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Press release content from TS Newswire. The AP news staff was not involved in its creation.

Optima Tax Relief Review: Pros, Cons & Why It’s Better Than Others

October 9, 2020 GMT

New York, NY ( TS Newswire ) -- 09 Oct 2020

Having a tax debt is common but possessing a large debt needs to be uncommon. Otherwise, it not only can make one feel uncertain about your future finances but also can trigger anxiety and depression. The latter is associated with the constant struggle with repaying what is payable. These disorders can make it even tougher for you to function normally. On top of that, for not paying taxes, the IRS can impose garnishment or asset seizure. This is the time when one needs to take instant action by seeking professional help and protection. At times, it suffices to coordinate directly with the IRS for tax relief.


However, in most cases having huge tax debts, professional help is the only advisable choice. In case your tax debt amount is at least $10,000, Optima Tax Relief can truly give you tax relief by putting you on a more solid support. Get more info on Optima Tax Relief site!

It is one of the esteemed names in the tax relief industry wherein there are many questionable service providers. It offers a variety of tax relief services along with a free initial consultation. So, is it worth approaching it? Will it make tax relief hassle-free? Lets check out!

Why Rely on Optima Tax Relief?

Just because a tax relief firm is in the resolution business since 10 years does not mean that you should go for it. Although the years of experience matters, it is equally essential to know how well it is recognized by the different authorized agencies.

The good news is that Optima Tax Relief is a Better Business Bureau (BBB)-accredited firm that has gained an A+ rating. It has also managed to gain an A rating from the Business Consumer Alliance (BCA), a non-profit and private agency that supervises and reports the business practices of different firms.

Further, Optima has accomplished the honor of being an IRS-approved Continuing Education (CE) provider. This indicates that the firms tax pros are highly qualified to educate other experts. Optima is a member of the National Association of Tax Professionals (NATP) and the National Association of Enrolled Agents (NAEA).

With so many recognitions, it seems fine to rely on Optima. At this point, you may feel like approaching it. However, a smart taxpayer in debt will also check out the services, features, and working of Optima. Doing so will give an idea of what to expect and what not to expect from this tax relief firm. BTW, you can visit Optima Tax Relief website!


What Are the Features of Optima?

Following are the salient features of Optima Tax Relief:

  • Comprehensive Range of Services : Optima is known for its wide range of services given by its large team of in-house experts having more than 20 years of experience. The company can aid in any small or big matters associated with tax preparation, tax debt, tax issues, and audits. All its services are broadly classified into tax consultation, tax preparation, tax resolution, tax settlement, and tax protection.
  • Distinct Two-phase Process : To get quick resolutions, the professional team at Optima has come up with a two-phase strategy that follows the initial consultation. The first phase involves case review and solution options, while the other involves achieving the resolution. The total time for both phases can be as short as 4-5 months and as long as over 12 months. However, the pace at which the solution is thought of and executed depends on a variety of factors and varies from one case to another.
  • Service to All American States and Those Living Abroad : Optima is licensed and holds the IRS power of attorney to serve in all American states. This means that it is recognized as eligible to speak on your behalf to the state tax and IRS agencies. In addition, it can help the American taxpayers residing abroad in solving their issues related to tax and tax debt.
  • Free Consultation and Refunds : Optima feels proud to assess your case free of charge. This means you can decide whether this company is for you or not. It also promises a 15-day money-back offer if you are unhappy with the progress of your tax case. Considering that virtually anyone can obtain a payment plan, it is unlikely for any tax relief firm to say that there is no option left for you. However, if you choose to get your money back, Optima tells you to inform within 15 calendar days from the date of signing the contract to get a full refund. If it is within 30 days, the refund is calculated on a case-by-case basis.

How Optima Works?

The working process starts with a free, private phone consultation for clients through which Optima assesses their eligibility. Through this consultation, a specialist collects basic information about the tax issue or situation to find out whether a client qualifies for tax relief services or not. The specialist or representative will answer your questions and reveal the probable cost as well.

Once assessed, the qualified taxpayers pass through a distinct, two-phase approach for coming up with individually tailored solutions for them. The first phase is called Investigation, while the second phase is known as Resolution.

Does Optima Charge Exorbitantly? Does It Disclose its Charges?

Once a taxpayer is found eligible for the relief, Optima charges a fee to initiate its investigation phase. Reflecting confidence in its process, the company charges this fee with a money-back guarantee for 15 days. Once a resolution plan is made, the company charges a second fee to complete the process, which varies as per the complexity and size of the case.

