Is Optima Tax Relief the right fit for you?

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Last Updated: 11/06/2026

Optima Tax Relief

from Optima Tax Relief LLC

Last Updated: 11/06/2026

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Strongly recommended288 total votes

254 users recommend

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28 users don't recommend

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Highlights

Community Rating

Strongly recommended

Min. Tax Debt Required

$10,000

Range of fees

Starting at $495

Money Back Guarantee

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Number of Reviews

288

Optima Tax Relief Review

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

Over $3 Billion in Tax Debt Resolved. Optima Tax Relief offers a free, no-obligation consultation to help you understand your tax situation and explore possible solutions.
BBB A+ Rated & Torch Award Winner. Has an A+ rating with the BBB, and is rated as Excellent based on TrustPilot reviews.
Most Recommended on SuperMoney. Frequently selected by SuperMoney users seeking professional help with tax debt.
Money back guarantee. Optima Tax Relief, LLC will refund monies paid under its Client Services Agreement for the Investigation Phase of services within the first 15 calendar days of the client’s signature of the Client Services Agreement without any penalty or obligation. This money-back guarantee ONLY applies to the fee paid towards the Investigation Phase of services and NOT for fees paid for any additional services beyond the Investigation Phase or those enrolled with our Immediate Action Team.
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 .
Handled by licensed tax professionals. Optima Tax Relief combines the skills of tax attorneys, CPAs, and enrolled agents, matching the right professional to the complexity of your case.
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.
Average fee of $4,000. Fees will vary depending on the complexity of the case, but this represents the average fee customers pay for the services of Optima Tax Relief.
Fees starting at $495. Fees for Optima Tax Relief start at $495 and can vary based on the complexity of your case.

Optima Tax Relief Pros & Cons

Pros

Cons

Has a team of 25 in-house licensed tax professionals.
Optima Tax Relief pros with over 25 years of experience
A+ BBB Accredited Business
Offers flexible payments.
Money back guarantee*.
Has CPAs, enrolled agents, and tax lawyers on staff.
IRS approved CE provider.

$10K minimum debt.

How Does Optima Tax Relief Work?

Optima Tax Relief starts with a free, no-obligation consultation to evaluate your tax situation and determine whether their services are a good fit. During this call, a tax professional reviews the basics of your case, explains your options, and outlines the next steps.

If you decide to move forward, Optima's tax resolution process follows three phases.

Phase 1: Consultation

During the initial consultation, an Optima tax professional reviews your financial situation, pulls IRS transcripts, and assesses the full scope of your tax debt. This phase determines whether Optima can add value to your case and which resolution strategy makes the most sense. The consultation phase is typically completed within a few days.

Phase 2: Investigation

Once you sign on as a client, Optima's team contacts the IRS on your behalf to halt or prevent collections activity, including wage garnishments, bank levies, and asset seizures. They conduct a full financial analysis, verify balances, and identify the best resolution options available to you. This phase typically takes 2 to 4 weeks.

Phase 3: Resolution

With a strategy in place, Optima files the necessary paperwork with the IRS, negotiates on your behalf, and works toward a final resolution. Depending on the complexity of your case, this phase can take anywhere from 12 weeks to 9 months. Common outcomes include offers in compromise, installment agreements, penalty abatement, and currently not collectible status.

From start to finish, most cases with Optima Tax Relief are resolved within 3 to 12 months.

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 pays around $4,000 in fees.

Does Optima Tax Relief offer flexible payments?

Yes, Optima Tax Relief offers flexible payments so you don't have to pay their fees as a lump sum.

What is the refund policy of Optima Tax Relief?

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.

Optima Tax Relief, LLC will refund monies paid under its Client Services Agreement for the Investigation Phase of services within the first 15 calendar days of the client’s signature of the Client Services Agreement without any penalty or obligation. This money-back guarantee ONLY applies to the fee paid towards the Investigation Phase of services and NOT for fees paid for any additional services beyond the Investigation Phase or those enrolled with our Immediate Action Team.

Optima Tax Relief Pricing

The cost of Optima Tax Relief services depends on the size and complexity of your tax case. Fees start at $495 and can vary significantly based on factors like the amount of tax debt, the number of tax years involved, and the resolution strategy required.

According to Optima Tax Relief, the average customer pays around $4,000 in fees.

The $495 starting fee covers the Investigation Phase, which includes pulling IRS transcripts, analyzing your financial situation, and developing a resolution strategy. The Resolution Phase fees are quoted separately based on your case specifics.

Does Optima Tax Relief offer flexible payments?

Yes, Optima Tax Relief offers flexible payments so you don't have to pay their fees as a lump sum.

Does Optima Tax Relief offer a money-back guarantee?

Yes, Optima Tax Relief offers a money-back guarantee. You can request a full refund of Investigation Phase fees within the first 15 calendar days of signing the Client Services Agreement, without any penalty or obligation.

This money-back guarantee only applies to fees paid for the Investigation Phase and does not cover fees for the Resolution Phase or Immediate Action Team services.

