855-956-1576
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Overview

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

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).

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.

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.

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.

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.

Reviews

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    Like some people, it’s normal to be skeptical about a company like this. I’ll be the first and definitely not the last to say that Optima was great in their services. After the preliminary business, Optima wasted no time in handling business. I’ll never forget getting the phone call stating that all I owed was $400. My balance for the IRS was close to $30,000, and I didn’t see a light in that cloud. Thanks to Optima I can go through with things in my life that I’ve always wanted to do, but couldn’t because of that tax lien hovering over me. Again a BIG THANK YOU to Optima tax relief.

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    Stay away from this company. Every other month, when I called to get updates, because I was still receiving letters from the IRS, they kept asking me to send the same papers and documents I sent the month before. I had the courage to contact the IRS my self and I was very surprised with the results. I am making affordable payments and they reduced the money I owed by half. I gave optima a gift of almost $6000 and they didn’t do nothing for me, they just took my money and somebody took a nice vacation on my behalf. Before you call this company, pick up the phone and try to get results yourself. You will be surprised. I wish I had the courage to do this, before I wasted my time and money on optima tax relief. DON’T DO BUSINESS WITH THIS COMPANY, IT’S A BIG SCAM!!!

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    Since i hired optima i owe more money that when that took over. Hardly return your calls no updates and constantly changing account managers.Wish i had done my homework and review all of these reviews on different sites

    Reviewed on Supermoney
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    Do not use Optima! My wife and I gave them $6,000 to assist us with our tax issues. My wife lost her job previously and we got into tax issues. We contacted Optima, spoke to a very nice agent who stated they will help and promised to get rid of our taxes owed to IRS. (We have all copies of all emails as confirmation of dialogue) We sent an intial fee. We sent documents and was very rarely contacted. When we were contacted it was always by a different agent requesting the same documents we previously submitted. These agents had zero knowledge of our case and were out of their element. Months went by, we received hardly zero contact, we had to contact them. When received emails, they were confused agents who were clueless. We received a final letter that they could not help us. We gave them a lot of money, money we couldn’t afford to give up, but thought they would help. We were taken advantage of and defrauded. I talked my wife into this poor decision! Please folks, what I say here is fact and do not use them. Get a professional tax attorney or settle with the IRS. The IRS will tell you there are many complaints about Optima Tax Relief. Please don’t use them, please! …

    Reviewed on Supermoney
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    I hired Optima tax last fall and have paid them thousands and i cannot see what i have paid for. I was dealing direct with the IRS but decided to contact Optima and see what they could do but i had a better deal doing it myself. They purposed the months out for payments and they keep asking for the same items that i already gave them months back and then i would get letter from IRS about all these late papers when they had already be given. I would never and i mean never do business with them again or recommend anyone to use them. It seems it is more about the money than the person. ..

    Reviewed on Supermoney
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    Like some people, it’s normal to be skeptical about a company like this. I’ll be the first and definitely not the last to say that Optima was great in their services. After the preliminary business, Optima wasted no time in handling business. I’ll never forget getting the phone call stating that all I owed was $400. My balance for the IRS was close to $30,000, and I didn’t see a light in that cloud. Thanks to Optima I can go through with things in my life that I’ve always wanted to do, but couldn’t because of that tax lien hovering over me. Again a BIG THANK YOU to Optima tax relief.

    Reviewed on Supermoney
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    Well seasoned and knowledgeable employees. Especially Becky and Tuyet they always made me feel comfortable when speaking with he both of them. Any questions I had were responded to in a timely manner. They are stellar employees of this company and would recommend them

    Reviewed on Supermoney
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    The guys at Optima tax are the greatest they help me out with my taxes I have no worries anymore

    Reviewed on Supermoney
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    Thank you Optima Tax Relief, for fulfilling ALL of your promises! Over time my situation went from very stressful to very manageable. And all of that credit goes to Optima Tax relief! There’s no doubt that Optima Tax relief did its due diligence and more! They even got my payments to the IRS lower than what they initially promised.

