Optima tax

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Falling behind on tax payments to the IRS is something that millions of Americans have dealt with at one time or another. Owing money to the IRS can be very intimidating, but don’t worry and definitely don’t lose hope – there is tax relief available. A reputable tax relief company can help you reach a tax relief agreement with the IRS.Using proven strategies, our knowledgeable experts can assist you through tax audits, help reduce your tax debt, and stop wage garnishments and bank levies from happening. In some cases, you may be able to settle tax debts for much less than was originally owed.The tax relief experts at Optima Tax Relief are available to be your dedicated resource to save you the most money while resolving your IRS debt in the shortest amount of time possible.

Our Process



100% Free



Phase 1: Investigation

Initiate client protection

Establish communication with IRS

Review case summary options

(2-4 weeks)


Phase 2: Resolution

Establish IRS compliance

Achieve best resolution

(3-9 months)



Case Closed


Lots of People Get Tax Relief

The tax code is REALLY complicated. So many Americans end up in a situation where we owe more to the IRS than we can afford to pay. Lots of people end up with big debts to the IRS. Now we’re in a really tough situation – because the IRS is the world’s most powerful collection agency. They can do some scary things like seize your home or bank accounts, garnish your wages, and a bunch of other things that no other collection agency can do. Your options often look something like this: pay the amount in full, or, pay it back over time with interest and penalties.

Tax Relief May Be The Best Option

Do you feel scared? Overwhelmed? That’s where we come in. We do this every single day, sending in our licensed professionals and problem solvers to make sure our clients are protected. We’ve got a two-phase tax relief program that beats anything else in the industry, where we (phase 1) put out any temporary fires, and (phase 2) prepare you for the best possible outcome. And guess what? We LOVE doing this. We’re real human beings, who enjoy helping other human beings when they need us the most. So if you’re scared, and don’t know what to do, check in with us.


Who We Are

Comprised of Tax Professionals with over 25 years of experience, Optima Tax Relief is a full service Tax Resolution firm that can handle almost any IRS or State Tax Issue. Our team is on hand to provide answers for clients impacted by garnishments, bank levies, liens and other challenges.

What We Do

Optima Tax Relief specializes in resolving and reducing IRS or State Tax Debt. Our unique “Two Phase” approach is truly revolutionary in the Tax Resolution industry. You will have detailed understanding of your options BEFORE you pay any fees towards resolution services.

Trust Us

Optima Tax Relief is committed to providing a safe and secure site that you can trust. We take your privacy seriously and will not share your information.

Over $1 Billion in Tax Debt Resolved

Over $1 Billion in Tax Debt Resolved

As Seen on:


Staff Testimonials

Tax Attorneys Testimonials

“Helping my clients get their life back on track resolving tax debts, makes my job incredibly rewarding. That’s probably why I enjoy doing taxes so much. I help people save money and solve their tax problems everyday at Optima Tax Relief.”

Alisha – Case Manager

Tax Attorneys Testimonials

“It’s really a great feeling to come to work everyday and know that what I’m doing has such a positive impact on other people’s lives. Building bonds with my clients keeps us in touch well after we’ve accomplished their goal.”

Kevin – VP, Sales

Tax Attorneys Testimonials

“It’s a great feeling when I hear my clients tell me ‘Lauren, this is the first time I’ve slept through the entire night in a long, long time.’ Listening to comments like this makes me realize everyday that I’m truly making a difference in someone else’s life.”

Lauren – Manager

Tax Attorneys Testimonials

“When someone has the IRS breathing down their neck, the result is typically endless worry and sleepless nights. Therefore, it brings me great joy and satisfaction to get my clients content again, sleeping well, and boldly moving forward.”

Phil – Lead Tax Attorney

More from our Tax Attorney

Our Accreditation

NAEA Enrolled Agents

Winner of the Better Business Bureau Torch Award for Ethics

Optima Tax Relief was 2017 winner of the prestigious Torch Award for Ethics awarded by the Better Business Bureau serving San Diego, Orange and Imperial Counties. The BBB bestows this honor to companies that have demonstrated the best practices, leadership, social responsibility and high standards of organizational ethics that benefit their customers, employees, suppliers, shareholders and communities. A tremendous honor that stands as a testament to our unwavering commitment to imbue the highest ethical standards into everything we do.

