Optima Tax Relief Reviews
- We require contact information to ensure our reviewers are real.
- Our moderators read all reviews to verify quality and helpfulness.
- We use intelligent software that helps us maintain the integrity of reviews.
+2 more
About Optima Tax Relief
Optima Tax Relief is a tax resolution firm that helps individuals and small businesses resolve federal and state tax issues. The company negotiates directly with the IRS and state agencies on behalf of clients. It specializes in issues such as back taxes, wage garnishments, bank levies, tax liens, payroll tax problems and IRS audits. Depending on a client’s eligibility, resolutions may include payment plans, penalty reductions, temporary hardship status or negotiated settlements.
Visit optimatax.com- Free initial consultation
- Licensed tax professionals and attorneys
- Ongoing tax protection plans available
- 15-day money-back guarantee during the investigation phase
- Upfront payment may be required
- Long-term results not guaranteed
- Some communication issues
Optima Tax Relief Reviews
Filter by Rating
- (167)
- (16)
- (6)
- (4)
- (130)
Popular Mentions
- 4,921,919 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.
A link has directed you to this review. Its location on this page may change next time you visit.
- 4,921,919 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.
Reviewed July 6, 2026
I am new to Optima Tax Relief for my personal taxes, and I couldn't be happier. The team is incredibly knowledgeable, thorough, and responsive. What sets them apart is their proactive approach—they don't just help your tax issues. They offer strategic tax planning advice that has saved my Family both time and money. I highly recommend Optima to anyone looking for a trustworthy and professional tax service.
Welcome to the Optima family, and thank you for sharing your fantastic experience! We're thrilled that our knowledgeable and responsive team has made such a positive difference for you and your family. It's wonderful to hear our proactive tax planning approach has been saving you time and money. We're committed to providing this level of service to all our clients, and your trust and hearty recommendation mean the world to us. We look forward to being your trusted tax partner in the future!
Reviewed July 2, 2026
We have had a wonderful and very personal experience with Maria. She is the most experienced and knowledgeable person. AHA had went above and beyond to help us get thru this process. I would highly recommend Optima Tax Service to anyone that needed help with their Tax solutions. Great customer service and was always available to help. Thank you.
Thank you so much for your glowing review about Maria's service! We're delighted to hear she provided such a knowledgeable and personal experience for you. Her commitment to going above and beyond reflects our core values at Optima Tax Service. We greatly appreciate your recommendation and your trust in us. Please reach out anytime; we're honored to be here to assist with any future needs. Thank you for your support!
Reviewed June 28, 2026
Words cannot adequately express my deepest appreciation for Optima Tax Relief peace of mind they have given in resolving my income tax problem. I never thought my tax problem could be resolve but thanks to Optima Tax Relief the problem was completely and satisfactorily resolved. Thank you.
Thank you for sharing your wonderful experience with Optima Tax Relief. We're thrilled to hear that we’ve provided the peace of mind you needed by resolving your income tax issue completely. Your satisfaction means everything to us, and your kind words reaffirm our commitment to delivering exceptional service. We're here to help anytime you need, and appreciate your expression of gratitude immensely!
Reviewed June 26, 2026
Working with George at Optima Tax Relief gave me a lot of peace of mind. I was worried about my taxes and wasn't sure what to expect, but they guided me through the process step by step. They were always courteous, professional, and willing to answer my questions. I never felt rushed, and I appreciated the clear communication throughout the process. Thanks to their help, I was able to get everything completed and move forward with confidence. I am very grateful for their assistance and would gladly recommend them to others.
Thank you for sharing your experience with Optima Tax Relief. We're delighted George was able to guide you clearly and professionally, providing peace of mind as you navigated your tax concerns. Your appreciation for our team's courteousness and dedication means a lot to us. We're thrilled to have supported you effectively, empowering you with confidence going forward. We greatly appreciate your recommendation and are grateful for the opportunity to assist you.
Reviewed June 26, 2026
Being in business for over 50 years I have an appreciation for quality of product and service. Optima has achieved a best in category providing professional yet personalized service and outcomes. I wholeheartedly recommend Optima for taking charge of any intimidating situation with the IRS. Your direct confrontation with the IRS ends immediately when Optima takes over. The result was way beyond my wildest expectations, I know I am fortunate to have chosen Optima and am confident you will too should you have an issue with the IRS.