    Reviewed on Supermoney
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    Optima was wonderful they walked me through the process step-by-step. Everyone I dealt with was knowledgeable, courteous & polite. They made the whole process go so smoothly. I couldn’t be happier with the service and the outcome. I would recommend them highly to anyone.

    Reviewed on Supermoney
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    After twenty-five years of teaching, I had two students attempt to poison me in my classroom. I developed Post Traumatic Stress Disorder. (I know the trauma that veterans endure.) As a result, I fell behind in my taxes for several years. Each time that I received IRS notifications, it triggered repeated PTSD symptoms. Through the entire Optima Tax Relief process, the team members who handled my case did so with professionalism, expertise, and caring, patient consideration. Unless my financial situation improves, I am excused from owing the IRS any tax debt. Such a great relief. I highly recommend them to anyone else in this situation.

    Reviewed on Supermoney
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    I would definitely recommend Optima Tax Relief. They help me resolve my tax issue. They keep me updated throughout the whole process. They also help me with financing.

    Reviewed on Supermoney
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    I am very grateful for Optimall Tax Relief for their help with my tax problem. I was at my wits end. I did not know where to turn. When I call Optimal The whole tax team was AWESOME. They were very helpful, patient and easy to talk with. Even when I was short with them they just listened and then explained to me what I thought was a problem. I would recommend Optimal Tax Relief to anyone with a tax problem, you can’t go wrong with Optimal Tax Relief when it comes to your tax problems.

    Reviewed on Supermoney
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    optima Tax Relief help with overdue taxes. Thought all of the process Optima Tax was very attentive and answer all my questions in a timely matter. If anyone has a tax problem I would highly recommend Optima Tax Relief.

    Reviewed on Supermoney
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    Before accepting Optima Tax Relief to try and help me try and resolve this issue that I had, I was kinda hesitant at first, because there are lots of companies out there who’s just interested in your money. So after listening to other people that I know speaking on behalf of Optima Tax, I said to myself, self, if people are saying that I wouldn’t regret using Optima Tax, I said that I might as well give them a try. From the very first time that I communicated with one of the representatives, I felt for the first time that I was on my way to relief! Each and every individual whom I spoke with at Optima Tax was very professional and encouraging. I’m glad I decided to go with Optima Tax, and now I feel as if a burden has been lifted off my shoulders

    Reviewed on Supermoney
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    Optima Tax Relief far exceeded my expectations my settlement was $100 dollars my tax was over $100000 .Wow I still cant believe it I can sleep at night now.

    Reviewed on Supermoney
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    “We just completed an “Offer in Compromise” with the help of Optima Tax Relief.
    It turned out to be e very complicated and time consuming affair. The situation had really gotten out of hand, and we were being attacked from all directions.
    Optima stepped in and stopped the calls and letters right away, as representation seems to make all the difference. After that, the process became a series of steps where we were guided through what the IRS wanted, and what Optima needed from us.
    As the steps progressed, we started to see some results and we were kept in the loop as to where we were and what was needed next.
    This was NOT an instantaneous process, but we believe that we were serviced to the best of their ability throughout the journey. We were instructed on how to stay compliant and how to get the IRS to cooperate.
    A little over 4-years later, part of the problem disappeared through statute of limitations, and finally we were told that the IRS had accepted what we offered for the remainder of the debt. We ended up sending them approx. 10% of what the bill had grown to.
    We are very happy with the result, and feel that they provided the service they promised, and stuck to it for the long haul.”

    Reviewed on Supermoney
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    Optima Tax Relief is a life saver! Being self employed and paying taxes was never easy for me to wrap my head around, I was scared and had no idea how to even begin. Working with Daniel and Becky was like having your friends help you during a tough time. They were both supportive, understanding, professional, and helped me in every way through the entire process. That is why I’m forever grateful to Daniel, Becky and Optima Tax Relief for all of their assistance over the years!

    Reviewed on Supermoney
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    We recommend Katrina Hernandez as our case manager to handle your IRS issues. She did a great job of working with us and getting a resolution that was acceptable to us. Thanks for your efforts on our behalf.

    Reviewed on Supermoney
  • contact

    Optima Tax Relief
    3100 S Harbor Blvd #250
    Santa Ana, CA 92704
    855-734-0808

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