I contacted Optima for help with my unfiled tax returns, I was able to get assistance promptly, I spoke with Patrick A. and he was very helpful and knowledgeable about my tax problem, he was able to c... See more
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Review summary
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What people talk about most
Reviews shaping this summary
Over all good experience. It was frustrating trying to reach someone. I would go online to schedule an appointment and the link wouldn’t work… I work during the day and unless a call is scheduled. I c... See more
Company replied
Hector was the most caring compassionate representative I’ve ever experienced at Optima. He went above and beyond e and beyond to explain every step to me and any other anticipated. E explained what... See more
Company replied
We have been very pleased with Optima Tax Services. They have been supportive and easy to work with throughout the process of resolving my tax issues. Their customer service team has been consistent... See more
Company replied
Company details
- #7 of 9 best companies in Accounting Firm
- #139 of 191 best companies in Financial Consultant
- #11 of 13 best companies in Tax Advisor
Information provided by various external sources
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. Go to the website www.optimataxrelief.com or call 1-800-536-0734 to learn more.
Optima Stands Behind Our Services
15 Day Satisfaction Guarantee
Optima Tax Relief will refund monies paid under the OTR Client Agreement within the first 15 calendar days without any penalty or obligation. For full details and disclaimers visit the optimataxrelief.com site.
Contact info
3100 S. Harbor Blvd., Suite 250, 92704, Santa Ana, United States
- 800-965-3192
- customerhelp@optimataxrelief.com
- optimataxrelief.com
4.5
Excellent
5K reviews
Replied to 100% of negative reviews
Typically replies within 24 hours
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Five stars
my customer service rep was amazing. Very well. Customer service oriented. She answered all my questions she was patient. She let me speak before she answers. She didn’t talk over me and so forth.
March 2, 2026
Reply from Optima Tax Relief
Thank you so much for your wonderful feedback! We're thrilled to hear that your customer service representative was amazing and truly customer service oriented. The qualities you mentioned—answering all your questions, being patient, letting you speak before responding, and not talking over you—are exactly the kind of respectful, attentive communication we strive for.
Active listening and making sure our clients feel heard and understood is so important to us, and we're glad your representative embodied those values so well.
We truly appreciate your kind words and your trust in Optima Tax Relief. If you ever need anything in the future, we're always here to help!
Reply from Optima Tax Relief
Thank you so much for your amazing feedback! We're thrilled to hear that you experienced outstanding service and are so pleased with our work. Your enthusiasm and appreciation mean the world to us!
We truly appreciate your trust in Optima Tax Relief, and if you ever need anything in the future, we're always here to help. Thank you!
TOTAL SCAM
Optima Tax Relief talks a good talk to get their $600 retainer. After telling us that it would be somewhere in the range of $3-6,000 to settle our case, they came back with a cost of more than $11,000. We said, "No thanks" and did not move forward with their services. After reading these other reviews, I think we made the right decision. This company is a SCAM!!
February 8, 2026
Unprompted review
Reply from Optima Tax Relief
Your opinion truly matters to us. We'd like to speak with you as soon as possible to make the situation right and better understand your concerns. However, we've been diligently trying to locate you in our system but your review didn’t provide enough identifiable information to locate you. We welcome you to call (800) 965-3192 to speak with one of our Executive Review Board Specialists, whenever you are ready. We will be more than happy to speak with you directly about your concerns. We truly hope you provide us with an opportunity to turn your experience around, and we are looking forward to hearing from you.
Explanations were clear and provided…
Explanations were clear and provided answers to my concerns.
February 19, 2026
Reply from Optima Tax Relief
Thank you for sharing your feedback! We're so glad to hear that our team was able to provide clear explanations and address your concerns. We know that tax issues can come with a lot of questions and uncertainty, so making sure our clients feel informed and at ease is a top priority for us. We appreciate your trust in Optima Tax Relief and look forward to continuing to support you!
