Ideal Tax Solution
check_circle VerifiedIdeal Tax Solution is a tax relief company that specializes in representing taxpayers against state revenue agencies and the IRS. Headquartered in Orange County, California, Ideal Tax Solution is licensed in all 50 states and helps thousands of customers worldwide and across the country. Clients who turn to Ideal Tax Solution can expect quality tax negotiation and mediation services from its staff of tax attorneys and enrolled agents.
Ideal Tax Solution 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 use Ideal Tax Solution for other services. Ideal Tax Solution emphasizes building individual relationships with clients, recognizing that each client’s situation and needs are unique.
Ideal Tax Solution 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 Solution reviews.
The Good
- Three-Step Process
- Tax Services
- Resolution Programs
- Money-Back Guarantee
- Minimum Debt Requirement
- Customer Reviews
Three-Step Process
ITS works with 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 eligibilities. 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 resolution, and the company will present a resolution package and agreement.
Tax Services
ITS 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. ITS provides the following tax services:
- Tax Audit
- 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. ITS 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
Customer with questions about the tax services and resolutions programs can utilize ITS's convenient live chat feature.
Money-Back Guarantee
ITS 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. ITS will issue a full refund if it cannot resolve the situation.
Minimum Debt Requirement
According to a company representative, Ideal Tax Solution has a minimum debt requirement of $7,500 or more to quality for debt relief services.
Customer Reviews
ITS 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 ITS team were professional, helpful, knowledgeable, and effective.
The Bad
- Missing Price Information
- Lacks Professional Association Memberships
Missing Price Information
The company's website does not provide any information on pricing. Prices vary by service and situation, and ITS 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.
Lacks Professional Association Memberships
Ideal Tax Solution is not a member of several leading professional associations in the industry. It does not appear the company is a member of the American Society of Tax Problem Solvers (ASTPS) or the National Association of Enrolled Agents (NAEA).
The Bottom Line
Ideal Tax Solutions 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 all 50 states. The company works with a Tax Consultation, Tax Investigation, and Tax Resolution process.
Unsatisfied customers can take advantage of a money-back guarantee. It is not a member of the American Society of Tax Problem Solvers (ASTPS) or the National Association of Enrolled Agents (NAEA). Additionally, the company does not provide pricing information; however, with the many tax services and programs ITS offers, it is worth exploring.
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Ideal Tax Solution Frequently Asked Questions
How does Ideal Tax Solution work
We offer a free consultation in which one of our tax experts will get the details of your situation and discuss your options. Most lawyers charge $250 per hour or more for this call.
The first thing we can do is file a “Stay of Enforcement,” which blocks the IRS from seizing our bank account or assets like a home. This protects you instantly. We look at all the angles and figure out how to save you as much money as possible.
It’s about what we know and who we know that can get you a favorable settlement. You may save tens of thousands of dollars and say goodbye to tax worries and hello to a fresh start.
Another company told me that they can cut my balance by 90%–100%. Can you do that?
You must be talking about the Offer in Compromise. The OIC is something that one must qualify for; it cannot be purchased. There are many factors in play when attempting to qualify for the OIC, and it takes a highly qualified individual, such as our Enrolled Agents and CPAs to navigate the IRS's OIC qualification process. It's a process that can take nine months to a year and a half to complete.
The IRS will take a look at your income over the last 12–24 months, your assets, age, future earning potential, family size and whether they believe they can reasonably expect to collect from a particular tax payer. These are just a few of the qualifications that need to be analyzed to see if a tax payer will qualify. Without a full tax investigation and proof of income and assets there is no possible way for anyone to tell if someone qualifies for an OIC.
If someone is quoting an OIC qualification based on a phone conversation, they're doing the tax payer a huge disservice or are knowingly lying to them. We look to qualify all of our clients for the OIC. But think about this — of all the OICs requested of the IRS last year, only 27,000 were accepted. In contrast, the IRS did accept over 15 million installment agreements instead.
Is there an interest on unpaid or underpaid taxes?
Yes, it is the cost of using someone else's money, the same as a credit card or a home loan.
Can I settle my unpaid taxes for less than I owe?
There are many ways to resolve a tax issue. There are programs that could possibly save you money, but our goal is to put you in the best position possible that you qualify for. We want to make sure that as you address this tax debt in a way that will allow you to still afford living your every day life.
What is the final cost of your service?
Ideal Tax Solution charges based on the client's specific tax problem. ITS offers many different services, which makes it difficult to quote a fee without conducting an investigation. Through the investigation, ITS will know what exactly needs to be done and what it will cost.
How do I know you are not a scam?
We understand you being cautious in today's world, which is very smart. Please do your research. We would highly encourage you to read our reviews. We only take on the cases that we can actually resolve and know that we will put in a better financial position. Our firm has been around for over a decade for a reason and has an A+ rating with the Better Business Bureau. Our goal here is to help you.
Can Ideal Tax Solution help people in all states?
Yes, Ideal Tax Solution is a national company and provides services in all 50 states.
If I can’t pay my income taxes, should I still file my return?
It's not against the law to owe money to the IRS, but it is against the law to not file your taxes. If you have not filed for multiple years, it would be in your best interest to consult an expert to make sure that you navigate this in the best way possible.
Do unpaid taxes show up on a credit report?
Not currently.
Will the IRS levy my assets for unpaid taxes?
Yes, the IRS can levy your assets for unpaid taxes.
