Optima Tax Relief Careers and Employment

Working Course of

Optima Tax Aid presents shoppers a free session to evaluate their eligibility for tax reduction. Certified taxpayers bear a two-phase course of. First, Optima Tax Aid protects shoppers by investigating their tax information, establishing contact with the IRS, requesting a brief keep on assortment procedures; and getting ready a listing of obtainable negotiation and settlement choices. The preliminary stage can take two to 4 weeks to finish. Second, Optima Tax Aid ensures taxpayers are in compliance with tax legal guidelines and mediate the very best settlement out there. The decision stage can take three to 9 months to finish. These embrace presents in compromise, installment agreements, harmless partner reduction, penalty and curiosity abatement, chapter, expiration, in addition to levy and garnishment launch.

The preliminary session is free. As soon as Optima Tax Aid determines a taxpayer could qualify for tax reduction, it prices a $995 payment to start out its investigation part. This payment comes with a 15-day money-back assure. As soon as a decision plan is ready, Optima Tax Aid prices a second payment that ranges from $995 to $9,995 to complete the method. Value varies relying on the dimensions and complexity of the case.


Pledges Certifications

  • Pay Equality Pledge Dedicated to paying equitably for equal work & expertise

  • Tech Hiring Dedication Serving to to coach, rent and promote extra expertise staff

  • Profession Development Program Serving to workers "upskill" into higher-paying positions

  • Social Duty Pledge Formal applications or basis to provide again to communities

  • Variety Dedication Has applications that help a various and inclusive workforce

  • Pledge to Thrive Taking steps to prioritize worker well-being

Does Optima Tax Aid have the employees to supply in-house companies?

  • CPAs
  • Enrolled Brokers
  • Tax Attorneys
  • Annual Submitting Season Program Individuals

Optima Tax Aid employs tax attorneys, enrolled brokers, and CPAs.

How a lot does Optima Tax Aid cost for its tax reduction companies?

Charges fluctuate relying on the dimensions and complexity of every case. Nonetheless, you possibly can count on the price of Optima Tax Aid companies to start out at $295. In accordance with Optima Tax Aid, the typical buyer pays $4,000 in charges.

Does Optima Tax Aid provide versatile funds?

Sure, Optima Tax Aid presents versatile funds so you do not have to pay their charges as a lump sum. Optima Tax Aid presents a a reimbursement assure. You could possibly request a refund in case you are unhappy with their companies. Go to their web site for extra particulars on the phrases and circumstances of the cash again assure. Optima Tax Aid doesn’t prices a retainer payment for its companies. This implies you’ll not must make an upfront cost for them to start out working in your case.

Optima Tax Aid Pricing
Description Quantity
Common Price $4000
Versatile Funds? Sure
Cash Again Assure? Sure
Retainer Price? No
Vary of Charges Beginning at $295

If You Apply and Are Not Eligible

Should you apply for an Provide in Compromise and we will’t course of your provide, we’ll:

  • Return your utility and provide utility payment
  • Apply any provide cost you included to your stability due

Remaining Ideas

In the end, lots of consumer opinions confirmed that Optima failed to speak in a well timed trend — and even reply to consumer inquiries in any respect.

Moreover, many former shoppers talked about that costs weren’t clear and indicated they had been in a worse place after working with Optima.

Full the shape under for a free tax reduction session with Choice Tax Relief, based by tax reduction knowledgeable and YouTuber Logan Allec, CPA


Name considered one of our Tax Specialists as we speak for a free, no obligation session. We’ll decide whether or not we will signify you and work on guiding you to the very best tax answer in your particular case. Should you select to turn into a consumer, we’ll begin working instantly in your case to assist resolve your tax concern the quickest and only method potential.

How Optima Tax Aid works

Optima Tax Aid makes use of a three-step course of to assist folks resolve their tax issues.

Step one is a session. Optima Tax Aid presents free consultations the place you possibly can meet with one of many firm’s tax professionals to debate your state of affairs. You describe your monetary state of affairs and the problems you’re going through with the IRS and determine whether or not working with Optima is a good suggestion.

The second step is the investigation. Throughout this step, Optima’s professionals will attain out to the IRS in your behalf to get the IRS to cease contacting you. Optima can even study the entire monetary and paperwork that you simply offered to give you the very best plan for coping with your tax debt.

Lastly, Optima executes the plan that you simply’ve chosen, working with the IRS to determine a cost plan or settle your debt.

If You Meet the Low Earnings Certification Pointers

You do not have to:

  • Ship the appliance payment or the preliminary cost
  • Make month-to-month installments whereas we evaluate your provide.

For particulars, see Form 656-B, Offer in Compromise BookletPDF.

How A lot Does a Tax Aid Firm Cost?

