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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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
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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.
IRS letters has stop coming
IRS letters has stop coming. My resolution is still in process but seem to be going ok.
February 18, 2026
Reply from Optima Tax Relief
Thank you for your feedback! We understand that your resolution is still in process, and we want to assure you that our team is continuing to work diligently on your behalf to achieve the best possible outcome.
If you have any questions or concerns as we move forward, please don't hesitate to reach out. We appreciate your patience and trust in Optima Tax Relief!
Ricardo was very patient with me he…
Ricardo was very patient with me he really took is time to help me I am not very good on the computer so I really appreciate the help.
Thank you Optima for having such patience and professionalism employe.
May God continue to bless your company
Sincerely
Betsy F Comrie
February 17, 2026
Reply from Optima Tax Relief
Thank you so much for your beautiful and heartfelt review, Betsy! We're truly touched by your kind words. We're thrilled to hear that Ricardo was so patient and took the time to help you, especially with the computer-related tasks. Providing that level of care and understanding is exactly what we aim for, and we're so glad he made the process easier for you.
We'll be sure to share your wonderful feedback with Ricardo. Your appreciation and blessing mean the world to us, and we're grateful for your trust in Optima Tax Relief. May God bless you as well!
Painful Process made smooth
Explained the process in clear, plain language. Answered questions. Provided required information and accepted customer feedback.
February 19, 2026
Reply from Optima Tax Relief
Thank you for your feedback! We're glad to hear that we were able to explain the process clearly, answer your questions, and provide all the necessary information. We truly value customer feedback and appreciate you taking the time to share your experience. Thank you for trusting Optima Tax Relief!
Hector was the most Humane
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 the CP540
Demand letter as well as the time needed to correspond between optima and IRS. I have not slept in days stressing out
February 19, 2026
Reply from Optima Tax Relief
Thank you so much for sharing this! We're truly glad to hear that Hector was able to provide you with such caring and compassionate support during this stressful time. Going above and beyond to thoroughly explain every step, including the CP540 Demand letter and the timeline for correspondence with the IRS, is exactly the kind of dedicated service we strive for.
We understand how overwhelming and stressful tax issues can be, especially when they're affecting your sleep and peace of mind. We're so glad Hector was able to help ease some of that burden and provide you with clarity and reassurance.
We'll be sure to share your heartfelt words with Hector. Please know that we're committed to continuing to support you throughout this entire process. You're in good hands, and we're here for you every step of the way. Thank you for trusting Optima Tax Relief!
Reply from Optima Tax Relief
Thank you for your feedback! We're glad we could provide you with clear and concise information about your case and options. We appreciate your trust in Optima Tax Relief and are here to support you throughout the process!
Just started the process but we’re extremely happy so far!
I have only just started the process, but after talking with Faith Kennedy I have a quiet feeling of calm. Faith is very knowledgeable about what needs to be gathered for them to proceed and made me feel calm about the entire process! I am very pleased so far, and expect to be very happy when resolution has happened! I know Faith will be with us for the entire process, and am very happy with them initial response! Thank you!!
February 19, 2026
Reply from Optima Tax Relief
Thank you so much for your wonderful review! We're thrilled to hear that Faith Kennedy has already made such a positive impact on your experience. Her knowledge and ability to make clients feel calm and confident during what can be a stressful process is exactly what we strive for, and we're so glad she's provided that for you.
Faith will absolutely be with you every step of the way, and we're committed to working hard to achieve the best possible resolution for your tax situation. We truly appreciate your trust in Optima Tax Relief, and we look forward to exceeding your expectations as we move forward together. Thank you!
I had originally called just to ask a…
I had originally called just to ask a question, but the representative was so helpful, he helped me download all of my tax information. He was so patient with me.
February 18, 2026
Reply from Optima Tax Relief
Thank you so much for sharing your experience! We're thrilled to hear that our representative went above and beyond to help you, even though you initially just had a question. His patience and willingness to walk you through downloading your tax information is exactly the kind of service we aim to provide.