BBB A+ Accredited Business

We Are an A+ BBB Accredited Business

The Better Business Bureau (BBB) is a private, nonprofit organization that provides services and programs to assist consumers and businesses. Optima is a BBB accredited business. This means the BBB has determined that Optima meets BBB accreditation standards, which includes a commitment to make a good faith effort to resolve any consumer complaints. BBB Review

Inc. 500, #1 Financial Service Company in 2015!

Ranked the #1 Financial Services Company by Inc. Magazine

We’re proud to be ranked the #1 fastest-growing financial services company in America by Inc magazine which surveys thousands of companies across the nation to determine their ratings. Our success is a direct result of our adherence to our Core Values, which starts with “Providing excellence for every client, every time. No exceptions. No excuses.” Inc.com

IRS CE Provider

Approved Continuing Education Provider

Optima Tax Relief has been approved by the IRS as a Continuing Education Provider. Meaning, our team of tax professionals have a level of tax code expertise that the IRS recognizes as being qualified to provide official educational programs to others. In short, our tax pros have been authorized by the IRS to teach other tax pros how to do things right.

BCA logo

“A” Rating With Business Consumer Alliance

Business Consumer Alliance is a private, non-profit organization developed to monitor and report on the business practices of companies. The broad purpose of BCA is to promote business self regulation. Optima Tax Relief maintains an A-Rating with this independent rating organization. Check Our Report

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A Proud Member of National Association of Tax Professionals

NATP is the largest organization dedicated 100% to tax professionals and their success. We exist to boost your expertise and credibility through unmatched tax education, industry-leading federal tax research, up-to-the minute tax code insights and services and supplies to support your business. Our members know that through their service to taxpayers, they are putting more good into the world.

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Named a “Official “Top Workplace” Honoree”

Optima is an official “Top Workplace” award-winning organization. Awarded by the Orange County Register, in partnership with Workplace Dynamics LLP, a leading organizational health and employee engagement research firm, this honor goes to the top-rated companies in an annual survey that evaluates thousands of companies for their employee culture, satisfaction and social responsibility. We’re proud to be a “Top Workplace” recipient. OC Register

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“5 Star” Rating With Super Money

SuperMoney.com offers comprehensive personal finance information, powerful tools, and real money experts to help consumers win the fight for financial freedom. By simplifying consumer finance topics such as debt management, tax help, mortgages, and more, SuperMoney.com aims to help their constituents to “Super Power their Finances”.

People love Optima on Yelp

“People Love Us On Yelp” Award

Optima Tax Relief is a recipient of Yelp’s “People Love Us On Yelp” Award. Yelp awards this to a selective group of businesses that have received exceptionally positive customer ratings and reviews. Our thanks go out to all of our clients who’ve shared their appreciation of us on Yelp and other review sites.

Power of Attorney

Licensed by the IRS to Practice in All 50 States

We serve taxpayers throughout the entire United States. Our Power of Attorney to represent taxpayers before the IRS is valid in all 50 states. We can also legally represent U.S. taxpayers living abroad. So no matter where you’re living, if you owe the IRS back taxes, Optima Tax Relief is ready to help you resolve your tax debt.

best places to work logo

Named a “Best Place to Work” by the OCBJ

Every year since our inception, Optima Tax Relief has been named to the Orange County Business Journal’s prestigious “Best Places to Work” list. Being a “Best Place to Work” is especially important to us because we know that a happy, thriving staff is critical to ensuring every client receives the world-class service and unbeatable results they deserve. OCBJ

NAEA Enrolled Agents

Member of the National Association of Enrolled Agents

Optima Tax Relief is a member of the National Association of Enrolled Agents (NAEA), a leading national organization representing enrolled agents (EAs). Its members are licensed by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS), including examination, collection and appeals functions.

Get Tax Help

Let Optima Tax Relief be your guiding light when dealing with the IRS

The IRS is the world's mostpowerful collection agencyand they are ruthless in their efforts. We can help!

Get Tax Help
Sours: https://www.optimataxrelief.com/

Contact Us

Contacting Optima Tax Relief

Already an Optima Client?

You can call (800) 965-3192 to reach Optima’s Client Services Department on Monday – Friday from 7:00 a.m. – 6:00 p.m. Pacific Standard Time, or email us at [email protected]

If you need to upload a document or receive an update about an outstanding item, please login to your Client Portal.

Tell Us What You Think!

