9.6
Overall Score
Author: Kaitlyn Short
Headquartered in Santa Ana, California, Optima Tax Relief has helped save its clients over $1 billion in tax debt. The tax relief company offers several avenues for tax debt relief and navigating IRS regulations including tax consultation, tax resolution services, tax preparation and compliance, and tax settlement and negotiation. Whatever aspect of taxation you may need help with, Optima Tax Relief can help.
Optima Tax Relief requires a minimum of $10,000 in tax debt, so if your tax debt is a lower amount than this, you’ll want to find a different tax relief service. However, you may still qualify for a free consultation with Optima Tax Relief if you have a lower tax debt but have unfiled tax returns. You can answer a few simple questions on the company’s website to see if you fall into this category.
Optima’s highly qualified team of more than 400 tax professionals has received glowing customer feedback. Its relief services help clients with a variety of tax issues, including paying unpaid taxes and ending penalties, like bank levies, or wage garnishments by the IRS.
With this broad range of services, Optima Tax Relief can offer tax relief help for nearly any tax situation.
Because Optima Tax Relief offers tax settlement and negotiation services, taxpayers can expect to receive the help they need when dealing with the IRS (Internal Revenue Service) from a qualified tax professional.
On top of its many impressive offerings, Optima Tax Relief has been recognized by a number of organizations for its tax relief services. These include Inc. 500, the National Association of Tax Professionals, the Business Consumer Alliance, and even the IRS itself has recognized Optima Tax Relief as an Approved Continuing Education Provider.
Continue reading for our expert review or scroll down to read Optima Tax Relief reviews from verified customers.
Optima Tax Relief has mostly glowing comments, with over 1,000 verified reviews on our site that give the company either 4 or 5 stars. Customers say the company has saved them thousands of dollars, provides great customer service, and is comprehensive in its explanation of the tax relief process. Many clients say working with a tax professional at Optima was one of the smartest decisions they ever made.
Plus, these reviews come from customers all across the United States, so you can rest assured that Optima Tax Relief can help you resolve your tax debt, wherever you may be in the country.
Optima Tax Relief offers many different tax services to help you handle the IRS. It can help with several different kinds of tax problems, like audits and penalties such as a wage garnishment, levy, or lien. If you owe back taxes or a large tax bill, Optima Tax Relief provides tax debt relief services. The company specializes in the following tax resolution services and problems:
Tax levies are when the IRS takes the funds in your bank account to pay your unpaid taxes. Tax liens allow the IRS first priority on the money from a property's sale before anyone else. The IRS can also take a current year's tax return money to pay tax debt liability from previous years.
Optima Tax Relief also helps people reduce IRS tax debt by closely examining the past tax years’ returns. Looking at previous tax returns helps taxpayers understand their tax liability, or what they owe the government in taxes.
Optima offers tax solutions for a broad range of possible IRS/tax needs. All of Optima Tax's enrolled agents and attorneys are showcased on the company website, giving a real personal connection to potential customers.
The only negotiation service not advertised by Optima Tax Relief is asset seizure.
Additionally, the professionals — whether it be a tax attorney or an enrolled agent — at Optima are trained to review any unfiled tax returns for each taxable year you might have. Unfiled tax returns can hurt your chances with the IRS because it can indicate a failure to meet tax obligations, so Optima will work with you to get ahead.
The tax law professionals can help you deal effectively with the IRS and find a good tax debt resolution.
The company may also provide tax help by helping you apply for the IRS Fresh Start Program, which is a great option for those struggling to pay off that federal income tax burden due to financial hardship.
Optima Tax Relief also helps with penalty abatement, which removes IRS penalties, like a wage garnishment, lien, or levy on property or a bank account. To qualify for penalty abatement, taxpayers must demonstrate financial hardship.
Optima Tax Relief breaks down what is often a complicated process (resolving your tax debt with the IRS) into three simple steps.
The first step is the investigation. After an initial, free consultation with the company, you will have Optima’s help in establishing a channel of communication with the IRS and Optima will initiate its client protection program and become a buffer between you and the IRS. This process takes about two to four weeks.
The second step is resolution. Optima will establish IRS compliance with the best determined resolution it can offer, and then work to achieve that resolution. This is the longest step of the process and can take anywhere from three to nine months.
The final step is the best step — freedom. Your case is closed and your tax debt has been resolved. No more letters from the IRS about your tax bill or unpaid taxes.
According to an Optima Tax Relief representative, there is a minimum debt requirement of $10,000 to use the company's tax reduction services. Thus, individuals with $10,000 in debt (or more) qualify for Optima Tax Relief's services.
Those seeking a tax relief program that helps with a lower amount of tax debt will need to consider another company with a lower minimum debt requirement.