Message from
Ideal Tax Solution
User Reviews
Star Rating
27 Reviews
Review Breakdown
Sentiment Criteria
bookmark Featured Review
Mark Fleckenstein
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
Reply from Ideal Tax Solution
Jul 01, 2020
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.
bookmark Featured Review
Mariana Luna
Lauren p my case is a very professional and attentive towards my needs and questions highly recommend her to any of my family and friends
Reply from Ideal Tax Solution
Jul 01, 2020
Thank you, Mariana! It is our goal to provide the best service to all of our clients and we are glad to hear our representatives are professional and attentive. Again, thanks for placing your trust in us and for taking the time to write us a review.
Dan
Great communication and easy to work with
Reply from Ideal Tax Solution
Jul 01, 2020
Thank you, Dan! That's our goal! Thanks for choosing us as your resolution firm.
Trista Tutterow
I had a great experience, any questions I had were answered in a timely manner.
Reply from Ideal Tax Solution
Jul 01, 2020
Great to hear you had a great experience, Trista! It was great working with you! Thank you!
AD
Excellent customer service Representatives easily and readily available.
Reply from Ideal Tax Solution
Jul 01, 2020
Thanks for placing your trust in us, AD! We are glad to hear our representatives are easily and readily available. Great working with you!
Peggy Harris
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..
Reply from Ideal Tax Solution
Jul 01, 2020
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.
Nordeast07
Communication was always on point. Never felt like I was just another number.
Reply from Ideal Tax Solution
Jul 01, 2020
Thank you, Nordeast07! It is our goal to provide the best service to all of our clients and we are glad to hear communication was relevant and appropriate. Again, thanks for placing your trust in us and for taking the time to write us a review.
Catiana P McKay
Professional yet sensitive. Each individual with whom I worked provided clear, knowledgable guidance in a caring manner. I never felt rushed.
Reply from Ideal Tax Solution
Jul 01, 2020
Thank you, Catiana! It is our goal to provide the best service to all of our clients and we are glad to hear we provided clear and knowledgeable guidance. Again, thanks for placing your trust in us and for taking the time to write us a review.
Nancy Crest
Our experience overall was good! We needed to find a solution , and Ideal Tax was responsive and helpful!
Reply from Ideal Tax Solution
Jul 01, 2020
Thank you, Nancy! It is our goal to provide the best service to all of our clients and we are glad to hear you had a good experience overall. Again, thanks for placing your trust in us and for taking the time to write us a review.
JC
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.
Reply from Ideal Tax Solution
Jul 01, 2020
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.
Julie McGowan
Ideal Tax Solution have helped me so much and taken a huge weight off my back. Thanks to everyone at this company. Especially Lauren,.
Reply from Ideal Tax Solution
Jul 01, 2020
Thank you, Julie, It is our goal to provide the best service to all of our clients and we are glad we were able to help you so much. Again, thanks for placing your trust in us and for taking the time to write us a review.
Dante Reed
So far everyone including Alyssa L has been very professional in helping me. Ideal has made this process painless and seamless. This company is among the most professional I have ever dealt with!!
Reply from Ideal Tax Solution
Jul 01, 2020
Thank you, Dante! It is our goal to provide the best service to all of our clients and we are glad to hear our representatives are professional. Again, thanks for placing your trust in us and for taking the time to write us a review.
Danny J Bell
Lauren had been a wonderful representative of the company. She is responsive and helpful. Thank you for all your help.
Reply from Ideal Tax Solution
Jul 01, 2020
Thank you, Danny! It is our goal to provide the best service to all of our clients and we are glad to hear our representatives are responsive and helpful. Again, thanks for placing your trust in us and for taking the time to write us a review.
John and Susan Chasse
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
Reply from Ideal Tax Solution
Jul 01, 2020
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.
Barbara Holden
Your company was a one star until tiffani S took over my issues. Prior to tiffani I had three other people,that would not answer the messages I left. I called everyday for a week to one and absolutely no response. I had questions and wanted to know what was going on. This is a very stressful situation dealing with people's lives concerning the irs! Tiffani took over and helped me understand more where my case was going. She made me feel like she actually cared and that I was just not another number. She was very helpful and responded when I called regarding issues. I was charged 2500.00 to help with this issue and I got nothing and absolutely no resolution. I owe more now than when I started back in August. I asked tiffani to just set up installments as I was going further into debt with your fees and really not seeing why I did this. Tiffani S is a five star and if I had her in the beginning I think the $$ value would have been better. She is an asset to your company and I really feel when someone is going thru this situation more people like her would give someone hope and know that the money we are paying is going to benefit an individual.
Jorge
Very helpful when you need it specially when you case manager are no there they have other people to back them up .
Reply from Ideal Tax Solution
Jul 01, 2020
Thank you, Jorge! It is our goal to provide great 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.
Scott Kalm
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.
Reply from Ideal Tax Solution
Jul 01, 2020
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.
Carol F.
Everyone I’ve spoken with has been very helpful: Jennifer, Alyssa and Lauren top the list.
manuel lorenzo
I just got my papers back to sing and I am very happy with the results
Bobby Gille
Best decision I have ever made they have really helped me become debt free with the irs. Would recommend to anybody who is wanting to be debt free
john O.
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
amanda garcia
They were very knowledgeable and I feel very good about signing up.
Joyce
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.
Jade Thelin
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!
Jacquelyn Hill
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.
James h.
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.
Fay Chin
Use of scare tactics to try and pressure clients into paying a fee of $3000 for continuing their company's protection services while they work on the tax return. They "have the best connection with the IRS when negotiating tax returns". "They know us". The IRS also "considers their company one of the best" at negotiating returns. AND first charging a large "research" fee of $995.99. They didn't even have my 1040. I had to fax it to them. And they did not even file my taxes as promised. And they won't refund me.
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