• Optima Tax Relief

Optima Tax Relief

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Overview

Optima Tax Relief has a rating of 3.3 stars from 147 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Optima Tax Relief most frequently mention customer service. Optima Tax Relief ranks 3rd among Tax sites.

  • Service
    24
  • Value
    22
  • Quality
    20

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Top Positive Review

“My Testimonial”

Joseph C.
6/15/22

I had recently found out that the person we trusted with our taxes, stopped filing them. For two years... I decided to contact the professionals at Optima tax. I did not know where to begin, Albert listened to me, he explained to me the process of how they work and yes, they can help. Martha M. Filed my back taxes as soon as i was able to get the documents to her. My case manager Lois Kept me informed about my case every step of the way through resolution. Turns out we were owed a refund. The first check we have received already... I would recommend using Optima Tax 100%

Top Critical Review

“SCAM”

Tina V.
4/15/24

We started with Optima Tax back in November of 2022. We reached out to them asking if they were able to help us with our 940's for federal. They stated yes but it was going to cost $22,000.00 to do so. We paid our first payment on 11-17-2022. We finished paying them on 8-17-2023. Since we paid them in full in the amount of $22,000.00, we have not heard anything from them! When I would call, they would ask to send them the last 3 months of pay stubs. I have tired numerous times to ask for the resolution from the IRS but no response. Need Help! Don't call them...

Reviews (147)

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optima tax (117)
Thumbnail of user joseh684
1 review
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May 5th, 2023
Verified purchase

I understand my taxes better thanks to Optima Tax Relief. Also they have a payment plan for their services. I highly reccomend them to solve your tax problem!

Thumbnail of user aundras1
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December 10th, 2021
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It was a long process but a well deserving process. Dealing with the IRS alone as a individual is not good for a person who does not know the laws rules and regulation of IRS TAXES. Optima Tax help me to under stand the the Laws of the IRS. Im so thankful of Optima Tax ( WORDS CAN NO EXPRESS THE WAY I FEEL).

Thumbnail of user reginaldl41
2 reviews
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January 17th, 2022
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They were really nice and friendly and they helped me with my taxes I really appreciate the work that they did and I would recommend them to anyone who has tax issues

Thumbnail of user michaelp4762
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June 11th, 2022
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My husband and I had several taxes years of taxes the IRS said we owed. I've seen Optima commercials for years. Not knowing the answer was right in front of us. I was hesitant at first to call Optima my husband said to call for yearssssas. Finally did. OUR EXPERIENCE Was absolutely the best thing ever. The Optima team guided us every step. Keeping us informed. Communicating, calling and emailing. Money well spent. WE WOULD RECOMMEND OPTIMA TO ANYONE... THANKS THANKS AND THANKS FOR EVERYTHING.
Michael & Yolaine

P.S. My husband said if you need him for a commercial he's available.

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Thumbnail of user paulr1916
1 review
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January 7th, 2022
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Note that all those who helped along the way did a great Job, but in the outcome of the solution i thought by those commercials you have on the TV i would be able to get a better reduction on the taxes i owe, but that was not the case.
As per Optima, the rules are needed to be following IRS guidelines and i did not Qualify as i understood, but again i thought that i would get a better deal, when i asked Optima representative i was told that Optima states in the fine line that Optima is not responsible in the final word from the IRS, all is understood, but i will have to pay more that 30k in 72 months, so this is only issue i had with Optima, every thing else was good.

Thumbnail of user stephaniem2098
2 reviews
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July 25th, 2022
Verified purchase

So Far my experience has been exceptional. I owe $21k+ in taxes and so far I am pleased with the process. Easy, nice, helpful and calming agents. I'm anxious to get my final results.

Thumbnail of user troyj154
1 review
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August 2nd, 2022
Verified purchase

I inquired about tax relief help through Optima and mmy experience has been great. Optima representatives are knowledgeable, courteous, and professional.

Thumbnail of user tylerh443
1 review
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November 30th, 2021
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From the start to the final step optima tax maintained ggreat communication. Also they proved to be able to help no matter how bad the circumstances. I will continue to use them for all tax needs.

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Thumbnail of user jasminet182
1 review
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December 2nd, 2021
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I owed a good amount of money to the IRS. My coworker referred me to contact Optima and I was so relieved after speaking with them. My case was handled and Optima stopped the threatening letters.

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Thumbnail of user robertp3239
2 reviews
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January 25th, 2022
Verified purchase

When I first called optima tax they gave me someone to talk to we walked through it you said don't worry you're in good hands now nobody's going to be able to do anything to you will taking good care of you now and I had a lot of stress come right off my shoulders and then when optima tax called me and said we settled everything is all set you owe them nothing and they owe you money so I'm waiting on the IRS but that's okay but
Optima tax is the best if I could give you a 10 star rating but again optima tax is the best and if anybody asks me who do I call to get help cuz I got the IRS chasing me I tell them call optima tax they will help you walk you through it and take a lot of stress off your shoulders thank you optima tax sincerely Robert paolino

Thumbnail of user edwardh522
1 review
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February 26th, 2021
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After many restless nights, I hired Optima Tax Relief to handle and to resolve my case. They negotiated a settlement far lower than I expected. I highly recommend Optima Tax Relief.

