Optima Tax Relief
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SuperMoney Net Recommendation Score +80  


This product is strongly recommended by SuperMoney users with a score of +80, equating to 4.6 on a 5 point rating scale.


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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Community Rating Strongly recommended
Average Fee $4,000
Min. Tax Debt Required $10,000
Range of fees Starting at $295
Number of Reviews 284

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

  • Highly rated and accredited. OTR is Strongly Recommended by SuperMoney community members, has an A+ rating (4.2 out of 5 stars) with the BBB, and is rated as Excellent based on TrustPilot reviews.
  • CPAs, tax attorneys and enrolled agents may represent your case. While Optima Tax Relief has tax attorneys and CPAs 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 $295. Fees for Optima Tax Relief start at $295 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.

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
  • Does not charge a retainer.
  • Offers flexible payments.
  • Money back guarantee.
  • Has CPAs, enrolled agents, and tax lawyers on staff.
  • IRS approved CE provider.
  • $10K minimum debt.

Optima Tax Relief FAQ

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 $295. According to Optima Tax Relief, the average customer will pay $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's says the following about its 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."

Does Optima Tax Relief charge a retainer?

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

Optima Tax Relief Pricing
Description Amount
Average Fee $4000
Flexible Payments? Yes
Money Back Guarantee? Yes
Retainer Fee? No
Range of Fees Starting at $295

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) 597-0056.

What is the support contact email for Optima Tax Relief?

The support contact email for Optima Tax Relief is

What is the Optima Tax Relief client portal login page?

You can access the Optima Tax Relief login page here.

Is Optima Tax Relief LLC a legit company?

Optima Tax Relief LLC was founded in 2011, it is a well-established company that has been in business for 12 years. Based on their "strongly recommended" SuperMoney community rating, they appear to be a very reputable company.

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: 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.

Message From Our Editor

What We Love About Optima Tax Relief

Optima Tax Relief has tax attorneys on staff who are licensed by the IRS in all 50 states. Although other companies claim to have tax lawyers, they rarely list their names and credentials. And if they do, it is usually just one or two lawyers who rent out their name to provide a veneer of respectability. Optima Tax lists the names and resumes of 10 of their tax attorneys and eight of their enrolled agents so that you can check their credentials. In total, they have a team of 25 licensed expert professionals on staff.

OTR offers a 15-day money-back guarantee and flexible installment payments with no financing costs. They are accredited by the National Association of Enrolled Agents (NAEA) and the National Association of Tax Professionals (NATP).

The firm has a large team (+400) of tax professionals that can help with an audit, negotiate a tax settlement, help you prepare your taxes, and protect you from further tax problems once you’re tax debt-free.

Its customer portal allows taxpayers to check their account status, upload documents, and communicate with a dedicated tax professional.

Optima Tax Relief Bill of Rights

It's a nice touch that OTR offers customers a Bill of Rights that customers can expect.

Clients have the right to:
  • Services of the highest industry standard among tax relief companies.
  • Clear expectations on our two-phase process.
  • Honesty in all communication with clear and easy to understand language.
  • Receive a full and thorough investigation of their past, current, and potential tax issues.
  • Have their concerns heard and addressed promptly on any issue they have.
  • Clear, logical communication that empowers them to make informed decisions.
  • Expect confidentiality in all matters pertaining to their case.
  • The smoothest and most innovative client experience available in the industry.
  • Speak to the person assigned to their case or receive a response within 24 hours.
  • Be treated like an individual, not a number.

How does Optima Tax Relief work?

When an individual contacts Optima Tax Relief, they are promptly connected with a knowledgeable Tax Associate who offers an assessment of the person's tax situation. This initial consultation is provided without any charge and is conducted confidentially.

Investigative phase

Following the consultation, Optima proceeds to what they refer to as the 'Investigation Phase'. During this phase, their tax experts carry out a thorough examination of the client's specific tax situation. Upon gaining a comprehensive understanding, these professionals then determine the most suitable tax resolution approach.

It's not uncommon for the IRS to employ measures such as wage garnishments, bank levies, or tax liens when dealing with taxpayers. If faced with such situations, Optima's representatives can engage with the IRS, aiming to mediate and potentially halt these assertive actions throughout the investigation.

Tax resolution process

Optima Tax Relief has a team of experienced tax attorneys and enrolled agents -- over 25 licensed professional working in-house.

The resolution process at Optima can be summarized in three steps:

  • The agents assemble and submit all required documents to ensure the client is fully compliant with IRS regulations.
  • Their tax specialists diligently craft a case supporting the chosen resolution strategy.
  • The case is then presented to the IRS, positioning the client for an optimal financial result.