Owing IRS 10,000 dollars
I opted online for assistance in resolving a matter involving a debt to the IRS of 10,000 dollars. I received a call from a gentleman immediately after. He asked how he could help me and as I began asking questions he began interrupting me constantly. I began asking exactly what or how they disputed the owed debt. He asked if I had filed this rear already. I said I did. He asked me how much I was getting, and I told him my return was 8000 dollars I did not feel I owed the irs. He said and I quote" oh I'm not taking on your case fir 2 or 3000 $ , no one will" I began to ask another question and he stated again in a sarcastic tone" I don't have time for hypothetical. What else do you need?" I disconnected the call due to the unprofessional attitude of the representative from Optima Tax relief. Horrible customer service.
February 24, 2026
Unprompted review
Reply from Optima Tax Relief
Your opinion truly matters to us. We'd like to speak with you as soon as possible to make the situation right and better understand your concerns. However, we've been diligently trying to locate you in our system but your review didn’t provide enough identifiable information to locate you. We welcome you to call (800) 965-3192 to speak with one of our Executive Review Board Specialists, whenever you are ready. We will be more than happy to speak with you directly about your concerns. We truly hope you provide us with an opportunity to turn your experience around, and we are looking forward to hearing from you.
Don't Waste Your Money
In my opinion this company is a scam and a rip-off. I contacted them 2023 after hearing their radio ads about saving clients thousands on their taxes. The enrollment agent (i.e. salesperson) was extremely helpful. After making an initial down payment and going an installment plan, I suspended the program a few months later because of a divorce. I resumed 2024. None of my prior payments counted. I started all over. My total cost was just under $5,000.00 for them to file my back taxes and negotiate on my behalf. No one would discuss my case until it was paid in full. In the meantime, I was accruing interest and penalties on the back taxes. I could not get anyone to discuss my case until it was paid in full. I maxed out a credit card paying them monthly installments. If I was late on payment, they cut off portal access. I paid it off last fall In February 2026 I got a resolution. The filed my four-years back taxes plus 2024. They took the standard deduction each year, something I could have done on my own. Furthermore, there were no tax reductions or forgiveness from the IRS. The representative told me this as casually as ordering lunch. When I complained, she referred to the small print in the contract and said not everyone gets a reduction. The settlement they agree to with the IRS is $50.00 per month more than I was paying before contacting Optima No Tax relief. Avoid the company. You will be better off negotiating yourself and making your repayment agreement.
February 23, 2026
Unprompted review
Reply from Optima Tax Relief
Thank you for your feedback. We would sincerely appreciate the opportunity to speak with you again to further discuss your case, since we take all of our clients' concerns very seriously and strive to address every issue brought to our attention.
Upon receiving your review, we've been diligently trying to locate you in our system but your review didn’t provide enough identifiable information to locate you. We welcome you to call (800) 965-3192 to speak with one of our Executive Review Board Specialists, whenever you are ready. We will be more than happy to speak with you directly about your concerns. We truly hope you provide us with an opportunity to turn your experience around, and we are looking forward to hearing from you.
Optima doesn't appear what their commercials portray
I joined Optima in November 2024. It is now February 2026 and they still have not resolved my taxes. First they had all my documentation to file my 2024 taxes but did not file my return until October 2025. They did not give me a good reason why my tax return were delayed. They kept asking for information that I had already submitted weeks before in their portal. Now it is almost time to file my 2025 tax returns and my taxes are still not resolved. Now finally they called me to advise of my options but there was only one option, not multiple which is what the word "option" means. Today, 2/28/2026 I received a letter from the IRS which is a "Final Balance Due Reminder - Notice of Intent to Seize (Levy) Your Property or Rights to Property". I was told and it is on your commercials that once I sign up with Optima these letters would stop. They have not stopped. I sent previous letters to Optima a couple of months ago and was told they would take care of it.
Is is supposed to take this long to settle my tax issues?
I would never ever advise anyone to use Optima. Optima probably won't post this review.
Optima contacted me today. We have come to an agreement.
