Optima Tax Relief Review


Rating: 9.5 / 10 (Excellent)
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Based in California and founded in 2010, Optima Tax Relief provides tax liability investigation and resolution proposal, tax preparation, and tax settlement and negotiation services. The company employs on-premises licensed tax experts and has an A rating with the BBB. Optima Tax Relief's employees have over 25 years experience in dealing with all IRS and State tax issues.

How is Optima rated?

Breakdown

10/10
Experience
9/10
Services
10/10
Reputation

Overall Rating: 9.5 / 10 (Excellent)

Optima Tax Relief is a great option for tax resolution services, not to mention for almost any other tax service you require. Although the company is not as old as some of the other firms we evaluate, it is well staffed by experienced and licensed CPAs, attorneys, and enrolled agents who have years of experience previous in negotiating with the IRS. Some employees actually have spent time working for the IRS as well. Optima's free consultation and 15-day money back guarantee is a solid selling point too. In that time frame, customers should be able to make a reasonable assessment about which path to go down for tax relief. Lastly, Optima has a significantly better-than-average reputation for customer service among tax relief firms. The company has won awards for ethical practices and customer satisfaction.

Optima Services

Services - 9 / 10

When compared to other tax relief entities we evaluate, Optima Tax Relief provides just about every service you could ask for when dealing with the IRS. The company is one of the largest and most successful tax resolution specialists in the country. Their tax professionals have the facility to pursue all options with the federal government, including installment plans, penalty abatement, offers in compromise, etc. While some of these options can be pursued by individuals without professional representation, Optima's staff has years of experience navigating the complex avenues of the IRS bureaucracy. They also identify their entire staff online, including management and all licensed tax professionals, sometimes even with links to LinkedIn profiles.

After an initial free consultation, the company charges in the neighborhood of $1,000 to begin its investigation phase. This, however, comes with a 15-day money back guarantee. If you choose to continue with its service, the fee Optima charges is completely determined by the specifics of your case.

Tax Relief Services

Tax Reduction
Installment Plans
Postponement
Innocent Spouse Relief
Tax Lien Release
Tax Levy Release
Penalty Abatement
State Tax Relief Services
Yes
Free Consultation
Yes
Free Appeal
No
Customer Support Hours
Monday – Saturday from 7:00 a.m. – 6:00 p.m. PST
Contact Methods
Phone
Email
Social Media
Additional Services
Tax Preparation
Litigation
Tax Counseling Services
Bookkeeping
Tax Planning

Optima Experience

Experience - 9.5 / 10

Optima Tax Relief has resolved federal and state tax issues for thousands of clients. The company employs fully certified and licensed tax attorneys, enrolled agents, and certified public accountants who are able to deal with most tax resolution/settlement situations, including civil and criminal actions. Alongside membership with the NAEA and NATP, Optima has received several other accreditations and awards for service. They were named the #1 Financial Services Company by Inc. Magazine, and rated “5 Star” with Super Money. What's more, the company is approved by the IRS as a Continuing Education Provider (meaning they can provide continuing education for Enrolled Agents, Enrolled Retirement Plan Agents and other tax return preparers).
Year Founded
2010
Personnel
Tax Attorney
Certified Public Accountant (CPA)
Enrolled Agent (EA)
Former IRS Employee

Memberships

  • National Association of Enrolled Agents (NAEA)
  • National Association of Tax Professionals (NATP)

Optima Reputation

Reputation - 10 / 10

Optima Tax Relief has an A rating with the BBB and a impressive number of positive reviews when compared to other tax relief providers. The company was also the recipient of the BBB's Torch Award for Ethics for 2017. The BBB awards this prize to companies that "demonstrate the best practices, leadership, social responsibility and high standards of organizational ethics that benefit their customers, employees, suppliers, shareholders and communities." Considering the ethical reputation of tax relief services as a whole, this is quite an impressive achievement. Optima Tax Relief also received an “A” Rating With Business Consumer Alliance.
BBB Rating
A
Number of BBB Positive Reviews
416
Number of BBB Negative Reviews
48
Trust Pilot Rating
8.9 out of 10
Date Collected
2018-02-14

Company Profile

Full Name
Optima Tax Relief
Company Website
Headquarters
3100 S Harbor Blvd, Santa Ana, CA, 92704

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Top Rated
Our Partner
9.5 / 10
  • 2017 BBB Torch Award for Ethics
  • 15-day money back guarantee
  • Free consultation
  • Negotiated with the IRS on behalf of thousands of clients
  • One of the largest and most reliable tax relief firms