Headquartered in Orange County, California, Ideal Tax Solution was founded by several tax attorneys with a goal to provide expert representation for taxpayers facing issues with the IRS and state tax commissions. The company’s mission is to provide affordable, comprehensive tax relief services to individual taxpayers and businesses across all 47 U.S. states (does not currently work with clients in North Dakota, Minnesota, and Colorado).
Ideal Tax Solution is a member of the NATP (National Association of Tax Professionals) and the ABA (American Bar Association)
The Good
- Ideal Tax Solution Three-Step Process
- Money-Back Guarantee
- Free Consultation
- Expert Financial Advice
- Experienced Staff
- Service Features
- Tax Filing
- Online Access and Education
Ideal Tax Solution Three-Step Process
The company will work with its clients according to their unique needs and circumstances. However, Ideal Tax Solution generally follows a three-step process when working to get rid of clients’ tax debt:
- Free Tax Consultation: The client works with a tax consultant to identify tax liabilities and verify the programs for which they may qualify.
- Tax Investigation: Ideal Tax Solution will help you chart a solution and further map out a plan for reducing your tax debt as much as possible.
- Tax Resolution: The customer will receive a fully customized, planned tax resolution package and agreement to be signed.
Money-Back Guarantee
If the client is not satisfied with the solution offered by Ideal Tax Solution, the company promises to work extra hard to resolve the tax issues. If Ideal Tax Solution cannot resolve the issues presented, they offer a full money-back guarantee.
Free Consultation
During the consultation, the company is usually able to assess the potential client’s next step in the tax resolution process. If there is nothing the company can do to help reconcile the issue, consultants are happy to give consumers advice for which plan of action they can take in the future, completely free of charge.
Expert Financial Advice
Taxpayers and businesses with the desire to release the burden of overwhelming tax debt are encouraged to take advantage of a free consultation where they may be put in touch with a tax consultant who can provide expert financial advice and is specially trained to properly investigate taxpayers’ issues at the core.
Experienced Staff
A team of tax attorneys, federally enrolled agents, tax consultants, and case managers who aim to deliver results while building a personal and individualized relationship are provided for each case. Whether its a tax audit, levy, or wage garnishment, Ideal Tax Solution’s team can help.
Service Features
Highlights to consider when researching Ideal Tax Solution include:
- Free consultation
- Services offered nationwide
- Broad spectrum of services
- Online tools and resources
Tax Filing
What sets Ideal Tax Solution apart is that when a taxpayer becomes a client, the company will continue filing their taxes for an additional five years. While there is an additional charge for the five years of service, it’s important to note that representatives will already have 10 years worth of information on their clients, so there’s no need to dig up past records time and time again before going to another firm to file taxes.
Online Access and Education
In addition to the great benefits offered by this company, online educational resources and tools are available for clients and everyday consumers to take advantage of. One of the best tools offered goes by the name of My IdealTax. Its purpose to help clients remain updated and connected to their case 24/7 and have the ability to:
- Look up case numbers
- Chat with agents
- View payment history
- Update payment method
- Look up case status
- Schedule case updates online, by phone, or email
- Upload documents directly to representatives
- Download necessary documents
- Make payments (coming soon)
The Bad
- Lack of accreditations
- Transparency
Lack of Accreditations
Ideal Tax Solution leaves very little room for concern, although we did discover a couple of issues worth note. First, the company doesn’t hold as many accreditations and memberships as some of the industry’s leading competitors, such as affiliation with the NAEA or ASTPS, which all set standards, guidelines, and provide certification for professionals working in the tax relief industry.
Transparency
Ideal Tax Solution is a newer company that is not entirely transparent. For example, the company has not disclosed pricing information or minimum debt amounts on its corporate website.
The Bottom Line
Ideal Tax Solution hasn’t quite had enough time to travel around the industry block, although we have discovered some outstanding attributes this company offers, such as a well-rounded team, free consultations, and online access and education. However, we would like to see Ideal Tax Solution hold more memberships with professional organizations and be more transparent on its corporate website. Overall, we recommend at least taking advantage of the company’s free consultation to determine whether or not it can meet your tax relief needs.
