Optima Tax Relief

Optima Tax Relief Reviews

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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

    Pros
    • IRS notice analyzer
    • 15-day money-back guarantee
    Cons
    • Pricing not published
    • Not available in all states

    Featured Reviews

    Verified
    Greenwood, IN

    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...

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    Verified
    Rocky Mount, NC

    They 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...

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    What 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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      How do I know I can trust these reviews about Optima Tax Relief?
      • 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.
      Page 1 Reviews 0 - 10
      Staff

      Reviewed Oct. 29, 2024

      Completely robbed of 2300! Did not honor their side of the deal. I hired them to amend a tax return only to find out months later they do not provide this service! They offered me 100 as a refund which I declined. Keep your money people. This company lies and deceives and has no obligation to represent their clients in any way. Could have been honest upfront and told me they couldn’t help me but instead told me what I wanted to hear only to pull the rug out once they collected all my money. Literally paid 2300 for absolutely nothing.

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      Installation & SetupPunctuality & Speed

      Reviewed Oct. 8, 2024

      This is the most terrible experience I have ever had. Once they have your money, they will not even allow you to set an appointment. Meanwhile, I have to contact the IRS on my own. I have had to resubmit all the documents to the IRS that I submitted to Optima because the IRS says they have nothing from Optima. Optima has caused me MORE STRESS than the IRS audit. Do NOT do it.

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        Punctuality & Speed

        Reviewed Oct. 1, 2024

        I am writing to formally decline your recent refund offer, as it is wholly inadequate and does not reflect the significant amount I paid for your services. Offering only a fraction of the $9,000 I entrusted to your company, despite failing to provide any meaningful assistance, is unacceptable. I expected your company to resolve my tax issues, but instead, my tax debt has increased due to additional penalties and late fees. A partial refund of $800 is simply not enough given the lack of service and the financial damage caused. Unless a full refund is issued promptly, I will be escalating this matter to the appropriate consumer protection agencies and media outlets to ensure others are aware of your deceptive practices.

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        PricePunctuality & Speed

        Reviewed Sept. 30, 2024

        I paid the initial $495 Investigation fee on Friday. I immediately had 2nd thoughts as Resolution phase was going to cost me over 6K. I paid the down payment fee of 2,039.00. I have requested a refund of the 2,039.00 within 24 hours. Optima informed me that my refund request would have to be presented to the Executive Review Board and the earliest that can happen is 10/8/24. The payment is still processing by my bank. I told them I would be reaching out to my bank. I was then informed that they would dispute the charge!!! I literally just paid them late Friday. This delay tactic is unacceptable. They didn’t waste any time taking that money out of my account. They have not earned a penny of that money. I’ve contacted my bank to dispute the charge.

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        Staff

        Reviewed Sept. 27, 2024

        I paid Optima $7,000 and they did NOTHING for me except cause me grief and anger. They PREY upon people who are down and NEED help and then literally kick you when you are down. They promise to help you and DO NOTHING!! They are a FRAUD and they are HORRIBLE people.

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        Sales & MarketingStaff

        Reviewed Sept. 23, 2024

        What a scam! It's unfortunate that these people prey on fear of the everyday citizen when it comes to the IRS. I ended up owing the IRS for the first time in my life and was scared. This company said they would be able to help and after giving them $1500.00 that I didn't have laying around they did absolutely nothing!!! They set me up with a payment plan that I could have done myself and could not afford. I asked them to submit an offer in compromise and they said the IRS refused it. I asked the reason, and they said that the IRS gave them no reason which was a LIE!! The IRS has checked at least 2 times and have never been submitted an offer in compromise on my behalf and, moreover would let you know the reason for rejection. STAY AWAY!!

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        Customer ServiceStaff

        Reviewed Aug. 16, 2024

        Wow, after reading the reviews before mine, I wish I had done that before I engaged in an 8-month ordeal with them. Optima has taken enough of my money to date for very poor service including scheduling an "appointment" today with an alleged "case manager" for 1 pm only I didn't get a call until 1:47 pm and when I answered it had been "robodialed" instructing me to press 1 and then "wait for the next avail...".

        Frustrated by their extremely poor customer service, I opted to sit on hold for over 27 minutes waiting for an IRS agent and negotiated my own monthly payment-far lower than I was expecting them to accept and surprisingly painless. Optima Tax Relief is a joke and it is frightening that they are allowed to continue in this business operating this way. I am only saddened by the fact that there are no scores less than 1. There should be a zero option. Before you consider Optima call the IRS first...even if the call wait time is long, you'll be glad you did.

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        Customer ServiceStaff

        Reviewed Aug. 8, 2024

        I paid this company 2 years ago $2600 to help me with my taxes. They promised to help me and get me on a payment plan. 2 years later, I have called and emailed and the only time I get a response is when they offer to bribe me to take down my bad reviews explaining that they are scammers. I’ve looked into this extensively. They’ve done it to so many people. Stay away from this company. They will offer people help and then ignore them after they cough up the money.

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        Customer Service

        Reviewed Aug. 8, 2024

        The one star I gave was me being generous. I went to Optima hoping they would help me with my tax debt. I explained my unique situation and they said they have a team that explores all available options. The only time they called me was when it was time to collect a $2,000 monthly payment. After calling them numerous times for assistance, someone finally called me and the only option they offered was to pay it all back in monthly installments. I paid Optima over 10K for them to give me an option to pay off my full amount in monthly installments. They said my only option was to either take that deal or pay it all off myself. It's such a low budget company. Absolutely disgusting!!!

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        Price

        Reviewed July 30, 2024

        I came to Optima to address my tax problem. They did the first inspection of my tax issue with IRS. They used that info to charge me a extreme high fee for services. I have tried to work with them on good faith. They are currently giving me the runaround. Looking a company to help with your tax issue. I would NOT RECOMMEND. Optima Tax Relief ever.

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        Optima Tax Relief Company Information

        Company Name:
        Optima Tax Relief
        Website:
        optimatax.com

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