Optima Tax Relief Review 2024: Get Expert Tax Help

Before deciding on using Optima Tax Relief to resolve your IRS debt, take some time to read this informative blog from Optima. When it comes to tax debt relief, there are both positive and negative aspects. Fortunately, we have discovered a company that stands out in this industry. This is great news, considering how overwhelming tax debt can be.

To determine if Optima Tax Relief is the right solution for your tax debt troubles, let's examine the advantages and disadvantages they offer, as well as any other pertinent information you need to know.

>> Optima Tax Help - Get Started >>

What Is Optima Tax Relief?

Optima Tax Relief is an expert firm that focuses on delivering tax relief solutions to individuals and businesses who are dealing with tax challenges or owe money to the IRS (Internal Revenue Service) in the United States. They provide support in resolving different issues related to taxes, such as outstanding tax debt, unpaid taxes from previous years, IRS audits, penalties for non-compliance with tax laws, and beyond.

Optima Tax Relief Cost

Optima Tax Relief typically offers a fee structure that begins with a complimentary initial consultation to assess the tax situation of their clients. Following this consultation, they imposed an investigation fee of $295 to gather additional information and evaluate the complexity of the case at hand. The final cost for their services is primarily determined by the specific tax problem and its level of intricacy, with resolution fees averaging between $995 and $5,000.

It’s crucial to acknowledge that these fees are subject to change and can vary depending on individual circumstances as well as the extent of work necessary for resolving tax issues. To obtain accurate and up-to-date information tailored to their particular situation, clients should directly contact Optima Tax Relief.

>> Get Started With Optima Tax Relief >>

Optima Tax Relief Pros and Cons

Optima Tax Relief Pros 

Well-Established and Reputable

Optima Tax Relief has established a strong reputation within the tax relief industry, earning an A+ accreditation from the Better Business Bureau (BBB). The company also boasts an impressive A rating from the Business Consumer Alliance (BCA), which is regarded as a top-notch score.

These esteemed organizations evaluate companies based on various criteria, such as business longevity and complaint records. Optima Tax Relief's exceptional ratings are a testament to their expertise and commitment to customer satisfaction.]

Provides a Free Initial Consultation

In a complimentary consultation, an expert in taxation from Optima Tax Relief will engage in a conversation about your financials and tax circumstances, as well as elucidate the services provided by the company that may be applicable to your specific situation.

It’s important to note that availing oneself of Optima Tax Relief's services is not obligatory following the free consultation. Nonetheless, should you choose to move forward, further inquiry entails an expense of several hundred dollars and can require up to four weeks for completion.

Nationwide Availability

Optima Tax Relief operates through online channels, allowing them to assist taxpayers nationwide. While their headquarters are located in California, individuals interested in their services can reach out between 7 a.m. and 6 p.m. PST from Monday to Saturday.

Trained Professionals Keep You Updated

Many individuals believe that seeking assistance from a lawyer is necessary when dealing with the IRS. While lawyers can be helpful in certain cases, most of them lack expertise in tax debt relief.

Optima Tax Relief distinguishes itself by having a dedicated team of attorneys and enrolled agents who specialize in addressing tax-related matters. Additionally, the company ensures that you’re kept well-informed throughout the entire process, leaving no room for confusion or uncertainty.

Their Services Come With a Money-Back Guarantee

There's not a lot in this world that comes with assurance. Optima has got you covered. When you enlist the help of Optima Tax Relief, you receive a comprehensive 15-day money-back guarantee for your satisfaction.

If, within the initial 15 calendar days, you request it, Optima Tax Relief will refund the amount paid by you without any penalty or obligation.

Please note that this guarantee is applicable only during the Investigation Phase. However, this is when Optima connects with the IRS and thoroughly examines all available options, arguably one of the most stressful aspects of dealing with such circumstances.

>> Optima Tax Relief Solutions >>

Optima Tax Relief Cons

Minimum Tax Debt of $10,000 Is Required

Optima Tax Relief exclusively serves clients who owe at least $10,000 in taxes. Although it’s not uncommon for tax relief companies to have a minimum debt threshold, other competitors have lower requirements.

