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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

  • Timmy C. | 11/17/2020
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    It was great experience thanks for all your help getting me through, I could not have got it done without you. They walk you through everything you need to know.

  • Anthony S. | 11/18/2020
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    From the beginning to the ending steps with Optima Tax Relief personnel has been truly a stress less situation. Thank you soo much for the RELIEF you’ve given me!!!

  • Mindi L. | 01/23/2021
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    I contacted Optima Tax relief on or about october 2020 and spoke to a representative named Nik who made me false promises and talked me into giving them over 90% of my SSI per month for 7 months to help me with an IRS problem. I then had MAJOR issues getting assistance or help and never heard from Nik again. I was later put in touch with Leah who said my case had been passed to someone else who supposedly “left me a message”. I asked to cancel my services because i did not get the assistance I was promised. I was told that I could cancel but I would only get back around $1200 but I paid them over $2000. I was told they could not help me unless I was available all the time by phone but Nik said emails were fine since i am disabled. I was LIED to and now I have been told I have until 1/28/2021 to make a decision to keep the services or accept the offer of $1200. Optima tax relief has done NOTHING to help me with my debt at all. They are NOT available for one-on-one help as promised and in fact very condescending and threatening to me. I feel as though I have been taken advantage of to the highest degree by vultures, using my disability against me as well as taking almost all of my income during covid-19 and refusing to reimburse me all of my funds. If you go to the website for Business Consumer Alliance and look up the complaints, they are all VERY similar to mine and Optima Tax relief refunded all those people their money in full but not me. I feel like they took advantage of my mental handicap and are trying to strong arm me into signing a contract for settlement or continuance. They said they received my complaint from the BCA but would NOT offer me a full refund as they did all the others. That is discrimination at the highest level and I will NOT give up my rights or my SSI payments to them when they can’t be bothered to keep promises.

  • Theodore K. | 08/27/2020
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    They were very helpful in getting my problem with the IRS solved. They kept me informed the whole way. The entire process was easy to understand and follow. I would definitely recommend them.

  • Steve Y. | 12/30/2020
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    I was in a desperate situation and didn’t know what to do or where to turn. I heard on the radio about Optima Tax Relief. Sounded promising so I made the call! From the introductory phone call, everything fell into place. My confidence in my situation and Optima has skyrocketed to my current position. The IRS and I are both happy campers thanks to “OPTIMA TAX RELIEF”!!! THANKS!!

  • Steve Y. | 12/30/2020
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    I heard a commercial on the radio about Optima Tax Relief. I was in tax debt and looking for help. I was very nervous about my situation. I made a call to them. After that call, my debt is now being handled with the IRS with the help of Optima Tax Relief.

  • Robert D. | 09/12/2020
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    They helped take a lot of pressure off me to where I have time to get things in order. I would recommend them to anyone who is having serious tax problems. They are true to their word and once they get things set up they will contact you often to see if everything is OK

  • contact

    Optima Tax Relief
    3100 S Harbor Blvd #250
    Santa Ana, CA 92704

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