Does Optima Tax Relief charge a retainer?

Optima Tax Relief does not charge a retainer fee for its services.

Optima Tax Relief Fees

Description

No Retainer Fee?

Flexible Payments?

Money Back Guarantee?

(see terms and conditions)

Average Fee

$4,000

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 professionals 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. 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?

Optima Tax Relief will consider installment agreements cases. In fact, they will consider cases with an installment agreement when the taxpayer is not even at risk of default.

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

CPAs
Enrolled Agents
Tax Attorneys
Annual Filing Season Program Participants

Optima Tax Relief employs tax attorneys, enrolled agents, and CPAs.

Optima Tax Relief is also an IRS approved continuing education provider, which means they are qualified to offer continuing education courses to enrolled agents, enrolled retirement plan agents and other tax return preparers.

What is the customer service phone number for Optima Tax Relief?

The Optima Tax Relief customer service number is (888) 882-2389.

What is the support contact email for Optima Tax Relief?

The support contact email for Optima Tax Relief is customercare@optimataxrelief.com..

What is the Optima Tax Relief client portal login page?

You can access the Optima Tax Relief login page here.

Is Optima Tax a legit company?

Optima Tax was founded in 2011, it is a well-established company that has been in business for 15 years. Based on their "strongly recommended" SuperMoney community rating, they appear to be a very reputable company.

Provider 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...

Editorial Disclaimer: Editorial and user-generated content on this page is not provided or commissioned by the issuer. Opinions expressed here are the author's alone and have not been approved or otherwise endorsed by any financial institution, including those that are advertising partners.

Message from Optima Tax Relief

Optima Tax Relief is the nation’s leading tax resolution firm providing assistance to individuals and businesses struggling with unmanageable IRS and state tax debts. Optima’s commitment to delivering unparalleled service and results has transformed the tax resolution industry and earned the company numerous honors, including the Torch Award for Ethics from the Better Business Bureau of San Diego, Orange and Imperial Counties, and OneOC’s Civic 50. Offering full-service tax resolution and employing over 600 professionals, Optima has resolved over a billion dollars in tax debts for their clients, helping their clients achieve a better financial future by making their tax issues a thing of the past.

Optima Tax Relief was launched in 2011 by Wharton Business School graduates Harry Langenberg and Jesse Stockwell. Its staff of +600 includes 16 enrolled agents, 36 tax preparers certified by the California Tax Education Council (CTEC), and 12 tax attorneys with a background in economics, taxation, and business management.

Optima Tax Relief uses a proprietary two-step tax relief process to assess and resolve tax cases. Since 2011, it has resolved the tax issues of over 10,000 clients. In 2015, Inc. 500 accredited Optima Tax Relief as #1 fastest growing financial services company.

Contact

Headquarters

6 Hutton Centre Dr

Santa Ana, CA 92707

Visit Site

Email Support

Hours of Operation

SundayClosedMonday5:00AM - 6:00PMTuesday5:00AM - 6:00PMWednesday5:00AM - 6:00PMThursday5:00AM - 6:00PMFriday5:00AM - 6:00PMSaturday8:00AM - 2:00PM

Other Services by Optima Tax Relief LLC

Availability

Available in 47 states and Washington, D.C.

Alabama
Alaska
Arizona
Arkansas
California
Connecticut
Delaware
District of Columbia
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

SuperMoney Net Recommendation Score

SuperMoney users strongly recommend this product, giving it a user recommendation score of +78, or 4.6 on a 5-point rating scale.

+78

-1000+100

No one recommends

Everyone recommends

The recommendation score reflects customer satisfaction with a provider. A score of +100 means every customer recommends the provider, while -100 means none of them do. These scores are based entirely on community member votes and are not influenced by partner compensation. SuperMoney removes fake reviews when detected.

Reviewer Sentiment Over Time

Optima Tax Relief Community Reviews

Would you recommend Optima Tax Relief to your friends?

Joanne W.

Nov 5, 2026

Would not Recommend

I needed a copy of my 1040 that was filed with the IRS, for insurance verification. Optima would not provide me with a copy of what filed with the IRS. They told me to go to the IRS site, but the IRS only provides a "transcript," which is not what I need. I paid a lot of money for tax help, could I please just get a copy of what ...Show More

James N.

Nov 3, 2026

Would Recommend

I owed a significant amount to the IRS and the franchise tax board. Combined together was $90,000 Optima's talented staff, settled with the IRS and I did not have to pay anything regarding my back taxes. With the franchise tax board, again Optima's talented staff, settled with the franchise tax board for $5,300. Combined with the initial cost of $10,000 and my payment to the franchise tax board of $5,300 with ...Show More

Allen C.

Oct 14, 2026

Would Recommend

Alonso at Optima Tax Relief did an outstanding job. After receiving an IRS notice, I was understandably anxious, but he quickly put my mind at ease. He clearly explained the situation, reassured me that I was in good hands, and made sure I felt supported every step of the way. He was patient, understanding, and thoroughly professional throughout the process. Everything worked out perfectly, and I couldn’t be happier with ...Show More

Austin M.