We truly appreciate your kind words and your trust in Optima Tax Relief. If you have any other questions or need assistance in the future, please don't hesitate to reach out!
Reply from Optima Tax Relief
You're very welcome! I appreciate you taking the time to respond. It's great to work with a company that values its customers. Thanks again for all your help!
Reply from Optima Tax Relief
¡Muchas gracias por sus amables palabras! We're so glad you had a great experience and that we could assist you in Spanish. Providing support in multiple languages is important to us, and we're happy we could help. We appreciate your trust in Optima Tax Relief!
Over all good experience
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 can’t answer the phone. I recently called with a question and had the absolute pleasure of chatting with Jen Gonzales - Case Manager 125. I admittedly he was frustrated when I called. Jen was upbeat, resourceful, informative, an amazingly helpful. She was an absolute delight. If I could read her service, I would give it 1 million stars.
February 4, 2026
Reply from Optima Tax Relief
Thank you so much for your detailed feedback! We're glad to hear that you had an overall good experience, and we truly appreciate you bringing the scheduling and accessibility challenges to our attention. We understand how frustrating it can be when appointment links don't work and it's difficult to connect during business hours. We're committed to improving these areas to better serve our clients.
We're absolutely thrilled to hear about your experience with Jen Gonzales! Your kind words about her being upbeat, resourceful, informative, and amazingly helpful mean so much to us. Turning a frustrating situation into a delightful experience is exactly the level of service we strive for, and Jen clearly went above and beyond. We'll be sure to share your "1 million stars" review with her!
Thank you for your trust in Optima Tax Relief, and please don't hesitate to reach out if you need anything in the future!
Customer service was great very…
Customer service was great very friendly. They gave me the one on one attention. Listened to my needs,very helpful. Help me get back on track with the irs.
February 18, 2026
Unprompted review
Reply from Optima Tax Relief
Thank you so much for your wonderful review! We're thrilled to hear that our customer service team was friendly and provided you with the one-on-one attention you deserved. Listening to our clients' needs and helping them get back on track with the IRS is exactly what we're here to do.
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!
I like that when I am assigned a…
I like that when I am assigned a Representative That'sone person i'll be dealing with.
February 17, 2026
Reply from Optima Tax Relief
Thank you for your feedback! We're glad you appreciate having one assigned representative to work with throughout your case. We believe that having a dedicated point of contact provides consistency and makes the process smoother for our clients. We appreciate your trust in Optima Tax Relief!
Maria did a fantastic job helping me…
Maria did a fantastic job helping me out without her I would have never gotten it done...5 STARS for Maria
February 18, 2026
Reply from Optima Tax Relief
Thank you so much for the wonderful review! We're thrilled to hear that Maria did such a fantastic job helping you and made all the difference in getting everything done. She truly deserves those 5 stars!
We'll be sure to share your kind words with Maria. We appreciate your trust in Optima Tax Relief!
DO NOT TRUST OPTIMA TAX RELIEF
This complaint concerns the tax resolution company advertising itself as the “#1 tax resolution service,” Optima Tax Relief. After nearly a year of working with the company, we paid $4,308.00 in fees; however, our original tax debt increased from approximately $12,000.00 to $15,288.00.
Throughout our engagement, Optima Tax Relief intentionally misled us by providing false, incomplete, or no substantive information regarding the handling of our case. The company failed to protect us from potential asset seizure, failed to properly evaluate or pursue eligibility for the IRS “Fresh Start” program, and failed to provide meaningful audit defense or strategic guidance as represented in their advertising.
During the period in which our case was supposedly in “resolution,” we repeatedly requested to speak directly with a Tax Resolution Specialist to discuss the status and strategy of our case. Each request was denied. We were consistently told that all calls were handled through the main department line. It became evident that we were communicating with a call center rather than a dedicated specialist familiar with our specific circumstances.
