DOptimians raised $2142 for theHawaiian Red Cross Foundationto help families affected by theMaui fires!Optima has been honored with theprestigious Civic 50 award for the sixthconsecutive year since 2017!The Civic 50 award, presented by OneOCand Points of Light, recognizes the top 50companies in Orange County for theirexceptional commitment to corporatecitizenship and community engagement. Special thanks to all of our outstanding Optima Cares volunteers and D&ISpecial thanks to all of our outstanding Optima Cares volunteers and D&Imembers for another great year of community engagement wins!members for another great year of community engagement wins!

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OCTOBER10.04.23RECAP & UPCOMINGDIVERSITY AND INCLUSION10.02.23JOIN US FOR A VIRTUAL MEETING AND OUR IN PERSON FESTIVALTO LEARN MORE ABOUT OUR CULTURE CIRCLES!OPEN HOUSED&IBINGOLET’S STAND UNIDOS IS HOSTING A VIRTUAL BINGO IN OCTOBER TORAISE FUNDS FOR LATINO HEALTH ACCESS!LET’S STANDUNIDOSRSVP/Purchase Tokens Here

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WELLNESS AND BENEFITSFLU SEASONINFLUENZA (FLU) SEASON LASTS FROM OCTOBER THROUGH MAYINFLUENZA (FLU) SEASON LASTS FROM OCTOBER THROUGH MAYIN THE UNITED STATES, WITH PEAK FLU ACTIVITY HAPPENINGIN THE UNITED STATES, WITH PEAK FLU ACTIVITY HAPPENINGBETWEEN DECEMBER AND MARCH. THE FLU VIRUS SPREADSBETWEEN DECEMBER AND MARCH. THE FLU VIRUS SPREADSMAINLY THROUGH TINY DROPLETS MADE WHEN PEOPLE WITHMAINLY THROUGH TINY DROPLETS MADE WHEN PEOPLE WITHTHE FLU COUGH, SNEEZE, OR TALK. PEOPLE ARE TYPICALLYTHE FLU COUGH, SNEEZE, OR TALK. PEOPLE ARE TYPICALLYCONTAGIOUS FOR ABOUT A WEEK. IT’S POSSIBLE TO GIVECONTAGIOUS FOR ABOUT A WEEK. IT’S POSSIBLE TO GIVEOTHERS THE FLU ONE DAY BEFORE YOU SHOW SYMPTOMS...OTHERS THE FLU ONE DAY BEFORE YOU SHOW SYMPTOMS... TELEMEDICINETHIS SERVICE IS PART OF YOUR HEALTH BENEFITS OFFEREDTHIS SERVICE IS PART OF YOUR HEALTH BENEFITS OFFEREDTHROUGH BLUE SHIELD OF CA, AT NO COST TO YOU! THROUGH BLUE SHIELD OF CA, AT NO COST TO YOU! TELADOCTELADOCLETS YOU SEE AND TALK TO A DOCTOR FROM YOUR MOBILELETS YOU SEE AND TALK TO A DOCTOR FROM YOUR MOBILEDEVICE OR COMPUTER WITHOUT AN APPOINTMENT. DOCTORSDEVICE OR COMPUTER WITHOUT AN APPOINTMENT. DOCTORSARE AVAILABLE 24/7/365. MOST VISITS TAKE ABOUT 10-15ARE AVAILABLE 24/7/365. MOST VISITS TAKE ABOUT 10-15MINUTES AND DOCTORS CAN WRITE A PRESCRIPTION...MINUTES AND DOCTORS CAN WRITE A PRESCRIPTION...Click here to learn moreClick here to learn more