About Ideal Tax Solution
Price
Ideal Tax Solution has not disclosed pricing information on its corporate website.
Services
This company is able to find solutions and claims to do so for those with even the most unique tax problems. Available services include:
- Wage garnish relief
- Back tax solutions
- Tax audits
- Tax liens
- Levies
- Asset seizures
- Offers in compromise
- Installment agreements
- Currently not collectables
- Penalty abatements
- Innocent spouse relief
- IRS appeals
Minimum Debt
Ideal Tax Solution has a minimum debt requirement of $7,500 to qualify for their tax resolution program.
Refund Policy
This company offers a money-back guarantee on its services.
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User Score90 people found this review helpful!Ideal Tax Solution was helpful, it was what I needed. I was told to be skeptical about this services, but I ended up getting a lot more help than what I expected. I was quite behind in my taxes, I was quite in debt and they manage to get me in a better situation. I am very, very happy because I didn’t have to close my business.Was this review helpful? YesRead More
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User Score101 people found this review helpful!Thre is no doubt you should call Ideal Tax if you have an outstanding tax liability. They are very professional and knowledgable on the subject. They are also very responsive, so if you have a question about the process they are easy to get a hold to. I highly recommend them.Was this review helpful? YesRead More
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User Score01 people found this review helpful!It is 7:55 am 4/24/20. I called your firm n costa,Mesa California. Your tax firm was trying several times to get ahold of me. I called them this morning because of getting these threats telling me what the IRS is going to do with me. I talked to an employee of yours informing him of this virus, you know it’s called cornavirus. I told him what if I don’t survive. He said set there & drop dead!! Amid other complaints you have this one is going to stand out !! I’m going to put this on Facebook. Drop dead huh ?Was this review helpful? YesRead More
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User Score101 people found this review helpful!I was worried, the IRS was closing in, I didn’t know what to do, where to turn. I was told about Ideal Tax Solution by a friend. They were very professional and immediately put my mind at ease. The whole process was explained thoroughly so I was left with no questions. Not only did they put a stop to collection they saved me money on past taxes. Highly recommend!Was this review helpful? YesRead More
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User Score102 people found this review helpful!I had no idea that you could get the irs to reduce your back taxes. A friend said I should call this company for help. I’ve been paying the irs it seems forever. They helped me so much. I was able to pay off my back taxes in less then a year. Thank you for your help!Was this review helpful? YesRead More
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User Score04 people found this review helpful!I’m not exactly sure what I paid $999.99 for. Their investigation of my mother’s tax history was incorrect and everything was provided by me, such as the 1099 and filing information that is need to file taxes. The sum of money owed was given to them by me. We never signed any forms in order to file.
Supposedly I was paying for their flawed investigation of my mother’s tax history. Many errors were given to me in comparison to her actual tax history.
Most abhorrent is the representative’s use of scare tactics in order to protect my mother from IRS intervention. The price of $3,000 was quoted to me over the phone and was time sensitive per the consultant. I had to take some time to gather myself together after that tense experience and the cost they quoted me for further service.
It felt like a scam at that point. They took $999.99 from a 85.year old early dementia women. They deny quoting me the $3,000 saying it was all record on tape and the things I remember being said we’re not on their tape recording of the conversation.
I cancelled the “umbrella” service and asked for a simple refund which was denied. Note they never gave me the tax history, nor the amount owed to the IRS. And they didn’t file my taxes return. They leave us a thousand dollars poorer knowing we owe several thousand dollars.Was this review helpful? YesRead More -
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User Score04 people found this review helpful!I called on behalf of a client that believes he worked with John C to address a tax issue. I got the run around and ultimately hung up on twice by a lady who claimed to be manager of there tax case manager. Very unimpressed at moment. Hopefully they can recover but at present my client has federal tax liens still in place and confused and IRS is giving me information that work done by Ideal Tax Relief appears not to cover the federal tax liens that we part of the reason he engaged Ideal Tax Relief as I understand. Hoping someone get’s this and addresses the situation. Rgds, Niels AWas this review helpful? YesRead More
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18 Ideal Tax Solution Reviews