Thank you for your fantastic review and for sharing your experience with Optima. We are thrilled that our team was able to provide a professional yet personalized service that exceeded your expectations. We've proudly been your partners in taking care of IRS matters efficiently and comprehensively. We're honored to serve valued customers like you and appreciate your recommendation. Should you need assistance in the future, we're here to help!
Reviewed June 26, 2026
Hector ** is an excellent example of what you need in a customer service agent. He's knowledgeable of Optima procedures and very helpful in what needs to be done in order to move forward with the filing process to completion. Optima should consider him a valued employee!
Thank you for this outstanding review about Hector. Indeed, I absolutely agree – Hector is a valued and cherished member of our team because of his exceptional knowledge, guidance, and dedication throughout the filing process. Your feedback reflects all that we're proud of in his work, and rest assured he will see your words absolute recognition earned. We appreciate your trust in us and look forward to continuing to offer excellent service!
Reviewed June 26, 2026
I spoke with Karlandro regarding an issue I had with the portal. He was very professional, and courteous. He let me explain my issue, and he asked brief fact finding questions so he would know how to resolve my call. He was very knowledgeable, and navigated me through what could have been a hectic process. He definitely made things a lot easier. His professionalism should be commended.
Thank you for sharing your positive encounter with Karlandro. We're thrilled that his professionalism, courteousness, and expertise made the process seamless for you. It's great to hear he addressed all your concerns efficiently, ensuring a smoother experience. We’ll appreciate the shout-out, and should you need further assistance going forward, please feel free to reach out to us anytime. Your satisfaction is what we strive for and we are always here to assist.
Reviewed June 25, 2026
Yesterday, I had a conversation with Julia ** to outline the next steps for filing my brother Tommy **'s tax returns. Last year, Tommy engaged the services of Optima, but unfortunately, no progress has been made on his case. Julia was incredibly helpful as she guided me through the process of getting authorized to act on Tommy's behalf with Optima.
During our discussion, she patiently walked me through accessing the Client Portal, ensuring I understood how to navigate it. Julia also took the time to explain all the necessary documents I need to gather and complete to move forward. In addition, she offered valuable insights on how to effectively collaborate with the Optima Resolution Team, providing strategies that will help facilitate a smoother process. Her guidance was instrumental in helping me feel more confident as I take these next steps for my brother's tax situation.
Thank you for sharing your positive experience with Julia. We're delighted to hear that her guidance, patience, and clear communication made navigating the tax process for your brother feel manageable and reassuring. Empowering you with the necessary insights and strategies is what being transformative is about. Your confidence and comfort are important, and we're glad to be part of your successful journey with Optima. If we can assist further, we're here to help.
Reviewed June 24, 2026
John was so easy to work with; he walked me through the process and next steps. Everything very easy to understand. I highly recommend, even if you don’t think a service like this is for you, call them!
Thank you for your glowing review! It's wonderful to hear John made the process simple and clear for you. We’re thrilled to be a part of your positive experience and that you're recommending our service. Your satisfaction and referrals are greatly valued, and we look forward to assisting you or anyone else you send our way in the future. Come back anytime!
Reviewed June 23, 2026
My experience was very professional and accurate. I would recommend her to other family and friends. This has been an experience for me that I can share with others who would be interested in Optima Tax Relief.
Thank you for taking the time to share your wonderful experience with us. We're delighted you found our service to be professional and accurate, and we're honored by your recommendation. It's fantastic to hear that your experience with Optima Tax Relief was so positive and shareable—we always strive to meet our clients' expectations. We appreciate your support and are here to help whenever you or your family and friends need us!
Reviewed June 23, 2026
I read about Optima's history and that they were helping people solve their problems. I did a consultation with them and their rep was very nice. She helped me in so many ways. She told me how they solve people's problems, that I shouldn't be worried, and how they'd take care of me. And eventually, I was so happy about what they did for me. I worked with a professional named Jeff and in two to three weeks, he got a response to me. Aside from that, I was comfortable with the price I paid for the service.
Thank you for your positive feedback about your experience with our team at Optima. We’re delighted to hear that our representative provided the reassurance and help you needed, and that Jeff could resolve your case promptly. It’s wonderful to know you valued the service and found it to be a great match for the price. Your satisfaction is greatly appreciated, and we hope to serve you even better in the future.
