We research all brands listed and may earn a fee from our partners. Research and financial considerations may influence how brands are displayed. Not all brands are included. Learn more

Optima Tax Relief Review


ConsumersAdvocate.org Rating: 4 / 5 (Very good)
8 Customer Comments & Reviews - see all comments
Our content is free because we may earn a commission when you click or make a purchase using our site. Learn more.
Based in California and founded in 2010, Optima Tax Relief provides tax liability investigation and resolution proposal, tax preparation, and tax settlement and negotiation services. The company employs on-premises licensed tax experts and has an A+ rating with the BBB. Optima Tax Relief's 700+ employees have over 25 years of experience in dealing with all IRS and State tax issues.

How is Optima rated?

Breakdown

4.0/5
Proven Experience
4.0/5
Services Offered
4.0/5
Solid Reputation
4.0/5
Value and Guarantee

Overall Rating: 4 / 5 (Very good)

Optima Tax Relief is a great option for tax resolution services, not to mention for almost any other tax service you require. Although the company is not as old as some of the other firms we evaluate, it is well staffed by experienced and licensed CPAs, attorneys, and enrolled agents who have years of experience previous in negotiating with the IRS. Some employees actually have spent time working for the IRS as well. Optima's free consultation and 15-day money back guarantee are solid selling points, too. In that time frame, customers should be able to make a reasonable assessment about which path to go down for tax relief. Lastly, Optima has a significantly better-than-average reputation for customer service among tax relief firms. The company has won awards for ethical practices and customer satisfaction, including the Gold Stevie Award for Frontline Customer Service Team of the Year 2020.

Optima Services

Services Offered - 4 / 5

When compared to other tax relief entities we evaluate, Optima Tax Relief provides just about every service you could ask for when dealing with the IRS. The company is one of the largest and most successful tax resolution specialists in the country. Their tax professionals have the facility to pursue all options with the federal government, including installment plans, penalty abatement, offers in compromise, etc. While some of these options can be pursued by individuals without professional representation, Optima's staff has years of experience navigating the complex avenues of the IRS bureaucracy. They also identify their entire staff online, including management and all licensed tax professionals, sometimes even with links to LinkedIn profiles.

After an initial free consultation, the company charges $295 to begin its investigation phase. This, however, comes with a 15-day money back guarantee. If you choose to continue with its service, the fees Optima charges are completely determined by the specifics of your case.

Tax Relief Services

IRS Fresh Start
Non-Collectibles & Statute of Limitations
Delinquent Tax Return Filings
Free Consultation
Free Appeal
Wage Garnishment
Bank Levy
Payroll Tax Liability
Tax Planning
Corporation Formation
Estate Planning
Tax Court Litigation
Tax Reduction
Installment Plans
Postponement
Innocent Spouse Relief
Tax Lien Release
Tax Levy Release
Penalty Abatement
Offers in Compromise
Audit Representation
State Tax Relief Services
Yes
Free Consultation
Yes
Free Appeal
No
Customer Support Hours
Monday – Saturday from 7:00 a.m. – 6:00 p.m. PST
Contact Methods
Online Client Portal
Phone
Email
Social Media
Additional Services
Tax Preparation
Litigation
Tax Counseling Services
Bookkeeping
Tax Planning

Optima Experience

Proven Experience - 4 / 5

Optima Tax Relief has resolved federal and state tax issues for thousands of clients. The company employs fully certified and licensed tax attorneys, enrolled agents, and certified public accountants who are able to deal with most tax resolution/settlement situations, including civil and criminal actions. Alongside membership with the NAEA and NATP, Optima has received several other accreditations and awards for service. They were named the #1 Financial Services Company by Inc. Magazine, and rated “5 Star” with Super Money. What's more, the company is approved by the IRS as a Continuing Education Provider (meaning they can provide continuing education for Enrolled Agents, Enrolled Retirement Plan Agents and other tax return preparers).
Year Founded
2010
Personnel
Tax Attorney
Certified Public Accountant (CPA)
Enrolled Agent (EA)
Former IRS Employee

Memberships

  • National Association of Enrolled Agents (NAEA)
  • National Association of Tax Professionals (NATP)

Optima Reputation

Solid Reputation - 4 / 5

Optima Tax Relief has an A+ rating with the BBB and a impressive number of positive reviews when compared to other tax relief providers. The company was also the recipient of the BBB's Torch Award for Ethics for 2017. The BBB awards this prize to companies that "demonstrate the best practices, leadership, social responsibility and high standards of organizational ethics that benefit their customers, employees, suppliers, shareholders and communities."

