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.
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
MIN TAX DEBT REQUIRED
$10,000
FREE CONSULTATION
Yes
MIN SERVICE COST
295
POTENTIAL EXTRA FEES
Yes
RANGE OF FEES
$2,000 - $5,000
MONEY BACK GUARANTEE
Yes
BBB RATING
A+
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
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:
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
(877)-322-3038
Mon-Sat
7am-6pm PST
Sunday
Closed
Email Support
customercare@Optimataxrel...
Social Media
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.
FAQ
Yes, Optima offers a 15-day money-back guarantee but may extend that guarantee on a case-by-case basis.
Yes, consultations are conducted at no charge.
Fees start at $295 to have your case investigated and range from $2,000 to $5,000 to be resolved.
Disclosure
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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.
9.5
LS SCORE
10
CREDIBILITY
9.0
SUPPORT
9.0
ACCESSIBILITY
Opening Hours
Mon-Sat
7am-6pm PST
Sunday
Closed
Email Support
customercare@Optimataxrelie...
Social Media
Live Chat
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