Ideal Tax is a tax relief company that specializes in representing taxpayers against state revenue agencies and the IRS. Headquartered in Orange County, California, Ideal Tax works with clients in 47 states and helps thousands of customers worldwide and across the country.

Clients who turn to Ideal Tax (IT) can expect quality tax negotiation and mediation services from its staff of tax attorneys and enrolled agents.

Ideal Tax was founded in 2010 by a group of tax attorneys with the mission of providing dedicated, comprehensive, and affordable professional representation against the IRS and state revenue agencies to taxpayers suffering from tax debt, easing the stress and anxiety that come with serious tax problems.

The company also provides tax preparation services for clients who already use Ideal Tax for other services. Ideal Tax emphasizes building individual relationships with clients, recognizing that each client’s situation and needs are unique.

Ideal Tax is a member of the American Bar Association (ABA) and the National Association of Tax Professionals (NATP) and is accredited with the Better Business Bureau, where the company has an A rating.

Continue reading for more information, as well as verified Ideal Tax reviews.

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The Good

3-Step Process
Tax Services
Resolution Programs
Money-Back Guarantee
Minimum Debt Requirement
Customer Reviews

3-Step Process

IT uses a three-step process to achieve tax debt resolution.

The first step is the tax consultation. This session is free and with an experienced tax analyst. In the first phase, the consumer will work with a tax analyst to review tax liability and evaluate program liability.

The second phase, the tax investigation, goes over tax history validation and confirms eligibility. This phase is where the company will chart a resolution. Consumers can get their investigation results online.

In tax resolution, the third phase, customers will receive a customized solution, and the company will present a resolution package and agreement.

Expertise

Ideal Tax employs a team of tax experts with a variety of experiences in the tax industry. These professionals include tax attorneys, CPAs, and licensed ex-IRS agents. We cannot tell if the company also employs any enrolled agents, but having tax attorneys and CPAs on staff is a great indicator of a reliable tax relief company.

Tax Services

IT strives to provide tax services for all kinds of tax problems, and uses an experienced team of tax attorneys, licensed enrolled agents, case managers, and tax consultants to help customers. The company initiates services with a free consultation where an analyst will evaluate the tax issue, and use specialized training and proprietary computer software to provide an accurate analysis. IT provides the following tax services:

Tax Audit Representation
Wage Garnishment
Bank Levy
Penalty Abatement
Asset Protection
Seizure
Installment Agreements and IRS Payment Plan
Offer in Compromise
Relief for Innocent Spouse
Currently Non Collectible Status
Tax Lien Subordination
Trust Fund Penalty Defense
Amending Tax Return

Resolution Programs

During the consultation, the tax analyst will explain which resolution program fits best with the customer's tax issue. The analyst will elaborate more about each program during the analysis phase. IT offers the following resolutions programs:

Federal/State Tax Investigation
Federal/State Tax Preparation
Installment Agreement
Currently Non-Collectible Status
Penalty Abatement
Wage Garnishments
Bank Levy Holds

Customers with questions about the tax services and resolutions programs can utilize IT's convenient live chat feature.

Audit Help

Ideal Tax, like many other tax relief companies, provides audit representation to clients. Thus, if you are currently being audited, you can call the company immediately, and it will set you up with the representation you need.

IT also provides helpful information on its website about the different types of audits that the IRS conducts, as well as what your rights are when being audited. This information is good to know even if you aren’t currently being audited, and we like to see companies that help educate people without expecting anything in return.

Money-Back Guarantee

IT offers a satisfaction guarantee that is simple and convenient. If customers follow all the process steps and are not satisfied with their services, the company will make it a priority to solve the problem. IT will issue a full refund if it cannot resolve the situation.

Minimum Debt Requirement

According to a company representative, Ideal Tax has a minimum debt requirement of $7,500 or more to qualify for debt relief services. This is fairly standard for the tax debt relief industry, though some companies do not have any minimum debt requirements at all.

Customer Reviews

IT is well represented by a number of different review platforms, and on average customers have given this company between a three-star to five-star rating. Reviews mention that the IT team was professional, helpful, knowledgeable, and effective.

On Best Company specifically, the company has over 90 reviews and over 75 percent of these are 5 stars. This is impressive. Not only do customers have positive things to say about IT, but IT also responds to customer reviews and addresses any concerns its customers have.

A company that responds to reviews stands out from its competition — these responses show a commitment to customer service and willingness to communicate with clients.

