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SuperMoney Net Recommendation Score +80%

SUPERMONEY NET RECOMMENDATION SCORE

+80%

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174 users recommend
6 users are unsure
17 users don't recommend
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Highlights
Highlights
Community Rating Strongly recommended
Range of fees Starting at $495
Min. Tax Debt Required $10,000
Average Fee $4,000
Number of Reviews 197

Optima Tax Relief Review

Where does Optima Tax Relief do business?

Optima Tax Relief is a tax relief company based in Santa Ana, CA. The company was founded in 2011 and offers tax relief services to individuals and businesses in 47 states (and Washington, DC).

Key takeaways:

  • Both tax attorneys and enrolled agents may represent your case. While Optima Tax Relief does have tax attorneys on staff, they also employ enrolled agents to handle less complex cases.
  • IRS approved continuing education provider. Optima Tax Relief is approved by the IRS to provide continuing education to enrolled agents, enrolled retirement plan agents and other tax return preparers.
  • Minimum tax debt of $10,000. Optima Tax Relief only considers taxpayers with at least $10,000 in tax debt, which is typical among tax relief firms.
  • Average fee of $4,000. Fees will vary depending on the complexity of the case, but this is the average fee customers will pay for the services of Optima Tax Relief.
  • Fees starting at $495. Fees for Optima Tax Relief start at $495 and go up from there.
  • Money back guarantee. Optima Tax Relief may offer a refund if you're not satisfied with their services or cancel your account (terms and conditions apply).
  • No retainer fee. Does not require a retainer to start working on your case.
  • State tax relief. Also provides tax relief services for state tax debt (state availability varies).

Optima Tax Relief Pros and Cons:

Pros Cons
  • Does not charge a retainer.
  • Offers flexible payments.
  • Money back guarantee.
  • Has enrolled agents and tax lawyers on staff
  • IRS approved CE provider.
  • State tax relief services only available in 25 states.

How much does Optima Tax Relief charge for its tax relief services?

Fees vary depending on the size and complexity of each case. However, you can expect the cost of Optima Tax Relief services to start at $495. According to Optima Tax Relief, the average customer will pay $4,000 in fees.

However, Optima Tax Relief does offer flexible payments so you don't have to pay their fees as a lump sum. Notice that Optima Tax Relief offers a money back guarantee. You may be able to request a refund if you are unsatisfied with their services. Visit their site for more details on the terms and conditions of the money back guarantee. does not charges a retainer fee for its services. This means you will not need to make an upfront payment for them to start working on your case.

Optima Tax Relief Pricing
Description Amount
Average Fee $4000
Flexible Payments? Yes
Money Back Guarantee? Yes
Retainer Fee? No
Range of Fees Starting at $495

What is the minimum tax debt Optima Tax Relief will consider?

Optima Tax Relief will only consider customers with at least $10,000 in tax debt. Taxpayers with less than $10,000 in tax debt may benefit from a debt consolidation loan or credit counseling services.

What kind of tax cases can Optima Tax Relief handle?

Optima Tax Relief provides assistance to taxpayers for a wide selection of tax issues. These include:

What type of customers does Optima Tax Relief consider?

Optima Tax Relief deals with personal AND business tax relief cases. Some tax attorneys specialize in one or the other.

What type of Currently Not Collectible cases does Optima Tax Relief consider?

Currently not collectible (or CNC), means the IRS has determined you don't have the assets or the income to repay your tax debt. In such cases, the IRS stops the collection process until your financial situation improves. Some tax relief companies will either not accept cases with CNC status or have a policy to only take cases that fall within a maximum term before the CNC status expiration.

Optima Tax Relief will consider currently not collectible cases. Note that Optima Tax Relief will consider all CNC cases regardless of their expiration date.

What type of Installment Agreement Cases does Optima Tax Relief consider?

If a taxpayer already has an affordable installment agreement with the IRS, there may not be much a tax relief company can do to help. Which is why some tax relief companies will not take on these cases.

Optima Tax Relief will consider installment agreement cases.

However, they will only consider these cases when the taxpayer is at risk of defaulting on the installment agreement.

Does Optima Tax Relief have the staff to provide in-house services?

Yes, Optima Tax Relief employs its own tax relief specialists.

Optima Tax Relief In-House Services
Description Offered?
CPAs on Staff? Yes
Enrolled Agents on Staff? Yes
Tax Attorneys on Staff? Yes
In-House Servicing? Yes

Does Optima Tax Relief have tax attorneys on staff?

Yes, Optima Tax Relief has tax attorneys on staff. Tax relief companies that employ tax attorneys offer an important advantage. Tax lawyers are highly specialized professionals who typically need a Juris Doctor degree, advanced training in taxation law, and pass a state bar exam. Read this article for more details on when you should consider hiring a tax attorney.

Does Optima Tax Relief have enrolled agents on staff?

Yes, Optima Tax Relief has enrolled agents on staff. Enrolled agents are certified tax professionals who either have five years experience working with the IRS or have passed a comprehensive examination. They are qualified to represent individuals and businesses before the IRS.

Does Optima Tax Relief have Certified Public Accountants (CPAs) on staff?

Yes, Optima Tax Relief has certified public accountants (CPAs) on staff. CPAs are experts in keeping / auditing financial records, tax strategy and financial planning advice.

OPTIMA TAX RELIEF Disclosure: *Estimates based on prior results; individual results will vary based on circumstances, including your ability to provide Optima Tax Relief with information that is accurate and timely. We do not guarantee that your tax debts will be lowered by a specific amount or percentage, that your tax debt will be paid off within a specific period of time or guarantee you will qualify for any IRS programs. Penalties and interest will continue to accrue until your tax liability is paid in full to the IRS. Optima Tax Relief is a tax resolution firm independent from the IRS. Optima Tax Relief does not assume tax debt, make monthly payments to creditors or provide tax, bankruptcy, accounting or legal advice. Read and understand all program materials prior to enrollment. Not available in all states.
SUPERMONEY Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...

Contact

Hours of Operation

Pacific Time
  • Sunday Closed
  • Monday 7:00am - 6:00pm
  • Tuesday 7:00am - 6:00pm
  • Wednesday 7:00am - 7:00pm
  • Thursday 7:00am - 6:00pm
  • Friday 7:00am - 7:00pm
  • Saturday 8:00am - 12:00pm

About Optima Tax Relief

Message From Optima Tax Relief LLC

The Optima Tax Relief team has had one vision since inception – to help Americans nationwide deal with the aggressive collection policies of the State/IRS tax agencies.

Availability

  Available in 47 states and Washington, D.C.
  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Connecticut
  • Delaware
  • Washington, DC
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming

Feature Breakdown

Flexible Payments  
Money Back Guarantee  
No Retainer Fee  
Average Fee $4,000
Range of fees Starting at $495
Employment Statuses Considered
  • Employed Full-Time
  • Employed Part-Time
  • Other
  • Retired
  • Self-Employed
  • Unemployed
Min. Tax Debt Required $10,000
CPAs On Staff  
Enrolled Agents On Staff  
IRS Approved Continuing Education Provider  
Tax Attorneys On Staff  
In-House Servicing  

Optima Tax Relief Community Reviews

 

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SUPERMONEY NET RECOMMENDATION SCORE

+80%

-100% 0% +100%
No one recommends Everyone recommends

Recommendation score measures the loyalty between a provider and a consumer. It's at 100% if everybody recommends the provider, and at -100% when no one recommends.

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