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Optima Tax Relief

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9.4

Overall Score

LAST UPDATED: September 4th, 2024

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.

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The Good

  • Positive Reviews
  • Core Competencies
  • 3-Step Tax Relief Process
  • Minimum IRS Debt Requirement
  • Money-Back Guarantee
  • Negotiating Installment Agreements
  • Additional Advantages

Positive Reviews

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.

Core Competencies

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 negotiation and settlement
  • IRS audit defense
  • Tax levies and liens
  • Wage garnishment
  • Back taxes
  • Tax audits
  • End penalties and interest
  • Innocent spouse relief
  • Installment plans
  • Offers in compromise
  • Unfiled tax returns

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. 

3-Step Tax Relief Process

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.

Minimum IRS Debt Requirement

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.

Money-Back Guarantee

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.

Negotiating Installment Agreements

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.

Additional Advantages

Optima is a standout tax debt relief company, and thus, we’ve compiled a list of other additional advantages of using its services:

  • Free consultation with senior tax associates
  • A+ rated Better Business Bureau-accredited company
  • Many professional accreditations
  • Options in filing for non-collectible status
  • Income tax preparation
  • Licensed tax attorneys and enrolled agents on staff
  • No office visit required
  • Great refund policy
  • Winner of the Better Business Bureau Torch Award for Ethics
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The Bad

  • Unpublished Costs
  • Limited Industry Experience

Unpublished Costs

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.

Limited Industry Experience

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.

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The Bottom Line

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.

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Star Rating

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4.3

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2,013 Reviews

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3 grade

5%

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Heyward

Optimal Tax Relief has been a consistently reliable partner, providing top-notch service that meets and exceeds our expectations. Their professionalism and attention to detail have made them one of our most trusted service providers. We value our relationship with Optimal Tax Relief and consider them an integral part of our financial strategy. Their commitment to excellence and customer satisfaction is evident in every interaction, making them a standout choice for our tax needs. "Working with Optimal Tax Relief has been a seamless experience, and we are proud to have them as a key customer in our portfolio.

2 months ago

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Reply from Optima Tax Relief

Amazing to hear! We make it our mission to address all our client’s concerns and ensure they understand every step of our process.

Aug. 21st, 2024

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Umapathy

I would appreciate if the response time for any of queries or request is addressed sooner than the current timeline Also I've been a customer of your services since Jan'2018 for Tax resolution for which I paid $8,489.97 in 10 installments and already on payment plan with IRS paying $4300/month and now recently added additional service for the current year too with a payment plan of 1312/month in 8 installments even though I was requesting for 10 installments. Though the tax return for 2023 was filed through, I don't see a confirmation from the IRS portal which still shows as not filed. Now I'm waiting for the new tax resolution and what will be my monthly payment after the resolution with IRS. Appreciate a detailed response in this regard.

2 months ago

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Reply from Optima Tax Relief

We sincerely appreciate the feedback you provided. We want to assure you that we strive to provide the highest quality of customer service as well as obtain the best resolution for clients. We urge you to contact our customer service line for assistance: (800) 536-0734.

Aug. 22nd, 2024

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Ronald

We’ll, Optima Tax Relief I thought was a little bit misleading in the beginning . However, I believe they’re trying to get us the best resolution possible.

2 months ago

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Reply from Optima Tax Relief

We are happy to have been able to assist you!

Sep. 4th, 2024

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Laura

I can’t express enough of what you guys have done for me and my family so far. Thank you from the bottom of my heart thank you

2 months ago

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Reply from Optima Tax Relief

Wow, we appreciate your glowing testimony. We always try to go the extra mile for all of our clients! Thank you for the positive feedback.

Aug. 21st, 2024

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Johnnie Lewis

Currently the financing for the service is to high. Specific when you have a plan with the Federal IRS and being garnished by the state. Also the resolution take a long time

3 months ago

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Reply from Optima Tax Relief

We sincerely appreciate the feedback you provided. We want to assure you that we strive to provide the highest quality of customer service as well as obtain the best resolution for clients. We urge you to contact our customer service line for assistance: (800) 536-0734.