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GETTING TO KNOW YOU!As an avid traveler and lifelong explorer, I've embarked on journeys that have enrichedmy life in countless ways. Whether it's being swept away on a gondola in Venice,horseback riding in Montego Bay, or savoring street food in Oaxaca, my love for travelhas taught me the beauty of diverse cultures and the importance of embracing newexperiences. When I'm not jet-setting to new destinations, I find comfort in the company of my four-legged best friend, Noli. I found him on Bristol St. on my way to an OTR event anddecided to keep him. Noli has been my constant source of joy and a reminder of thesimple pleasures in life. Together, we've shared yummy snacks, enjoyed sunnyafternoons at the park, and created countless cherished memories. In addition to my adventures and my bond with Noli, I am immensely proud to be themother of a spunky 25-year-old daughter named Daisy. Watching her grow and evolveinto the incredible woman she is today has been my greatest privilege and source ofinspiration. Her accomplishments remind me of the importance of not living life in fearof failure. She is everything I aspire to be.As I continue to explore the world, cherish moments with Noli, and support Daisy'sjourney, I am excited about the adventures that the future holds. My passion for travel,love for my furry friend, and pride in my daughter fuel my zest for life and mycommitment to making each day one worth remembering.

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LEADERSHIP FUN FACTS!ANDY TORRESWhat is a book/movie/show that you would recommend? The movie would be “Needful Things” great plot. Show“The Ozarks” I really enjoyed. A book “The Power ofPositive Thinking” thank me later. What would your superpower be and why? My superpower would be the ability to fly, so I don’t haveto sit in traffic on the 91. What are some of your hobbies? I recently bought a guitar so that one takes the top spotfor me right now. I am still trying to figure it out, so myapologies to my neighbors. What is your favorite meal?I would have to say gorditas de chicharron, I don’t get tohave them often. What is your favorite sports team? My favorite team is 49ers; however, I am also a huge fanof the Lakers, Angels, Ducks, and Manchester United.

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EMPLOYEE OF THE MONTHJustin FulmerJustin FulmerQUALITY ASSURANCE LEAD"Due to the layoff's Justin continues to dothe work of 4 people as best he can. Weneed him to continue to hang in there forus until enforcement starts back up."“Outstanding customer service.Everyone whom I have had thepleasure to speak with has beenvery professional and expedient.”"I would refer anyone to Optima TaxRelief.. They are awesome!"CLIENTREVIEWS"You guys did me outstanding.I enjoyed the service andsupport."“Great job! Worked hard tohelp my issues. Would useagain.”

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CLICK ONCLICK ON THE BIRTHDAY CUPCAKETHE BIRTHDAY CUPCAKE4 yearsDaiana PintosLidice MayorquinVenkata Patlola6 yearsNegar CoxAdriana LopezLuis Yescas10 yearsJohn PremyslerAnniversariesAnniversaries3 yearVictoria BennettGreg CameronKennia GarciaDevin Juarez9 yearsAlexandria DuarteTony GaetaEmployee RecognitionEmployee Recognition5 yearsRadley EakleCristian GonzalezCorey LehmanShanthi RameshKyle RosaHappyHappy Birthdays!Birthdays!Employee GrowthEmployee Growth2 yearLeslie GomezEmily Tung1 yearVasundhara AhujaBrenda GudinoPromotions/TransfersPromotions/TransfersGreg Cameron - Sr Tax Associate TLCristian Gonzalez Soria - Tax Preparer 2Devin Juarez - Tax Preparer 2Martha Miranda - Tax Preparer 2Karen Ordorica - Retention Agent 2Guy Pearson - Tax Preparer 2Alessandra Vela - Tax Prep Team LeadRubyt Lopez - Tax Prep Support Specialist8 yearsNoemi EskanderWalter GreeneShannon PayneEdwin Uch7 yearsBrian KonrathHarmony ShawishianMatthew TranNew HiresNew HiresJennifer Noriega - Senior Debt Consultant

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EngagementEngagementEmployeeEmployeeRob LopezW H E N I S I S O U R L A S T D A Y A T T H EW H E N I S I S O U R L A S T D A Y A T T H E3 1 3 0 / 3 1 0 0 B U I L D I N G S ?3 1 3 0 / 3 1 0 0 B U I L D I N G S ?$25 gift card coming your way!Congrats to...for winning last month's EmployeeEngagement question!6

The Opti-Insider Newsletter 2.0 October 2023 Edition

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