Features

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.

What Services does Optima Tax Relief Offer?

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.

How Does Optima Tax Relief Work?

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.

What Negotiation Options Does Optima Tax Relief Explore?

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.

What is Optima Tax Relief's Fee Schedule?

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.

Which States Does Optima Tax Relief Operate In?

Optima Tax Relief operates in all 50 states.

How is Optima Tax Relief Better/Worse Than Other Tax Relief Companies?

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.

  • Flexible Payments
  • Money Back Guarantee
  • No Retainer Fee
  • Average Fees
    $$$
  • Bankruptcy
  • Expiration
  • State Taxes
  • Minimum Tax Debt Required
    $10000
  • CPAs On Staff
  • Enrolled Agents On Staff
  • Tax Attorneys On Staff
  • In-House Servicing
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0 votes

You might as well sit on the phone for hours and set it up with the IRS yourself as this company will simply take thousands of dollars from you and then do basically nothing more than that and then give you lipservice about what they supposedly did.


0 votes

What can I say but they were God sent....I owed back taxes, they had put leins on everything, they were going to garnish what little wages I have. As you know you can't talk to the IRS, they won't listen. Optima was recommended to me. I call and the world was lifted from my shoulders. They tell you up front what to expect and what they can do for you. They even let you make payments that you can afford. Optima will call or email and let you know if ... they need anything or just to say we're working on it. They never leave you feeling helpless. I will continue to tell everyone that needs a voice to the IRS that Optima Tax is the one to call. More Less


0 votes

Without the radio commercial I did not know whom to approach with my tax audit problem from the IRS. I owed more than $25,000 for two audit years 2012 and 2013. When Optima Tax Relief designed the installment agreement based on my potential or ability to pay, I felt a relief. Then one more good news happened, when Optima said I am qualified for the Offer in Compromise, I felt more relieved. This is my favorite part of the resolution. Optima Tax Relief have assigned me different case managers and ... tax professionals as my case progresses to the different resolution stages. And lastly, to make sure that I would not make any more errors, Optima Tax Relief prepared and filed my 2015 Taxes with no extra charge. More Less


0 votes

Shortly after receiving my Spousal Social Security benefits I got a demand for payment from the IRS. I checked around and decided to go with Optima Tax Relief. They were very understanding about my lack of knowledge and fear about what was going to happen. They explained everything to me about my case and answered all off my questions. They kept me well informed throughout the entire process.. Everyone I dealt with was very professional and understanding. It took about a year to resolve my case and wrap everything up I ... highly recommend Optima Tax Relief. They were all very professional and understanding.. More Less


0 votes

Optima resolved all my tax liability issues better than I could have ever imagined. They were professional, understanding, courteous, and effective. I would highly recommend them to anyone!


0 votes

Optima is as good as it gets!! I can't thank the team at Optima enough for their services and customer service. No I am NOT an employee there, I am someone that had a high tax burden that caused many sleepless nights. Although I had a payment agreement in place I would never pay off my debt as the penalties and interest charges made it impossible. Optima immediately took over power of attorney, so no more calls or letters. They kept me informed all the way and responded quickly to ... my calls and emails. Most of us that owe a significant amount to the IRS and need a tax attorney as well as a CPA we know it can be VERY expensive. While Optima is not free, I know the cost vs. the hours they put in makes them very reasonable. After close to a year I received my only IRS letter in a year stating my Offer and Compromised was settled - OMG, I am so happy. Even if the IRS hadn't settled, I am confident that Optima was the best choice for me and I recommend them to you!! Thank you Optima Tax Team!! More Less


0 votes

We contracted with Optima Tax Relief on 10/07/2014 and completed the process this September 2015. We were behind 3 years on filing our taxes. They helped us also with filing our 2014 year and completed the forms for our state returns which we were responsible for mailing. After accounting for the fees Optima charged for their services and the penalties the IRS charged for 3 years late filing we still ended up at $1,420 in the black for the Federal returns and after penalties and interest for late filing with ... the State returns we ended up with $2,100 in the black. Through the whole ordeal the main positive was communication. They were very responsive with phone calls and email. They were also very patient with us in getting the information to them which they requested. We are very pleased with the results. More Less


0 votes

we have been working with Optima for awhile now on our case. Throughout that time we have had many interactions with them, all have been positive. Our case is now closed and we are expecting out refund, we are happy with the final result of our case.


