Author: Kaitlyn Short
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.
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.
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.
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:
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:
Customers with questions about the tax services and resolutions programs can utilize IT's convenient live chat feature.
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.
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.
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.
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.
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.
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.
Filter by:
Sort by:
Verified Customer
Review Source
April DeMaree Portland, OR
3 years ago Edited November 19, 2021
Reply from Ideal Tax
Aug. 12th, 2021
Susan Boyko
1 year ago
Lori R. Pflugerville, TX
1 year ago
mike brotherton
2 years ago
Renee Las Vegas, NV
2 years ago
BOOHOUSTON Portland, OR
2 years ago
Sharon Nelson Phoenix, AZ
3 years ago
Dan Lodi, CA
3 years ago
Reply from Ideal Tax
May. 4th, 2021
Barbara Holden Seattle, WA
4 years ago
Reply from Ideal Tax
Jul. 15th, 2020
Marsha Marcinowski Kapolei, HI
2 years ago
Dawn Berry Long Branch, NJ
3 years ago
Reply from Ideal Tax
Apr. 6th, 2021
Fay Chin Clearwater, FL
5 years ago
Reply from Ideal Tax
Oct. 22nd, 2020
Review Source
Brittany Kervin
2 years ago
Paul Lindquist Charlotte, NC
2 years ago
Jeff Stein Jordan, MN
3 years ago
Review Source
Alex Sika Winston-Salem, NC
3 years ago
Joseph Jones Little Rock, AR
4 years ago
Reply from Ideal Tax
Aug. 28th, 2020
Bill Harris Middleton, WI
2 years ago
Review Source
Jeff Johnston Sacramento, CA
3 years ago
We're on a mission to empower consumers to make the best decisions and connect confidently with companies that deserve their business.
© 2025 BestCompany.com LLC - All rights reserved Privacy Policy | Terms | Do Not Sell My Personal Information