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The Bad

Missing Price Information

Missing Price Information

The company's website does not provide any information on pricing. Prices vary by service and situation, and IT does not appear to operate on a flat-rate-fee basis. An estimated range in cost for each of its programs would be helpful to know upfront. The website does not provide any situational pricing examples. The website also leaves out if tax programs require a minimum debt amount and how long each and every tax service typically takes.

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The Bottom Line

Ideal Tax offers a variety of tax services and resolutions. The company utilizes an experienced team of tax professionals, including tax attorneys, licensed enrolled agents, case managers, and tax consultants to serve clients in 47 states. The company works with tax consultation, tax investigation, and tax resolution.

Unsatisfied customers can take advantage of a money-back guarantee. The company does not provide pricing information; however, with the many tax services and programs IT offers, it is worth exploring.

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User Reviews

Star Rating

4.3

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115 Reviews

Review Breakdown

5 grade

77%

4 grade

3 grade

2 grade

1 grade

17%

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Verified Customer

star star star star star

C.E. Little Ocala, FL

Ideal Tax Solutions help you through each step and are truthful about what you face and what you you need to do and what your likely outcome will be. They will deal directly with the IRS and will tell you where the are with their dealings. I highly recommend you see them even if you are right about to get foreclosed on. My experience was Awesome.

3 years ago

Reply from Ideal Tax

Thank you for your amazing feedback C.E. Little! We are so happy to hear this! We'll make sure we share this review with our team!

Aug. 11th, 2021

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Verified Customer

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John Carter Winchester, VA

As of today, it’s been great, and I don’t expect that to change. Very professional, very knowledgeable and polite. I had the pleasure of working with Mr. Servando P whom I would direct any friends to that need tax resolutions. Since I am a retired Marine and Mr. P is also a Marine we became friends as well as his client. I felt very comfortable working with him and appreciated the time he took with me. He is an outstanding representative for Ideal Tax Solutions.

3 years ago

Reply from Ideal Tax

This is an awesome review, John! Thank you for taking your time to review us and for choosing Ideal Tax as your tax resolution firm. We will make sure Servando reads this!

Jun. 11th, 2021

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Verified Customer

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The saint Las Vegas, NV

When I first called I was scared. But David gave me hope. And I thank him for that. Rachel G has worked very hard for me,in fact everyone at ideal solution has work hard for me. I am just a bi worry wort. I pray everyday cause I don't know the out come. The IRS is a evil place and I pray that Jesus will help me. 🙏

3 years ago

Reply from Ideal Tax

Thank you so much for your review, The Saint. We are happy to hear that our team has been working so hard to get you the best resolution possible. With us you are in great hands!

Sep. 22nd, 2021

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Verified Customer

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Snappy Ginger Queens, NY

Up to this point I have been very pleased with the service. Tony N was patient and kind while listening and taking down all if the information. There was no judgement. Looking forward to the resolution in phase 2 and working with the next team.

3 years ago

Reply from Ideal Tax

Thank you so much for your review, we are glad you chose us to help you with your tax issue. We are absolutely looking forward to continue working with you!

Jun. 1st, 2021

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SAR DOG Marion, NC

I lost my identical twin brother and grieved terribly for about a year and a half. I recently realized that I hadn't filed in 2021 or 2022. My mind was not on doing taxes before now and I knew I needed help. I just wanted to get it done but really didn't have the resources or ability to deal with it. I spoke with Ideal Tax and right from the start I knew I had made the right choice. They speak like regular folks and were very considerate and polite through all of it. The fees are low and very affordable, especially if your not making a ton of money. I would advise anyone that needs to get their taxes taken care of or just need help in any tax issue call Ideal Tax now! I guarantee you will not be disappointed!

1 year ago

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Spirit of 1776 Wyalusing, PA

Tax time can be pretty scary especially if the amount owed is unanticipated. You can imagine my fear and confusion as a single older woman. Ideal Tax Solutions is a BBB accredited business. The BBB web site is where I found the contact info. Ideal Tax Solutions has a wide range of individuals specializing in focused categories as well could be imagined within the scope of such a broad spectrum of the tax issues they deal with. The multi faceted level of information offered through their system could not be humanly possible through one Enrolled Agent operating independently. There is no comparison. Just consider a whole business of tax people of different expertise all working in Unison and think about how much time that saves and think about how much more information can be accessed and cross referenced. Ideal Tax Solutions has multi level expertise and they are indeed very knowledgeable. Most importantly I would have to say these people treated me with patience, kindness and respect. I felt their communications were clear and I could understand them.

