Taxes
SST – A great idea, but is it for everybody?
The Streamlined Sales Tax project started 25 years ago with a sensible goal: Bring order to the chaos to the U.S....
Closing US Bank Accounts to Avoid Annual Fee After Smartly Credit Card Negative Changes
As of 9/15/25, my US Bank Smartly credit card was downgraded from 4% cash back for my situation to the...
Massachusetts Treasury Check Fraud: $8.8 Million Scheme Leads to Federal Charges
In one of the largest Treasury check fraud cases to emerge from Massachusetts, federal authorities have charged eight individuals with...
Navigating Sales Tax Compliance in eCommerce & Retail: Part 2
In Part 1 of this series, we explored the foundations of sales tax compliance in eCommerce and retail: nexus, taxability,...
How to Respond to IRS Letter 1058: The Final Warning Before a Levy
Key Takeaways: IRS Letter 1058 is a final warning: It signals the IRS’s intent to levy your assets, including...
Navigating Sales Tax Compliance in eCommerce & Retail: Part 1
Sales tax compliance in eCommerce and retail is anything but simple. Between changing state rules, multiple jurisdictions, and unique business...
2025 Q3 Estimated Tax Payments Are Due. Are You Prepared?
Key Takeaways: Estimated tax payments are required for individuals with income not subject to withholding, like self-employed workers, investors, and...
What’s New in Sales Tax? Updates Across the U.S.
Sales tax is constantly changing. From exemptions to digital products to new tax holidays, businesses across the U.S. face ongoing...
Optima Tax Relief Earns Eighth Consecutive Civic 50 Orange County Award
Celebrating Eight Years of Giving Back, Optima Continues to Lead in Volunteerism, Philanthropy and Community Impact Optima Tax Relief has...
Do You Need a Sales Tax Software if Your Shopping Cart Calculates Rates?
Maybe. Not all e-shopping carts are created equal for online shipping sites like yours, and your cart may get the...
Social Security Survivor Benefits and Taxes
Key Takeaways: Social Security survivor benefits provide monthly income to widows, widowers, and certain family members, replacing lost earnings after...
Time constraints surrounding sales and use tax
Your online business is painfully aware of tax deadlines for income, payroll, property and other local taxes. Sales and use...