Reviewed June 20, 2026
Optima Tax Relief’s advertising was a deciding factor for me in choosing them. Supposedly, they filed my income taxes for the last four years, and that went okay. But they came back and by the time it was all done with the IRS, I owed them over $85,000 with the penalties and taxes. They stopped them from sending me harassing letters so that part worked. But my last experience with Optima is the reason I decided to move to a different company. They charge a high fee of $12,000 for the service. I asked for a refund because they didn’t accomplish everything they told me they were going to do. My taxes were supposed to be non-collectible, which was what the IRS said, because my financial situation is dire. Instead, the IRS came back and said they were going to put a lien on my house for five years. They also said that if my situation changes, I would still have to pay my back taxes. They did stop some of the interest and penalties.
I later switched to a different firm, El Dorado Taxes, and they just started working on my case. They’re going to try to stop the attachment to my house and also work on stopping penalties and late fees. There’s also an IRS form related to the COVID years that they can fill out. I tried looking at it, but I can’t do it. If filed correctly, it could lead to penalties and interest being forgiven, which could be a good 40 grand. I asked Optima if they would handle that, but they said it’s not part of their services. I’m dissatisfied with them and people should look somewhere else.
We're sorry to hear about your recent experience. Client satisfaction is critical to us, and we appreciate bringing this to our attention. A member of our team is currently looking into your case to provide a resolution. We're committed to addressing each concern thoroughly, and someone will reach out soon to discuss this further. Thank you for your patience, and we hope to resolve this to your satisfaction promptly.
Reviewed June 17, 2026
They talk a good game. Ultimately they charged me greater than $800/month for 5 months and did nothing. Expected me to do all the input of paperwork despite being told that they could help me find missing documents. When I asked for a refund they basically pushed it to another department and didn't offer any refund. I definitely would not recommend.
We apologize for the challenges you faced. Your experience isn't reflective of the service we aim to provide. We understand your concerns about the charges and handling of paperwork. Our executive reviews team has been alerted about your situation to implement corrective actions. We encourage you to reach out to us at (800) 965-3192 to assist in finding a resolution. Thank you for highlighting these issues, as we constantly strive to improve.
Reviewed June 16, 2026
I am leaving a 3-star rating based on our overall experience, HOWEVER, Hector ** deserves 5 stars for stepping up when our assigned agent fell short! Hector wasn't even handling our case, yet he took full ownership of the problem. In the time of automated bots and outsourced helplines, his responsiveness and human effort was deeply appreciated. He is a massive asset to the team. He did everything possible to resolve our issue during a stressful time, and we are incredibly grateful for his outstanding effort.
Thank you for sharing your experience with us. We’re thrilled to hear about Hector's exceptional service and initiative in resolving your issues effectively. Your appreciation means a lot to us, and we're proud to have Hector on our team. We value your feedback on your overall experience and are dedicated to continuously enhancing our services. We look forward to serving you better in the future. Your input helps us achieve that. Thank you once again.
Reviewed June 15, 2026
Great customer service and very helpful with the questions I needed answered. I appreciate the time that was taken to give me a reasonable and thorough answer. Would recommend to family and friends. Optima have shown concern and support and as a customer and client that goes a long way to have a support team.
Thank you so much for your kind words! We’re thrilled to hear our customer service team was able to address your questions thoroughly and to your satisfaction. The appreciation you share for the time and care put into supporting you means a lot. Recommendations like yours are priceless, as they affirm our commitment to consistently supporting our clients. We look forward to continuing to serve you and welcome any referrals of family and friends as valued clients.
Reviewed June 12, 2026
Very professional and courteous, exceptional customer service guiding me through a difficult and confusing process. George and whole team was truly exceptional and efficient. I needed detailed assistance and several steps/documents that the team assisted me with, making the process attainable.
Thank you for sharing your experience with us. We're delighted to hear that George and the team provided exceptional guidance, ensuring the process was clear and attainable for you. Their professionalism and efficiency are key to our commitments, and we’re thrilled they could assist you so effectively. We appreciate your positive feedback and look forward to continuing to support your needs.
Reviewed June 12, 2026
I was very relaxed and comfortable in our conversation as to what was needed to complete my file. Julia has great qualities to represent your company and her professionalism is very superb. She gives explicit explanations to get you to understand what is actually needed in order to meet the necessary details to complete the job. I was very pleased to have her speak with me. I’m confident that I will get the best service.
Thank you for sharing your positive feedback with us. We’re delighted to hear that Julia’s professionalism and clear communication made the process comfortable and understandable for you. Her expertise is a valued asset to our team, and we are pleased that she could assist you effectively. We appreciate your confidence in our service and look forward to providing ongoing support.
Reviewed June 12, 2026
The Optima Tax Relief reps were very nice. We were pretty much on the same page. They’d take me step by step through what was gonna happen next. The cost was expensive, but I did the monthly payment. They were easy to work with.