3 years ago

Reply from Ideal Tax

Thank you so much for your review! It is so important to us that you and the rest of our clients have a great experience. Again, thank you for the outstanding feedback!!

Jun. 1st, 2021

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Willie Watson Bessemer, AL

For a number of years I have worried about my mounting back taxes and have always been skeptical of advertisement agencies taking your money and not providing the value of services that they promise. After hearing Ideal Tax Solutions advertisement more that a few time I decided to do a little research of my own on the company and was impressed and compiled to make the call. I am still in the mist of my process but I can truly say that this has been a very professional process. From the first call I have received from Sara i have received nothing but respect and professionalism from each and every call, text and email. The staff has been incredible , Sara, Jorge A Janell G and Luisa V and the entire staff has been supportive, informative patient and most of all very professional throughout this process, this been has been a flawless process up until this point. I still have some time left through the process but i am very pleased with the process and Ideal Tax Solution. Great Company and i would recommend their services in the future.

3 years ago

Reply from Ideal Tax

Wow, we truly appreciate this, Willie!! You've made everyone's day here at ITS with your amazing review! Thanks fort taking the time to share your opinion!

Feb. 8th, 2021

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Peggy Harris Broken Arrow, OK

I wish the tax managers (I had 4 of them!!) would have been more responsive . Melinda V was perfect!!! Give that girl a raise! I would give the company a 2 but when Melinda took my case I will now give you a 5 and will recommend you to others who may need help You need to have backup for managers that are sick or cannot get to their emails or voice mails in a timely fashion and who can follow up for them . Waiting 6 weeks for a call back is not acceptible. After 10 months I questioned my decision to choose Ideal Tax Solutions but Melinda V gave me new hope all would be well - and it turned out ok..

4 years ago

Reply from Ideal Tax

Thank you, Peggy! It is our goal to provide the best service to all of our clients and we are glad to hear that your overall experience turned out ok. We truly apologize for your experience at the beginning of the process, that should have never happened. Please know that your feedback, just like the feedback from all of our clients, is key to help us re-train and better our services. Again, thanks for placing your trust in us and for taking the time to write us a review.

Jul. 1st, 2020

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Verified Customer

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Jessica Cardenas

I am very happy with Ideal Tax . They helped me very much and are very patient people ! I would recommend Ideal Tax to everyone that is struggling with Tax Debt .

2 years ago

Reply from Ideal Tax

Thank you so much for your feedback Jessica ! We are glad you have had an amazing experience with us !

Apr. 13th, 2022

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Verified Customer

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April DeMaree Portland, OR

Everything was going fairly ok. Then all of a sudden I couldn't get ahold of my case manager it's been two weeks now and I've still received no reply phone call and no e-mails back. I got notified by the state I live in that the tax preparer double submitted one year instead of sending two different years and now I can't get ahold of anybody to take care of this. I've spent almost five hours this week on hold trying to get through to anybody in the office and I don't care if I call the case manager line, general questions line or billing nobody ever answers the phone. Pretty sure none of this was in our contract I'm certainly not going to pay for this shitty service and the errors that have been made that have not been corrected.

3 years ago Edited November 19, 2021

Reply from Ideal Tax

We are so excited to hear this, April! It is our mission to provide all of our clients the best service possible. Thanks for recommending us!

Aug. 12th, 2021

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Sharpie Tooele, UT

I first contacted Alex Z. about my problem with all the money I owe the IRS. He promptly addressed the issue and I didn't wait hardly at all for him to get back to me. I have continued calling him on questions I have even though he is not my case manager. He very quickly gets back to me and I so appreciate that. It helps a person who owes a lot of tax debt to rest assure a little bit.

3 years ago

Reply from Ideal Tax

Thank you for an amazing review, Sharpie! We agree, Alex is great! We are so happy to hear we are able to help to get you on the IRS's good side!

Aug. 27th, 2021

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Evie CA

It was a little longer than I had anticipated, my case was very special. Senior citizens need a little more help and time specially with technology, cellphones have a small screen and it’s hard to see things. It would help a lot if there was a local office for senior citizens! I recommend Mandy for being patient and kind and for not getting frustrated with me.

