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This website is an informative comparison site that aims to offer its users find helpful information regarding the products and offers that will be suitable for their needs. We are able to maintain a free, high-quality service by receiving advertising fees from the brands and service providers we review on this website. These advertising fees, combined with our criteria and methodology, such as the conversion rates, our team of reviewer's finding and subjective experience and product popularity, impact the placement and position of the brands within the comparison table. In the event rating or scoring are assigned by us, they are based on the position in the comparison table. See our How we Rate page and Terms of Use for information. The reviews, rating and scoring are provided “as-is” without guaranties or warranties regarding the information contained in our website, which shall not be considered as endorsement. We make the best efforts to keep the information up-to-date, however, an offer’s terms might change at any time. We do not compare or include all service providers, brands and offers available in the market.

Optima Tax Relief Review

Rachel Morey Rachel Morey Last update:
Min Tax Debt
$10,000
Service Fees
$4000+
Money Back
Yes

Optima Tax Relief helps people who are in trouble with the IRS and state tax agencies. They have tax attorneys and enrolled agents on staff who are experienced with tax negotiation and settlement, back taxes, wage garnishments, liens, and IRS audits.

Their four-step process includes a free consultation, investigation into the issues at hand, resolution, and “freedom.” The initial investigation could take two to four weeks. The resolution could take three to nine months.

This service is best for people who are in serious trouble with state tax agencies and the IRS and owe $10,000 or more.

Types of Tax Relief Services & Terms

Relief Types
  • Offer in Compromise (OIC)
  • Penalty Abatement
  • Installment Agreement
  • Partial Pay Installment Agreement (PPIA)
  • Tax lien discharge
  • Tax lien subordination
  • Tax lien withdrawal
  • Wage Garnishment release
  • Bank levy release
  • Innocent spouse relief
  • Currently non-collectible
  • Statute of limitations
  • Collection appeal
  • Administration appeal
  • Administrative appeal
Minimum Tax Amount Owed  $10,000
Range of Fees Estimated fees of $4,000 on average
Type of Fees Varies
Type of Provider In-house

 

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For those who need expert help navigating complicated tax laws, negotiation with tax authorities, and understanding the options for payment plans and settlements, Optima Tax Relief could be a valuable source of help. There is a minimum tax amount owed of $10,000 required to hire Optima Tax Relief.

Optima Tax Relief Pros

  • 15 Day Money Back Satisfaction Guarantee
  • In-house tax professionals
  • Wide range of services
  • Tax attorneys on staff
  • Free initial consultation with tax associate

Optima Tax Relief Cons

  • Must have at least $10,000 in outstanding taxes owed with the IRS or state tax agencies
  • No information about fees or fee structure on their website

Credentials

Optima Tax Relief employs tax attorneys, CPAs, and enrolled agents with years of experience helping people handle tax cases. Their list of available services is long, and it includes some services other tax relief agencies won’t handle, such as innocent spouse relief, currently non-collectible accounts, and the statute of limitations cases.

The company is an IRS Approved Continuing Education Provider, a member of the National Association of Tax Professionals (NATP), and is also a member of the National Association of Enrolled Agents (NAEA).

Getting Started

To get started, consumers with more than $10,000 in IRS or state taxes can contact Optima Tax Relief for a free tax consultation by calling (800) 536-0734. You can also email them at customerhelp@optimataxrelief.com. They promise direct contact with tax experts, including CPAs, tax attorneys, and certified agents.

After hiring Optima Tax Relief, they’ll discuss your specific situation in depth and collect the information from the IRS they need to make a recommendation, which may include an installment payment agreement, negotiation with the IRS, partial payment settlement agreement, tax penalty abatement, waiting out the statute of limitations, or an offer in compromise.

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Requirements & Fees

Requirements 

The only tax relief requirement listed on the Optima Tax Relief website is a minimum amount owed of $10,000.

Fees 

Optima Tax Relief doesn’t disclose their fees on their website. Other review sites note that fees are $4,000 on average. Reviewers on various sites say they paid fees that range from $60 to $6,800.

Privacy & Security

The Optima Tax Relief website states that the initial consultation over the phone is free and confidential. You’ll speak with a qualified tax associate who will discuss your individual circumstances in detail.

Optima Tax Relief is accredited with the Better Business Bureau (BBB) since 2012, and they have an A+ rating. They have 1,146 customer reviews at the BBB website, with an average rating of 4.5 stars out of five. On Trustpilot, Optima Tax Relief has 1,079 reviews, 83% of which are excellent and 10% of which are great. Their average review is 4.5 stars out of five.

Customer Service

Optima Tax Relief is a full-service direct provider of tax services. They have expert tax attorneys, CPAs, and certified agents on staff. It isn’t clear from their website whether you’ll speak with one of these professionals when calling customer service and during your initial consultation.

They respond to the few negative reviews on various online review sites with a promise to resolve the customer’s issue immediately.

Final Thoughts

Optima Tax Relief is a reputable company with professionals on staff who understand how to negotiate with the IRS. They offer a wide range of services for issues that some other tax relief agencies may not be able to handle.

For those having serious problems with the IRS or state tax agencies, including owing over $10,000, tax liens, bank levies, wage garnishments, and collections, Optima Tax Relief may be able to offer much-needed help.

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Disclosure
This website is an informative comparison site that aims to offer its users find helpful information regarding the products and offers that will be suitable for their needs. We are able to maintain a free, high-quality service by receiving advertising fees from the brands and service providers we review on this website. These advertising fees, combined with our criteria and methodology, such as the conversion rates, our team of reviewer's finding and subjective experience and product popularity, impact the placement and position of the brands within the comparison table. In the event rating or scoring are assigned by us, they are based on the position in the comparison table. See our How we Rate page and Terms of Use for information. The reviews, rating and scoring are provided “as-is” without guaranties or warranties regarding the information contained in our website, which shall not be considered as endorsement. We make the best efforts to keep the information up-to-date, however, an offer’s terms might change at any time. We do not compare or include all service providers, brands and offers available in the market.
Rachel Morey Rachel Morey
Rachel Morey is a journalist specializing in finance content. She has written for some of the major lenders in the online personal and business finance industry. She has been writing professionally for nearly a decade and has projects in print and broadcasting. A native Iowan, Rachel has a special fondness for the open roads of rural America.
This review is based on the writer's personal opinion.