1 votes

If you've ever owed the IRS, you know how stressful it can be. It seems like they can take whatever they want - levy your bank accounts, garnish your checks, it's horrible! But the people at Optima took care of it for me and I didn't have to stress about anything. They are awesome!


1 votes

Optima Tax Relief is an amazing option if you owe tons of taxes to the IRS. I tried another company before hand and had such an awful experience. Needless to say, I was so hesitant to even contact Optima. Turns out, they were the best possible decision I could have made. They worked with me and figured out a way to slash my tax bill. I can't complain at all because the amount I am paying now is much more reasonable. I can't feel the IRS breathing down my back ... now thanks to Optima! More Less


1 votes

This place has a really large team of tax experts, including CPAs and tax lawyers. Considering what a mess my taxes were in, I needed all the help I could get. It turns out that they use their team of experts really well. I am ecstatic to report that I am just about square with the IRS. I didn't think that was possible for awhile there!


0 votes

I enjoyed working with Optima because they seem to be a well organized company. My only concern would be the fees. My advice would be to thoroughly go over and discuss all of the fees with your case manager so you aren't supposed when they ask for money. That is the only issue I had. Other than that, they were able to help us out and now we are in a better standing with the IRS than we were before.


0 votes

Optima Tax Relief's fee's are so high! Don't they realize that we are in a mess already and can't spare another dime?? They charge a fee just to look into what you owe and let you know all about the interest and penalties and what not.. yes, I know. I get a bill from the IRS monthly. Then they charge upfront for actually helping you out. I mean, I can't complain too much because they DID help us. But really, the fees could be lower, or they could work with ... you about payments. More Less


0 votes

Optima Tax Relief is the BEST decision I have ever made! Hands down, they are awesome. I really managed to screw up my taxes and owed SO much. I was in over my head and couldn't figure out what to do. OTR was there when I needed them. The staff and my case manager were super helpful and answered any questions I had. Everything was done promptly and I never had to wait around for anything. I highly recommend them!


1 votes

Besides all of the good reviews I've read on this company, I also have a friend who received help. She couldn't say enough nice things. So when my tax problem reared its ugly head, I called her and asked for the company name. The best thing I ever did regarding taxes was to call them. What a huge relief. I was able to resolve the issue quickly and head off what could have been a financial disaster!


0 votes

I read that the cost range for getting help from this company is pretty wide. I figured that it had to do with how much you owe and how complex your problem is. I was right. I've had my problem for awhile and it was a mess, but they helped untangle it. The cost was lower than I expected to resolve my tax issue. Good experience overall.


0 votes

I knew I'd called the right company for tax relief when they didn't immediately assure me that they could wipe away all of my taxes and I'd be home free. Instead they were more cautious. They took down all of my information, including my "tax story," and actually listened to what I had to say. Then the customer service rep said that he would check and see if I was a candidate for tax relief services. I ended up being an ideal candidate, and really glad about that! I'm finally ... breathing a little easier about my taxes. More Less


0 votes

My tax case was really complicated. There were multiple layers to weed through and I just couldn't do it on my own. Optima helped me so much, I can't even tell you. I no longer owe the government anything, and I am so relieved. They are really good at sifting through your tax problems and coming up with the best solutions possible for you.


0 votes

I tried resolving my tax problems and failed miserably. For a long time, I resisted getting assistance. I figured that I'd get a lot of talk and no action. That wasn't the case with Optima. They did truly provide me with tax relief! And compared to how long I've been struggling with tax problems, this was super quick. I would recommend them highly.