Jul. 12th, 2024

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Troy Johnson

Everything went great I could not thank Optima more, the team that helped me was amazing, the only problem I had was the final resolution meeting which may have helped me understand what is happening now with all the money the IRS is asking for, tried several times to no avail to complete the last meeting then all of the sudden it was closed out.

7 months ago

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Reply from Optima Tax Relief

We sincerely appreciate the feedback you provided. We want to assure you that we strive to provide the highest quality of customer service as well as obtain the best resolution for clients. We urge you to contact our customer service line for assistance: (800) 536-0734.

Apr. 2nd, 2024

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Angela Valley Village, CA

I liked the fact that the representatives walk you through the whole process to keep you informed of what’s going on. They really seem to care about each individual case and look for the best solution to fit your needs. My only complaint is the price: it’s expensive but they have a payment plan that can help. Thank you Optima Tax Relief for helping me with my tax issues. I highly recommend this firm/company. You’ll be ecstatic as your tax problems will be settled.

8 months ago

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Reply from Optima Tax Relief

Thank you for the recommendation! We are happy to hear that we were able to relieve your tax stress.

Feb. 8th, 2024

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John Arkus Houston, TX

Optima Tax Relief has given me peace of mind about my tax issues currently in resolution with them. The Optima website is excellent. It is very easy to use. I can upload documents Optima requests very easily. Optima representatives have put me at ease whenever I speak with them. They are friendly, knowledgeable and kind. They reassure me that they are doing everything possible to give me a good resolution with the IRS. I am overseas making it difficult to communicate with the IRS. Optima has been my advocate, helping me and giving me peace of mind. I am very grateful to Optima Tax Relief for helping me with this IRS issue. Thank you very much.

1 year ago

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Reply from Optima Tax Relief

Thank you for the positive review! Our servicing team works hard to educate our clients about their tax situation and how to avoid owing the IRS in the future.

Dec. 8th, 2022

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John Blount Waldorf, MD

To all concern if you get the pleasure I'll be the getting lady Jessica or lady Becky I promise you the experience you won't forget because they're so personable that it's almost like an obligation to say something because that much comfort should be known by the people that run the company they represent optimum very well they're very what's the word I'm looking for looking for knowledgeable I didn't want to drag it out but I just to say for one of the most scariest situations I've ever had to deal with in my life it just felt really really easy And I know it was because of the 2 young ladies that walked me through it thank you so much once again John Blunt

2 years ago

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Reply from Optima Tax Relief

We're happy to hear that our team was able to answer all of your questions. We'll pass along your kind words to our staff.

Jan. 25th, 2022

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Wanda Smith

It was one of the best decisions I have ever made in my life. I have had the tax debt for about 9 years. Payments were made in the beginning, but I stopped paying. Several months before I actually called, I started hearing the commercial on the radio. Then I started seeing the TV commercial. One day I received the collections letter wanting a payment in full of $60k plus. I got nervous. Then I remembered the commercials. I called Optima Tax Relief and 2 other places to way my options. Optima Tax Relief had the best rates, plan of action, and the better customer service. It was scary process, I accepted their terms and services. Although, their fees are based on your debt amount, I feel It wasn’t a bad deal. It could have been a lot worse if I didn’t have the help. I’m currently on a payment plan without any of the horrible actions from the IRS. All of the staff was great. They are friendly. They are professional. I have my final payment date on the calendar and I’ll be ready to party on that date!!!

4 years ago Edited January 10, 2024

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Reply from Optima Tax Relief

We understand what a difficult that situation was for you, and we commend you on calling when you did! Congratulations on your resolution!

Aug. 3rd, 2020

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Patricia Conley

Optima has a very well defined process for collecting data and performs a thorough review of current and past tax filings to begin your client file. The company also has associates and case managers with expertise in all aspects of tax management including legal review and negotiating strategies. They produced great results for me and are still working to make my settlement even better. At each step they carefully explained my options and sought my direction before moving forward. They are an excellent trustworthy company. Put your tax problems in their hands and get peace of mind that let's you focus on your life.

4 years ago

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Reply from Optima Tax Relief

We are so grateful for your incredible feedback! Thank you for choosing us for your tax debt relief needs. We're so proud to take care of you.

