Optima Tax Relief
About Optima Tax Relief
Optima Tax Relief specializes in helping individuals deal with aggressive collection by the IRS and state tax agencies. The team at Optima includes seasoned tax attorneys and enrolled agents that are approved by the IRS to represent American taxpayers. The firm is well versed in tax negotiation and settlement, IRS audit defense, levies and liens, wage garnishment and back taxes.
Find Tax Relief near you
Overall Satisfaction Rating
- 5 stars
- 4 stars
- 3 stars
- 2 stars
- 1 stars
- Available nationwide
- 15-day money back satisfaction guarantee
- Tax attorneys on staff
- Minimum debt required
Optima Tax Relief is an industry leader with an experienced staff. They provide quality tax relief services and protection against the IRS and state tax agencies.
Optima Tax Relief services
Optima Tax relief offers a variety of tax solutions and assistance, including tax liability investigation and resolution proposals, tax preparation and compliance, and tax settlement and negotiation.
The company has vast experience with several common resolutions, including:
- Offer in Compromise (OIC)
- Penalty Abatement
- Installment Agreement
- Partial Pay Installment Agreement (PPIA)
- Tax lien discharge
- Tax lien subordination
- Tax lien withdrawal
- Wage Garnishment release
- Bank levy release
- Innocent spouse relief
- Currently non-collectible
- Statute of limitations
- Collection appeal
- Administration appeal
- Administrative appeal
How does Optima Tax Relief work?
Optima Tax Relief breaks down its simple process into four easy steps: consultation, investigation, resolution and freedom.
The initial consultation is 100% free and includes discussing your tax concerns with a member of the Optima Tax Relief team, allowing them to assess the situation and decide which tax solution is appropriate for your case.
Once you begin official work with Optima, the investigation begins, and typically takes two to four weeks to complete. In this phase, the professionals at Optima Tax Relief will establish communication with the IRS and review case summary options.
From there, Optima will begin working on a resolution with the IRS for your case. This stage will be the longest part of the process, and the firm estimates it will take anywhere from three to nine months.
Optima Tax Relief FAQ
How much does Optima Tax Relief cost?
Unfortunately, there is no pricing available for Optima Tax Relief on its website; however, this is common for any tax relief company as each case can be vastly different from the next. For any prices, make sure to book a free consultation — once an Optima Tax Relief representative understands your unique situation, they should be able to provide accurate numbers before moving forward.
With research, we found other sites say that the average fee for services is $4,000 with a minimum of $10,000 in tax debt required to qualify for assistance.
Does Optima Tax Relief offer any type of guarantee?
Yes. Optima Tax advertises a 15-day money-back satisfaction guarantee. This guarantee means you can cancel without any fees or penalties should you be dissatisfied with services within the first 15-days of working with the company.
Do we recommend Optima Tax Relief?
Optima Tax Relief is a leader in the industry and provides high-quality assistance with several appealing tax relief solutions. Their policies and core values are laid out on their site in clear terms, and their list of services for tax relief needs are very comprehensive. Based on online reviews, it looks like the minimum required debt to enroll in one of their programs is $10,000. Should you find yourself in $10,000 in tax debt and need help, we recommend considering a consultation with Optima Tax Relief.
Optima Tax Relief Reviews
A link has directed you to this review. Its location on this page may change next time you visit.
- 4,211,805 reviews on ConsumerAffairs are verified.
- We require contact information to ensure our reviewers are real.
- We use intelligent software that helps us maintain the integrity of reviews.
- Our moderators read all reviews to verify quality and helpfulness.
For more information about reviews on ConsumerAffairs.com please visit our FAQ.
Paid $24K and for two years Optima Tax Relief could not even establish some communication with IRS. My bookkeeper eventually established communication, made deal with IRS and resolved problem. Optima Tax Relief is a scam!!!
Just got off the phone with them and I was told I would have to pay the full amount of what I owed from the original start of this process. It has taken me $10,000 and 1-1/2 years to resolve this. All the while the IRS was adding on late fees and anything else they could think of over that time period. Optima was told upfront what I make for salary and yet said nothing until the last day. They told me I made too much to get any relief from the IRS. I could have used an online tax service for $500 and a month of time to complete. Basically, they will take your money and do absolutely nothing but to tell you to have patience while the IRS is running up your bill. In my opinion this is a scam company.
Thank you, you have successfully subscribed to our newsletter! Enjoy reading our tips and recommendations.