Some Customers Report Discrepancies in Pricing

Optima Tax Relief, like many other tax relief companies, does not publicly disclose its prices on its website. The reason for this is that the cost is determined based on the complexity of each individual case, and these complexities can differ greatly from one case to another.

Reviews from customers on the Better Business Bureau (BBB) website indicate that the average cost ranges between $1,000 and $5,000. However, it should be noted that some customers have reported receiving quotes with substantially different prices than what is commonly stated.

It Can Take Time to See the Results

Tax relief is not immediate. It can be a time-consuming process to work with the IRS and resolve your debt, which can be quite frustrating. However, Optima Tax Relief has developed a two-phase system to tackle this issue.

But what do they prioritize first? They address the pressing matters, the ones that require immediate attention. In many cases, this involves helping individuals bring their tax returns up to date if they have years of unfiled returns.

This step is crucial because you cannot propose any settlement with the IRS, like an Offer in Compromise, until all your tax returns are filed and accounted for. Knowing that Optima is on your side should provide some much-needed reassurance.

>> Expert Tax Relief With Optima >>

Optima Tax Relief Offerings

Optima Tax Relief prides itself on being a comprehensive solution for all your tax requirements. Let's take a look at the primary services provided by this company.

Tax Consultation

To begin your journey with Optima Tax Relief, you have the option to register for a complimentary consultation through their website. It’s wise to conduct some research on tax-related inquiries and solutions in order to be well-prepared for this meeting.

During the consultation, an Optima Tax Relief representative will engage in a discussion regarding your personal tax circumstances and outstanding debts. Prior to attending the session, it’s advisable to gather all necessary documents required for filing taxes so that you can readily provide any information requested by the agent. The agent will then offer an estimation of the company's services while suggesting potential avenues for tax relief.

Tax Preparation

Optima Tax Relief is available to assist you in the process of tax preparation and organizing your paperwork for filing. Optima Tax Relief offers services for filing overdue returns and state taxes. If you only require basic tax preparation, it would be beneficial to compare the offerings of Optima Tax Relief with other top tax software options to ensure that you choose the best option for your needs.

The team at Optima Tax Relief consists of various types of tax professionals, including enrolled agents, certified public accountants, and attorneys. Each member possesses "unlimited representation rights" before the IRS and has the ability to act on your behalf with specific authorizations.

• Enrolled agents, licensed by the IRS, pass a comprehensive tax exam and do 72 hours of continuing education every three years
• CPAs are state-licensed after meeting education, exam, and work experience requirements
• Attorneys earn a law degree and pass the bar exam to gain state court licensure

If you’re unable to afford the services of tax preparation, you may want to explore the possibility of filing your taxes for free. There are numerous alternatives accessible that cater to different requirements.

Tax Relief

Optima Tax Relief provides tax relief solutions for individuals who owe a minimum of $10,000 in taxes. Once Optima Tax Relief determines your eligibility and you decide to move forward, their team will initiate an initial inquiry. 

Throughout this phase, the agents at Optima Tax Relief will collect and organize all essential paperwork and details required to ensure your compliance with the IRS. 

These knowledgeable professionals will construct and present a compelling argument to the IRS with the objective of achieving the most favorable financial resolution for your specific circumstances.

Tax Resolution

According to the information provided on Optima's website, the duration of the process can range from three to nine months. Once they have conducted their investigation and research, they will present you with various options to consider. These options may encompass some of the choices listed below:

• If you're unable to settle your tax debts within the IRS's statute of limitations, which typically lasts for ten years, you may be eligible for an Offer in Compromise (OIC) or a partial pay installment agreement. These options aim to reduce the amount you owe. It's worth noting that once this timeframe has expired, the IRS is no longer able to enforce tax collections or levies.
• A penalty abatement is a form of tax relief that reduces or eliminates penalties imposed by tax authorities as a result of non-compliance. Instances of this include penalties for filing taxes late or not paying enough in taxes.
• An installment arrangement provides the opportunity to settle your entire debt by making smaller payments over an extended duration.
• A tax lien discharge refers to the procedure through which certain property is released from a tax lien. This lien is essentially a legal claim imposed on an individual's assets as a result of unpaid tax debts.
• When your bank account is no longer vulnerable to fund seizures by the IRS, it's called a bank levy release. This typically occurs after you've settled your debts or reached a new payment agreement with the IRS.
• If your spouse has falsely reported taxes on a joint return without your knowledge, innocent spouse relief can help you if you find yourself in tax debt. This assistance is available for those who were unaware of the discrepancy at the time.