0 votes

They say money breaks up marriages. Well, I would have to clarify that and say that it's actually taxes that does that. My husband and I did our own taxes about 5 years ago and it's been haunting us ever since. I wanted to get help with the taxes a year ago when we got our first notice, but he insisted on fixing it himself. Well, he just made it worse! So bad that we had a terrible argument and he stormed off. I decided to give Optima a try ... in order to save my finances and maybe my marriage. They did help with the tax situation, and I think my husband and I are going to weather this storm. It wasn't easy, though! More Less


0 votes

After struggling with my tax problem for two years, I finally gave up and decided to get assistance. I'm usually the do it yourself type and I usually figure out how to resolve issues, but this issue was just way too complex. Boy was I stoked when I found out they have CPAs and lawyers! This is a stellar organization. I am so glad I gave up and let them help me!


0 votes

When it comes to tax relief, you really need to find a company you can trust to help you out of a jam. This is such a company. They did exactly what they said they would do, and there were no hidden fees. I had my issue resolved and am now at the other side of what was a tax nightmare. Definitely the best decision I've made about my taxes in a long time.


0 votes

One of the best things about dealing with Optima is that they made realize that I wasn't the only one to have a tax problem! The customer service person on the phone told me that many people have tax troubles--which is why Optima is there! Knowing that made me feel less dumb and that enabled me to get things together so they could help me.


0 votes

My ex-husband pulled your totally unoriginal "run off with your secretary" and left me with a big financial mess to take care of. One of those messes being a tax lien that I didn't know about until he'd left. I called Optima in a panic and by the end of the conversation I was breathing much easier. They helped me immensely, and I will forever be grateful.


1 votes

I just wanted my tax problem to go away, so when I called and they couldn't give me a good idea of the price of the service and the time it would take to make Uncle Sam back off, I got a little miffed. Then my husband reminded me that we had dug this mess over the last few years and it would take time. He was right, and Optima was also right in how they have handled this. Things are looking really good for us now!


0 votes

The IRS sent me an intent to levy notice and I swear I just about had a heart attack. I called Optima and they took on my case and got the levy taken care of, and now we are working on getting my taxes also taken care of. It's a sort of slow process, but I know that in the end everything is going to work out alright.


0 votes

I'm still really confused as to how I ended up with a big tax bill. Optima is helping me to understand what went wrong and to resolve the issue. I have a friend who says he got help at a cheaper rate, but then the company he went to didn't have lawyers on staff like Optima. I think I might need a lawyer. My friend's tax situation was much less complex, too, so I think I made the right choice.


0 votes

Optima Tax Relief employs some of the best tax professionals out there. I really couldn't have asked for anything better for my tax situation. They handled everything in a prompt and timely manner. Everything was resolved within one year, which was great. I'm happy I didn't have to drag this problem along any longer. The experts at Optima Tax Relief are absolutely amazing and I would suggest that you turn to them, and only them, when in need of tax resolution.


0 votes

I have to admit being a little annoyed when I called this company and they couldn't give me an immediate idea of just how much it was going to cost to get my tax mess untangled. But as I started the whole process with them, it soon became apparent that this is no tax relief mill. They don't do cookie cutter here. They look at your specific tax situation and come up with solutions tailored to you. Excellent experience!


0 votes

I never in a million years thought that I would have tax trouble, but it happened to me. I didn't realize that you really want to deal with it immediately. I let it slide for awhile and made the situation much worse. My tax preparer couldn't help me. He was in the middle of doing taxes, so I decided to get going on the problem and call this company. Glad I did.


0 votes

Optima helped me both with resolving my credit card debt and getting my taxes back in order. With nearly 25,000 in unsecured creditor and tax debt. I completed the debt resolution program and settled it for about half of what I owed. The customer service team was responsive and helped me understand the paperwork and fill out the right forms. My reps were patient with me when I had questions. This is a first class team and I would recommend them in a heartbeat.