Jan. 9th, 2020

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Jacquelinne Glazebrook

I owned a lot of money to the IRS, never couldn't catch up and I didn't know what to do or how to fix the problem myself. Back in 2015, I was driving back home from work and I heard about Optima Taxes in the radio. I hesitate for a few day but finally I decided to call and ask for help. Literally, it was one of the best decisions I made in my life. From the start of the process, I was advised that they would do their best to help me. I put together all the documentation they need it but above all, I was honest about my financial situation. I was scared and very nervous that the ITS would never forgive what I owned them and I would never could pay the higher amount of money. It was a long and stressful process but OptimaTaxes saves my life. Period. I went from own almost $25,000 to pay $150. They have an amazing and knowledgeable team, they are honest and they don't promise what they can't achieve. They will do all they can as long as you do your part as well. I wish I have known about them years before a got in a big hole. Don't hesitate to call them, don't wait. You won't be in better hands to take all the stress and bring relief and peace of mind to your life.

5 years ago

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Reply from Optima Tax Relief

Wow, what great savings and a great resolution! We are so excited to hear about your savings and the great end result we helped you to achieve. Navigating tax debt on your own can be a struggle, so we're proud to eliminate that stress for our clients. You've received an incredible resolution, and we appreciate you stating that you found our team to be "amazing and knowledgeable." We are happy to root for our clients, and we're wishing you the best in moving forward!

Feb. 12th, 2019

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A.Hill Dumfries, VA

Optima Tax Relief, what can I say Optima Tax Relief delivers, they did everything they said they would do. I paid dearly but the service I received was worth every dollar. As soon as I was officially signed up the IRS immediately stopped all threatening communication. Optima was extremely responsive, professional and totally get the job done for me. They even prepared my 2015, 2016 and 2017 taxes as a courtesy. Optima was able to negotiate an installment that is beyond belief. I highly recommend Optima Tax Relief to anyone needing assistance with the IRS. I personally rate Optima Tax Relief Job well done!!

5 years ago

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Reply from Optima Tax Relief

Thank you for stating that our service was "worth every dollar." We cannot stress enough how great that is for us to hear. We were more than happy to prepare your extra taxes for you, and we thank you for the great feedback. We wish you well!

Jan. 23rd, 2019

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Martha

This company was a God Send for me !! It was one of the best decisions I have ever made to work with them !!

2 months ago

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Reply from Optima Tax Relief

We always try to go the extra mile for all of our clients! Thank you for the positive feedback.

Aug. 23rd, 2024

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Adielle

On an individual level with team members… optima is great. Technology has been poor … nearly impossible to to schedule an appointment, numerous ongoing appointment requests for dates in past versus future. I’m deeply frustrated with my initial contact Chuck for not including representation for California franchise tax board. This was the PRIMARY resin for me hiring Optima. I’m assured throughout my process I have state representation, yet find out 17 months later in final resolution that I’m fact I DO NOT HAVE STATE REPRESENTATION. furthermore I wait weeks at a time to get updates, and I get verbal confirmation from numerous employees that my state debt is being addressed. It is beyond frustrating and disappointing I have invested 17 months of my life and over $6,000 dollars to find a solution but still find myself on the exact square one I was on when I first called Optima when California franchise tax board was garnishing my wages in the first place. I truly hope I’m not scammed and I hope someone at Optima can uphold up their verbal promises to me.

7 months ago

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Reply from Optima Tax Relief

Thank you for your feedback. We would sincerely appreciate the opportunity to speak with you again to further discuss your case, since we take all of our clients' concerns very seriously and strive to address every issue brought to our attention.

Upon receiving your review, we've been diligently trying to locate you in our system but your review didn’t provide enough identifiable information to locate you. We welcome you to call (800) 965-3192 to speak with one of our QA Specialists, whenever you are ready. We will be more than happy to speak with you directly about your concerns. We truly hope you provide us with an opportunity to turn your experience around, and we are looking forward to hearing from you.