>> Your Tax Solution: Optima Relief >>

Tax Settlement

Optima Tax Relief provides expert assistance in resolving your tax issues. Our team of professionals will engage in negotiations with the authorities on your behalf to establish an agreement. 

These arrangements can potentially reduce the amount you owe compared to the original tax assessment, or they may offer a restructuring of payment terms. The final decision will be based on current tax regulations and your unique financial situation.

Once an agreement is reached, you can repay the settled debt either as a lump sum or through installment payments over time. 

Achieving this resolution with the IRS will classify you as being "in good standing" for the relevant tax years. Trust Optima Tax Relief's expertise for effective and professional handling of your tax settlement needs.

Protection Plan

Optima Tax Relief offers protection plans as part of their services for clients who have previously engaged with their resolution team. These plans aim to provide ongoing tax assistance and prevent future issues.

Each plan includes representation for audit defense, monitoring of IRS balances, a monthly report on tax risks, and discounts on resolution services. Additionally, the level of tax preparation support will vary based on the chosen tier. Optima Tax Relief provides three different plans to choose from.

• Basic: For individuals who file taxes on their own and desire access to Optima Tax Relief's tax preparation software and audit defense, this plan is suitable.
• Standard: At this stage, individuals who receive a salary and submit 1040 forms have the opportunity to have their state and federal tax refunds prepared on a personal basis. This service also provides a guarantee of $10,000 to ensure the accurate filing of your documents.
• Professional: For independent contractors who receive 1099s and seek assistance with their state and federal tax returns, Optima Tax Relief offers a specialized plan tailored to meet their needs. This professional option includes the same reliable tax preparation guarantee as the standard plan.

Optima Tax Relief accessibility

Availability

Based in Santa Ana, California, Optima Tax Relief operates from its headquarters without any physical branch offices. However, it provides remote assistance to taxpayers across the United States and even those residing overseas.

Contact Information

Accessing Optima Tax Relief is a breeze with its mobile app. Moreover, the company can be contacted using various other means:

• Contact Optima Tax Relief via email at taxpro@optimataxrelief.com.
• You can reach Optima Tax Relief at (800) 536-0734 during their phone availability hours from Monday to Saturday, between 7 a.m. and 6 p.m. PT.
• The mailing address of the company can be found at 3100 S. Harbor Blvd., Suite 250, Santa Ana, CA 92704.

Optima Tax Relief’s Reviews From Real Users - How Legit Is It?

Is Optima tax relief legit? Yes. To give you a thorough evaluation of the credibility and efficiency of Optima Tax Relief, we conducted extensive research on online feedback. Through a careful analysis of various firsthand accounts from genuine individuals, we intend to provide you with a comprehensive grasp of the services offered by Optima Tax Relief.

This will assist you in making an informed decision regarding whether or not to place your trust in this successful and reliable company. Have you taken the time to peruse the reviews left by satisfied customers on Trustpilot?

Impressively, Optima Tax Relief boasts an impressive collection of over 2,382 glowing five-star reviews!

Since 2012, Optima Tax Relief has held BBB accreditation and currently maintains an A+ rating. The company boasts an impressive average of 4.4 out of 5 stars from more than 2,000 customer reviews on the BBB website.

Alternatives to Optima Tax Relief 

Larson Tax Relief

Larson Tax Relief offers a diverse array of services to help businesses with their tax needs. Their expertise spans payroll and federal tax matters, as well as conflicts with revenue officers and worker classification issues. This makes them an ideal choice for businesses seeking assistance with their tax debt.