When you use Optima you are just throwing your money away. You call them, you get no answers. The money you pay them you could send to the IRS. I spoke with a IRS representative on the phone. They are easy to talk with, very polite and she told me people that use tax relief agencies are just throwing money away. The IRS does not negotiate back taxes. You owe what you owe. I did get a one year abatement on penalties from the agent over the phone. Call them first to work out a plan. Don't throw money away using optima.
The cost of Optima tax is over 1200.00 per month plus the settlement being proposed is another 4700.00 dollars! I will be homeless in about a month! It would have been cheaper to deal with the IRS directly. Do not use Optima!!!
Around March 2018 I started working with Optima to resolve my tax issue. I would advise you avoid them as they are unhelpful, uncaring, and only concerned with your money. First they charge you an absurd amount of money for services that you can do for free. Second, they are impossible to get a hold of, until you miss a monthly payment or want to pay them to perform another service. And last those extra services you pay for, in my case, they were never performed. I asked Optima to apply tax forgiveness and an offer in kind and paid $495 each time. Only to contact the IRS and find out no one ever filed on my behalf. So after hearing this I called and demanded a refund. I paid around $4500 over the course of 4 years working with them and offered me an amazing $350 refund, which is laughable. And the latest insult is now they won't release the refund until I remove a negative review which is very illegal in California.
I reached out to other people who had similar experiences with Optima and here is what I discovered. They are a "pay up front" scam, the only reason they avoid legal trouble is because they charge just below the legal limit of fraud. For, example is the limit for fraud is $5000 in California then they'll charge $4995. Also they only set up payment plans with the IRS, which I said before you can do for free, and if you have liens setting up a payment plan and making 3 monthly payments will qualify you for the Fresh Start program which would remove them. Any reputable law firm will tell you that you can do this for free before accepting any money.
I owe lots of money to the IRS and I went to Optima to help me resolve some of this hoping for some kind of reduction!! But nothing!! I ended up owing more after almost 3-4 years processing. Due to the pandemic it took longer!! I paid them 4k for these services...I basically ended up in a 850.00 never ending monthly payment plan. I'm feeling defeated at this point like there's no end in sight for me!!
This company has no business integrity or accountability; it is a waste of time consulting this firm, consequently, the interest on your debt with the IRS continues to grow...DON'T DO IT!!! It has been almost 2yrs I consulted the service of this company and made all the payments: almost $4k in total including consultation fee of $495, yet NO RESOLUTION! I barely get any case update or feedback from them, but constant request for bank statements which is very annoying. I certainly will not recommend Optima Tax Relief to anyone...No doubt, taking this route was one of my BIGGEST MISTAKEs!
For 3 years I have been on pins and needles waiting on a positive outcome for my tax issues with the IRS. I end up having to pay more to the IRS. This was a waste of my time and money. When calling you are put on hold for a long time and calls are not returned. I would have been better off talking to the IRS myself.
Optima Tax charged me $8140 in December 2021 and did absolutely nothing until I was issued a levy letter in August 2022. I received multiple letters over the time frame about representation being established with the IRS, progression of the case, taxes being prepared, etc. to be told by the Optima RO team those messages were system generated and nothing had been done on my case since full payment in December. There was a rapid attempt to get involved at that point. I moved forward with the IRS on my own so I would not lose everything I have. I had to have another company file my taxes etc.
I requested a refund and was told I was entitled $1100. They also misrepresented the company to the BBB when I filed a complaint and stated they reached out to me for resolution after the initial insult of refund. Hindsight is perfect, I have been told by the IRS and other tax companies that this is common practice for Optima. I want my money. They did nothing for refunded.
Signed up with this den of thieves 11/07/19 to fix my tax problems. Sent in all required paperwork, initial fee $595.00 and $10,000. So after 1 year and 10 months 2 tax returns, 2 extensions were completed with a installment plan amounting to $895/month. What a joke! What kind of help is this? You can call the IRS and set that up yourself. Since they did not resolve my case to my satisfaction. I FIRED THEM!! This sorry excuse of a tax resolution company will not refund my money. They will want their fees upfront. Suggestion: Get on a monthly payment plan so if they do not resolve your case you can cut your losses. BEST SOLUTION: DO NOT USE THESE GREEDY PIGS AT ALL!!
Optima Tax Relief Company Information
- Company Name:
- Optima Tax Relief
Check out our buyers guide top picks
You’re signed up
We’ll start sending you the news you need delivered straight to you. We value your privacy. Unsubscribe easily.