Optima Tax Relief

rating

4.7

OUT OF 5
Phone number
855-502-7332
3100 S Harbor Blvd #250
Santa Ana, CA 92704

Best Overall
Rating

  • 4.7

    rating
  • Years in Business 6
  • Refund Policy Yes
  • Financing Available Yes

Optima Tax Relief

4.7

OUT OF 5
rating
Solvable Score
Or call for more information:
855-502-7332

Overview

The Good

Wide Range of Services, from Tax Prep to Tax Debt Resolution

With a large team of in-house tax professionals with more than 25 years of experience, Optima Tax Relief can help in any and all matters related to tax preparation, tax issues, audits, and tax debt relief. The team includes tax attorneys, tax accountants, and experts who can help you with any tax issue, big or small.

Unique, Two-Phase Process Gets Results Fast

The professionals at Optima Tax Relief have devised a unique two-phase process. Following an initial, free consultation, they establish communications with the IRS, initiate protection against collections actions, and review your options. This usually takes two to four weeks. Then, they file the paperwork required to achieve IRS compliance and achieve resolution within 9 months—and sometimes in as little as 12 weeks.

Prestigious Awards, Memberships, and Accreditations

Optima Tax Relief is a Better Business Bureau-accredited business with an A+ rating. Optima has also achieved an A rating with the Business Consumer Alliance, a private, non-profit organization developed to monitor and report on the business practices of companies, and was named a Top Workplace by the Orange County Register in partnership with Workplace Dynamics LLP.

In addition, the company has gained recognition as an IRS-approved Continuing Education provider, which means Optima tax pros are so well-qualified, they can teach other tax experts. Optima Tax Relief is a member of the National Association of Enrolled Agents (NAEA) and the National Association of Tax Professionals (NATP).

Positive Consumer Reviews

In addition to industry recognition and business organization accreditations, Optima Tax Relief earned a “People Love Us On Yelp” Award for its positive reviews. Yelp isn’t the only place that Optima’s customer service stands out. The company has an average rating of 4.3 stars on Google Reviews, and an 8.9 out of 10 based on reviews from across the Web.

Many reviewers felt like Sean Walters on Google, who wrote, “Optima’s representatives were extremely knowledgeable, professional, and forthcoming about a streamlined process they utilize to guide their clients through the debt resolution process. I always felt I was in good hands and able to speak with a representative any time I had a question and, ultimately, my debt was settled for less than 3 percent of what I owed.”

Free Consultation and 15-Day Money Back Guarantee

Optima Tax Relief will evaluate your case completely free of charge. Best of all, the company promises a 15-day money back guarantee if you aren’t satisfied with the progress or results of your tax case.

Serves All 50 States and Can Help Taxpayers Living Abroad

Optima tax professionals hold IRS power of attorney in all 50 states, which means they are recognized as qualified to speak on your behalf to the IRS and state tax collection agencies. Additionally, they can assist American taxpayers leaving abroad resolve their tax issues and manage their tax debt.

The Bottom Line

An extensive list of positive consumer reviews shows the company is trustworthy, and Optima is upfront about its process and the time it will take to resolve your tax case. If you are facing substantial tax debt and living in fear of the IRS, Optima Tax Relief is a reputable, established firm with a large in-house staff of tax pros who may provide the solution you need.

About Optima Tax Relief

Optima Tax Relief was founded in 2010 by two college friends from the University of Pennsylvania Wharton Business School, with a goal to help Americans combat the aggressive tax collection strategies of the IRS and state tax agencies. They understand the stress of IRS collections actions, and seek to help American taxpayers gain IRS compliance and achieve a workable resolution to their tax issues.

Highlights

  • 15-day money-back satisfaction guarantee
  • Free consultation
  • Serves all 50 states and taxpayers living abroad
  • High BBB and BCA ratings, prestigious industry affiliations
  • Wide range of tax services

Testimonials

Damon M.
Posted 07/22/2017

Contacting Optima TAX Relief has been …Life Changing !!!

“Contacting Optima TAX Relief has been Life changing in many ways. There expertise and guidance provided me a compass to navigate through the financial hardship of debt with the IRS. I was at a low point when I reached out to them for help. There team lead by Heather O’Connell and picked up by Branden Silva was amazing.. They provided me immediate stress relief by being my power of attorney and worked out a reasonable payment plan. There persistence motivated me to apply for their Offer and Compromise program after a monthly agreement was in place which was astounding to me. It was approved which lead me from a dark place to a vision of hope to be a homeowner and improve my health as a Type 2 Diabetic stress is a major factor in my condition..I will shout from the highest mountain” Optima TAX Relief is The Truth !!!!!!”