Whether it's personal IRS tax debt relief or corporate tax support, Larson Tax Relief has you covered. They can also provide guidance on how to delay or avoid bank levies. With its comprehensive range of services, Larson Tax Relief is the go-to option for all your business and corporate tax debt relief needs.

Anthem Tax Services

Anthem Tax Services specializes in providing assistance with IRS tax debt relief and corporate tax preparation. They offer comprehensive support in the application process for various IRS tax debt relief programs, such as offers in compromise (OIC), innocent spouse relief, and obtaining a "currently not collectible" status.

When it comes to their money-back guarantee, Anthem stands out among other companies in the tax debt relief industry. If they fail to achieve any form of resolution from the IRS, whether it be a reduction in payment amounts or complete debt forgiveness, they promise to refund your entire payment.

It’s worth noting that this guarantee does not cover the initial investigation fee, which typically starts at $350, depending on the specifics of your case.

Community Tax Relief

Community Tax provides complimentary consultations and reasonably priced investigation fees, which fall within the range of $295 to $500.

The main focus of Community Tax relief is on resolving IRS tax debt. However, they also offer some assistance with state taxes, although it’s limited in scope. Similar to other companies in this industry, Community Tax handles various types of applications, such as installment agreements and offers in compromise. However, they don’t provide services for innocent spouse relief. 

Community Tax serves customers with tax debt starting from as low as $10,000. The duration for their money-back guarantee varies based on the state where you reside, ranging from three to ten days. If your issues aren’t resolved satisfactorily by their services, you’re eligible for a full refund according to their policy.

Optima Tax Relief Review – Frequently Asked Questions

Below is a quick Optima Tax Relief FAQ that answers essential questions about this gold IRA company.

How Do Optima Tax Relief Services Work?

Optima Tax Relief initiates the process by offering a complimentary consultation without any obligation. Should you decide to proceed, the company will carry out an initial inquiry into the specifics of your tax circumstances.

Based on the findings of your designated tax expert, they will present you with various options for resolving your situation. Depending on your preferred course of action, your representative can collaborate with the IRS on your behalf.

Who Is Optima Tax Relief Best For?

For individuals burdened with a sizable tax debt that exceeds $10,000 and requires expert guidance in the intricate realm of tax resolution, relief, and settlement, Optima Tax Relief is the ideal solution.

By uniting a group of skilled tax attorneys and accountants under one roof, Optima Tax Relief simplifies communication channels for clients grappling with complex tax issues. This eliminates the need to hire separate legal and accounting professionals and facilitates seamless collaboration on each case.

Does Optima Tax Relief Have Any Complaints?

The Better Business Bureau (BBB) has resolved more than 200 complaints within the past year. These grievances typically originate from consumers who have made payments for services but haven’t witnessed a reduction in their tax burdens. 

Users often express frustration at the time-consuming nature of the process, which can span several years, and difficulties encountered when attempting to communicate with company representatives.

Despite these challenges, Optima Tax Relief garners positive feedback from numerous reviewers who commend its employees' professionalism and high level of customer service. Many individuals also report being content with the outcomes achieved in their respective cases.

Final Thoughts on Optima Tax Relief Review

Optima Tax Relief has established itself as a reputable company that offers effective solutions to individuals facing tax debts exceeding $10,000. According to the website, the company boasts an impressive track record of successfully negotiating with the IRS on behalf of numerous clients, resulting in over $1 billion in resolved tax liabilities. They proudly serve clients across all 50 states and offer complimentary consultations to those seeking assistance.

However, it’s important to note that the high threshold for tax debt may render some individuals ineligible for Optima Tax Relief's services. Furthermore, there have been instances where customers voiced concerns on the BBB website regarding opaque pricing practices and discrepancies between promised and actual tax settlements offered by the company.

While Optima Tax Relief garners respect within the realm of taxation, it’s crucial to recognize that not every company suits every circumstance. Therefore, we highly recommend consulting multiple companies before committing to a specific approach for addressing your tax concerns.

Disclaimer: The above is a sponsored post, the views expressed are those of the sponsor/author and do not represent the stand and views of Outlook Editorial.