Saundra M
March 24, 2025
Unprompted review
Reply from Optima Tax Relief
Your opinion truly matters to us. We'd like to speak with you as soon as possible to make the situation right and better understand your concerns. However, we've been diligently trying to locate you in our system but your review didn’t provide enough identifiable information to locate you. We welcome you to call (800) 965-3192 to speak with one of our Executive Review Board Specialists, whenever you are ready. We will be more than happy to speak with you directly about your concerns. We truly hope you provide us with an opportunity to turn your experience around, and we are looking forward to hearing from you.
Dont use Optima tax relief
I hired Optima Tax Relief in September 2024 to help me with a tax settlement and payment plan. I had already filed my taxes myself and mainly needed help negotiating with the IRS and hopefully getting penalties and late fees reduced.
During onboarding, the representative I worked with said they were confident they could at least help get penalties removed and improve my situation. Based on that, I moved forward and ultimately paid them around $12,000 in fees.
Unfortunately, my experience after signing up was very frustrating. Communication was inconsistent, updates were slow, and I often felt like I had to chase them for information. Over the course of more than a year and a half, my situation did not improve — in fact, it felt like it got worse as penalties and interest continued to add up.
In the end, the only outcome was an installment agreement with the IRS for $1,334 per month, along with tax liens. This was a plan I likely could have arranged directly with the IRS myself, and it was far more than I can realistically afford. After I agreed to the terms so they could move forward, I was then told there was nothing else they could do for me.
What makes this especially disappointing is that I paid a significant amount of money expecting professional advocacy and relief, but I did not receive the results that were originally suggested. My account was then closed, and I no longer have easy access to records showing what I paid or the work completed.
I strongly encourage anyone considering a tax resolution service to ask very detailed questions about what outcomes are actually realistic and what you are paying for. In my case, I wish I had tried working directly with the IRS first before spending thousands of dollars.
February 14, 2026
Unprompted review
Reply from Optima Tax Relief
We hear you and we thank you for sending in feedback. We want to emphasize that we take our client's concerns very seriously and we seek to solve all issues brought to our attention immediately, such as yours. In fact, delivering excellence to all our clients is central to our mission, and we would truly appreciate the opportunity to speak with you directly so that you can provide us with additional details. One of our dedicated Executive Review Board Specialists has already been made aware of your concerns, has taken the initiative to review your case, and will be reaching out to you to further assist you with your case. But if you prefer to speak to us at your convenience, please feel free to give us a call at (800) 965-3192. It's always our goal to resolve every issue for our clients to the fullest possible extent, so thank you for providing that opportunity. We look forward to speaking with you and hope to resolve any concerns you may have.
Very Polite and Professional
Very Polite and Professional; Explained everything before and as we were going through the Process; Answered all questions; and Followed up with me.
February 19, 2026
Reply from Optima Tax Relief
Thank you so much for your wonderful feedback! We're thrilled to hear that our team was polite and professional, and that we thoroughly explained everything throughout the process. Answering all your questions and following up with you is exactly the kind of attentive service we strive to provide.
We truly appreciate your kind words and your trust in Optima Tax Relief. If you ever need anything in the future, please don't hesitate to reach out!
Reply from Optima Tax Relief
Thank you for your feedback! We're so glad Alex was great and very helpful. We'll be sure to share your kind words with him. We appreciate your trust in Optima Tax Relief!
It seems it is taking too long.
It seems it is taking too long to reach a resolution. Its been almost a year.
February 19, 2026
Reply from Optima Tax Relief
We sincerely appreciate the feedback you provided. We want to assure you that we strive to provide the highest quality of customer service as well as obtain the best resolution for clients. We urge you to contact our customer service line for assistance: (800) 536-0734.
I've been using you for 5+ years
I've been using you for 5+ years. You are fantastic. Knowing you are standing up for me has been a joy.
February 17, 2026
Reply from Optima Tax Relief
Thank you so much for your incredible loyalty over the past 5+ years! Your kind words truly mean the world to us. Knowing that we've been able to stand up for you and provide you with peace of mind throughout this time is exactly why we do what we do.
