Ideal Tax Solution, LLC 

Ideal tax has been great in helping with my tax problem, my account manager Lilly has been especially helpful

Lilly Green has been amazing and very patient through this entire process. I would definitely recommend her and her team for ay tax resolutions. I appreciate you and all you have done on my behalf.

The experience has been GREAT with all the IdealTax Team, specially with Sam Jones who has been very professional and has had much patience & understanding with us during the whole monthly payment process. He is a very valuable key member of your team, that makes IdealTax stand out above your competition.

Effectively works on clients cases and moves to resolution. Thanks ever so much.

Using Ideal Tax Solution has been nothing but a wonderful experience, being in the situation I was in and them helping me along the way put me at ease, I would recommend using them to anyone who is in my situation. Thank You

The team at Ideal Tax is professional. My case manager, Val, helped me understand my tax situation for the current tax year and other issues that have been looming for years. I am grateful his willingness to explain how to avoid these issues in the future.

Angela Morgen was one of the most professional, intelligent, non judgemental individual I have had the pleasure of working with. Knowing how old school we are with not understanding the new technology, she went beyond her duties to assist us. She excels in providing excellent customer service. Her skillful knowledge helped us navigate the process. Her patience in dealing with our persistent questions is the epitome of a professional and caring character. Thank you Angela.

I approached this company about 6 months ago when my previous company disappeared on me. I met Grace Miller then and worked with her to complete my tax filing. I found her to me professional, knowledgeable and easy to work with. She explained my questions so I could understand them. Don’t hesitate to ask for Grace should you have a need.

Lilly, was detailed and on point in her communications, and was available throughout the process that she was involved in our returns.

My review focuses on Rick Duncan of Ideal Tax who was supportive, encouraging and consistent throughout the year that I was going through this tax issue. Honestly some of the other people I dealt with were flighty, non-responsive and not particularly professional. Rick was excellent and so easy to work with and talk to.

Sam has been patient and persistent in helping me get my case current. His customer service skills are excellent and because of that I enjoy working with Ideal tax.

Rick Duncan has been great. He helped us navigate through the terrifying IRS notice we received and aided us in the process to an agreement. We will continue to have IdealTax have our backs in any future issues.

Grace at Ideal Tax was awesome. She helped me get my past taxes straight and made the whole process easy. Super helpful and professional. Definitely recommend her

I have had a very good dependent relationship of Ideal Tax Solutions, LLC advocating and interfacing with me for my tax problems.
The latest advocate for me is Grace Miller. Ms. Miller has been excellent in keeping me informed of the progress. When something is needed from me she explains to me why and its purpose. She is very knowledgeable and professional in representing me. Grace is a great representative of and for Ideal Tax Solutions.

Sam Jones and Grace Miller were very courteous and helpful in getting my daughter‘s case active again. I was very impressed with their proactive attitude.

Sam is a very professional person. He has excellent customer service skills. I had a financial problem where I missed a payment. He helped me get it resolved. I can call him anytime and he is willing to help .

Sam Jones was very helpful at adjusting my monthly payment. He was professional, polite, and very helpful

They did file a power of attorney but failed to act on my continued IRS notices even telling me to ignore them. this corrects my prior review.

I hired Ideal Tax Group, Inc. in October 2023 to help resolve my IRS tax debt for the 2021 and 2022 tax years. I paid them $980 under contract for tax resolution services, which included communicating with the IRS on my behalf and working to reduce or resolve my liability.

Despite repeated assurances, no meaningful action was ever taken on my case. I continued to receive IRS notices directly for both tax years, including CP11 (2021) and CP14 (2022), proving that my tax debt was never addressed.

As a direct result of their inaction, my balance grew by more than $3,500 in additional penalties and interest. Their misleading promises and deceptive marketing gave me false hope, wasted my money, and left me in a far worse position than when I started.

My advice: Avoid this company. Their deception and failure to deliver cost me thousands, and they should not be trusted with anyone’s tax matters.

they really stay on you about getting documents done. they contact via email and text and they call. Angela was wonderful!

Thus far my experience with Idealtax has been amazing. My representative, Lilly, has truly turned what was an incrediblely nerve racking situation into one of pleasure. Her excellent communication, patience, and professionalism has really made me feel 100% better about dealing with the IRS situation. Very pleased thus far with IdealTax.