Optima Tax Relief Review
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Optima Tax Relief Reviews

Bob Phillips


Bob Phillips

For those who owe $10,000 or more
For those who owe $10,000 or more
About Optima Tax Relief

Optima Tax Relief is a professional tax resolution firm that helps individuals and businesses resolve their tax problems with the IRS and state tax agencies. They offer a variety of services including tax debt settlement, tax lien removal, and wage garnishment release. The company was founded with the goal of providing comprehensive and effective solutions to help taxpayers resolve their tax issues and move forward with their lives. Optima Tax Relief has a team of experienced tax attorneys, enrolled agents, and other tax professionals who work closely with each client to understand their unique situation and develop a customized plan to resolve their tax problems.

Optima Tax Relief was founded in 2011, and its corporate offices are located in Santa Ana, California. The firm is national in scope, well-respected, has favorable customer service rankings, and employs over 400 people.









Optima Tax Relief Tax Relief Review

Optima Tax Relief offers a variety of services to help individuals and businesses resolve their tax problems with the IRS and state tax agencies. Services include tax debt settlement, lien and levy removal, wage garnishment release, and other tax relief options. Their team of experienced tax professionals work with clients to develop a customized plan to resolve their tax issues and regain financial stability.

Optima Tax Relief Tax Relief Highlights










$2,000 - $5,000





Pros & Cons

  • Excellent reputation for results and communication with clients
  • 15-day money-back guarantee
  • Low initial fee for initial case investigation
  • Dedicated case manager
  • Your case manager (primary contact) may not be the same person working on your case with the IRS or state
  • Fees are not disclosed on their website

Tax Relief Service Types

  • Currently Not Collectible Cases
  • Installment Plans
  • Dealing with the IRS
  • Innocent Spouse Relief
  • Levy Release
  • Offer in Compromise
  • Penalty Abatement
  • Stop Wage Garnishment
  • Tax Lien Removal
  • Unfiled Tax Returns
  • Audit Representation
  • Federal tax
  • State tax
  • PPIA
  • OOIC

In-House Professionals

  • Tax Attorneys
  • CPAs
  • Enrolled Agents

Brand Certifications & Organizational Memberships

  • NATP
  • National Association of Enrolled Agents (NAEA)

Type of Fees

  • Flat rate
  • service based

Associated Fees

Optima Tax Relief charges $295 for an initial investigation to determine if they can help an individual. They then quote a fee to resolve the matter, ranging from $2,000 to $5,000. The initial consultation is free.

Application & Handling Process

There are two ways to begin the process of working with Optima Tax Relief.

First, interested individuals can call the company’s toll-free number and speak with a tax professional. The phone number for potential customers is different than their customer service number.

Second, a form can be submitted on their website. The online procedure to begin their tax relief consists only of a one-screen form submission:


Optima tax application step 1
Step 1

Submit your details for a free consultation

Required Information

Optima Tax Relief requires limited personal information to get started. They ask only for basic information (name, phone, state of residence, email).

State Availability

Available in all states

Privacy & Security

Optima Tax Relief provides a detailed privacy statement, which includes a section on the collection of personal information:

“We collect personally identifiable information to execute a requested transaction; provide you with a particular service; further enhance your account or customer experience; and/or provide you with promotional offers. We also collect other information, such as IP addresses, internet service providers, referring/exit pages, and clickstream data, which does not identify individual users, to analyze trends and to administer and optimize our site.”

Their privacy statement also includes a section on security, which states, “Our site uses security technology to protect information you provide to us through the site when entering personal information. We employ generally accepted industry standards to protect the personal information submitted to us both online and offline.”

Customer Support

Calls to the toll-free customer support number on the Optima Tax Relief website are answered with a recorded message that your call may be monitored or recorded; you are then transferred directly to a customer support representative. In addition to having customer service available during the week, Optima also takes customer calls on Saturdays.

Phone Support
7am-6pm PST

In Conclusion

Optima Tax Relief is a California-based tax relief firm that conducts business nationwide. It specializes in helping individuals and businesses resolve their tax debt issues with the IRS and state tax agencies. They offer a variety of services, including tax resolution, tax preparation, and audit representation. It has top ratings from the BBB and has very favorable reviews, with an average rating of 4.42/5 based on over 4,500 customer reviews.


Does Optima Tax Relief have a money-back guarantee?
Yes, Optima offers a 15-day money-back guarantee but may extend that guarantee on a case-by-case basis.
Does Optima Tax Relief offer free consultations?
Yes, consultations are conducted at no charge.
How much does Optima Tax Relief charge?
Fees start at $295 to have your case investigated and range from $2,000 to $5,000 to be resolved.

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Bob Phillips

Having spent over fifteen years helping people plan their lives financially, Bob has a vast amount of knowledge concerning personal finance. During his career, Bob mastered many different financial products to help people achieve their financial goals, including life insurance, disability insurance, mutual funds, and stocks and bonds. He earned the Chartered Life Underwriter (CLU) designation and held numerous securities licenses. Bob is an internationally published poet and is now a freelance writer living in North Texas with his wife and Doberman puppy.