However, Optima Tax Relief does offer a free tax consultation where you can meet with a tax professional about your unique financial situation. If you haven’t filed your tax return for previous years, you may still qualify for this consultation, even if you owe less than $10,000 in tax debt.
During this consultation, you could ask questions about tax relief or tax penalties that you are facing and determine what the best course of action for you would be, all with the help of a qualified tax professional.
Optima Tax offers a 15-day money-back guarantee for all of its IRS/tax services. Though this is not a very long time limit for a refund (some lesser-known tax relief firms have time limits as high as 180 days), it is actually better than many of the top companies on the market.
This guarantee can give you some peace of mind if you are a little wary about the effectiveness of tax relief companies. While 15 days might not be enough time to see your tax debt reduced, it should give you a sense of how committed Optima is to your case and whether or not you want to continue working with the company.
In addition to penalty abatement, Optima Tax Relief negotiates installment agreements and settlements with the IRS. The company's website describes the two options of IRS installment agreements: informal agreements and formal agreements. With an informal installment agreement, the taxpayer agrees to pay monthly and pay off his or her balance within two years.
A formal installment plan is a written agreement (payment plan) between the IRS and the taxpayer for a specified amount of monthly payments. Optima Tax Relief's tax professionals understand how to successfully negotiate an installment agreement with the IRS and can often help taxpayers set up an affordable monthly payment and improve financial well-being.
Alternatively, Optima Tax can help clients lower their total tax debt owed through an offer in compromise (OIC) program. The company can negotiate an offer in compromise with the IRS. An OIC is when the taxpayer and the IRS agree on a lower, more affordable tax debt.
Whether you need a taxpayer advocate to help set up an affordable monthly payment or to settle your debt with the IRS, Optima Tax Relief can help.
Optima is a standout tax debt relief company, and thus, we’ve compiled a list of other additional advantages of using its services:
The fee for tax relief services depends on the extent of the client's tax issue. Like most other tax relief companies, Optima Tax does not publish pricing online because it offers so many different services with different pricing structures — that's why Optima Tax Relief’s cost can be difficult to measure.
But how much does Optima Tax Relief cost to use? What we do know is that if you are five years behind on payment and owe $35,000 in back taxes, Optima Tax charges anywhere from $2,000 to $5,000 to resolve the IRS tax debt, which means the company charges about 5-15 percent of your tax debt to use its services.
The company has an initial investigation fee to begin researching the customer's tax issues. Once the investigation is complete, Optima Tax Relief charges an additional fee for its services.
While it can be unsettling to set up a consultation before knowing how much you'll be paying for services, it's important for potential clients to take advantage of free consultations, like the one offered by Optima, because a client's case is reviewed and clear information regarding fees and payments are explained during these meetings.
Then, you have the power to decide whether or not you want to become a paying customer of the tax relief service.
We should note that this is one of the newer tax relief companies we have reviewed; the company opened its doors for business in 2010. This is fairly young compared to other tax relief companies that have more years of experience.
While some people may not care about the age of a company, others may want a company with more IRS experience under its belt to ensure competent resolution of tax issues.
It should be noted, however, that while the company was established in 2010, some of the company employees and tax professionals working for Optima have over 25 years of industry experience. Thus, this can be a comfort to anyone skeptical of the newness of the company in the tax relief space.
Optima Tax Relief is a great tax resolution firm for those who qualify with at least $10,000 in IRS debt and who don't mind working with a younger company. Those with less than $10,000 in taxes owed will need to consider other tax resolution companies.
Though the company is young, it has resolved more than $1 billion in tax debt since opening in 2010. And its customer service and reviews indicate its employees are competent tax experts, including tax attorneys, certified public accountants (CPA), and enrolled agents.
One of the benefits of choosing Optima Tax Relief is that clients work with a tax expert to resolve their taxes owed or penalties with the IRS.
The company has an impressive reputation in the industry, and provides assistance with nearly every tax problem. Tax relief services offered include tax resolution/negotiation and settlement, IRS audit defense, IRS tax levy and tax lien, IRS wage garnishment, back taxes or unpaid taxes, tax audits, end penalties and interest, or the ability to meet with a tax preparer.
With such a wide range of services available, Optima Tax Relief is a great choice, whether you have higher taxes than you expected or need help preparing your taxes.
Former clients are mostly pleased with the level of service they have received from Optima Tax Relief professionals. An important thing to keep in mind is that the cost varies depending on your tax situation. Be sure to ask the agent or lawyer for an exact list of fees for the debt relief services and what payments would look like.
Overall, we recommend Optima Tax Relief services when working through tax matters to reach agreement with the IRS to settle your tax debt or negotiate an end to penalties or a federal tax lien.
Call our recommended rep over at Optima Tax Relief below.
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