3 years ago

Reply from Ideal Tax

Thank you for your review and recommendations, Evie! Here at Ideal Tax Solution we value all of our clients, including our senior citizens. We are glad that, even though there were challenges with technology, at the end we were able to help you. We will make sure we share your review with Mandy! Thank you!!!

Jun. 15th, 2021

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Brenda Hudson San Andreas, CA

Mandy is just awesome ,she explain how the Fresh start program works. I have consulted with other tax companies and to me these so called tax companies are only after your money and do nothing with solving your tax problems!!!!!!!!!!!!! I had a very bad experience with a so called former tax agent , please please this so called former tax agent took my money and he did nothing @ all in solving my tax problems. His office is in Stockton Ca , do not trust him ( M. S Cash )

4 years ago

Reply from Ideal Tax

We sincerely appreciate your review, Brenda! We are glad you chose wisely to solve your tax issue, in deed our tax professionals are highly trained and we are happy to hear Mandy explained how the Fresh Start program works. We will be sure she sees this review. Thank you for the great feedback!

Sep. 22nd, 2020

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Christian A Fullerton, CA

The experience has been great with Ideal Tax Solution, they informed me very well. I thought I had to pay higher amounts with the IRS, but they helped me lower that amount. Now I am going to start making lower payments with the IRS instead of paying higher payments. Ideal Tax Solution helped me to lower my payment. The customer service at Ideal Tax was perfect for me because I work a lot, so sending me documents via e-mail or dealing with them over the phone. The timing was just perfect.

4 years ago

Reply from Ideal Tax

Thank You, Christian. We are glad we were able to help you with your tax issue.

Jul. 15th, 2020

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Scott Kalm Seattle, WA

This was one of the best experiences I have every had considering the circumstances! The professionalism in Lauren and Andrea was nothing short of remarkable! They always kept me in the loop and a prized of the current situation as well as solid advice on what should be the next move! They did not hesitate, refreshing to really know someone truly has your back! Thank you all from the bottom of my heart! God bless! Scott Kalm, Client.

4 years ago

Reply from Ideal Tax

Thank you, Scott! It is our goal to provide a great experience to all of our clients so we are glad to hear this. Again, thanks for placing your trust in us and for taking the time to write us a review.

Jul. 1st, 2020

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Joyce Belle Plaine, MN

I haven't been the best client with health issue and a husband that's an alcoholic and not helping at all it been a struggle financially with my husband losing jobs because of the drinking. I finally had enough and left him. But though all of that Ideal Tax Solution beared with me Alysea and Andrea have been so helpfully in getting our back taxes resolved. I glad I made the choice to go with Idea Tax Solutions.

5 years ago

Reply from Ideal Tax

And we are glad you chose us, Joyce! We are very happy we were able to help with your tax issues. We'll make sure we pass this nite to Alysa and Andrea. Thanks so much for your feedback.

Jul. 15th, 2020

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Jade Thelin Los Angeles, CA

My taxes were a complete disaster, but the folks at Ideal Tax Solution immediately made contact with the IRS and began the process. They had settled my tax debt and made it to where we could afford making the payments. The price you pay gets you the results you want. Whenever I had a question or some technical issue, they were always responsive to my needs. No tax relief company will provide you with the right answers and fight for you like a family member would. They have been a true blessing in our lives and we’re finally living a life stress free! Thanks for everything ITS!

5 years ago

Reply from Ideal Tax

Thank you for your feedback, Jade! It is absolutely part of our goal to be responsive as possible and as needed. Communication is key and always a priority at Ideal Tax Solution. We are glad you chose us to fight for you to settle your debt with the IRS. Many thanks for choosing us!

Jul. 15th, 2020

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Jacquelyn Hill Houston, TX

I love Ideal Tax Solutions because they are a team of lawyer that understand what a person going through they lay everything out on the table what to expect with your case. My case manager Andrea A make sure to keep me informed me with my case with a phone call email etc. Ideal Tax Solutions make you feel like family.. Thank you Ideal Tax Solutions.

5 years ago

Reply from Ideal Tax

Thank you, Jacquelyn! We are glad to read your feedback! In deed, we try our best to communicate every step pf the process and make sure that you are aware of what is going on with your case. We'll make sure we pass this note to Andrea A.

Jul. 15th, 2020

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Mhendy Minneapolis, MN

They’re been really helpful Brianna and her team was been really good of contacting me with my case I recommend this to a friend . I’m not going to thank you all yet until my case is over..just kidding,, thank you all. Wish you all the best keep up the good work...keep helping more people like me..

