Optima Tax Relief offers a diverse group of tax relief services and has been making serious ground in this sector for nearly a decade now. They have a highly experienced team, and have received a wealth of good reviews from customers who have used their services.

Keep reading to learn more about this tax settlement company and to find out if they can help you with your needs.

Optima Tax Relief Review

About Optima Tax Relief

Basic Information

  • Address: 3100 S Harbor Blvd #250, Santa Ana, CA 92704-6874
  • Web Address: http://www.optimataxrelief.com/
  • Date of Founding: 6/1/2010
  • Contact Number: (800) 536-0734
  • BBB Accredited? Yes, since 2012.

The Company

Optima Tax Relief is a private company that has an estimated turnover of over $25 million has hires over 200 employees. It has been doing business since 2010 and has steadily grown in that time, becoming one of the bigger and better tax debt relief companies in the United States. This is a very competitive sector and Optima Tax Relief are up against some big names and some established companies, but they have held themselves well and they have helped countless American to overcome their debt related issues.

The Services

Some of the services offered by Optima Tax Relief include tax consultation, resolution, preparation and compliance, settlement and negotiation, and more. There are protection plans to signup for, advice to listen to, and more. If you have a tax-related issue then there is a good chance that Optima Tax Relief have what you are looking for.

As mentioned many times here on DebtReviews, debt settlement companies tend to ignore tax debt. It is a specialist area that requires a unique approach, and it is one that Optima Tax Relief can help you with.

They promise not to outsource any of the work needed and they also offer a money-back guarantee, which we will look at in more detail during our Optima Tax Relief review below.

The Employees

There are over 200 employees hired by Optima Tax Relief and they have a relatively good retention rate, not to mention a host of great reviews from previous and current employees. That is somewhere rare in this industry, as under-payment and under-training is common, so it's always a welcome sight when we find something like this.

According to a leading job portal that asks employees what they think of their CEO, the CEO at Optima Tax Relief is very highly thought of. Again, this is rare, as you would expect for any company. If you give a bunch of employees a chance to speak out anonymously against their CEO you'll typically get a deluge of hate, but that is not the case here and it speaks volumes for the work that they do and for the relationship that the CEO, Mr. David King, has with his employees.

The Reviews

There are mixed reviews out there for Optima Tax Relief and we will get to those in our own Optima Tax Relief review, but if you focus on curated review sites like TrustPilot then you will find that they have a predominantly positive score, with hundreds of customers reporting nothing but good experiences with them.

Optima Tax Relief

Review of Optima Tax Relief

We asked our reviewers and researchers to take a look at this company and you can find our complete Optima Tax Relief review below.

The Good

  • Variety of Services of Offer
  • Great Customer Support and Satisfaction
  • Money-back Guarantee
  • Fully Accredited

Variety of Services

Being in debt with the IRS can be extremely intimidating, not to mention scary, but the team at Optima Tax Relief has assisted thousands of individuals in the same situation and they can offer your the expertise and the guidance that you need. Having someone on your side who knows what they are doing can make a massive difference at a time like this, especially when you start to feel like the government is against you.

Optima Tax Relief offers a free consultation so that you can decide if they are what you are looking for and if they are actually able to help you. If you signup to their services then they will work as an intermediary between you and the IRS to try and find a solution to the issue at hand.

Customer Satisfaction

The majority of past client reviews are positive. Reviewers agree that the company saved them a significant amount of money, while also saying that Optima Tax Relief were friendly and helpful throughout the process. This is also a major plus point and something that definitely deserves a mention as there are companies in this sector who seem to employ pushy and even bullying tactics.

Money Back Guarantee

Optima Tax Relief has a 15-day money back guarantee for any clients who are not happy after using their services for a couple weeks. This is honored without issue and we have spoken with several customers who have taken them up on this offer. It adds an element of security to the transaction and gives the customer the sensation that they are in a win-win scenario.

Well Accredited 

Optima Tax Relief is accredited by several major organizations, including the NATP and the NAEA. They are also accredited by the BBB, details of which you can find in our About Optima Tax Relief section above.

The Bad

  • Inexperienced
  • Mixed Reviews

Young Company

Although Optima Tax Relief have been active for a total of 8 years at the time of writing, they are still relatively inexperienced when compared to some of their competitors. There are debt management companies out there that have been going strong for decades, such as Freedom Debt and Money Management International. By comparison Optima Tax Relief is a relative upstart. This doesn't necessarily mean that they are in any way inferior, but it may raise a few questions with customers who want to work with experienced companies.

Mixed Reviews

While there are a lot of good reviews out there for Optima Tax Relief there have also been some concerns raised with regards to what customers have described as “hidden fees”. Finding a full list of the fees charged by the company on their website is nearly impossible. We would appreciate more transparency with regards to their fees and we know that many of their customers feel the same way.

The Bottom Line

We recommend Optima Tax Relief, as there is a lot to like about this company. Yes, they are inexperienced and yes there have been a few issues reported. But nothing that you wouldn't expect for a company in this sector and nothing that we are not happy to overlook. Potential clients should be cautious of the fact that the company has only a few years of experience, and that they may be charged some fees that they were not aware of, but besides this it is hard to overlook how many positives there are surrounding Optima Tax Relief.