Thank you for sharing your experience with us! We're delighted to hear that our team at Optima guided you step-by-step and made it easy to work together. Your comfort and understanding throughout the process are important to us. We appreciate your feedback and look forward to continuing to support you effectively.
Reviewed June 11, 2026
I was trying to get my taxes back up to where I could get them paid down some. I went with the services of Optima Tax Relief, and the initial consultation was great. They gave me all the information I needed. But I’m still trying to figure out exactly what I need to do to finish up. I'm waiting on the paperwork and the phone call from them. They could do better in making a contact for the next process. Given the quality of service I received, the cost could have been better as well. I’d tell others to use them but also to shop around.
We appreciate your feedback about our initial consultation, and we're sorry for any delays in sending the necessary paperwork. Ensuring smooth communication in your tax relief process is our priority. Please reach out to our team if you require assistance or to address any unresolved questions. Your satisfaction guides our improvements, and we're committed to exceeding your future expectations. Thank you for considering referring others to us, while suggesting they explore additional options.
Reviewed June 10, 2026
During our calls he explains step by step things that was happening and why they was happening he returned calls in a timely manner and maintain professionalism throughout each and every call. Overall, I will raise his performance a B+ to an A.
Thank you for sharing your positive experience. We're delighted to hear how effectively communication was managed and that professionalism was maintained throughout your interactions. We're pleased to note the improvement in your evaluation, as our aim is to ensure our service always meets or exceeds expectations. Should you need any further assistance, don't hesitate to reach out.
Reviewed June 10, 2026
I have been dealing with Optima since the spring of 2019. My tax situation was in collections, and I reached out to them. Someone called me back right away and got me signed in. I signed up and then they sent me the power of attorney and all the paperwork I needed to sign. I got my back taxes filed. They worked out a payment plan for me to pay my taxes for the years that I owed for. A
I recently had to do another resolution plan with Optima back in April. I paid them $2,400 to get that started. Since then, my employment has changed because I was no longer really working as a W-2 employee as of April 2025. I started working as an independent contractor. I submitted my W-2 for my other job and my 1099. Optima needed me to do a profit and loss, which I still need to do. But I thought they were still gonna at least file my 2025 and my 2024 taxes, because the 2024 taxes were still not filed.
I signed up for a monthly protection plan. I've been doing that with Optima ever since 2020 for them to file my taxes for me for free, and for them to represent me as far as with any audits or anything that I have with the IRS. Optima didn't send me anything, like a power of attorney. I don't know if they're handling my tax situation for me. I am continuing to pay the IRS what I'm owing, but it's just a different experience this go-around, even though I paid them $2,400 in April.
I have good communication with the reps, but it's just different this time than when I initially signed on and got with Optima. I'm expecting that they were going to have me turn in all of my tax liability information. I thought they were gonna be handling this for me, and they didn't do that. They didn't do a power of attorney this time, so I feel like I'm on my own. They haven't worked out any kind of payment plan. Initially, if you only have just a couple of years or just some initial back taxes that they need to help you with, Optima is good. But anything after that, they can get a little sloppy.
Thank you for sharing your detailed experience. We understand your concerns about the recent differences you've noticed this year. Your feedback is important to us, and we'll ensure to address the lack of notification regarding power of attorney and clarify your tax handling concerns. We appreciate your trust in our services over the years and are committed to resolving these matters. Please reach out to our team so we can provide the assistance you need with your documents and concerns.
Reviewed June 9, 2026
The Optima rep has been real nice and friendly. He seemed to be real helpful. The quality of service so far has been good. The price is pretty high. But according to what I could have owed versus what they're charging, it's not so high. But it's still pretty expensive. I'm still in the middle of things with them. They want me to send in information for all of my 2025 taxes, like W-2s and 1099s. But I haven't sent them any of that information yet. It doesn't look like we're close to the resolution point, and they told me up front that it was going to take several months. But so far, it's been a decent experience.
Thank you for the positive feedback. We're happy that our representative has been friendly and helpful throughout your experience. We understand your concerns about pricing and timelines and appreciate your patience as we continue working with you. It appears the information stage you're in is crucial, and rest assured, we're committed to reaching a satisfactory resolution together. Should you have further questions or need assistance, we're here to help.
Reviewed June 8, 2026
Although I was not planning on purchasing $29.99 package, Axl ** was so professional and knowledgeable about the service that it made sense. Optima really care about their customers. Monitoring account and preparing Federal and State taxes each year is what sold me.