Apr. 2nd, 2024

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Michelle Magee, MS

I like this company because they move rapidly and is serious about your situations. Every time I called the Customer service Representative are extremely nice and is eager to assist you. I would recommend them to all of my family and friends. Which I told one of my friends about them and now she is connected with them as well. Optima Tax Relief is the best.

1 year ago

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Reply from Optima Tax Relief

Our top priority is making sure our clients have a full understanding of what’s going on with their cases. We’re happy to hear that we were able to assist you.

Oct. 5th, 2023

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William

The settlement Optima arranged with the IRS was fantastic! I wish they were able to work with the NM T&R for me or at least make recommendations for someone to assist. There was a slight delay closing me account, because I asked for some special handling. The issue was resolved, and I was even given a direct contact number to use if everything wasn't to my liking. Great outfit to work with!

1 year ago

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Reply from Optima Tax Relief

Incredible to hear! We are so happy to have had to as a client and overjoyed to hear that we were able to get you a settlement with the IRS!

Jun. 5th, 2023

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Bill Thompson Valley City, OH

I had an unusual case with unusual circumstances and Optima tax relief was very patient and understanding of the circumstances. They worked through the issues and were always courteous,professional and above all else very patient. As a result, my taxes are being resolved and I am on my way to clearing my issues with my back taxes. I would recommend this professional organization to anyone.

1 year ago

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Reply from Optima Tax Relief

Our team of tax professionals is here to resolve your tax debt. We’re happy to hear that you had such a great experience with us!

Dec. 8th, 2022

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Johnita Wilson-Dillard Oxon Hill, MD

Optima was quick and pain free. The client portal was very user friendly for even the most computer challenged. Every single person I ever spoke with was friendly and helpful. They resolved my problem. I thought I would have to pay thousands and thousands of dollars but instead, I received returns! I highly recommend Optima. Just make the call and they will take it from there!

2 years ago

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Reply from Optima Tax Relief

Wow! Thank you for your kind words. We understand that owing the IRS can be extremely stressful and it makes us so happy to hear that we were able to resolve your tax debt.

Sep. 22nd, 2022

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Lydia Carroll Sulphur, LA

Very Helpful For My Situation after just losing My Husband And Our Home was Damage by 2 Manager Hurricanes all at once l didn't know How I was Gonna Be able to Pay my Taxes Until l seen the the optimal Tax Relief Add run across the TV one Night l Prayed on it And Next Day made the Phone call and There whole Supportive Team has been Working and Checking in with Me Every Month since the beginning I Give Them my Highly recommendation for The Optimal Taxes Relief Progrom.Thank You

2 years ago

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Reply from Optima Tax Relief

We are so grateful to have had you as a client! We are even more pleased to hear that you are now compliant with the IRS! We wish you well.

Sep. 22nd, 2022

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Sylvia Coleman Turlock, CA

Optima Tax Tax Relief treated me respectful and professionally. They kept me informed of the progress of my case. I am truly grateful to them for relieving a tremendous burden of stress I was experiencing. They were at all times courteous. patient, and understanding. My case is in the final phase, and I can't begin to express my profound appreciation to them.

2 years ago

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Reply from Optima Tax Relief

Stupendous! We are overjoyed to hear that our team of tax professionals has been able to provide you the assistance that you require!

Mar. 22nd, 2022

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Jermaine Major Hampton, GA

I gave Optima 5 stars because, they were consistent with communicating and making sure I had all of my documents signed and returned. I'm not the best at keeping up with paperwork and they helped me change that. I've heard some bad things about Optima, but it pays not to believe what a few people said. Optima pretty much saved me a whole lot of money that I didn't have. I'm grateful to the whole team that's working and have worked with me getting this handled. I'm glad I chose Optima, these guys are very thorough at what they do. Thank you Optima Tax Relief!!!!!

3 years ago Edited January 10, 2024

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Reply from Optima Tax Relief

We hear you! Thank you for the feedback, Mr. Major. Glad you took a chance on us when you did - we're proud to have delivered you a phenomenal resolution!

Jul. 21st, 2021

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Lloyd Lacey Haley

For me it was the response time when I first call. They call me back within 15 minutes and went over on how the process would work. I was assigned several of you tax consultant who gave me information on documents I needed. They where very professional. I haven't gotten a final resolution as of yet but I have total confidence that the outcome will be great.