Patricia A.
Posted 07/31/2017

I was to the point where I had this …

“I was to the point where I had this dark cloud loaming over my head. The IRS ! I was online and seen Optima Tax. I filled out the information and they called immediately. They walked me through the process. They are very knowledgeable. Everyone was very nice, compassionate and understanding. My debt was almost 10,000 dollars. When we got to the resolution stage and they said I only had to pay 100.00 I was so relieved and thankful. Now I don’t have a dark cloud loaming over my head anymore. It is such a relief.”

Patrick H.
Posted 07/21/2017

From Start To Finish WIN WIN WIN !!!!

“From the start I reached out to OTR because my Federal Tax situation was getting way out of hand….some what embarrassing stuff. It was really nice to be helped and not judged or be spoken to like a fool for getting in this situation in the first place. EVERYONE I spoke to over the months it took to fix my problem was KIND…POLITE…and RESPECTFUL to me and really made me feel like every penny I spent on OTR was the best money I ever spent. Jennifer Gonzales was especially helpful, she made me feel like she had my back!!! I would recommend OTR to anyone with a tax issue no matter how big or small!!! Thank you OTR….Thank You!”

Ibrahim B.
Posted 07/12/2017

My Personal experience with Optima Tax Relief

“I had about optima tax relief on a CNN commercial for several weeks before I called cause I was not sure if they will be able to help me,but one day I decided to call and that was the best thing that I did,the guy that I talk to explain how everything works and I decided to give a try and the result was amazing it was everything that I had on the radio they helped me save a lot of money so yes most definitely I’ll highly recommend Optima Tax Relief to everyone out there they are the best in the business,the entire staff is amazing,they updated me with every step of the process and made sure I understand everything that was happening and every time I called with a question I get an answer I mean these guys are great and very professional in what they do.I truly appreciate the entire team at Optima Tax Relief.”

Belinda H.
Posted 07/10/2017

OUTSTANDING!!!!!

“I didn’t know what to expect when I contacted Optima Tax Relief. What I received was the best service that I have ever received from any company throughout my entire life. OTR were honest, trustworthy and lived up to every word that they said. I interacted with about 4 or 5 different people and they were all so nice to me. They kept me informed let me know what to expect and when. I made sure that I also complied with what they requested of me. I will definitely, without a doubt refer OTR to anyone for the rest of my life. I am so grateful to OTR, hats off to all of you guys you are all AMAZING!!!!!!!”

Ross C.
Posted 06/29/2017

I want to say what a great experience …

“I want to say what a great experience that my wife and I had with Optima Tax Relief. I was hit by an over $50000 bill compliments of the IRS, we had no idea what to do. We could have lost the house. I remembered the radio commercials for them. We called them immediately. I wont tell you it was cheap, but it was a heck of a lot less then what it could have cost. They got my tax burden reduced to $966.00 Thanks Optima so much. To all you people on the fence, get this one done. They make your life so much easier.”

Customer Satisfaction

rating

Optima Tax Relief has garnered an impressive Better Business Bureau A+ rating and 132 Google reviews, earning an average rating of 4.3 stars. Across the Web, the company is ranked 8.9/10, with 349 reviews. TrustPilot gives the company an average of 4 stars, with a 7.7/10 rating. Optima Tax Relief also earned a “People Love Us On Yelp” Award for its positive reviews, further proof of Optima’s reputation for exemplary customer satisfaction.

Variety of Services

rating

With in-house experts offering services ranging from tax prep to tax negotiation and settlement, defense again IRS audits, and more, Optima offers comprehensive tax services for Americans. They can defend against wage garnishment and tax levies and liens, help reduce penalties and interest, and negotiate installment agreements, payment plans, or offers-in-compromise. Optima even has multiple plans designed to help businesses ensure they remain IRS compliant. Optima Tax Relief maintains its positive reputation with a money-back guarantee that gives clients the option to request their money back within the first 15 days of the investigation phase with no penalty or obligation.