Thumbnail of user michaelb7280
1 review
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December 10th, 2021
Verified purchase

Optima Tax Relief is amazing. Full of very helpful people and willing to go the extra mile to help where ever they can. Highly recommended.

Thumbnail of user roym421
1 review
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December 17th, 2021
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Team-25 was excellent so nice & polite. The greatest experience I was very satisfied. Thanks to everyone on my case.

Thumbnail of user donh658
1 review
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July 8th, 2022
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Very good got it done, still waiting on the final paper work but all seems as its going pretty good.

Thumbnail of user ewing
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February 2nd, 2021
Verified purchase

I had heard of Optima Tax Relief on various media, including some that I trusted highly. So when my longstanding tax debt kept growing and finally snowballed out of control I reached out to them. From the beginning they were forthright, clear, did not over-promise but let me know my case might well be one they could undertake and provide substantial help for. Their fees were not bargain basement but nevertheless quite reasonable given the pickle I was in, and as matters proceeded, proved to be well worth every penny. By the time they researched my situation and obtained all my tax transcripts, with principal, penalties and interest I found myself facing over thirty-four thousand dollars worth of personal tax liability. Although it sounds strange to say, the IRS had actually been pretty decent about it all up to that point, but nevertheless started making it increasingly clear they were not about to just dry up and blow away. As the pressure gradually grew almost unbearable, Optima stepped in strongly and professionally. They tirelessly and I can truly say compassionately helped me identify my options, marshal my assets and documents, and represented me vigorously to the IRS, presenting my best case for a reduction and resolution based on hardship and the true resources I had. Every step of the way the Optima representatives were honest, diligent, communicative, resourceful and understanding. The final settlement of my case was nothing short of amazing, constituting only a tiny percentage of my overall debt. While I know each case is different, I got to see firsthand by the way they represented me that Optima Tax Relief is the powerhouse their reputation suggested. It would be impossible for me to overstate how gratified I am at the remarkable result they got for me. Thank you Jay, Catalina, Alexandra and all of the other superlative Optima Tax Relief representatives who helped me with such integrity, skill and kindness.

Thumbnail of user danp732
1 review
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January 15th, 2021
Verified purchase

Did everything they said they would! I owed over $14,000 and settled for just $100.00. Great Job Optima!

Thumbnail of user patriciar2432
1 review
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October 10th, 2022
Verified purchase

I'm very please with the help l received lady was nice an polite tolerance of me an patience give her A+/ five star's very satisfied

Thumbnail of user jerrym982
1 review
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July 22nd, 2022
Verified purchase

My experience has been really great so far. My case workers have guided me thru the process. They are very understanding of my problem.

Thumbnail of user rafaelf168
1 review
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September 2nd, 2023
Verified purchase

The information they give us was very clear.
We never have a situation with the IRS so we really needed help.

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Thumbnail of user ernests319
1 review
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June 29th, 2023
Verified purchase

Armando was great to work with. His knowledge put our minds to ease. I would recommend Armando and Optima Tax Relief to anyone at any time

Thumbnail of user valerian14
1 review
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February 1st, 2021
Verified purchase

Thank you for getting my taxes straightened out. It's a weight off my mind. I will tell others about you and the great service you provide.

Thumbnail of user darrinb65
1 review
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November 22nd, 2021
Verified purchase

They are the best and they had my back, I will always use them and let others know about their service.

Thumbnail of user rogerm687
1 review
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June 4th, 2020
Verified purchase

Optima tax did for my wife and I what we have lived with for over 15 years our intentions were to pay all we owned but life happens and we were stuck interest continue to grow and we had no way out until I heard about Optima at first I had just hope we could just get it under control because I knew I couldn't pay 46,000 once Optima got on board everything was carefully thought out thoroughly planned through stages I really felt good each representative was smart informative and very thoughtful long story short they cut my debt in halve and took this burden off our hands It wasn't an over night thing but over the course of about eight months they completely solve this problem
We are in compliance and up to date now because we are not working now they were able to get us in non payment status until we get back on feet which is all I could ask for I always wanted to pay what I owed and Optima made this possible so in closing we really appreciate the hard work that Optima provided and God bless each person that help us became normal again

Thumbnail of user richardc2967
2 reviews
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December 27th, 2021
Verified purchase

Although the process took a long time to resolve due to Covid 19 and other factors I was glad that my tax situation was judged as a hardship case.

Thumbnail of user marcusw333
1 review
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July 31st, 2023
Verified purchase

The young man Andre was very helpful and patience and understanding with me. He help me to understand your company and what you guys offer

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From the business

Optima Tax Relief is America’s leading tax resolution firm. We provide a bridge that connects our clients to better financial futures by making their tax issues a thing of the past. Helping thousands of people every year, our amazing staff of tax professionals has resolved over one billion dollars of tax debts for our clients.

Our clients come first. A commitment that’s reflected in the first line of our Core Values: “Aim for excellence. Every client. Every time. No exceptions. No excuses.” And we’re unwavering in our dedication to service and social responsibility, which has earned us honors such as the Torch Award for Ethics from the Better Business Bureau of Orange, Imperial, and San Diego Counties, the Civic 50 from the Orange County Business Journal, and Glassdoor’s Best Places to Work award.

With over 600 knowledgeable and compassionate tax industry professionals on staff, we’ll work tirelessly on your behalf, helping you put your tax debt to rest.

Company Representative

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Christine B.
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