3 years ago

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Reply from Optima Tax Relief

Thanks for the great feedback and taking time out of your day to share your experience!

Nov. 24th, 2020

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Philip Bell

When I got started Joshua spent over an hour talking me through how to complete the contract and how to pay online or what ever you call it. The next worker helped me to sign up for covid relief funds which was really nice of him. So far they have been really prompt with the way they're handling things now I'm waiting for the final transaction to take place so all in all they have been really good to me

3 years ago

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Reply from Optima Tax Relief

Thank you for the in depth review! We appreciate it Mr. Bell, and congrats on your resolution.

Nov. 10th, 2020

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star star star star star

Macklin Lawton, OK

I had no idea how I was going to do my taxes I got a hold of Optima tax relief to start my taxes they took all of my information and told me they will get back with me after they figure it out and the next day to get back with me which made me more relaxed and said they would do everything to help me solve my tax problems they found all information I could not find to do my taxes in a time of the matter if it was someone need to send in there they would get it done as soon as possible I think they did an excellent job prepare my taxes for me when I had no idea how to do them at all

4 years ago

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Reply from Optima Tax Relief

So great to hear that you've truly benefited from our services. Thank you!

Aug. 25th, 2020

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star star star star star

Clint Parker Mount Hood-Parkdale, OR

Upto the investigation phase I felt I had been more organized in providing the info that Optima Tax has asked for, and now that I'm in the next step I will find out how good they are at providing tax information and representing me in my oppertunity to resolve any tax issues before I could be in trouble concern if I hadnt acted before the IRS could act on me without the help from Optima.

4 years ago

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Reply from Optima Tax Relief

Wonderful, thank you for the feedback Mr. Parker.

Aug. 18th, 2020

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star star star star star

Kelly Jackson

They are understanding & Sensitive to what you're goin through. I would definitely recommend all of my friends that may run into a problem like me. They do all the paper for you I definitely liked that....any questions I had I call them or send email they responded right back.....I'm team player Otima you have Tax problem call them they will ease your mind the minute you talk to them.

5 years ago

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Reply from Optima Tax Relief

We are so happy to hear that Ms. Jackson. It's so important for you to feel like you're in great communication with us!

Nov. 5th, 2019

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star star star star star

Kevin Hiscox

They are the greatest people to work with to solve your tax issues. They listen to what I had to say and advised me how the would take me step by step from the beging to the end. They did exactly what they said they would do and kept me informed with every step of the process. I felt that they were in control the whole time. My results were fantastic. They are the best at what they ddo.

5 years ago

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Reply from Optima Tax Relief

Mr. Hiscox, it's been a pleasure to help better your tax debt. We thank you for stating that we are the "best at what [we] do," and we're always here to "listen and advise," however you may need. Thanks again!

Jun. 10th, 2019

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Ralph White Centralia, WA

When I came to Optima Tax I owed the IRS $21,000. No matter what I tried I could not settle this on my own. Optima Tax Reid settled my Debt with the IRS for $100. I have to be honest and say that I didn't think that was going to happen but it did. I cannot Thank Optima Tax Enough for what they did. I urge Anyone who has a Debt with the IRS to let Optima Tax help them. It will change you life as it did mine.

5 years ago

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Reply from Optima Tax Relief

Excellent to hear, Mr. White! We've enjoyed working with you and it sounds like you've reached an incredible resolution - "life changing" indeed! Wishing you the best moving forward.

Apr. 9th, 2019

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star star star star star

Barbara P Oklahoma City, OK

Optima Tax Relief got my tax problems resolved. I didn't file returns for several years because my husband was dying from brain cancer, I myself was having significant health issues and the medical bills totally zapped us. I went to a CPA a couple of years ago to try to get help. It was an unmitigated disaster. I say all of that to say this: Optima Tax helped me get my records together for each year, dealt with the IRS and negotiated a reasonable payback schedule. Their cost was less than the CPA. I give Optima Tax my highest praises and thanks.