Thus, the genuine discovery work, which includes the main effort to determine how critical or big your problem is and to get other details, costs a few hundred dollars. Typically, a firm giving you tax relief charge more for resolution work, which is the second fee. Once your case is assigned, a company representative contacts you in 24 hours.

Still, Optima seems to upfront and transparent when it comes to cost. As a fact, there is no predetermined or universally-accepted price for investigation or resolution. By calculating cost on a case-by-case basis, Optima is fair and flexible in its pricing. Further, it gives you the benefit of knowing upfront how much you will end up paying as its fees. Moreover, the company never demands to pay all fees at once, as it splits the payment into two installments, first for investigation and then for resolution. We suggest to visit Optima Tax Relief website to get more information!

Who Executes Your Case?

Optimas team includes only CPAs, EAs, attorneys, and other certified or experienced consultants to help the taxpayers. They work to address direct concerns such as tax levies, find solutions, help gain compliance with the state tax agency or IRS, and offer a long-term tax solution to keep such issues at bay in the future.

Optima assigns you one such case expert who then acts as a liaison and mediator between you and those involved in your tax issue. If in Santa Ana or Chandler in Arizona, you are likely to meet someone to discuss and ask questions. Else, you talk via e-mail or on phone.

The Optimas tax professionals know how to dig into the issue details to come to a resolution. They also inform you whether you can investigate on your own to save money, which is a great sign that they genuinely care.

If and when the assigned professional arrives at some deal with the IRS on your behalf, another glance at your financial situation will be initiated for free. This will indicate whether you qualify for an Offer in Compromise. If yes, the professional will continue with the filings and actions required for this offer.

What Customers Say?

Just listening from the external authorities about accreditations is just 50% of how a specific tax relief company is, when it comes to deciding whether it is reliable or not. The remaining 50% should come from its customers. This is why you need to go through some fair customer reviews.

Apart from industry recognition, Optima has gained the People Love Us On Yelp honor from a specific business group, as revealed on its official website. This indicates that it has got more positive reviews than negative ones despite getting an average star-based rating. Even on Google Reviews, it has gained an average rating of 4.3 stars.

Across the Web, several reviewers have shared that the companys experts are extremely knowledgeable and friendly to come up with a streamlined process for guidance throughout the course of debt resolution. They have also revealed how much less than what was owed has been given as settlement.

Yes, there are negative reviews too, which reveal complaints regarding no transparent pricing online and overpromising a positive result. While the former has a fair justification of tailored pricing, the latter seems to be due to the possibility of assigning a certified but an unexperienced expert for a specific tax issue.

A few words about company

Working as a full-service tax resolution company in Californias Santa Ana, Optima Tax Relief specializes in helping consumers who feel helpless due to aggressive IRS tax collection attempts. The firm helps by setting a payment plan or settling the debt for less than what is payable.

Having over 500 representatives consisting of Certified Public Accountants (CPAs), tax attorneys, and Enrolled Agents (EA) all licensed to deal with both state and federal taxes, Optima negotiates back taxes of at least $10,000 on your behalf. Yes, this is the only prerequisite expected from taxpayers.

It can also aid with tax preparation, auditing, tax collections, and ID theft protection. Optima focuses only on solutions for tax relief, including criminal tax defense solutions. It offers all relief options, excluding those for asset seizure negotiation.

In 2010, the company was founded by two college pals namely, Jesse Stockwell and Harry Lagenberg, who met while studying in the Wharton Business School.

The goal of doing so was to guide the U.S. citizens to handle the aggressive tax collection tactics of the state tax agencies as well as the IRS by gaining compliance and coming to a practical resolution for tax issues.

For Whom Is Optima?

Optima is ideal for those who want to get help from a national, well-recognized brand offering a comprehensive set of tax relief resolutions, check Optima Tax Relief site!


  • High ratings from BBB and BCA
  • IRS-approved CE
  • No retainer fees
  • Free consultation
  • No office visit required
  • Only certified staff members
  • 15-day money-back guarantee
  • Discovery fees in line with its rivals


  • Minimum debt requirement
  • Charging somewhat high for some services such as tax protection
  • Unpublished costs online, as the fees vary from one case to another (not truly a con)

So, Is Optima Good for You?

Yes, Optima Tax Relief is good for you if you are living in fear and now need a reliable, professional hand to help you come out of the tax debt situation. After all, it is an accredited brand offering several tax relief solutions and having a significant number of positive customer reviews. The firm is upfront about its way of tackling a case and t