What do you like? What don’t you like? We want to hear about your experience with Optima Tax Relief. Please share your voice and be heard! Write us at [email protected]

Mailing Address

Optima Tax Relief

3100 S. Harbor Blvd., Suite 250

Santa Ana, CA, 92704
United States

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*The testimonials were provided by actual Optima Tax Relief, LLC clients and are the clients’ sole opinions and experiences relating to the services. Compensation may have been provided to each actual client for providing a testimonial of their honest opinion and experience. The testimonials provided were dependent on the facts of the specific client’s situation. These are individual results which will vary based on circumstances. We do not claim that they are typical results that consumers will generally achieve. Nothing included herein should be taken as a guarantee, warranty, prediction or representation about the results of your situation. All testimonials and related information displayed in the form of text, audio and/or video are shown as they were received in their true and original form and have not been modified or altered in any way, except in some cases, where they have been edited only for the sake of brevity.

Sours: https://www.optimataxrelief.com/about-us/contact-us/
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Optima Tax Relief

Rated with 5 stars
Dennis of Rocky Mount, NC Verified Reviewer
Original review: June 28, 2021

I was 100% satisfied with my experience at Optima. They took the time to work with me on a one on one basis to resolve my tax issues. I feel that they were an affordable and effective solution to my tax problem. They filed old returns that needed to be taken care of and helped me with the legal side of dealing with the IRS. I could not of done this on my own. They were instrumental in getting me a good settlement and payment plan.

Optima Tax Relief response

Thank you Dennis! We work one-on-one with our clients to ensure an excellent experience. Congratulations on a great resolution.

Rated with 5 stars
Joseph of Bronx, NY Verified Reviewer
Original review: June 7, 2021

I was extremely scared and worried about what would happen to me. I heard about Optima Tax Relief on the radio and decided to give them a call. I heard of other places but I don't know why I felt as if this company was super legit and they were. They did all the work. I just had to be completely honest and let them know what was going on. To this day I am free of tax debt and would highly recommend this company to anyone facing tax issues.

Optima Tax Relief response

We do all of the work so our clients can relax! Thank you for choosing us and continuing to recommend us, Joseph!

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Rated with 5 stars
JOELY of Houston, TX Verified Reviewer
Original review: June 1, 2021

I went to Optima Tax Relief because I had a huge burden of a a large amount that I owed to the IRS. I was hesitant at first because I thought, "Oh this is another company that will just take my money." I was so wrong, I owed the IRS over 60,000 and Optima got that reduced so much and I do mean way low that I can now relax and live with the weight of the world (IRS) off of my shoulders. I would highly recommend Optima Tax Relief to anyone that owes the IRS. They will work hard on your behalf and be right by your side throughout each step. I'm glad that I made that call to them.

Optima Tax Relief response

That's an incredible resolution, worth sharing with everyone! We're proud to have been an award-winning resolution firm, reputable with our clients. Thank you for continuing to recommend us and we're so glad you called us as soon as you did!

Rated with 5 stars
Armando of Highland, CA Verified Reviewer
Original review: May 28, 2021

To tell you I was worried is an understatement. Letters upon letters kept me up at night with the fear of garnishment or possibly more. You hear the commercials all the time, but think that'll never be me! Well it was me. I didn't know where to turn, so what did I have to lose?? From the beginning, Optima made everything easy to understand. You talk and deal with a number of people, but the one who stands out and was always there to help and take my questions was Catalina. Without her help, I think I would have just given up. I never got to thank her at the end, so I'd like to do that now.

Optima Tax Relief response

We understand that you were in an incredibly difficult predicament. Thank you for sharing your journey with us. We're so proud to have provided you with an amazing resolution, and we're passing on the kind words to your team!

Rated with 5 stars
James of Surprise, AZ Verified Reviewer
Original review: May 13, 2021

Thanks to Optimal Tax Relief my burden is gone. Since 1993 I owed the IRS a lot of money but thanks to optimal tax relief my burden was erased. I've owed IRS and child support for years which put undue burden on my finances. My head was spinning doing side work and a full time job. It was so exhausting and I had to do something about it and thanks to optima tax relief I can breathe again.

Optima Tax Relief response

Resolving our client's stress is our priority - we take on your burden and make it OUR burden! We're proud to bring you the "relief" in Optima Tax Relief. Congrats!

Rated with 1 star
Shannon of Long Beach, WA Verified Reviewer
Original review: Sept. 23, 2021

Be careful with these guys. I am a service comnected disabled female veteran and this is NOT OK! Their responsiveness and communication is great until you make your final payment to start the resolution process then boom! Crickets. I've filed a BBB complaint about these folks and am trying to battle finalizing my tax issue with the IRS myself, even though I paid them $1500 and absolutely NO RESPONSE WHATSOEVER. Jennifer ** should be ashamed of herself for handling a client like this. I have multiple notices from the IRS and have no way of even getting an update from anyone with this company on what I'm supposed to do or not do. After making numerous phone calls I finally got someone on the phone who tells me I was reassigned to a Devin **. He is also "unavailable" just like Jennifer **. This is completely unacceptable.

