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We have high call volumes. Most questions can be answered more quickly on our Help Center.

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Omar Financial Help Center

We have put together a list of some of the most frequently asked questions about our various Services. If you are unable to find the answer to your question or need further assistance please contact us , and one of our teams will be in contact with you as soon as possible.

Have a question?
Have a question? We’re happy to help!

Omar Financial My Portal

Omar Financial My Portal Users interface 
Send & Receive documents - Manage your profile - Ask question - Respond to questions - Chat with your tax preparer - Sign forms - Make payment
Create account Omar financial My Portal

Stay connected with your tax preparer, send and receive your sensitives documents securely, send and receive text message directly to your tax preparer,  sign documents, make payment ... 

Remote Tax Service

After Booking your Remote Tax service and your Appointment confirmed, We'll send you email with all information and details you need to connect with us.

You need to download and install  Zoom App  to connect with Omar Financial 
APPLICAtions help 

Whatever your financial goals, we’ll help find the best path forward for you. As a financial institution, we’re small enough to care, and big enough to help.

PREPARE FOR YOUR APPOINTMENT

What should you do to prepare for your appointment?
If you don't have access to My Portal. Contact us to create an account for you.

We can only create account in My Portal for existed costumers list in our Database.

You are new costumers?
Please contact us in the Contact us section.
We will be happy to have you as our costumer.
We are able to provide you with the largest refund available from the IRS and State Tax Systems.

We need your real information to verify and make sur we're connected to the right person.
- Active Email address
- Full Name
- Phone number
- Last 4 digits f your Social security

How's the process works?
After receiving your request to create an account for you in Omar Financial My Portal. We will send you a confirmation to your Email address with a link to activate and create your own password "We don't have access to our clients password even the admin of this website". if you forgot your password or your username, you can recover it in our website. You don't need to contact us, just follow our instructions on the website.

Have access to Omar Financial My Portal:
Every costumers filing taxes with us, We will suggest to them to ask your Tax Preparer to create an account with Omar Financial My Portal to stay connected with us. and you also can ask more questions about My Portal, we will be happy to help.

After sending your request
Request account creation of Omar Financial My Portal send successfully... You will receive a notification within 2 business days.

If you don't hear back from us within 2 business days please contact us from this website at this address https://omarfinancial.com/contact-us-1
Personal information
Let’s start with the obvious items on any tax prep checklist.

Last year’s taxes, both your federal and — if applicable — state return. These aren’t strictly necessary, but they’re good refreshers of what you filed last year and the documents you used.

Social Security numbers for yourself, your spouse and all dependents. Remember, in addition to children, dependents can include elderly parents and others.

Income
Gather all the documents that confirm the money you received during the previous year.

- W-2 forms. Employers must issue your W-2 by Jan. 31, so keep an eye on your mailboxes, both physical and electronic.

- 1099 forms. Each of these ends with a different suffix, depending on the type of payment you received. For example, form 1099-MISC is for contract work. If you’re paid via a third party such as PayPal or Amazon, you’ll likely get a 1099-K. Investment earnings show up on 1099-INT for interest, 1099-DIV for dividends and 1099-B for broker-handled transactions.

Make sure you have documentation for each before you file:

- Retirement account contributions. You can deduct contributions to a traditional IRA or self-employed retirement account. Just be sure to stay within the contribution limits.

- Educational expenses. Students can claim a deduction for tuition and fees they paid, as well as for interest paid on a student loan. The IRS won’t accept your deduction claim without Form 1098-T, which shows your education transactions. Form 1098-E has details on your student loan.

- Medical bills. Medical costs could provide tax savings, but only if they total more than 7.5% of adjusted gross income for most taxpayers.

- Property taxes and mortgage interest. If your mortgage payment includes an amount escrowed for property taxes, that will be included on the Form 1098 your lender sends you. That document will also show how much home loan interest you can claim on Schedule A.

- Charitable donations. To ensure your generosity pays off at tax time, keep your receipts for charitable donations. The IRS could disallow your claim if you don’t have verification.

- Classroom expenses. If you’re a school teacher or other eligible educator, you can deduct up to $250 spent on classroom supplies.

