Optima Tax Relief Review

ByMichael GrawMar. 11, 2021

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In a Nutshell

Optima Tax Relief is a national tax relief service that can help you resolve issues with the IRS or state tax agencies. The service offers a free initial consultation and its prices for working on your case are in line with the industry average. Optima Tax Relief can help with a variety of situations, including tax liens, back taxes, and audits. The company has an A+ rating with the Better Business Bureau and has resolved over $1 billion in debt.

pros

  • Free initial consultation
  • Pricing is in line with industry average
  • Dedicated case manager

cons

  • Pricing varies widely by case
  • No in-person offices

Optima Tax Relief Optima Tax Relief View Rates

Why Go with Optima Tax Relief

Optima Tax Relief is a fast-growing tax relief service that has resolved over $1 billion in debt since launching in 2011. The company has an A+ rating with the Better Business Review and customer reviews are very positive. Additionally, Optima Tax Relief was listed on Inc 5000 Magazine’s Fastest Growing Companies in America list for 6 consecutive years. 

Optima Tax Relief offers a free initial consultation to get a sense of what the service can do for you. The service handles a wide range of issues and can help resolve tax liens and penalties, address back taxes, negotiate a settlement with the IRS, or assist you through an audit. Optima Tax Relief’s pricing is in line with the industry average, although how much you’ll pay depends on the specifics of your case.

What’s Offered

  • Free initial consultation
  • Dedicated case manager
  • Online account portal

Highlights

Optima Tax Relief can help with a variety of tax issues and offers a free consultation to help determine what the company can do for you. If you proceed with discovery and resolution, you get a dedicated case manager, an online account portal, and access to phone and email support. Optima Tax Relief’s team is made up of in-house tax attorneys and enrolled tax agents with experience working with the IRS.

  • Free initial consultation
  • In-house tax attorneys and agents
  • Online account portal and phone support
  • Works with a wide range of tax issues

Types of Debt Covered

Optima Tax Relief works on most types of state and federal debt issues. This service can help you remove a tax lien or end wage garnishment, negotiate a settlement with the IRS for back taxes or underpayment, and can defend you during an audit. The company also works with small businesses to help you negotiate a payroll tax settlement with the IRS. Optima Tax Relief does not guarantee results, although the company tries to set clear expectations during the initial consultation and discovery process and offers a 15-day money-back guarantee after you sign up with the company.

Site Security

Optima Tax Relief’s website is secured by SSL (Secure Socket Layer) encryption. The company doesn’t require you to enter any personal information on the website other than your contact details. The online account portal is encrypted by SSL and TLS (Transport Layer Security) to keep your financial documents secure. In addition, Optima Tax Relief takes your privacy seriously and does not share your information with third-party services.

Help & Support

Optima Tax Relief offers support by phone and email from 8:30am to 5pm PST, Monday to Friday. When you sign up for the service, you are assigned a dedicated case manager who you can contact directly for updates about your case. In addition, all current clients have access to an online portal where you can monitor the status of your case and upload documents.

Phone: 800-536-0734

Address

Optima Tax Relief, 3100 S. Harbor Blvd., Suite 250, Santa Ana, CA, 92704

Summary

Optima Tax Relief is a tax relief service that has resolved over $1 billion in debt for its clients over the past 10 years and earned an A+ rating from the Better Business Bureau. The service works on a wide range of tax issues and offers a free initial consultation to help you understand how the company can help with your case. Clients have access to an online account portal and a dedicated case manager, making it easy to stay up to date with the progress of your case.

Methodology

This review was created using information from the Optima Tax Relief website and customer reviews from the Better Business Bureau.

Optima Tax Relief customer testimonials

ExcellentReviews 1,904
TrustPilot is the world’s most powerful review platform, free and open to all.
Excellent
81%
Great
11%
Average
1%
Poor
1%
Bad
6%
  • author
    FRANK MORAN
    Apr 13, 2021
    They can help.......

    I'm currently in the negotiation phase with Optima Tax and looking forward to a positive resolution. I greatly appreciate the patience and professionalism from all the agents I've worked with to help me through this difficult time. I'm glad I started the process here and recommend this company to anyone dealing with tax issues.

    ...

  • author
    April E.
    3 days ago
    Update... Still a Scam

    Update on earlier review Several months later and still no refund on over a thousand dollars unless I sign something stating I wouldn’t tell anyone about their scam and complete lack of service. The positive reviews are only due to people who are needing the refund severely in order to help with the issue they brought to them in the first place. This is a horrendous business practice. Please don’t get scammed out of your hard earned money.

    ...

  • author
    Krista Joyce Kimbrell
    Apr 14, 2021
    Optima Tax Relief Is A Scam…

    October 2020 We were guaranteed a positive outcome or our money back. We paid over 900 dollars. After many hours of getting required paperwork uploaded to portal, we had to contact our tax person and many others. The company switched our case workers many times causing confusion person we were given had such a strong accent we did not know what he was saying. Had to get another worker. Optima got deal with IRS no better than what we got on our own. We were not told IRS would take our ENTIRE refund toward our taxes even though we worked out a payment plan. We did not even make one payment and IRS took all our money. Optima in no way helped us. They did not get our tax debt eliminated or even reduced. They guartenteed money back, then only returned 200.00 and threatened us with a gag order if we tried getting the rest of our money back. I want the entire amount I paid returned! It was gaurenteed. We are owed a minimum of another 700.00. We could have done it better directly with IRS!

    ...

  • author
    daniel schaefer
    Apr 12, 2021
    Every time I've called to ask a…

    Every time I've called to ask a question. No one seems to answer or phone is disconnected.

    ...

  • author
    DAVID BUCKRIDGE
    Apr 12, 2021
    I sent a partial review that you…

    I sent a partial review that you obviously did not receive. I am waiting for the completion of of my case before completing a review.

    ...

Optima Tax Relief