Optima tax Services Review

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Brandi M.

UPDATED 3/20/2024

They should really start teaching you in school about how to do your taxes. All the American education system taught us about taxes was that we owe a certain sum of money to the government and we have to figure out how much. Again, failure to pay the correct sum, or to pay on time means paying penalties.

We can’t really blame you if you don’t fully understand the concept of taxes. What we can do, though, is help you out with tax relief. Did you know that you could sign a relief agreement with the IRS? A trustworthy tax relief company can help you out in more ways than one.

You can be exempted from a lot of unnecessary tax burdens like tax audits, wage garnishing and bank levies with a few proven strategies from a tax relief company. One of those companies is Optima Tax Relief. Today, we’ve put together for you an in-depth review of Optima Tax.


Optima Tax Relief is a Tax Resolution firm that provides tax relief services for almost all IRS or State Tax issues. It has a two-phase program that beats all the others in the industry to give you the best possible service.

Licensed professionals at Optima Tax Relief work day and night to solve the immediate issues you have and then prepare you for the best possible outcome in terms of your tax payments. One of the first things you’ll see on the website is that Optima, so far, resolved over 1 Billion Dollars in Tax Debt. Now, that’s impressive.

Optima Tax Relief starts you off with a free consultation to gauge your issues. The next step is relief, resolution, and settlement. Then you move on to creating the best possible protection plan to ensure you don’t fall into an issue with your taxes ever again.

Pros and Cons

Optima Tax Relief might have the competition beat. But that doesn’t mean there aren’t any flaws or issues. We want to give an honest review and so, we’re going to lay it all out about any drawbacks Optima might have along with all the great aspects.


  • Offers free consultations before making any payments whatsoever
  • Accredited by the BBB and multiple other organizations
  • In-house experts, so your resolution isn’t coming from a third party
  • Agents assigned to each case for better communication


  • No specified payment policies mentioned
  • Does not offer 24/7 support, instead promises responses to queries within 24 hours

Requirements & Fees

Optima Tax Relief starts you off with a free consultation. The first thing you need to do in order to be eligible is select the tax debt bracket that you’re in and the state you’re in. Optima does not provide services in a few states including Colorado. If you do live in one of those states, Optima will suggest other services.

The tax debt brackets within 0 to 12 unfiled tax returns to be eligible for a free consultation are:

  • 0$ to 99,99$
  • 10,000$ to 19,999$
  • 20,000$ to 49,999$
  • 50,000$+

In terms of payment to Optima Tax Relief, it depends on the type of service you require. For a settlement with the IRS, Optima will charge you based on the amount of debt that needs to be resolved. On the low end, you can expect to pay 995 and on the high end you might pay $ around 5000$ and it varies based on the case.

You are eligible to receive a refund if the IRS denies your settlement request within 15 days of signing up. After 15 days, you may receive limited refunds.

Important information

Types of Tax Relief Services & Terms

Relief Types

  • Free case review and consultation
  • Two-Phase relief system
  • A+ rating and accreditation from BBB

Additional info

  • Case basis consultation and resolution
  • Experienced professionals

Minimum Tax Amount Owed

$ 10,000

Range of Fees

Starts at $295+


Tax Relief providers

Privacy & Security

The rundown on the information Optima Tax Relief requires from clients includes income, employment, bank, credit and debit card information, and social security number, along with some contact information.

Optima Tax complies with federal laws in order to protect its client’s information. Your information may be disclosed to third parties only for the purposes of contractual obligations. This information can’t be used to directly identify you.

Optima Tax reserves the right to disclose your information in the event of any government requests or court orders to comply with Legal Notices.

Customer Service

Optima Tax Solutions does not offer 24/7 customer support. However, you can reach out to the customer support team and expect to receive an answer to your query within 24 hours. For consultations, you can mail [email protected].

You can also call their Client Services Department at (800) 965-319. The agents operate from Monday to Friday from 7:00 a.m. – 6:00 p.m. Pacific Standard Time. You can also reach out to them via email at [email protected].

Final Thoughts

Optima Tax Relief almost sounds too good to be true. We especially love the fact that they provide free consultations before taking your case. It really gives you an insight into how the company operates and might solve your issues.

You still have to keep in mind, that just like any other tax relief company, Optima isn’t going to make your tax debt disappear. It simply takes a proven approach to lessen your burdens and optimizing your future prospects so you pay the accurate amount of taxes and save plenty of money.


You can visit Optima Tax Relief’s website at Optima Tax Relief. You can contact them via the following social media platforms:

  • Facebook: Facebook.com/OptimaTaxRelief
  • Twitter: @OptimaTax
  • LinkedIn: Linkedin.com/company/optimataxrelief/

The head office location is listed at 3100 S. Harbor Blvd., Suite 250 Santa Ana, CA, 92704 United States.


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reviewer avatar

Brandi M.

Brandi M. From Lilburn, United States. A professional writer with over a decade of experience in the finance industry.

This review is based on the writer's personal opinion.