ROI Tax

10/23/2026

Donation receipts, List, Photos, etc.

Did charitable giving play a part in your year? Make sure your generosity comes with good recordkeeping!

Keep donation receipts, acknowledgment letters, itemized lists, and other supporting documentation together in one place. If you donated physical items, keeping detailed lists and relevant photos can also help document what you contributed.

Instead of trying to remember everything months later, create a folder now and add your records as you go. When tax season arrives, you’ll have the information your tax professional needs ready to review.

ROI Tax

503.777.3353 | [email protected] | www.roi-tax.com

10/17/2026

Before the year wraps up, give your taxes a little attention too!
Year-end is a great time to review your income, expenses, charitable contributions, and other financial
activities. A little preparation now can make tax season much easier later.

Finish the year organized and ready for what’s next! Contact us today! Let us help you.

ROI Tax
503.777.3353 |
[email protected]

www.roi-tax.com

10/14/2026

Filed an extension? Your extended deadline may be approaching! Now is the time to make sure your documents are organized and everything is ready to go.

Don’t let that extra time turn into a last-minute scramble. Check in with your tax professional and get
ahead of the deadline!

ROI Tax
503.777.3353 |
[email protected] |
www.roi-tax.com

10/07/2026

New season, fresh financial habits.

Fall is the perfect time to check in on your finances and make sure you’re on track before the end of the year. A few small adjustments now can help you head into tax season feeling prepared instead of playing catch-up.

Add these to your Fall Financial Reset checklist:

Review your year-to-date income and expenses

Check your budget and adjust for upcoming expenses

Organize receipts and important tax documents

Review of business expenses and records

Look at retirement and other eligible contributions

Make note of important year-end tax deadlines

Check in on your tax strategy before December arrives

Review if you need to make a final quarterly estimate before January 15th

Think of it as a little financial housekeeping before the holiday season takes over the calendar.

Not sure where to start? ROI Tax can help you review your situation, identify potential opportunities, and prepare for the months ahead.

ROI Tax
503.777.3353 | [email protected] | www.roi-tax.com

10/07/2026

Excited to see ROI Financial Advisors, LLC on All Access with host Andy Garcia.

ROI Financial Advisors is proud to be featured on All Access with Andy Garcia. In this special feature, we share the story behind ROI Financial Advisors, our approach to financial planning, and our commitment to helping individuals, families, and business owners make informed financial decisions and...

10/05/2026

Is this tax deductible?

It’s a question we hear all the time, and the answer is often: it depends!

Depending on your individual or business tax situation, deductible expenses may include:

Qualifying home office expenses

Business use of your vehicle

Student loan interest

Eligible educator expenses

Certain IRA and HSA contributions

Home mortgage interest

Qualifying charitable contributions

Certain medical and dental expenses

Ordinary and necessary business expenses

Certain investment and capital losses

Eligible State and local taxes

The key? Not every expense qualifies for every taxpayer, and many deductions come with specific requirements, limitations, and documentation rules.

Before you start labeling every receipt “tax write-off,” talk with a tax professional to understand what may apply to your situation.

ROI Tax
503.777.3353 | [email protected] | www.roi-tax.com

09/30/2026

ROI Financial Advisors, LLC is featured on All Access with host Andy Garcia. Check it out now!

ROI Financial Advisors Is Going National Our feature on All Access with Andy Garcia is now airing. Watch the exclusive preview. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Simple. Smart. Effective. View in Browser Firm News

09/28/2026

SEPTEMBER 17, 2026

ROI Financial Advisors are getting ready to step onto a national stage.

We’re proud to be featured on All Access with host Andy Garcia in a special segment focused on financial wellness, financial planning, and building a stronger financial future.

This is more than a feature. It’s an opportunity to share the philosophy behind ROI Financial and our commitment to helping people make informed, confident decisions about their financial future.

5 days to go. Stay tuned.

ROI Financial Advisors
roi-fa-allaccess.com



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09/28/2026

SEPTEMBER 19, 2026

Soon, ROI Financial Advisors will be featured on All Access with host Andy Garcia, sharing our perspective on something that impacts nearly everyone: financial wellness.

Building a stronger financial future doesn’t happen by accident. It starts with a plan, the right guidance, and the decision to take the first step.

We’re excited to share our story—and why we believe thoughtful financial planning should be accessible to more people.

Only 3 days to go.

ROI Financial Advisors
roi-fa-allaccess.com



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09/21/2026

Big things are happening at ROI!

Our partners at ROI Financial have been busy, and we’re excited to share that ROI Financial is featured in All Access by Andy Garcia.

We’re proud to see the ROI team and their expertise take the spotlight. Stay tuned for more!

ROI Tax

503.777.3353 | [email protected] | www.roi-tax.com