What are Optima Tax Relief services?

Optima Tax Relief's large team of in-house tax professionals allow them to provide a wide selection of services. Here is a summary of the main options.

  • Penalty Abatement: Got extra fees for late filing or payments? The IRS might cancel or lessen these if they're higher than the actual tax owed.
  • Installment Agreement: Break your total tax bill into smaller, regular payments. It's like setting up a monthly plan.
  • Offer in Compromise: You offer to pay the IRS the maximum amount that you can afford even though that amount may fall far short of the actual tax debt. If the IRS accepts that the amount you offer to pay is the most that it could reasonably expect to collect from you, it will agree to compromise and essentially lower your tax debt to match the amount you can pay.
  • Partial Pay Installment Agreement (PPIA): If you can't finish paying before time runs out, this lets you make fewer payments than the total tax amount.
  • Tax Lien Discharge: If the IRS has a claim on your property, this lets you sell it without that claim.
  • Tax Lien Subordination: Got other debts? This allows another creditor to get paid before the IRS if you sell your property.
  • Tax Lien Withdrawal: Once you clear your tax debt, the IRS removes its claim on your property.
  • Wage Garnishment Release: If the IRS is taking money from your paycheck, clearing your debt stops this.
  • Bank Levy Release: If you've settled your tax debt or time's run out, the IRS will stop taking money from your bank account.
  • Innocent Spouse Relief: If your shared tax return has mistakes you didn't know about, the IRS might not hold you responsible.
  • Currently Non-Collectible: Going through tough times? The IRS might temporarily hold off on collecting.
  • Statute of Limitations: The IRS has about 10 years to collect taxes. This timer can change based on different actions.
  • Collection Appeal: Disagree with the IRS's collection actions? You can appeal with a separate office.
  • Administrative Appeal: If you face certain issues, you can directly appeal to the IRS. More details can be found in IRS document

Optima Tax Relief tax preparation services

OTR's team of tax pros also offers tax preparation services. These include:

  • Filing federal or state taxes.
  • Catching up on overdue returns
  • Maximizing deductions, ensuring accurancy, and minimizing potential errors when filing your taxes.

The challenge of navigating the intricate web of credits and deductions is made simpler with OTR's expertise. Their professionals guide clients through the process, ensuring they either maximize refunds or minimize owed amounts. Here's a brief overview of some areas where clients might be eligible for credits or deductions:

  • Credits for Individuals: Covering areas such as family, income, homeownership, healthcare, and education.
  • Deductions for Individuals: Ranging from work-related deductions to itemized, education, healthcare, and investment-related deductions.

For anyone unsure about their tax standing, OTR offers a free consultation to guide them.

What Could Optima Tax Relief Do Better?

There are cheaper tax relief firms. Although OTR’s rates are competitive, there are companies with lower prices. The money-back-guarantee could be longer. Although Optima Tax is one of the few tax relief firms to offer a money-back guarantee, it would be nice if it gave taxpayers a longer period to claim it.

The Verdict

The bottom line is that Optima Tax Relief has the resources and expertise to deal with the most complex tax problems. If you’re looking for a reliable and professional tax relief company, Optima Tax Relief is a sound choice. While it isn’t the cheapest firm you’ll find, its fees are competitive, particularly when you consider it has attorneys on staff with J.D. and LL.M. degrees in Taxation who have practiced law before the United States Tax Court and Supreme Court of California.

Even if you’re on a tight budget and price is an important factor, don’t automatically conclude you can’t afford the representation of a high-end firm. You may be surprised at how affordable the fees are when you break them down into interest-free installment payments.


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


  Available in 47 states and Washington, D.C.
  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Connecticut
  • Delaware
  • 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
  • Washington, DC
  • West Virginia
  • Wisconsin
  • Wyoming

Feature Breakdown

Flexible Payments
Money Back Guarantee
No Retainer Fee
Average Fee $4,000
Range of fees Starting at $295
Employment Statuses Considered
  • Other
  • Employed Full-Time
  • Employed Part-Time
  • Self-Employed
  • Retired
  • Unemployed
Min. Tax Debt Required $10,000
CPAs On Staff
Enrolled Agents On Staff
IRS Approved Continuing Education Provider
Tax Attorneys On Staff
Tax Professionals on Staff
  • CPAs
  • Enrolled Agents
  • Tax Attorneys
  • Annual Filing Season Program Participants
In-House Servicing

Optima Tax Relief Community Reviews


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This product is strongly recommended by SuperMoney users with a score of +80, equating to 4.6 on a 5 point rating scale.


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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