Thank you for sharing your experience with us. We're delighted to hear that Axl's professionalism and in-depth knowledge helped make your decision easy. It's wonderful that Optima's focus on customer care and comprehensive account monitoring have provided value to you. Your satisfaction with our services is important, and we truly appreciate you taking the time to share this positive feedback.
Reviewed June 8, 2026
It had been a great experience working Alan, he was always very thorough in explaining the info to me and making sure I didn't have any questions left unanswered before the step of the process. The process from Beginning to end was very easy and they did all the work.
Thank you for your kind feedback. We're thrilled to hear that Alan was thorough, ensuring you had a seamless experience and all your questions were answered. We're pleased that the entire process was effortless from start to finish. Your satisfaction is important to us, and we appreciate you taking the time to share this positive experience.
Reviewed June 8, 2026
I'm very pleased with the Optima Tax Relief Team I've been working with to help me resolve my tax issues. The open communication and easy use of the portal is seamless. You will NOT be dissatisfied with Optima Tax Relief because they know taxes and how to effectively communicate with the IRS.
Thank you for sharing your positive experience with Optima Tax Relief. We're delighted to hear that our team’s open communication and easy-to-use portal resulted in a seamless process for addressing your tax issues. Your satisfaction is incredibly important to us, and we're pleased that we could effectively assist you. We appreciate the opportunity to support you with IRS communications.
Reviewed June 8, 2026
I contacted another company before Optima. But Optima's rates were a little lower than the other company's. My interaction with the reps has been fine. It was a good experience.
Thank you so much for sharing your experience and for choosing Optima! We are glad to hear that not only did our rates work better for you but that your interactions with our team have been a good experience as well. We know you had options and we never take that trust for granted. Our team is fully committed to making sure every step of your journey with us continues to exceed your expectations. Thank you for giving Optima the opportunity to serve you!
Reviewed June 7, 2026
I’ve known about Optima Tax Relief for years and I know more about them than anybody else. So, I reached out to them and they're now working on a tax problem I got. I’d recommend them. I've been working with them for three months now and so, far, it's been all right. We'll see how it turns out in the end.
Thank you for sharing your experience with Optima Tax Relief. It’s great to hear that our long-standing reputation influenced your choice. We’re pleased you’d recommend us and that your ongoing experience, so far, has been positive. Let us strive to fully resolve your tax concerns. Your satisfaction is important, and we look forward to achieving the results you seek. If you need further assistance, don't hesitate to reach out. We're here to ensure a positive outcome for your situation.
Reviewed June 5, 2026
The team try to get me the best possible solution. Everybody was very professional. When they call they want you to verify to make sure it's you. And that makes you feel very secure. They explain why they're calling and what they're doing to try to resolve the issues. Every detail Yes, I would recommend anybody 2 Optima.
Thank you for sharing your experience. We’re pleased to hear our team provided professional and thorough service to address your concerns. We appreciate your recommendation and are delighted that our verification process helped make you feel secure. Thank you for placing your trust in our solutions.
Reviewed June 3, 2026
Hector has been extremely helpful, attentive, and detail-oriented throughout this process. He is very thorough and always takes the time to ensure that we fully understand all the information being provided. Hector consistently goes above and beyond in the service he provides, and I am very grateful that he is handling my case. His professionalism, dedication, and commitment have given me a great deal of confidence. I would not want anyone else managing my case. Thank you again, Hector, for all of your help and support. Although my case is still in progress, I am confident that he will work hard to achieve the best possible outcome.
Thank you for taking the time to share your experience. We're thrilled to hear Hector has been helpful, attentive, and detail-oriented in addressing your needs. Providing excellent service that inspires confidence is our top priority, and it’s great to know Hector is exceeding expectations. We look forward to continuing to support you and achieving the best outcome for your case. Please don't hesitate to reach out if there's anything more we can do for you.
Reviewed May 30, 2026
Optima was easy to sign up for and painless to exit the programs. They helped with my back taxes. Jessica helped a lot while I was exiting the programs as well as made the process painless. Signing up was made easy as I used a payment program due to my situation. Overall a good experience.
Thank you for your feedback. We’re glad to hear the sign-up process was easy, the exit process was painless, and that Jessica was especially helpful along the way. We also appreciate your positive overall experience and your comments about the payment program and back taxes support.
Optima Tax Relief Company Information
- Company Name:
- Optima Tax Relief
- Website:
- optimatax.com