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. The company’s mission is to provide affordable, comprehensive tax relief services to individual taxpayers and businesses across all 50 U.S. states.
- Free consultation
- Expert financial advice
- Experienced staff
- Service features
- Tax filing
- Online access and education
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.
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.
Highlights to consider when researching Ideal Tax Solution include:
- Free consultation
- Services offered nationwide
- Broad spectrum of services
- Online tools and resources
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)
- Lack of accreditations
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, NATP, AICPA, or ASTPS, which all set standards, guidelines, and provide certification for professionals working in the tax relief industry.
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.
Ideal Tax Solution has not disclosed pricing information on its corporate website.
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
- Asset seizures
- Offers in compromise
- Installment agreements
- Currently not collectables
- Penalty abatements
- Innocent spouse relief
- IRS appeals
Ideal Tax Solution has not disclosed this information on its corporate website.
This company does offer refunds.
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