3 years ago

Reply from Ideal Tax

Thank you for your fantastic review, Mhendy! your words mean a lot to us, we will absolutely continue to do good work so we can help many more people like you! Thank you!!!

Jan. 12th, 2021

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Carmen Echandi The Bronx, NY

Alex my rep was very thorough amd took thw time to explain every step. The waiting time was shorter then expected and although i am just beginning the process I am sure to be satisfied with the outcome. I am so happy to have reached out when i did my situation was stressing me.

4 years ago

Reply from Ideal Tax

Thank you for your feedback, Carmen! We are glad you chose us and will make sure Alex reads this review.

Nov. 12th, 2020

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Zachary Denu ,

Everyone that was part of my case was excellent! I got calls and emails that kept me up to date about the progress of the case. Anytime I had a question I got a answer right away or a call back in 24 hours or less. Would recommend Ideal Tax to anyone that is looking for Tax debt solutions

4 years ago

Reply from Ideal Tax

Thank you for recommending us, Zachary! We are gad you chose us to help you!

Nov. 5th, 2020

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Alan S Devereaux Saint George, UT

They were thorough and consistent in getting the information and tax forms needed from me and to the IRS. The representative was honest and easy to keep in touch with whenever I had a question. It was a rather long and tedious process, but they kept in touch continually, and knew the best way to solve difficulties when they arose.

4 years ago Edited September 14, 2021

Reply from Ideal Tax

Thank you for your feedback, Alan! We are glad you chose us to fix your tax problem. Please enjoy your resolution!

Oct. 27th, 2020

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Patrick M Los Angeles, CA

So far it’s been excellent, they’ve gone out their way to help me with my back taxes. So far it looks like they are taking care of everything. They are excellent, one of the best things I did is call them. Diana has been excellent, she’s gone out of her way to help. I highly recommend them!

4 years ago

Reply from Ideal Tax

Thanks for sharing your thoughts with us, Patrick! We promise service will continue to be excellent! We are glad you gave us a call!

Sep. 22nd, 2020

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James Wallington New York, NY

My experience with this company was otherworldly. I have to say my case supervisor, Melinda, was really the person that connected the dots for my case. The initial person was OK, though. I felt like I did a gamble signing up with this company, but after they knocked off all my penalties I knew this guys were legit. definitely recommend!

4 years ago

Reply from Ideal Tax

Thanks, Mr Wallington! We'll make sure we pass this review toMelinda. We absolutely enjoyed working with you.

Jul. 27th, 2020

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Marie-Jehanne Lataillade Honolulu, HI

From start to finish each step of the way the people that helped me resolve my tax problem was informative and professional. When there was confusion on my part, they guided me to a good understanding of the process. I appreciate their assistance and guidance.

4 years ago

Reply from Ideal Tax

Thank you, Marie! We are glad you chose us and are happy to hear your tax problem was solved with good guidance during the process.

Jul. 15th, 2020

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Geneva Jenkins Meridian, MS

All staff members were very personable and knowledgeable. They provided timely responses to any questions. Staff members walked me through the process to a successful end. Due to the pandemic, staff members were unable to respond on a daily basis. I would definitely recommend Ideal Tax Solutions.

3 years ago

Reply from Ideal Tax

Thank you for you excellent feedback, Geneva! Customer service is everything to us and we make sure all of our clients get an amazing service experience. We appreciate you taking the time to review us!

Mar. 30th, 2021

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G Owens ,

Friendly, caring, understanding are the words to best describe my experience. Best decision I made was choosing ideal tax to help with my IRS issue! I'd recommend them to everyone in need of help.

3 years ago

Reply from Ideal Tax

Wow! Thank you, G Owens, we are truly happy you chose us, also thanks for recommending us!

Jan. 12th, 2021

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Pamela Cheek Semora, NC

My consultant showed sincere concern and encouragement with such a positive professional demeanor. She answered all my questions with patience. I'm wish I'd done this a long time ago.

4 years ago

Reply from Ideal Tax

Awesome!! We truly appreciate that, Pamela! Thank you so much for the feedback! We are always here for you!

Nov. 30th, 2020

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Manilyn Manuel Burbank, CA

Im happy with tax solution Very easy to work with and very responsive to any questions i have They walked thru with me with the whole process and i am very happy with the service

4 years ago

Reply from Ideal Tax

And we are happy that you are happy, Manilyn! Thank you for choosing us to fix your tax issue.