Every time we contacted the company, we received what appeared to be scripted responses stating that our case remained in resolution, without any meaningful updates or detailed explanations. Despite numerous attempts to obtain clarification and progress reports, we were never provided with substantive information regarding what actions, if any, were being taken on our behalf and any attempt to speak with a so-called “Tax Specialist” each request was denied.
We subsequently requested a refund of the $4,308.00 in service fees paid; however, our request has gone unanswered. As a result, we have suffered both the financial loss of the service fees and an increase in our overall tax liability.
Our household relies on a single income. Although I have taken steps to increase federal tax withholdings to reduce future liabilities, we continue to face significant annual tax obligations. We engaged Optima Tax Relief in good faith, relying on their advertised expertise to assist us. Instead, we believe we were taken advantage of and, in hindsight, would have been better served working directly with the IRS.
As of the date of this letter, the IRS has issued a notice of property seizure. Optima Tax Relief has failed to deliver the services it advertises and failed to act in our best interest. Based on our experience, we believe this constitutes fraud and deceptive business practices.
February 14, 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.
Alan was very friendly and…Professional
Alan was very friendly and professional. He answered my questions.
February 17, 2026
Reply from Optima Tax Relief
Thank you for your feedback! We're glad to hear that Alan was friendly and professional and that he answered all your questions. We'll be sure to share your kind words with him. We appreciate your business!
I worked with an experienced and…
I worked with an experienced and knowledgeable person.
February 17, 2026
Reply from Optima Tax Relief
Thank you for your feedback! We're glad to hear that you worked with an experienced and knowledgeable team member. We appreciate your business and are always here if you need anything!
I called this company to help me with…
I called this company to help me with tax relief instead of getting into tax details the first one to find out how much money or how rich I was based on that they said their prices I told them I need someone to stand next to me to fight IRS they don’t do that. They basically see how much you’re worth and how much can you pay back or you can do that on the phone with IRS as I did instead of $20,000 IRS charge me $978 everything was done so I was very disappointed. They run expensive commercials. They hire people actors to make him sound good in reality. Be smart shop around don’t hire this company.
November 12, 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.
Service is not cheap but they delivered as promised
Optima took me from owing over $30,000 to getting $3,800 dollars in refunds. I would recommend them to anyone with a tax problem.
February 17, 2026
Reply from Optima Tax Relief
Thank you so much for sharing your experience and recommendation! We understand that our services represent a significant investment, and we're thrilled that we were able to deliver on our promise and achieve such an outstanding result for you. Going from owing over $30,000 to receiving $3,800 in refunds is truly remarkable, and we're honored to have been part of that journey.
Your willingness to recommend us means the world to our team. Thank you for trusting Optima Tax Relief with your tax situation, and we wish you continued financial success!
Very Helpful
I like the way Optima Tax Relief keeps in contact through emails, text, and messages.
February 13, 2026
Reply from Optima Tax Relief
Thank you for your feedback! We're glad to hear that you appreciate our communication through emails, texts, and messages. Keeping our clients informed and connected is very important to us. We appreciate your business!
One call resolution
I had a really positive experience with my recent Optima Tax call. The representative was professional, patient, and easy to talk to. I have been overwhelmed with this process and she took the time to clearly explain everything and answered all of my questions. I was offered a service called Optima Tax Shield 360 to assist me filling my missing taxes, which I had never heard of before. Overall, my experience with the customer service team was positive, and I’m grateful for the clear guidance and support I received.
January 30, 2026
Reply from Optima Tax Relief
Thank you so much for sharing your experience! We're thrilled to hear that our representative was professional, patient, and easy to talk to. We understand that this process can feel overwhelming, and we're glad she was able to clearly explain everything and answer all of your questions.
We truly appreciate your kind words and your trust in Optima Tax Relief. We're here for you every step of the way!
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