Rated with 1 star
Robert of Simi Valley, CA Verified Reviewer
Original review: Sept. 21, 2021

I am writing this review as a warning to all possible future clients of Optima Tax Relief. This is all the stuff they will not tell you. They prey upon you because you're in a bad spot and you want to be protected from the IRS. Let me tell you what my experience was with this company. They say they have a 2-phase process; it really has three phrases. The 1st phase is to collect your money for themselves. So, in my case I owed the IRS quite a bit of money, over 100k. They offered to take my case for around 10k, which I had to finance. I filled out a power of attorney for them to represent me with the IRS. Then nothing happened with my case until I had paid the full amount. Which took about 14 months to pay.

They say they will protect you from liens and garnishments, but what they really mean is we can protect you from those actions after you have entered a payment plan with the IRS. Which they won’t really pursue for you until they get all their funds. The result of their protection is I had a lien placed on my house from the IRS for the full the amount I owed them. In fact, at one point, they asked for my tax documents so they could do my taxes for me or go through them, it was never clear what they wanted to do. At any rate they never followed through with any kind of analysis of my tax situation or nor did they ever do my taxes. After the 14 months they told me I had to enter into a 2900 dollar a month payment plan with the IRS, because that is what the IRS wants me to pay. I asked, "Aren't you guys supposed to negotiate an affordable plan for me?"

They said, "We must accept the payment plan the IRS offers based on your financial situation, all calculated by the IRS." Now mind you this is all something you can do for yourself. Once you get into a payment plan with the IRS then apparently is when the Optima Tax Relief magic happens. But to be honest this is where all my confidence in the process left me. I struggled to get them to call me back, I spent far more time on hold than actually speaking to people. I struggled with being told things I felt they could not deliver on.

All they kept saying to me is accept the payment plan and then we can protect you. I got the opportunity to refi my home and decided to roll the IRS into that refi to remove the lien. All I needed was payoff statement from the IRS to get this completed. I asked Optima to provide this for me. Seven calls and two weeks later I got so fed up trying to get this from them. I called the IRS directly and asked for this document, fifteen minutes later I had the doc. Call the IRS, see if you qualify for hardship or fresh start programs. The IRS wants to work with you, they want their money and realize every person is different. Save yourself the money and hassle of dealing with these guys. I wish I had.

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Rated with 5 stars
David of Greenwood, IN Verified Reviewer
Original review: June 30, 2021

My experience with Optima Tax Relief has been extremely positive. They treated me with respect and advised me on everything I needed to complete for each step of the process. Every question I had was answered, and every expectation was explained. Dealing with the IRS and tax law can be very difficult. The professionals at Optima helped me understand what needed to be accomplished and when. I would suggest their service to anyone that has outstanding tax Debt.

Optima Tax Relief response

Thank you David! We understand working with the IRS can be a difficult and time-consuming experience, so we're proud to have stepped in for you! Congrats!

Rated with 4 stars
Rita of Foristell, MO Verified Reviewer
Original review: June 28, 2021

I had saw the commercial and ads for Optima long a long time before I decided to give them a call and I’m so glad I did, the best decision of my life. I owed almost $20,000 to the IRS. They help me put this behind me and I didn’t have to pay the IRS anything. Thanks Optima.

Optima Tax Relief response

We're so glad you finally called us, Rita! So many of our clients say they "wish they had called sooner!" Thank you again.

Rated with 1 star
Danette of Helena, MT Verified Reviewer
Original review: June 28, 2021

I paid Optima Tax relief $5000 to literally do nothing for me but take my money get my wages garnished and mis-filed my taxes. To top it off, when I filed a complaint with the State of CA, the response from Optima Tax relief was far from the truth on all accounts. They even disagreed with me claiming the fact I am a single mother of 4, embellished my income and stated absolute lies. I am now dealing with my tax issues on my own and trying to recover from the financial destruction Optima Tax Relief created. Don't get sucked into their trap. They will financially obligate you to pay them instead of your taxes, they do not speak with the IRS or taxing authorities and they do not help you. My fight with them is not through.

Sours: https://www.consumeraffairs.com/finance/optima-tax-relief.html

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