We're honored to have earned your trust and to continue serving you. Thank you for being such a valued client, and please know we're always here for you whenever you need us!
My experience with Anthony was really…
My experience with Anthony was really good. He answered all of the questions that I had for him and made himself available to answer more if I needed. I look forward to working with OTR.
February 17, 2026
Reply from Optima Tax Relief
Thank you so much for your kind words! We're thrilled to hear that you had such a positive experience with Anthony. His willingness to answer all your questions and make himself available for additional support is exactly the level of service we strive for.
We'll be sure to share your wonderful feedback with Anthony. We're excited to work with you and are committed to providing excellent service throughout your entire journey with OTR. Thank you for your trust in Optima Tax Relief!
Reply from Optima Tax Relief
We appreciate the positive review!
The assistance I received was very…
The assistance I received was very helpful and the person on the phone spoke to, spoke to me as person not a number or ??? I appreciated it thank you
February 18, 2026
Reply from Optima Tax Relief
Thank you so much for your kind words! We're thrilled to hear that you received helpful assistance and felt treated as a person, not just a number. That's exactly the kind of personalized, respectful service we strive to provide to every client. We truly appreciate your feedback and your trust in Optima Tax Relief!
Reply from Optima Tax Relief
Thank you so much for your continued loyalty over the years! We're thrilled to hear that you've been very happy with our service. Long-term clients like you mean the world to us, and we truly appreciate your trust in Optima Tax Relief. We look forward to continuing to serve you for many years to come!
Knowledgeable
Andrew Dominguez answered my question. Took time to be friendly. I'm at the beginning of this process. If it goes this smooth all the way through I'll keep the stars. Thank you Andrew for helping me on a federal holiday weekend
February 17, 2026
Reply from Optima Tax Relief
Thank you so much for your feedback! We're thrilled to hear that Andrew Dominguez took the time to answer your questions and provide friendly service, especially on a federal holiday weekend. That kind of dedication really shows his commitment to helping our clients.
We understand you're at the beginning of the process, and we're committed to ensuring the rest of your experience is just as smooth. We'll be sure to share your kind words with Andrew, and we look forward to earning those stars all the way through!
Thank you for trusting Optima Tax Relief, and please don't hesitate to reach out if you need anything along the way!
So far the process has been fairly…
So far the process has been fairly easy.
Since I'm at the beginning of this I will have to update this as I move through the process
February 17, 2026
Reply from Optima Tax Relief
Thank you for your feedback! We're glad to hear that the process has been fairly easy so far. We understand you're just at the beginning, and we're committed to making sure the rest of your experience continues to go smoothly.
We appreciate you taking the time to share your thoughts, and we'd welcome any updates as you move through the process. Thank you for trusting Optima Tax Relief, and please don't hesitate to reach out if you have any questions along the way!
Hector Luna was very professional and…
Hector Luna was very professional and helpful with my questions! It was such a pleasure to talk to him.
February 18, 2026
Reply from Optima Tax Relief
Thank you so much for your kind words! We're delighted to hear that Hector Luna was professional and helpful in answering your questions, and that it was a pleasure to talk to him. We'll be sure to share your wonderful feedback with Hector. We appreciate your trust in Optima Tax Relief!
Outstanding Customer Service
Justin Tolentino was my assigned tax associate and he provided me with excellent customer service including outstanding communication by navigating me through a seamless step by step process. Thank you for the positive results!
February 19, 2026
Unprompted review
Reply from Optima Tax Relief
Thank you so much for your wonderful review! We're thrilled to hear that Justin Tolentino provided you with excellent customer service and outstanding communication throughout the process. His ability to navigate you seamlessly through each step is exactly the level of service we strive for, and we're so glad he was able to achieve positive results for you.
We'll be sure to share your kind words with Justin. Thank you for your trust in Optima Tax Relief, and please don't hesitate to reach out if you ever need anything in the future!
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