Ideal Tax Solutions Overview
Headquartered in Orange Co, California, Ideal Tax Solutions was founded by several tax attorneys with a goal to provide expert representation for taxpayers facing issues with the IRS and state. Their mission is to provide affordable comprehensive tax relief services to individual taxpayers and businesses across 50 U.S. states.
Ideal Tax Solutions only has a few short years under their belt as a company. Since their inception in 2010, they’ve helped thousands of clients resolve tax issues. After their growth spurt in 2012 they began really branching out to meet the demands of debt saddled tax payers across the nation, yet still focus on delivering client care. Benefits of their service include:
General Manager Ken Mason made clear that during the consultation, they are usually able to assess the potential clients’ next step in the tax resolution process. He claims 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 overwhelming tax debt are encouraged to take advantage of a free consultation where they may be put in touch with a tax consultant providing expert financial advice, and specially trained to properly investigate taxpayers’ issues at the core.
A team of Tax Attorney’s, Federally Enrolled Agents, Tax Consultants, and Case Managers who aim to deliver results while building a personal and individualized relationship, are provided on each case. Whether its tax audit, levy, or wage garnishments, they can help with their offering of a broad spectrum of tax relief services.
Highlights to consider when researching Ideal Tax Solutions include:
- Free consultation
- Services offered nationwide
- Broad Spectrum of services
- BBB accredited (although no review as it was being updated at the time of our research)
- Members of the American Bar Association (ABA)
- $299 for investigative service
- Payment plans available
- Online tools and resources
Several tax relief companies in this industry are unable, or unwilling, to be forthcoming when it comes to inquiries regarding costs. Ideal Tax Solutions, on the other hand, is transparent about their prices, not leaving much to the imagination. Tax Investigative services are $299.00, which are the lowest we’ve seen in the industry, and consultants dig up 10 years worth of IRS history to ensure they cover all aspects surrounding each case. While fees associated with other services are strictly dependent on the approach taken to resolve the tax issue, representatives remained upfront when communicating that their services are based on all kinds of fee structures – flat fee and/or hourly; however, they will make certain clients fully comprehend the cost before beginning. In addition, they offer a payment plan for those under economic hardship.
What sets them apart is when a taxpayer becomes a client, Ideal Tax Solutions will continue filing their taxes for an additional five years claiming if they get clients out of trouble, they want to keep them out of trouble – at least for 5 years. While there is an additional charge for the 5 years of service, it’s important to note representatives will already have 10 years worth of information on their clients so there’s no need to go dig up past records time and time again before going to another firm to file taxes, and the prices are pretty competitive.
Online Access and Education:
In addition to the great benefits offered by this company, online educational resources and tools are available for clients and the everyday consumer to take advantage of. One of the best tools offered to clients goes by the name of My IdealTax, with a 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)
Ideal Tax Solutions 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, NATP, AICPA, or ASTPS, which all set standards, guidelines, and provide certification for professionals working in the tax relief industry. Other limitations include:
Also, this is a newer company creating another challenge for our researchers to discover the overall company transparency.
In addition, there are some updates being made to the company website at this time causing a few pages to show an “under construction” message.
Pricing varies and is applied on a case-by-case basis, which is industry standard. We found they perform investigative services at the lowest price we’ve seen in the industry, coming in at $299. For clients are encouraged to keep coming back for tax filing purposes after 5 years of the initial program completion dates. Pricing is as follows:
- $250 for the everyday taxpayer
- $200 for Veterans
- $500 schedule fee for 1099, self-employed individuals
Problems/Solutions: What kinds of problems/solutions do they handle? (Please list)
This company is able to find solutions and claim to do so for those with even the most unique tax problems. Services begin with an online tax investigation and follow through with:
- IRS Tax Audit
- IRS Penalty Abatement
- IRS Tax Collection Appeals
- IRS Wage Garnishment
- IRS Levy
- IRS Tax Lien
- IRS Installment Agreement
- IRS Innocent Spouse Relief
Minimum Debt: Do they have a minimum debt amount?
Ideal Tax Solutions does not require taxpayers to hold a minimum amount of debt.
Refund Policy: Do they offer a refund policy?
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