Optima Tax Relief is a large tax resolution firm based in Santa Ana, California. The company was launched in 2011 by Harry Langenberg and Jesse Stockwell, who first met when they were students at the Wharton Business School. Optima Tax Relief has a staff of 300 employees, which includes a large team of tax attorneys, CPAs and enrolled agents. The firm is an accredited business with the BBB and has an A+ rating.
Optima Tax Relief is a full-service tax resolution firm. Its services include state and federal tax preparation, tax compliance consultation, tax liability investigation, tax settlement, tax mediation and assistance with tax audits.
Optima Tax Relief offers clients a free consultation to assess their eligibility for tax relief. Qualified taxpayers undergo a two-phase process. First, Optima Tax Relief protects clients by investigating their tax records, establishing contact with the IRS, requesting a temporary stay on collection procedures; and preparing a list of available negotiation and settlement options. The initial stage can take two to four weeks to complete. Second, Optima Tax Relief ensures taxpayers are in compliance with tax laws and mediate the best settlement available. The resolution stage can take three to nine months to complete.
Optima Tax Relief's team of tax attorneys, CPAs and enrolled agents are qualified to look into all available negotiation options. These include offers in compromise, installment agreements, innocent spouse relief, penalty and interest abatement, bankruptcy, expiration, as well as levy and garnishment release.
The initial consultation is free. Once Optima Tax Relief determines a taxpayer may qualify for tax relief, it charges a $995 fee to start its investigation phase. This fee comes with a 15-day money-back guarantee. Once a resolution plan is prepared, Optima Tax Relief charges a second fee that ranges from $995 to $9,995 to finish the process. Cost varies depending on the size and complexity of the case.
Optima Tax Relief operates in all 50 states.
Optima Tax Relief is one of the largest tax relief companies in the United States and has CPAs, enrolled agents and tax attorneys on staff. They don't just claim this. They actually provide names and pictures of their management team and some of their top tax attorneys and enrolled agents on their website's “about us” page. This is something very few tax relief firms are willing to do. The company has an A+ rating with the BBB and has a 15-day refund policy on its initial evaluation fee.
Optima Tax Relief was launched in 2010, which makes it a relatively young tax relief firm and may give pause to some customers. However, it does employ experienced tax attorneys with advanced post-graduate degrees in taxation and courtroom experience before the Supreme Court of the State of California.