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With Optimum Financial Services and Optimum Tax In The Lead, Your Financial Success Is Guaranteed! OFS is truly better than the rest!!
With Optimum Financial Services (OFS) and Optimum Tax In The Lead, Your Financail Success Is Guaranteed!
A new baby changes everything… including your taxes. 👶💰
From tax credits and dependent benefits to your W-4 withholding, a growing family can have a big impact on your financial picture.
This June, take advantage of our:
✔ FREE W-4 Review
✔ FREE Paycheck Checkup
Make sure you're keeping more of what you earn and receiving the benefits you qualify for.
06/08/2026
How much of your paycheck should be going to taxes?
If too much is being withheld, you could be giving the IRS an interest-free loan all year long.
If too little is being withheld, you could end up owing taxes when you file your return.
That's why it's important to review your W-4 regularly, especially after major life changes like:
✔ Starting a new job
✔ Getting married
✔ Having a baby
✔ Working multiple jobs
✔ Receiving a raise
A quick review today could help prevent surprises next tax season.
See comment below 👇
06/08/2026
Why wait until tax season to get your money back?
For many taxpayers, updating a W-4 can help put more money into each paycheck throughout the year instead of waiting for a refund.
That's why we're offering a FREE Virtual W-4 Update to help eligible taxpayers review their withholding and make sure it reflects their current situation.
✔ Keep more money in every paycheck
✔ Simple virtual process from home
✔ Guidance from our team
✔ No cost during this promotion
See comment below 👇
Single parents carry a lot on their shoulders. ❤️
Between work, bills, school activities, and everyday life, it's easy to overlook tax planning.
A mid-year review can help ensure you're receiving the tax benefits you qualify for, claiming the correct filing status, and withholding the right amount from your paycheck.
This June, we're offering:
✔ FREE W-4 Review
✔ FREE Paycheck Checkup
06/07/2026
Ever looked at your IRS transcript and wondered what all those codes mean?
Your IRS transcript can provide valuable information about the status of your return, refund, account activity, and any issues that may need attention.
Some common transcript codes include:
✔ 150 – Tax Return Filed
✔ 570 – Processing Hold
✔ 571 – Hold Removed
✔ 846 – Refund Issued
✔ 971 – IRS Notice Sent
✔ 826 – Refund Applied to Debt
Understanding these codes can help you track what's happening with your tax account and identify potential issues before they become bigger problems.
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06/06/2026
When should you update your W-4?
Most people complete a W-4 when they start a new job and never think about it again. However, changes in your life, income, or family can affect how much tax should be withheld from your paycheck.
You may want to review your W-4 if you:
✔ Received a large tax refund
✔ Owed taxes when you filed
✔ Started or ended a side hustle or business
✔ Started a new job or changed jobs
✔ Got married or divorced
✔ Had a baby or adopted a child
✔ Purchased a home
✔ Began receiving investment income
An outdated W-4 could mean withholding too much or too little from your paycheck.
This June, we're offering FREE W-4 Reviews and FREE Paycheck Checkups to help make sure your withholding matches your current situation.
See comment below 👇
06/06/2026
Your W-4 isn't a one-time form.
Life changes. Your W-4 should too.
✔ Started a new job
✔ Received a raise
✔ Working multiple jobs
✔ Had a baby
✔ Got married
✔ Went back to school
These changes can affect how much tax is withheld from your paycheck and may impact your refund or tax balance.
Take a few minutes to review your W-4 and make sure it reflects your current situation.
We're offering FREE W-4 Reviews and FREE Paycheck Checkups throughout June.
See comment below 👇🏽
👶 A new baby can change more than your sleep schedule.
It may also affect your tax withholding, available tax credits, and your overall tax situation.
Many parents forget to update their W-4 after welcoming a child and don't realize the impact until tax season.
This June, we're offering FREE W-4 Reviews and FREE Paycheck Checkups to help families stay proactive.
Going back to school? 🎓
Most people think about the career opportunities, but few think about how returning to school may affect their taxes.
Depending on your situation, you may qualify for education-related tax benefits, and changes in your finances may impact your withholding and tax liability.
That's why a mid-year review can be so important.
This June, we're offering FREE W-4 Reviews and FREE Paycheck Checkups to help you better understand your tax situation before filing season arrives.
See comment below 👇🏽
A new baby is exciting for the whole family, but it can also impact your taxes and paycheck. 👶💰
Many parents forget to update their Form W-4 after welcoming a new child. That could mean missing out on tax benefits throughout the year or having too much withheld from each paycheck.
A quick W-4 review can help make sure your withholding reflects your current family situation and keeps more of your hard-earned money working for you.
This June, we're offering a FREE W-4 Review and FREE Paycheck Checkup to help you make sure you're on track.
See comment below 👇🏽
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Address
389 Waller Avenue Ste 130
Lexington, KY
40504
Opening Hours
| Monday | 11am - 9pm |
| Tuesday | 11am - 9pm |
| Wednesday | 11am - 9pm |
| Thursday | 11am - 9pm |
| Friday | 11am - 9pm |
| Saturday | 11am - 5pm |