Sep 29, 2026

Would Recommend

The are friendly and reduced my owing of $50,000+ in taxes to just $4000. I left the stress at the door and they handled everything

Sep 11, 2026

Would Recommend

I called Optima Tax Relief out of curiosity and the first session I had convinced me I needed to Secure Optima Tax Relief to assist me with my tax question. It all worked out well and I am a believer that Optima Tax Relief was a great choice for me personally.

Melania A.

Aug 13, 2026

Would Recommend

I was referred to Optima Tax Relief by a very close and trusted long time friend. Upon speaking to them, I knew I was finally in the right place with my Tax issues. I was stressed out at the mere thought of dealing with the IRS on my own. Therefore, I hired them. Now, 3-4 months later, Optima Tax Relief has brought me into compliance with ...Show More

Hans D.

Nov 4, 2025

Would not Recommend

Optima scammed me for over 7k and never resolved anything. I had to hire an independent service to straighten out their mess. They stole my money, never returned calls, and never answered calls either. Beware!

Christina N.

Jan 20, 2025

Would not Recommend

I CANNOT GET A CALL BACK OR INFORMATION ON MY SATUTUS AFTER NUMEROUS PHONE CALLS. I ASKED FOR A DIRECT NUMBER TO MY CASE MANAGER. I WAS TOLD THEY DONT HAVE HER DIRECT NUMBER. YET THEY HAVE TAKEN MY 500.00 A MONTH. AND I STILL GET LETTERS FROM IRS. SO STRESS OUT. TAX HARDSHIP COMP I THINK IS A FRAUD AT THIS POINT.

Anonymous

Jan 31, 2024

Would not Recommend

Optimum promised me they can get rid of my $45,000 debt so I took out a loan. I paid the $600 a month to make a long story short they did not do anything for me except tell me empty promises. All they did was set up a payment plan through the IRS of $600 a month until I pay off the 45,000 this is not the company you wanna ...Show More

Denise M.

May 20, 2023

Would not Recommend

They have not help me finish my husband cases and took our money with no response from them and no email or phone call in return. His name is Theon McKinney and I am Denise his wife who started this case under my information. How can I get the to respond and resolve my husband issues. But I did all the work myself and they closed me out. I am ...Show More

Cynthia W.

Apr 9, 2023

Would Recommend

Yes Optima tax relief was the best company to help me with my tax problem. They took all my worries away. I Knew my tax problems was real going to be taking care . They was very helpful and professional, I didn’t have to talk to the IRS, Optimal tax kept me informed about my case. They really helped me out, No more tax problems Optimal Tax also Complete my taxes ...Show More

Mark P.

Feb 3, 2023

Would Recommend

Optima handles a variety of common tax issues at a competitive price. And its customer support options stand out among the crowd. An initial consult is free.

Junaid A.

Jan 26, 2023

Would Recommend

I never appeared to have a good chance to complete my IRS tax forms on time. The modest hill of money I owing quickly turned into a mountain before my eyes. I dreaded getting caught by the IRS. After then, I learned about Optima Tax Relief. I finally gave them a call. They suggested they could help my situation, which surprised me. Optima quickly offered a workable solution, which was ...Show More

D M.

Jan 23, 2023

Would Recommend

I loved looking into tax relief with this company, I would highly recommend their quality work.

Michael R.

Jan 23, 2023

Would Recommend

I loved getting relief from my taxes with this amazing company

Rojonah H.

Jan 20, 2023

Would Recommend

Everyone knows that I have been owing the government for many years...I had spoken with a tax specialist at Optima Tax and I can comfortably sleep now. not only did they assist me with coming from owing on a levy, but put my headache to rest. thank you so much for your service....you are highly recommended

Michele G.

Jan 14, 2023

Would not Recommend

After waiting over 2 months for them to investigate our tax issue we were told it would cost us $15,000 to have them handle the case. Soon as we told them we could not afford that the man tried to talk us into a 9 month payment plan. When stated again could not afford $1800 month payment his attitude was horrible and hung up on us.

Charles J.

Oct 16, 2022

Would Recommend

So far Optima has completed all of their objectives as explained. For myself I'm impressed with the speed and ease of the process. As of this review I'm 100% happy with the progress.

Anonymous

Sep 27, 2022

Would Recommend

Very helpful and knowledgeable was able to answer my questions and get me on the road to some tax relief.

Dr. Onyeisi Stephen O.

Sep 23, 2022

Would not Recommend

This company has no business integrity or accountability; it is a waste of time consulting this firm, consequently, the interest on your debt with the IRS continues to grow...DON'T DO IT!!! It has been almost 2yrs I consulted the service of this company and made all the payments: almost $4k in total including consultation fee of $495, yet NO RESOLUTION! I barely get any case update or feedback from them, ...Show More

Showing 20 of 288 reviews