5 years ago

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Reply from Optima Tax Relief

Hi Ms. Barbara P - thanks for taking the time to write us, we're sure you have a busy day ahead! That is a very difficult situation to be in. Your story is a predicament that is familiar to many people, and it's why we're proud to help serve our community in need of tax debt resolution. We work hard to ensure that you're taken care of, no matter the difficult situation. Thank you for bravely sharing - and what a steal, we were cheaper than a CPA! Thanks again.

Apr. 9th, 2019

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Willie Edwards

Optima Tax Relief, LLC has been a godsend for me and my wife. They made the process very simple and explained everything in full detail. They employ very knowledgeable tax professionals who are motivated to provide you the most up to date and accurate information. The empathy for their clients, combined with a sense of urgency and open communications makes them the best in the business. I highly recommend their services to anyone who wants to be relieved of the stress of worrying about their tax debt.

5 years ago

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Reply from Optima Tax Relief

Wow, thanks Mr. Edwards! To hear we've been a "godsend" is truly amazing. We're glad you and your family are much better off and that you've found yourselves happy with our service. We're wishing you and your wife all the best.

Mar. 27th, 2019

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Anna Jackson

Within minutes after receiving a letter from the IRS collection agency regarding my back taxes I owed, I contacted Optima Tax Relief to solve my tax issues. My case took 7 months which depended on speed of IRS and the complexity of my case. We worked together as a team, Optima Tax kept me updated as each Phase moved forward to completion. I am very happy with the results. I recommend Optima Tax Relief to family, friends and strangers. Optima Relief tax professionals are awesome.

5 years ago

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Reply from Optima Tax Relief

Hi Ms. Jackson, we're thrilled to hear that you appreciated "working together as a team," and that you really feel "happy with the results." We are glad to have helped and thank you for your excellent recommendation!

Mar. 13th, 2019

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Robert

Optima Tax Relief is a very helpful, professional and highly courteous service for tax related issues. I need of tax related help that was beyond his ability to resolve. I contacted Optima Tax Relief and the group immediately started communicating with the IRS in an effort to set up a payment plan that later resulted in debt resolution. Thank you Optima Tax Relief!

5 years ago

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Reply from Optima Tax Relief

Trying to work through tax debt alone is pretty difficult. It brings us a lot of happiness to be able to help you through a difficult time, and really provide beyond-satisfactory results! Hearing you share that we're a "helpful, professional, and highly courteous" team is music to our ears, and we have been lucky enough to have worked with you!

Feb. 12th, 2019

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Melissa Skeens Moundsville, WV

Optima tax said they could help me, and that is exactly what they did. I was so afraid I was making a mistake, but I'm so glad they showed me making the decision to call them was the best decision I made. The IRS id terrifying to deal with alone. But once I made the call they took over and I didn't have to spend another minute on the phone with the IRS. Optima Tax took care of the rest and were able to save me thousands!

5 years ago

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Reply from Optima Tax Relief

Thanks for the great feedback, Ms. Skeens. What a story and what an incredible resolution! We enjoyed working with you and we wish you a great day.

Jan. 23rd, 2019

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Bobby Britto

Optima tax relief helped me so much that I still can''t believe it and it''s been a few years. I rode 48,000+ dollars and they reduced my bill two only $50 I still cannot believe it but that is truthful. Thank you Optimum tax relief so much! Your staff and attorneys are amazing I wish I could travel to California and give everybody personally a hug. Thank you again

5 years ago

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Reply from Optima Tax Relief

Hi Mr. Britto, thanks for the great feedback. It's amazing to hear that you are thrilled with your resolution - believe it, it's true! Thanks for the kind words about our team, we'll be sure to pass on the "hugs"! We enjoyed having you as a client, and we wish you the best!

Dec. 20th, 2018

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Bob M. Abita Springs, LA

I had many sleepless nights, worrying about the taxes I owed.. I hadn't filed my federal tax in 2 or more years. I heard the testomony of clients of Optima on he radio and decided to give them a c all. after the first call I was feeling very relieved when I hung up. If you give them the information and material they request they will do everything... and more... They are very professional and courteious.] leavcing you cwil a satisfied feeling wqhen you hangup .I highly recommend Optima Tax relief to solve you tax problems.

