Optima Tax Relief Review – Are They Legit? 

Today, with the transforming financial landscape, taking care of one’s tax debt can be an overwhelming task. If a person finds himself or herself owing $10,000 or more in either federal or state taxes or both and does not know what to do, then, Optima Tax Relief can help.

Optima Tax Relief Review

Optima Tax Relief is a standard company that can assist an individual in making the best decisions to achieve effective solutions. Optima Tax Relief is a long-standing tax relief company that is well known for its ability to help individuals go about the trouble of tax debt.

The objective of this article is to provide a detailed review of Optima Tax Relief. It is also to make known its effectiveness, pricing, speed of service, and customer support. At the end of this review, one is expected to have a better understanding of Optima Tax Relief and know that it is the right choice for his or her tax-related needs.

An Overview of Optima Tax Relief Companies

We know having to deal with tax debt can be an overwhelming experience, particularly when it involves the Internal Revenue Service (IRS). Because, unlike other creditors, the IRS has the power to garnish one’s wages, seize one’s assets, and even confine one for unpaid taxes. Furthermore, tax debt is challenging to discharge via bankruptcy.

Fortunately, the IRS can be negotiated with. There are several tax relief options, but they often require complex criteria as well as a great deal of paperwork. As a result, there is a need for tax relief companies, that provide expertise to help a person go about this complex terrain.

It’s worth noting that some tax relief companies have bad reputations for giving unrealistic promises and ineffective delivery.  There are however legitimate firms devoted to providing better services. Optima Tax Relief, of course, is one of these legitimate firms.

Optima Tax Relief has its headquarters in Santa Ana, California. It was founded in 2011 by Harry Langenberg and Jesse Stockwell, whose parts crossed while attending Wharton Business School. The company has since then grown to employ about 300 individuals, including certified public accountants and tax attorneys.

How Optima Tax Relief Works

Optima Tax Relief provides a range of services typically designed to address several tax-related problems. These services are;

Cutting down tax debts:

Optima Tax Relief can help one negotiate and reduce his or her outstanding tax debts.

Putting a stop to garnishments, levies, and liens

The company can assist in halting wage garnishments, bank levies, and tax liens imposed by tax authorities.

Helping with tax audits

Optima Tax Relief offers support during IRS tax audits to ensure that a person has expert guidance through the entire procedure.

Helping with tax preparation

The company’s tax professionals can assist one with tax preparation, helping him or her accurately complete their tax returns.

Taking care of both federal and state taxes

Optima Tax Relief provides services for both federal and state tax issues, giving thorough assistance.

Optima Tax Relief is accredited by the Better Business Bureau (BBB) and holds an A+ BBB rating. It operates across all 50 states, making its services widely accessible.

The Cost of Optima Tax Relief 

Having knowledge of the cost of tax relief services is important before working with Optima Tax Relief. Below is  a breakdown of the costs of their services:

Free Consultation

Optima Tax Relief provides a free initial consultation, allowing one to discuss their tax situation with their experts and explore possible solutions.

Initial costs

To begin the tax relief process with Optima Tax Relief, an individual can be expected to pay a starting fee of $295.00. This fee is required before the company begins working on the case. Essentially, there’s a 15-day opening in which one can request a refund of his or her initial fee.

Resolution fees:

The fees charged for resolving tax issues can range from $750 to $5,000. This depends on how complex ones case is as well as on the requirements of the case. On average, clients usually spend about $3,000 on resolution services.

It’s worthy of note that while the initial consultation is without charge, an individual is under no force to proceed with Optima Tax Relief’s services. This allows one to assess the right fit for his or her financial needs before working with it.

What is the Potential Saving with Optima Tax Relief?

The potential savings one can acquire through Optima Tax Relief’s services vary significantly based on their tax situation. Some cases may involve setting up a manageable installment plan. Importantly, the amount one saves is dependent on his or her financial circumstances and the resolution strategy chosen.