Nov. 19th, 2020

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Rhonda Anderson Scottsdale, AZ

I really felt comfortable with how Chris conducted business with me, I have recommended a friend based on how Chris treated me. I want to thank you Chirs for not giving up on me. You are greatly appreciated. 😉

4 years ago

Reply from Ideal Tax

We truly appreciate your feedback, Rhonda! Thanks so much for recommending us. We will make sure Chris sees this review!! Thank you!!

Oct. 22nd, 2020

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Carmen Tolbert Cleveland, OH

Working with Neil has been a great experience from beginning to end. There’s no pressure and he is extremely knowledgeable and genuinely friendly! I’m not easily wowed but WOW!!!

4 years ago

Reply from Ideal Tax

AMAZING!! Thank you, Carmen! We'll make sure Neil reads this review!

Oct. 15th, 2020

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MK Chicago, IL

They were upfront with what needed to be done, they followed up, they let me know what the outcome was and what needed to be done. I feel like that was very well put together and very easy to understand on a consumer level.

4 years ago

Reply from Ideal Tax

Thank you for sharing your feedback, MK! We are glad you gave us a call!

Sep. 22nd, 2020

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Kathleen W ,

I feel like you guys have given me the confidence to be able to breath a little bit with the stress of the IRS. I feel confident you guys will continue providing me with the best service like you have so far.

4 years ago

Reply from Ideal Tax

Thank you, Kathleen. We are glad we were able to take away some of that stress. We are always here to help.

Aug. 4th, 2020

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Carrie B. New York, NY

4 years ago Edited September 14, 2021

Reply from Ideal Tax

Actual Review: You guys were great, very professional, I had three case managers and every single one of them was great.

Response: We appreciate this, Carrie. Being professional and taking care of our clients is priority here at Ideal Tax Solution. Thanks so much for your feedback.

Aug. 4th, 2020

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JC Fullerton, CA

My experience with Ideal Tax Solution is very positive. The staff is amazing, they were on top of things since day one and they are always available in case you have questions. I highly recommend them.

4 years ago

Reply from Ideal Tax

Thank you, JC! It is our goal to provide the best service to all of our clients and we are glad to hear this. Again, thanks for placing your trust in us and for taking the time to write us a review.

Jul. 1st, 2020

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Mark Fleckenstein Danbury, CT

Very polite people stayed right on top of everything and inform me what was going on I would highly recommend ideal Tax Solutions two other people with tax problems thank you very much for your help everyone

4 years ago

Reply from Ideal Tax

Thank you, Mark! It is our goal to provide the best service to all of our clients and we are happy to hear we managed your case very well. Again, thanks for placing your trust in us and for taking the time to write us a review.

Jul. 1st, 2020

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John and Susan Chasse , OK

Very happy with the company very helpful so far and Lauren is very good in keeping in touch with us on our problem I would recommend your company to our friends thankyou for the help so far

4 years ago

Reply from Ideal Tax

Thank you, John and Susan! It is our goal to provide the best service to all of our clients and we are glad to hear you are happy with our services. Again, thanks for placing your trust in us and for taking the time to write us a review.

Jul. 1st, 2020

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john O. Cerritos, CA

I would like to recognize these hard workers for everything they did for me and my family. I have no idea how to take care of my taxes and they fixed it all for me and taught me how to stay out of trouble. thanks

5 years ago

Reply from Ideal Tax

Thank you, John! And we would like to recognize you for taking care of your tax issue and for choosing us to help you with it.

Jul. 15th, 2020

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James h. Westminster, CA

My wife and I closed our business down and the its still garnished our personal income. Thank you ideal tax for helping us reduce our debt and putting us on a payment plan we could afford.

5 years ago

Reply from Ideal Tax

Thanks for choosing us, James! We are glad to hear we were able to help you and your wife.

Jul. 15th, 2020

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Susan Boyko

They charged me $295 to pull my records from the IRS. I could have done that for free. Then said good news-we will charge you $9000 to resolve your issue. So I decided to open up my options at this time IT was very threatening. We can no longer protect you… etc. I asked for my files and was sent several documents that were blank. I later come to find out(when I hired a tax attorney) that the IRS locked my account due to suspected fraud. Which explained why my documents were blank… they couldn’t get anything. I asked for a refund and was told no. So I disputed the charge. Then IT sent me documents that weren’t blank but made no sense. I don’t understand why my tax attorney wasn’t able to process the power of attorney but they were?? I don’t trust IT. I also feel maybe they are back door some how with the IRS. I don’t trust either.