Optima Tax Relief earns a "Great" 4.4 out of 5 stars on Trustpilot. Optima Tax Relief also received an “A” Rating With Business Consumer Alliance.

Considering the ethical reputation of tax relief services as a whole, this is quite an impressive achievement.
BBB Rating
A+
Number of BBB Positive Reviews
2
Number of BBB Negative Reviews
177
Trust Pilot Rating
4.4 out of 5
Date Collected
2022-03-01

Company Profile

Full Name
Optima Tax Relief
Company Website
Headquarters
3100 S Harbor Blvd, Santa Ana, CA, 92704

Leave a comment for Optima Tax Relief
Minimum 12 words.
 No maximum length.
* What's Your Rating?
To make this comment as helpful as possible for our community, please provide at least 2 sentences.

8 Customer Comments & Reviews

Loading Reviews ...
dmnunez57
12/16/2021
#Big D I paid Optima tax 495.00 to start phase 1 and provided all the necessary documentation as they requested . Be aware of the 15 day money back guarantee. The companies representative didn't get back to me till well after the 15 days with the results, so that voided the guarantee. After hearing what the fee would be to continue Phase 2 which was a ridiculously high and the fact that this Fee would only cover the companies fee and nothing towards what was owed to the IRS. or even set up an installment agreement on your behalf. I decided not to hire this company for my IRS debt consolidation for the reasons I would rather pay this ridiculous fee charged towards my debt My... Read More


S
Sandra R
9/10/2021
I went from $16,000 in debt to $24,000 in debt because of penalties and interest. I went through OptimaTax for help with the debt. I paid them $3500. They saved me $255. I should have paid the $3500 to the IRS instead of OptimaTax. They did nothing to help. Now, two years later with a payment plan, I have lost my file and have spent 2 months trying to get copies. Two emails and 7 calls have not been answered. They did nothing that I couldn’t have done myself.


mmileski47
9/8/2021
I paid optima tax to help me and the only thing they helped me with was taking money out my bank and did nothing. I was told they would handle everything and i wouldnt have to talk to IRS they would handle. I hadnt heard from them for a long time and finely got phone call asking me how much i could pay IRS a month, didnt say how much just how much i could pay. i told them how much and she said she would get back to me. Never heard from the no phone call or letter. I finely got a notice from IRS say I owed them $600 dollars more the what i owed them before paying Optima Tax to settle what I owed IRS. I never receive Phone call or letter from them telling me my status with IRS. What I paid... Read More


originalriser100
8/25/2021
Very pleased with Optima. I received free advice that solved my issue immediately. Very helpful people.


J
Jeremy S
3/17/2021
I love how Optima Tax Relief helps their Clients. Not only are they great at serving the Client, but they are also very knowledgeable when it comes to Tax Relief. I know in 2021, there will be a lot of people struggling with taxes. Hopefully, that will bring Optima much more business and much more recognition. Thanks, -Dan


J
Jose
12/1/2020
I signed up over a year ago under the pressure of the sales agent stating that the IRS are legal bandits and would come at me with everything if I didn't hire them them, so a year later and $8700.00 dollars less in my bank I'm still in square one, nothing has really been done the left hand doesn't know what the right hand is doing at all, nobody takes any responsibly in assisting me they simply state that they are doing everything they could, well like I said it's been over a year now and they have done absolutely NOTHING , OH WAIT THEY DID THEY TOOK A WHOLE FUC&EN YEAR AND $8700 DOLLARS FROM ME. THIS IS A SCAM, STAY AWAY FROM THIS COMPANY THEY WILL STEAL YOU TIME AND MONEY. I am... Read More


P
Paul S
7/17/2019
Called n had a free consultation. I live off grid in NM n was corresponding with agent when he told me that he thought that was singing him a song. Then started that he didn't believe Optima would be a good choice and I respectfully agree!!!!!!


A
Ashley
10/17/2018
The guy that I spoke with was very rude when I was asking questions and told me that I couldn’t afford their services because I couldn’t pay for the service until I got paid. When the reason that we come to them anyway is because we need help paying down the tax bill. That was very rude and I don’t do business with companies saying they are here to help people but are really all about the money in the long run. Look for ways to help instead of making rude comments about a persons finances.



Top Rated
Our Partner
Tax Solutions for Consumers with Over $10,000 in Owed Taxes
  • Free consultation with a tax resolution professional
  • 12+ years of tax resolution experience
  • BBB Torch Award for Ethics (2-Time Winner)