Optima Tax Relief has helped numerous clients save significant sums, most times adding up to tens of thousands of dollars or even securing refunds. However, the results are tailored to one’s individual situation. It’s pertinent to hold importance to achieving the best possible outcome for one’s situation, rather than comparing results to those of others.

Optima Tax Relief Customer Reviews

Evaluating customer reviews is a good way to know the quality of a tax relief company. Optima Tax Relief has received several positive feedback from its clients. This indicates a high level of customer satisfaction. Below is an overview of their ratings:

On Trustpilot, Optima Tax Relief has an average rating of 4.4 out of 5 stars, based on 2,924 reviews.

Furthermore, the company holds an A+ rating with the Better Business Bureau (BBB), with an average rating of 4.36 out of 5 stars, gotten from over 2,000 customer reviews.

These ratings indicate that many clients have had positive experiences with Optima Tax Relief’s services, showing the company’s commitment to customer satisfaction.

Advantages and Disadvantages of Optima Tax Relief

Just as any service provider, Optima Tax Relief has its strengths and weaknesses. Below is a summary of its advantages and disadvantages


  • Optima Tax Relief takes care of all aspects of the tax relief process, mitigating the burden on their clients.
  • The company is well known for its excellent and outstanding customer service. This is because they ensure that clients receive the support and guidance needed through the process.
  • Optima Tax Relief provides a 15-day guarantee to make a refund for the initial investigation phase if not comfortable. This gives clients peace of mind.


  • The $295.00 initial fee to commence the tax relief process, may pose a challenge for some persons.
  • Optima Tax Relief requires that clients owe at least $10,000 in tax debt to qualify for their services.
  • Though Optima Tax Relief can assist in negotiating and resolving tax debt, there is no assurance that a person’s tax bill will be reduced by a specific amount or percentage. Results can vary depending on the individual situation.

Other Services Provided by Optima Tax Relief’s 

Beyond tax relief, Optima Tax Relief provides a range of tax-related services. These services include;

Consultation of Tax

This service is for individuals with IRS or state collection actions. It offers access to a team of consultants, attorneys, enrolled agents, and CPAs who offer guidance and representation during collection proceedings.

Negotiation of Tax

Optima Tax Relief’s team works on negotiating with the IRS, working to resolve tax circumstances. Depending on one’s financial situation and the amount a person owes, Optima Tax may help establish a payment plan or negotiate debt reduction.

Preparation of Tax

The company has a team of tax preparers, CPAs, and attorneys ready to assist with tax preparation needs. This ensures accuracy and compliance with tax laws.

Resolution of Tax

Optima Tax Relief gives expert advice on tax resolution, guiding clients through the IRS resolution process. This includes taking care of various tax resolution issues like audit representation, criminal tax defense, “currently not collectible” status, Innocent Spouse Relief, installment plans, tax discharge, tax expiration, levy release, offer in compromise, payroll tax debt relief, penalty abatement, state tax issues, wage garnishment cessation, tax lien removal, and more.

How to Cancel Optima Tax Relief

Optima Tax Relief gives a 15-day money-back guarantee for the initial investigation phase. This is how it works:

  • Optima Tax Relief, LLC (“OTR”) will refund what is paid under the OTR Client Agreement within the first 15 calendar days without any penalty or obligation.
  • This guarantee applies ONLY to the fee paid at the Investigation Phase and NOT for those enrolled with the Immediate Action Team or those that have executed a Resolution Phase Addendum.
  • The company does not guarantee a specific reduction in tax debts or make promises about the outcome of its services.

Importantly, an individual has a 15-day window to cancel and request a refund of the $295.00 initial fee. However, if he or she proceeds with Optima Tax Relief’s services beyond the investigation phase, attempting to cancel would be fruitless.


To conclude, Optima Tax Relief is a well-known tax relief company that provides a range of services designed to assist individuals facing tax debt problems.  There are fees associated with their services and they provide a 15-day money-back guarantee for the initial investigation phase.

They offer clients the opportunity to evaluate their level of suitability. The potential savings achieved through Optima Tax Relief can vary depending on the situation without guarantees of specific reductions in tax debt.

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