Optima Tax Relief offers several avenues for tax relief in the following areas: tax consultation, tax resolution, tax preparation and compliance, and tax settlement and negotiation. With a highly qualified team, the company offers a number of services which it calls its “core competencies” and has received glowing customer feedback. Read our expert review below or scroll down to read real Optima Tax Relief reviews from consumers.
- Positive customer reviews
- Core competencies
- Money back guarantee
- Stellar reputation
The tax professionals at Optima Tax Relief understand that millions of Americans are plagued by the burden of IRS demands and tax payments. Owing the IRS money can be a daunting and binding financial experience, but the Optima Tax Relief system has helped thousands resolve their tax debt issues. Following the free consultation, Optima Tax Relief representatives will conduct an investigation where communication with the IRS is established. Following the investigation, Optima Tax Relief experts will work towards resolution and the closure of the tax case all within nine months (on average).
Positive Customer Reviews
On our website, Optima Tax Relief has mostly positive comments, with most customers awarding the company with a 9 or 10 rating. Customers say that Optima Tax Relief saved them thousands of dollars, provided great customer service, and explained the entire tax relief process well. In fact, many clients say working with this company was one of the smartest decisions they’ve ever made.
Though the company offers many tax services, it lists its “core competencies” as tax negotiation and settlement, IRS audit defense, tax levies and liens, wage garnishment, back taxes, and end penalties and interest. Optima Tax Relief also helps people reduce IRS tax debt. Not only does this cover a broad range of possible tax needs, but all of the company’s agents and attorneys are showcased on its website, giving a personal connection to potential customers.
Money Back Guarantee
Optima Tax Relief offers a 15-day money back guarantee for all of its tax services. This means that if customers are not satisfied within the first 15 days, they can receive a refund.
Optima Tax Relief is accredited with numerous professional organizations, including the NATP and the NAEA.
Prospective clients should consider Optima Tax Relief for the following reasons:
- Free consultation
- Accredited with many professional organizations
- Four-step tax relief process
- Refund policy
- Limited industry experience
- Negative review summary
Limited Industry Experience
It’s important to note that Optima Tax Relief is one of the newest tax relief companies we have reviewed; it began doing business in 2010. While some people may not care about the age of a company, others may prefer to work with a more established company that has greater industry experience.
Negative Review Summary
The handful of negative reviews on our website come primarily from customers who were shocked at the total amount of fees they ended up paying for Optima’s services. Obtaining a full list of fees is next to impossible on the company’s website. The company could do well to be more up front about this information on its corporate site.
Prices vary depending on individual situations. Program fees would be in addition to the rate charged for a completed resolution, which would depend upon taxes owed. In further answering this question, we worked with the example of a $35,000 Federal tax bill owed over a five year period. There are two phases to Optima’s service; the Investigation phase (first retainer) and the Resolution phase (second retainer). For the first retainer under this scenario Optima would charge $999 or, if you’re already being garnished or levied at the time the service starts, $1,999.
The first phase retainer is charged up front to establish power of attorney and begin the investigation. This phase can take up to thirty to forty days.
The second phase, or resolution program, typically ranges from $999 to $9,999, depending on a variety of factors, such as:
- Number and complexity of returns to prepare
- Total tax debt owed
- Seriousness of outstanding collection actions and efforts required to curtail
- Resolution options we pursue (IA, CNC, OIC, Penalty Abatement)
- State tax issues involve
No fees are charged during the second phase until the company performs an “in depth investigation into your tax issues with the IRS. At that time [the company] will let you know [its] estimated fees.” In total, for the situation listed above, you could expect a price between $3,000 and $5,000. Again, this price may be lower or higher depending on the unique situation of each individual.
In the company’s FAQ section, it states that each case is different, and to its credit, it honestly states, “[it] may not be able to save you anything at all.”
Optima Tax Relief is a full-service tax relief company. The company works with state and federal tax problems resolving both tax investigation and tax resolution. Offered services include the following:
- Administrative appeal
- Bank levy release
- Collection appeal
- Currently not collectible
- Innocent spouse relief
- Installment agreement
- Offer in compromise
- Partial Pay Installment Agreement
- Statute of limitations
- Tax lien subordination
- Tax lien withdrawn
- Wage garnishment release
- Asset seizures
Optima Tax Relief works with a variety of tax debt/IRS issues. The company can help people who owe thousands of dollars to the IRS to know what their options are. Tax experts at Optima can reduce tax debt and even stop wage garnishments from starting. Whatever your situation, Optima will find the right solution for you.
Optima Tax Relief states that it does not have a minimum debt requirement.
The company was formed in 2010 by Harry Langengberg and Jesse Stockwell, two former students of the Wharton Business School. Today, the company operates out of California and is made up of over 300 ex-IRS employees, tax attorneys, CPAs, and enrolled agents. The diverse qualifications of its staff make Optima Tax Relief one of the most notable companies in the debt relief industry.
Optima is licensed to work in all 50 U.S. states by the IRS.
CPA on Staff
Optima Tax Relief has CPAs on staff.
Tax Attorney on Staff
Optima Tax Relief has tax attorneys on staff.
The company is a member of the NATP and the NAEA.
Enrolled Agent on Staff
Optima Tax Relief has enrolled agents on staff.
The first consultation is free of charge over the phone. Taxpayers must pay the first retainer in order to begin the discover phase on the account.
There is a 15-day money back satisfaction guarantee on any fees assessed for the professional investigation process. There is no guarantee once the second phase of service, or resolution phase, has begun.
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