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About Optima Tax Relief
Founded in 2011, Optima Tax Relief is a full-service tax resolution firm for individuals and small business owners struggling with IRS or state tax burdens. The company specializes in complex cases that involve wage garnishments, bank levies, liens and other IRS collection actions. It has over 400 full-time professionals, including a team of in-house tax attorneys and licensed tax professionals.
Pros & Cons
- IRS notice analyzer
- 15-day money-back guarantee
- Pricing not published
- Not available in all states
Featured Reviews
My experience with Optima Tax Relief has been extremely positive. They treated me with respect and advised me on everything I needed to complete for each step of the process. Ever...
Read full reviewThey took the time to work with me on a one-on-one basis to resolve my tax issues. I feel that they were an affordable and effective solution to my tax problem. They filed old ret...
Read full reviewWhat is Optima Tax Relief?
Optima Tax Relief has offices in California and Arizona and works with individuals and small businesses to solve tax issues. It also offers three protection plan levels for those who want tax preparation help to avoid future IRS issues. It has membership with the National Association of Enrolled Agents (NAEA) and the National Association of Tax Professionals (NATP).
The company also has an app through which you can:
- File a six-month extension with the IRS for free
- Take a picture of your IRS notice and have the app analyze your risk level and explain what IRS notices mean
- Request a free tax consultation
How does Optima Tax Relief work?
You can start working with Optima Tax Relief with a free consultation. Once you sign up, Optima Tax Relief has a two-phase resolution program.
The first phase is when your tax professional puts out any immediate fires, such as wage garnishments or bank levies. In this phase, the Optima team contacts the relevant taxing authorities to do a 360-degree view of your tax issues.
In the second phase, your tax professional chooses which tax resolution approach to take. For some, this might mean an installment agreement, while others might need an attorney to do a collection appeal or to help them with audit representations.
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.
Here are a few services available for tax debt clients:
- Offer in compromise (OIC)
- Penalty abatement
- Installment agreement
- Tax lien discharge
- Wage garnishment release
- Bank levy release
- Innocent spouse relief
- Currently not collectible
- Statute of limitations
- Collection appeal
Optima Tax Relief costs
Optima Tax Relief does not publish pricing on its website for either tax relief services or its tax protection plans.
Optima Tax Relief FAQ
How long will it take for Optima Tax Relief to solve my tax issues?
The company says many tax debt cases are resolved within two to 12 months. However, each tax case is unique, and you will get a better idea of how long your situation will take after a consultation.
Does Optima Tax Relief offer a money-back guarantee?
While Optima Tax Relief does not guarantee any of its services, clients can request a refund within the first 15 days of service. This is only applicable to the investigation phase — it’s not for clients enrolled with an immediate action team.
Does Optima Tax Relief file taxes?
Yes, it has a full team of tax preparation professionals who can help with state and federal tax returns for both individuals and businesses. It can also help with filing overdue taxes, reducing penalties when possible.
Does Optima Tax Relief have a debt minimum?
Optima Tax Relief does not publish if it has a tax debt minimum. Its consultation intake form allows potential clients to select a tax debt range of $0 to $9,999.
Is Optima Tax Relief legit?
Optima Tax Relief is a legitimate company with physical offices in California and Arizona. It says it has resolved over $1 billion in tax debt for clients. Its tax resolution services are available in most states, and the 15-day money-back guarantee can help clients feel more confident about pursuing services.
Optima Tax Relief Reviews
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- 4,564,720 reviews on ConsumerAffairs are verified.
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- We use intelligent software that helps us maintain the integrity of reviews.
- Our moderators read all reviews to verify quality and helpfulness.
Optima Tax Relief Company Information
- Company Name:
- Optima Tax Relief
- Website:
- optimatax.com