6 years ago

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Reply from Optima Tax Relief

Tax debt can be incredibly stressful. Helping clients like yourself is what keeps us going! We are so happy to have helped you and improved your situation. Thank you for the feedback, and we wish you the best moving forward!

Oct. 17th, 2018

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Eilidh Morone

I hired Optima Tax Relief 2 years ago. I paid them 2600 dollars. I don't even have a difficult tax issue, I just couldn't get in touch with the IRS, and was overwhelmed and confused about what I owed. They communicated a lot at first, and once my money was in their hands, I heard from them less and less. I hired them because I thought they were reputable, as I had heard their ad on the radio and seen good reviews. 2 years later and I owe almost double the amount they told me I owed initially, and they've completely stopped responding to me. I email them almost daily, asking them for either a refund or for them to finish the job I've paid for. No response. The only response I get is to offer a very small amount of money for me to take my reviews down. Look at consumer affairs reviews. Do your research on reddit. This company is a scam. Go on the IRS website and get yourself a tax advocate if you want to get anything sorted. How this company continues to get away with this is mind blowing, but Im determined to not let anyone else get scammed.

2 months ago

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Reply from Optima Tax Relief

We hear you and we thank you for sending in feedback. We want to emphasize that we take our client's concerns very seriously and we seek to solve all issues brought to our attention immediately, such as yours. In fact, delivering excellence to all our clients is central to our mission, and we would truly appreciate the opportunity to speak with you directly so that you can provide us with additional details. One of our dedicated Quality Assurance Specialists has already been made aware of your concerns, has taken the initiative to review your case, and will be reaching out to you to further assist you with your case. But if you prefer to speak to us at your convenience, please feel free to give us a call at (800) 965-3192. It's always our goal to resolve every issue for our clients to the fullest possible extent, so thank you for providing that opportunity. We look forward to speaking with you and hope to resolve any concerns you may have.

Aug. 13th, 2024

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star star star star star

Tim Portland, OR

So far it has been great just started phase 2 so I can't say much at this time. But every one has been really helpful. Also this questions are too early for me to do since where still getting through the process please ask me again when we're finished.

1 year ago

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Reply from Optima Tax Relief

Thank you for the positive review! Our servicing team works hard to educate our clients about their tax situation and how to avoid owing the IRS in the future.

Jun. 29th, 2023

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Carolyn Greene Baltimore, MD

I am currently going through the process for settlement. The cost for service was much higher than expected, but my case is pretty complicated, so it's a killer but they have allowed me a payment plan so that helps. There a couple of steps and sometimes it's not clear and you need to speak to someone, but it can be difficult to access your rep. The phone lines can be a little wonky (bad connections) and some of the team members have a thick accent and it makes it difficult to understand them. That extremely concerning when you dealing with the legality of the IRS. I don't want to go to jail, because I did not understand the questions. Also, the portal is great, but I need the ability to talk to my tax preparer to ensure I am answering the question accurately. Again, I may be a little more needed because my case is very complex. I can't give a full assessment of the service until I am completely done, but right now I am 3 stars impressed.

1 year ago

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Reply from Optima Tax Relief

We are happy to have been able to assist you!

Jun. 29th, 2023

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star star star star star

Robert Settles

All Optima Tax Relief representatives I have worked with have displayed the highest standards of professionalism and integrity. They respond quickly to any inquiries I've had and always make certain I understand the process each step of the way. I have already recommended Optima Tax Relief to others who may find themselves in a similar situation.

1 year ago

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Reply from Optima Tax Relief

Wow, we appreciate your glowing testimony. We have appreciated working with you and value you as a client!

May. 30th, 2023

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Roberto San Antonio, TX

To begin every person I came in contact with optima tax were very caring and knowledgeable about my problem and very eager to assist me also their team kept me inform every step of the way, easy to get in touch with my team if I had any questions. Thanks

1 year ago

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Reply from Optima Tax Relief

Glad to hear you’ve had a positive experience with our team so far. We make every effort to accommodate each of our clients to ensure that they are getting the best customer service!