0 votes

Uncle Sam and I have had several problems over the years. My fault for thinking I could file my own tax returns. Stupid and really costly decision on my part. Anyway, I called Optima in a desperate attempt to finally just get this all resolved. They told me they weren't sure if they'd save me money, but they would see if they could. Well, they saved me money and saved my sanity. Things are all cleared up now, and I got myself a great accountant for filing my taxes in ... the future. No more DIY tax for me! More Less

1 votes

They were very honest in their whole process. I was in a pretty bad situation when I contacted Optima and it took me long with their processes and documentation, but finally got my issue sorted. They delivered what they promised and I'm happy with it. Also, the representative were never trying to sell me anything but were always asking questions to understand my situation more - haven't seen it with the other company I first contacted.

However it took me some couple of months to get my whole IRS back taxes ... cleared. Wish if I could speed it up, but guess its the process with IRS.

Overall, I'm happy with these guys.
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1 votes

In my opinion OTR was up to the task. They were very informative and knowledgeable and if they didn't have the answer then they would call someone who did and then respond. They got my problem resolved quickly and got the weight off my shoulders.

2 votes

I am a small business owner and have never had any issues with my taxes until now. Suddenly, I owe a bunch of money I have never had to pay before and my income has not changed. I went to some local tax offices and received conflicting information that confused me more, until I discovered Optima Tax Relief. They immediately took control and explained the situation in an understandable way. Optima Tax Relief squared everything away with the IRS and the new charges went away overnight!

The woman I spoke ... with was very concerned for my situation and was very helpful in answering my questions. I would definitely recommend Optima Tax Relief to all my friends and family or anyone looking for a hassle free tax experience. The company even offered me tips and information on what to do if something like this happens again or the IRS takes funds from my account. Very helpful! More Less

3 votes

I recently took over my retired parents' business. After only a couple months on the job, I received a notice from the IRS saying they owed $23,000 in taxes. I had no experience with self-employed taxes or dealing with the IRS, so I had no idea what to do.

After some searching and I called Optima and was connected to someone right away. Over the course of a few months I was able to get an offer and compromise on the tax liability, which ended up saving my parents over $15,000. ... The rest is on an installment plan they can now afford. Throughout my experience was that Optima was professional, competent and informed.

I am happy to recommend Optima to anyone who finds themselves in a similar situation.
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3 votes

This is a firm that does things the right way!!!! They explained their two phase process right up front, explained the process fees, gave me an honest and straightforward explanation of what to expect and delivered on everything!! This is the firm you want to retain to solve your tax problems.

3 votes

I had a close friend that had a considerable tax debt and I encouraged her to seek help from Optima Tax relief. She researched Optima Tax Relief thoroughly and got a free consultation. When it was determined they could assist her she proceeded with Phase 1 and was thrilled with the work and protection conducted by Optima. She was also impressed by their professionalism. When she realized what could be accomplished she moved into Phase 2 and was delivered a very respectable and favorable outcome for her tax resolution saving ... thousands in tax reduction and a speedy resolution saving her many years of penalties and interest that otherwise would have drowned her in unmanageable tax burde. Aewresome work by Optima Tax relief, quite exceptional service from start to finish!! Peter J. More Less

2 votes

I am so relieved to have called this company. I dealt with other tax relief companies and they seemed to be too eager to tell me what I wanted to hear. Optima told me what I needed to know....the truth. They have been so professional and helpful in getting my tax problem fixed. I can now sleep at night knowing that the IRS is not going to be at my door.

2 votes

Optima was the last firm I called before making a decision to have professional help with my IRS Tax issue. I was treated as a person and the consultant took time to explain my options to me and their process was communicated in a way that made the most sense. I have recommended 2 of my co-workers to Optima and they have shared the same sentiment with me. Thank you for saving me from IRS garnishment within days of enrollment and I can finally feel relieve from the fear of ... further IRS letters and calls. So glad I made the right decision with Optima More Less

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