Optima Tax Relief Review
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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 |
|
| 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 |
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.
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.