1 year ago

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Lori R. Pflugerville, TX

I was assisted by Stephen M, at Ideal Tax. I spent $500 for an evaluation. It was a fraudulent service. They charged me to look into my IRS account, and that's it. Which, you can do for yourself free at any time. The proposed "tax assistance plan" was $1k per month. Yep, $12,000. But that was not to prepare my taxes; I'd still have to do that myself, you see. That would be to have a "tax professional" guide me. I ended up doing it all myself. And I am so glad I did. Remember, the IRS is a human organization. They understand that "stuff happens" and the first step is to submit all your taxes. Learn about "reasonable cause" and write a letter if you feel you qualify for penalty abatement. Get your taxes in, and know that a 72 month payment plan is easy to qualify for, if you have never run into tax problems before. And in some cases, you can negotiate a 96 month payment plan. The statute of limitations is 10 years, and the IRS wants to collect (as they should) before that period expires. DO NOT go to a fake "tax help company". An Offer in Compromise is granted to less than 33% of people who request it. You basically have to be so far below the poverty line that they deem you "uncollectable". They will take your money, waste your time, stress you out, and you will STILL have to make it right with the IRS. These "tax relief" companies are exactly like "timeshare relief companies". They don't do what you think they will, and you will lose money and not resolve your problem.

1 year ago

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mike brotherton

there professional Scams trying to take the money you might save on taxes an charge you for there services. lead you to believe tht they working on ypur taxes when there probably trying to get the next victim to give them a down payment..to only tell you tht its gonnna cost you thousands more then it really should..they play there cards well!!!Dont be a victim..get full details an dont let them get an attitude cause i asked for my transcripts from the irs n state..not a pdf file they filled in an just write down numbers they want an tell you tht is right from the irs when it clearly said ideal tax on the top of paper.!!

1 year ago

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Renee Las Vegas, NV

I would have rather left 0 stars but that wasn't an option. This is the worse company I have ever dealt with in my life. First I was charged 518.00 a month to have them find out how many tax returns me and my husband needed to file, and negotiate the total debt, then set up payments. This was in October, by December I had heard from no one and I could not reach anyone by phone or email. In December they call me for their payment which I promptly paid that day and ask to speak to someone about my case, they said their dpt didn['t handle that. Agian another 2 months without being able to reach anyone. In Febuary I finally reached a person and come to find out the number I was emailed by my representative was a wrong number. I found out then that I was suspended because they couldn't reach me (haha, had no problem reaching me for payment though). with this suspension they did no work on my case, even though I had paid them. Then they asked for W2s, I said I only have 2020 and 2021, you havent' given me any information about what the IRS needed. I sent what I had and was supposed to find out what else was needed. No one called or emailed. I then finally got a prepared tax return for 2020, in JULY, 5 months later. I asked where 2021 was and they said you didn't pay for that. Mind you at this point they have recieved over 5000 dollars. Then they filed jointly which was wrong because under advisement I was told never to file joint with me husband because his back taxes were before we were married and once I file joint I would be repsonsible for them. Still no one has told me what other tax returns were needed also. I was told going forward they would complete the work but I said no, youve done nothing for me except file one return which was wrong. I asked for my money back and was told it was nonrefundable. BEWARE THESE PEOPLE ARE FRAUDS AND SCAMMERS.