Experience and Recognition

rating

Optima Tax Relief has gained nationwide visibility and established trust through a series of commercials starring Alan Thicke. The company has been ranked by Inc. magazine as a Top Financial Services Company several years running. The company’s founders launched Optima in 2010, but have known each other more than 12 years, when they met at the University of Pennsylvania’s Wharton Business School. The company prides itself on using in-house tax professionals with more than 25 years of experience. Optima Tax Relief has established a unique, two-phase process that helps reduce taxpayers’ stress and streamline the process of tax relief. Following the initial, free consultation, Optima’s tax experts work to protect you against collections while reviewing options for resolution. Then the phase of achieving IRS compliance begins, with resolution to follow—sometimes in as little as 12 weeks.

Licensing and Accreditations

rating

As a member of the National Association of Enrolled Agents (NAEA) and the National Association of Tax Professionals (NATP), as well as an IRS-approved Continuing Education provider, Optima’s credentials are tops in the field.
Optima Tax Relief is a charter member of the Business Consumer Alliance with an A rating and 5 stars based on 167 member reviews. Optima Tax Relief employs a team of 10 tax attorneys, many who are members of the California State Bar and local bar associations, as well as many enrolled agents, each with a number of degrees and certifications.

Expert Review

rating

Optima Tax Relief remains a high-profile tax relief firm, featured on ESPN, MSNBC, CBS, Fox News, SuperMoney, and Bloomberg Business. The company charges an initial flat fee to start the investigative process, this fee comes with a 15-day money-back guarantee. Once a resolution plan is prepared, Optima Tax Relief charges a second fee based on the course of action and complexity of the case. The company has a corporate culture of altruism and service, recently collecting 3,500 pounds of food and supplies for the Second Harvest Food Bank of Orange County. The privately held firm employs more than 200 individuals, and has annual revenue between $25 and $50 million. Glassdoor reviewers give it an average of 4.2 stars.

Reviews

MARY COLLINS
San Diego, CA
Posted 04/15/2017
rating

“Vestibulum tincidunt ipsum purus, a bibendum diam imperdiet non. Nam nec mi dignissim, faucibus mauris non, fermentum tortor. Aenean at interdum urna, eget egestas lacus. Duis tristique molestie purus, sit amet dictum augue cursus eu. Aliquam erat volutpat. Mauris mollis in leo et fringilla. Praesent lectus magna, condimentum eu quam id, rutrum sagittis felis. Proin tellus mauris, efficitur ac nulla sit amet.”

CHRISTINA HERNANDEZ
San Diego, CA
Posted 01/10/2017
rating

Vestibulum tincidunt ipsum purus, a bibendum diam imperdiet non. Nam nec mi dignissim, faucibus mauris non, fermentum tortor. Aenean at interdum urna, eget egestas lacus. Duis tristique molestie purus, sit amet dictum augue cursus eu. Aliquam erat volutpat. Mauris mollis in leo et fringilla. Praesent lectus magna, condimentum eu quam id, rutrum sagittis felis. Proin tellus mauris, efficitur ac nulla sit amet.

JAMES SCOTT
San Diego, CA
Posted 04/15/2017
rating

“Vestibulum tincidunt ipsum purus, a bibendum diam imperdiet non. Nam nec mi dignissim, faucibus mauris non, fermentum tortor. Aenean at interdum urna, eget egestas lacus. Duis tristique molestie purus, sit amet dictum augue cursus eu. Aliquam erat volutpat. Mauris mollis in leo et fringilla. Praesent lectus magna, condimentum eu quam id, rutrum sagittis felis. Proin tellus mauris, efficitur ac nulla sit amet.”

Optima Tax Relief Reviews

1. Select Your Rating:

2. Subject For This Review* (Select all that apply)

  • Advertising/Sales
  • Delivery
  • Customer Service
  • Billing/Collection
  • Guarantee/Warranty
  • Other
  • Cancellation of Service
  • Product/Servic

3. Review Validation*

I accept this web site's Terms & Conditions. (required)

Request Optima Tax Relief Quote

Optima Tax Relief may contact you regarding your request
Call Now 855-502-7332

TERMS: By clicking/checking this check box and the “Get Started Now” button, you agree to our Terms and Conditions and Privacy Policy and agree to share your information with our network of tax debt companies for them to contact you (including through automated means; e.g., autodialing, text and pre-recorded messaging) via telephone, mobile device (including SMS and MMS) and/or email, even if your telephone number is currently listed on any state, federal or corporate Do Not Call list. You understand that consent is not a condition of purchase.

  • Years in Business 6
  • Refund Policy Yes
  • Financing Available Yes
3100 S Harbor Blvd #250
Santa Ana, CA 92704