- State and local taxes. You can deduct various other taxes, including either state and local income or sales taxes (up to $10,000, including property taxes). You don’t need receipts for the sales tax; the IRS provides tables with average amounts you can claim. The tax on a major purchase, however, can be added to the table amount, so keep those receipts.

Note that state income taxes paid should be on your W-2, but remember to add any state estimated taxes you paid during the year.
List of documents you'll need for your Appointment

Business Tax Return Checklist
New Clients – a copy of prior year return and financials
Backup of Data File please make note of the following:

Software package (e.g. MYOB, Quickbooks) Version
(e.g. Premier v17.6) and Password.
Please ensure that bank accounts in the datafile are
reconciled to bank statements.
Copies of all bank statements indicating opening &
closing balance for the financial year.
Copies of all BAS statements for the financial year
Income

Stocktake details as at 30 June where applicable
Details of Capital Gains Tax assets (e.g. stock, shares and
real estate) sold, including dates of, and costs associated
with, acquisition and disposal (including settlement
statements and Sale/purchase agreements.
Dividends, including details of franking credits.
Income from foreign sources, including details or
foreign taxes paid.
Deductions

Bad debts actually are written off during the year
Gifts or donations of $2 and over to deductible entities
Legal expenses
Lease documents for motor vehicles, premises
and equipment
Car expenses (remember to include petrol, repairs and
parking and maintain a log book where necessary)
Odometer reading of all vehicles at the 31st March 2005.
Liabilities

New loans that were taken out during the year and their
purpose; including any new lease or hire purchase
agreements.
Statements from the lending authority detailing the
opening and closing balances of existing loans during
the financial year.
Creditors listing as at 30th June.
Asset
Details of loan accounts to directors, shareholders,
beneficiaries and partners.
Debtors listing (including a list of bad debts written off)
as at 30111 June. NB in order to claim a deduction,
the debt must be written off on or before 30th June.
Details of depreciable assets acquired and/or disposed
of during this income year including:
Type of asset, Date of acquisition, Consideration received/
Save time with our REMOTE TAX PREPARATION services

How the process works?

After booking and confirming your appointment with Omar Financial

- You'll receive an email from Info@omarfinancial.com with all the information and details you'll need to connect with us.

2 - Make sure you Download and install the Zoom application in your Phone, Tablet or your Computer before your appointment's time.
We can help you prepare your yearly taxes, and itemize your deductions and tax breaks

How the process works?

NB: All appointment must be Reviewed and Confirmed by Omar Financial team.

After booking your appointment with Omar Financial

1 - You'll receive a confirmation email and text message in your phone from our platform.

2 - You'll receive another email and text message in your phone if your Appointment is Confirmed or Declined by your Tax Preparer.

If your Appointment is declined that's means there's a change and we are not able to provide service at that time you selected, please try to Book another Appointment and select different time.

Send us your required documents from the section "My Portal" before you come to your appointment. To have access to My Portal, you need to be in our system, after every appointment our system will create for you automatically an account based on the information you provide on the booking form, so make sure you provide the correct phone number and active email address.

1 - When your My portal account is created, You will receive another email from our system with 24 hours active link to create username and password for your account at Omar Financial My Portal.

2 - After creating your username and password and have access to our secure platform, you can communicate directly with your Tax Adviser, send and receive documents, instant messaging, make payment, sign your document etc...
You can request copies of your tax returns documents from the most recent 4 tax years.

We charge $10 for Individual and $20 for Business tax documents for request

We'll send you a pdf copy of your tax return documents protect with password "you or your wife's date of birth" from Omar Financial My Portal within 24 hours.

Omar Financial will never call you, text you or send you email to ask about you sensitive information like your SSN, email and password, date of birth, address and phone number if you don't request any of our services.

After submitting you tax documents request.
1 - We'll create an account for you in our Portal database.

2- You will receive an automatic email from Omar Financial My Portal with details (your fullname and username) with a link to create your own password for your account at Omar Financial My Portal.

3- You will receive a notification text message in your phone and email from our system when we send your documents.

Request a copy of your Tax Documents

You can request copies of your tax returns documents from the most recent 4 tax years.

What is Secure File Pro?

Secure File Pro is a web-based portal that allows you to access tax documents/returns and offers a secure method for sending your supporting tax documents to Breeden & Associates, LTD.