2 years ago

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BOOHOUSTON Portland, OR

* UNETHICAL -- SHOULD BE SHUT DOWN! * False promises, high turnover with case managers, horrible communication, manipulating liars! They'll leave you owing more IRS debt than when you started! They required a $5k retainer. I'm on medical leave so I asked for email communication during my doc appts and provided timeframes. Emails would provide me with a paper trail to refer to. I asked for phone appts with my case mgrs to reduce phone tag and respect their time. They called when I said I would NOT be available...I can prove this. I had 5 case mgrs over 14 mos! Each time I had to resend SENSITIVE docs that I already sent to previous case mgrs. They were very sloppy and wasted time. YOU MUST ASK THEM FOR INFO IN WRITING BECAUSE YOU WON'T GET IT LATER WHEN YOU NEED IT. Finally they said they couldn't help except put me on a payment plan,. A very inexperienced and rude new case mgr asked for my credit card to get me set up. She didn't disclose the total, terms or duration of plan. She just said it would be $622/mo!!! For how long, 6 mos? 10 yrs? VERY unprofessional to ask for a credit card without full disclosure. She got pushy and said the longer I wait, the more I owe!! ITS showed NO sense urgency over 14 mos. After paying the retainer + additional IRS fines, fees, penalties & interest, ITS cost me 18k MORE than when I started. They sent me a termination letter stating they couldn't reach me. I have 5 emails asking for a mailed copy of my case file with transcripts that I'm entitled to. The mgr said he mailed it but he did NOT. I requested it AGAIN. He asked for my address even though they already had it. I emailed a screenshot of the envelope/letter they just mailed to me. l never received my transcripts. That's what certified mail is for! I'm working on a class action lawsuit due to the financial damages/hardship that ITS caused me. Don't waste your hard-earned money on ITS. Taxpayer Advocate Service (TAS) is free and they got me approved for a payment plan of $135/month. If you leave a review on BBB, they will cut and paste the same response by telling you they're sorry for the way you feel and you should call customer service to sort it out. It is all lip service!

2 years ago

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Sharon Nelson Phoenix, AZ

Almost 3 weeks ago, we agree to use this company to help solve our IRS problem. We were told that we would have to send approx 450 initially and then another $5,000 would be needed. We submitted both these amounts. We were also requested to send in several financial information materials which we did also. Since that time we have not heard a word either by phone, text or voice mail. We have called many, many times and have not be able to get through to a person. Our last attempt we did finally reach a person, explained our problem and was told that a supervisor would call back in 10 minutes. That never happened and the original person hung up . This company must be a scam - BEWARE. At this point we want our money back.

2 years ago

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Dan Lodi, CA

I Have Been Dealing With This Company For A Year Now. I Was Told Yesterday That I Would Be Going In The Final Stages Today. I Got A Call From My Case Manager Today Telling Me That The IRS Have Not Done My 2014-2017 Taxes Yet. I Asked My Case Manager That Your Company Is A Big Company And Could You Contact Them And See What The Hold Up Is. I Got What I Have Been Getting From Her For The Last 6 Months, I Will Email Them For An Update Transcripts. Meanwhile For Months I Have Been Priced Out Of Buying A House In 6 Areas. I Guess I Will Pay aren’t The Rest Of My Life And Eat Cat Food! I’m Retired And Just Want To Enjoy Life In My Own Home!!

3 years ago

Reply from Ideal Tax

Hi, Dan! Thank you for taking the time to address your issues with us. We would like to apologize for any inconvenience or misunderstanding. Please note that we take all reviews very seriously and we do our best to turn them around when possible. We have tried to find you in our system, but your review does not provide enough information to locate you. We would love to speak with you so please give us a call at 1(888)224-3004 and ask to speak to one of our Case Managers; they will be more than happy to speak with you, go over your case and address your concerns. We hope you give us a call soon!

May. 4th, 2021

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J M Omaha, NE

Ideal tax solutions gave peace of mind with a friendly, positive and assuring attitude. I would definitely recommend Ideal to anyone who need resolution with the IRS.

4 years ago

Reply from Ideal Tax

We are very happy you chose to work with us, JM! Thank you so much for the recommendation!

Nov. 30th, 2020

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Charles Sutton Vienna, VA

My first and only experience with Ideal Tax Solution has been great, My contact from the beginning was Briana A and she was amazing, her personality and PR was great.

4 years ago

Reply from Ideal Tax

Thank you for your feedback, Charles! We'll be sure to let Briana know about this review.

Nov. 5th, 2020

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kirsten cobsieno Sherman, TX

Everyone that dealt with my case was extremely helpful and friendly. I was able to get all my questions answered in a timely and professional manner. Thanks everyone.

4 years ago

Reply from Ideal Tax

Thank you, Kristen! We are very happy to read this! Please have an amazing day!

Oct. 6th, 2020

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George Asante Accra, AA

My experience with IdealTaxSolutions was wonderful. They worked hard to resolve my tax issues with IRS which is a relief. Thanks so much for great work!

4 years ago

Reply from Ideal Tax

Thank you for taking the time to leave us a review, George! We are glad we were able to help. Please enjoy living tax-stress free!

Sep. 22nd, 2020