May. 18th, 2023

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Shelbin Northern Baltimore, MD

I'm currently in the process of going through the resolution phase. So far I have been very pleased with how Optima has handled my situation. I believe the customer service has been top-notch. And the price for the services rendered is more than sufficient.

1 year ago Edited January 10, 2024

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Reply from Optima Tax Relief

We always try to go the extra mile for all of our clients! Thank you for the positive feedback.

May. 19th, 2023

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Coral Neurohr Roswell, GA

They’ve been good with communicating however none of the case managers that have worked on my case have had a direct number nor do they always reply to emails I’ve sent. I know they don’t guarantee getting your balance owed to the IRS reduced and I haven’t yet heard the final word on that but I am really hoping some of it gets reduced bc otherwise I will have paid an extra $1250 on top of the taxes I owe just to get an installment of a payment plan which I could’ve done myself. I guess we will see 🙏

1 year ago

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Reply from Optima Tax Relief

Thanks for the kind words! We make it our mission to help each and every one of our clients with their tax burden.

May. 17th, 2023

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Kevin Smith Atlanta, GA

We are in the tax return phase of the process and things seem to be going pretty well. After this process they will start negotiating with the IRS to come up with a plan, hopefully one that I can work with. They are very professional and I am very happy with them so far.

1 year ago

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Reply from Optima Tax Relief

Sensational! It always makes us happy to hear that our team was able to provide clarity and assistance on your case! We appreciate your positive review.

Dec. 22nd, 2022

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terri szymczak Milwaukee, WI

Everyone I worked with were great. I appreciated their patience. The only issue was that I did not receive a lower payment and i paid $3400 for the service. That was not their fault, but I would have thought twice about using the service if I had known I would have ended up farther in the hole.

2 years ago

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Reply from Optima Tax Relief

We appreciate your positive review. Our team of tax professionals is trained to address any questions or concerns any of our clients have!

Nov. 3rd, 2022

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Steve harris Crofton, MD

The IRS and state comptroller or at my door I reached out to Optima and I told me that they would take charge of the situation which they did not only did they solve my problem but I ended up getting a refund thanks Optima I've already recommended you to numerous people and I greatly appreciate what you did for me thank you

2 years ago

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Reply from Optima Tax Relief

Dealing with the IRS can be a headache! We are overjoyed to hear we were able to resolve your tax burden.

Oct. 9th, 2022

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Oscar Figueras Bullard, TX

I never thought I would be cleared with the IRS. I had I had not field in over 36 years. Optima Tax took care of everything and the IRS ended up owing me just over $1500.00. Now without the IRS hanging over my head I'm drawing Social Security have Medicare and I'm planning on retiring in a couple of years.

2 years ago

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Reply from Optima Tax Relief

Stupendous! We are overjoyed to hear that you had such a great experience with our team. Thank you for sharing your experience and we wish you well moving forward!

Oct. 9th, 2022

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Shiretta Goodman Las Vegas, NV

I rate because they were very professional and prompt in servicing the need that I have for doing my for my taxes and very professional friendly and prompt and getting everything completed I really like the service and I would recommend them to anyone

2 years ago

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Reply from Optima Tax Relief

We make it our mission to assist our clients in any way possible. We're happy to hear that you had such a positive outcome with your tax burden!

Oct. 9th, 2022

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James Bush Capitol Heights, MD

Having Optima Tax working in my corner great saved me thre burden of having THE IRS hanging over me like a dark thunder cloud. They were highly professional and they kept me update at every stage of the process. I would highly recommend anyone with a tax problem to retain their services. You will not be disappointed!!

2 years ago

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Reply from Optima Tax Relief

Owing the IRS can be scary! We are happy to hear that we were able get you compliant and keep you out of collections. Thanks for sharing!

Sep. 29th, 2022

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Johnetta Graafstra Arlington, WA

They are professional and seemed very genuine when they stated that they'll find a program to get you back in excellent standing with IRS . After being provided with the information that the client needs to ensure that (we) the clients understand the pros and cons of the chance we've been given.

2 years ago

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Reply from Optima Tax Relief

Wow, we appreciate your glowing testimony. We always try to go the extra mile for all of our clients! Thank you for the positive feedback.

Sep. 29th, 2022