Tax reduction firms set costs on a case-by-case foundation that entails many elements, reminiscent of the entire quantity owed, sort of answer required, and companies included. Some tax reduction firms cost a flat proportion of the quantity owed to the IRS, reminiscent of 10%. Others cost based mostly on an hourly price, which may be wherever from $275 as much as $1,000. In any case, it is best to anticipate paying a number of hundred {dollars} for an in-depth tax evaluate and a naked minimal of $1,000 for tax settlement, which works up considerably with larger debt quantities.

Historical past

The founders of Optima Tax Aid first met over 12 years in the past whereas on the Wharton Enterprise Faculty on the College of Pennsylvania.

• 2011- Optima Tax Aid was based.

• 6/18/2012- Optima Tax Aid turned an A+ BBB Accredited Enterprise.

• 06/18/2012- Optima Tax Aid turned [[Charter Member of Business Consumer Alliance. ]] • By 2016 Optima Tax Aid ranked the #1 Monetary Providers Firm by Inc. Magazine.

Optima Complaints: Are They a Rip Off?

There are lots of tax scams on the market. That’s why it’s important to learn on-line opinions! However right here’s the kicker: Be sure to’re getting opinions from a good web site.

Some websites let anybody go away a evaluate. That’s why the BBB is so highly effective… They join reviewers with the corporate to assist them resolve any issues.

Right here’s one instance:

Aaron D gave Optima a one-star evaluate on the BBB web site:

Don’t use this firm! They’re crooks. Soaked me for over 13k, over 5 years. I spent per week and obtained on a cost plan with the IRS myself! Optima was fired yesterday! They needed one other 5k out of me. No, I don’t suppose so. If you need me to take away this BBB evaluate, then refund each greenback is spent, and I’ll think about it.

Aaron D

However Optima tried to assist Aaron. Right here’s their response:

Upon receiving your evaluate, we’ve been diligently attempting to find you in our system, however your evaluate didn’t present sufficient identifiable data to find you. We welcome you to name (800) 965-3192 to talk with considered one of our QA Specialists, every time you’re prepared. We can be very happy to talk with you straight about your issues. We actually hope you present us with a possibility to show your expertise round, and we’re wanting ahead to listening to from you.

Optima Tax Aid

Fast Tip: When you begin an installment plan, you’ll have a tougher time qualifying for a debt discount request later.  We suggest you speak to an expert to see if you qualify for tax reduction first.

Is Optima Tax Aid Legit?

Optima does have a BBB score of 4.56/5.00 and a few favorable consumer opinions.

That stated, lots of the nice opinions had been brief and obscure and didn’t present a lot element into the constructive facets of Optima. Under are some examples of the everyday favorable evaluate:

There were also a number of negative reviews, whic

There have been additionally a variety of damaging opinions, which tended to supply rather more element on the reviewers’ expertise with Optima.

Particularly, shoppers in these opinions constantly identified Optima’s lack of transparency on pricing and its poor consumer service.

The next desk lists some consultant examples of the negative comments on the BBB website:

ReviewerConcernMy Take (Assuming Reviewer’s Claims Are True)
Quentin M. 12/08/2021Quentin claimed that Optima advised him that it might scale back his taxes inside a 12 months, however the course of finally took about 6 years. Quentin additionally claimed that after he paid the $4,700 payment, he did not get name backs, was instructed repeatedly to supply paperwork he had already beforehand offered, and was ceaselessly routed to representatives that had no information of his case. Quentin claimed that when he did lastly attain his case supervisor, she advised him that she had over 500 shoppers and didn’t name the shoppers concerning the standing of their instances.Assuming Quentin’s claims are true, the distinction between the timeline he was promised and the way lengthy the case decision really took is troubling. As somebody who has handled the IRS, I perceive how drawn out the method may be, particularly in gentle of the employees shortages and price range cuts the IRS has confronted in recent times. Nonetheless, Optima ought to pay attention to this and be sensible with the consumer. What I think is going on right here is that the consultant conveyed a shorter timeline as a method for Quentin to pay the decision payment. Optima’s lack of communication after receiving the payment can be regarding. The corporate has marketed {that a} case supervisor can be assigned to your case and be with you each step of the way in which. Nonetheless, based mostly on Quentin’s evaluate, he might by no means come up with anybody with information of his case. His alternate together with his case supervisor is especially troubling, because it reveals that she was overwhelmed and that nobody was shifting his case in the direction of decision. Given these circumstances, it’s not tough to think about how Quentin’s case has dragged on for almost six years.
Cara H. 11/30/2021Cara claimed that Optima advised her the payment for her case can be $4,000, nevertheless it has ended up costing her round $7,000. She additionally claimed that, regardless of all the cash she paid, Optima finally negotiated solely a cost plan with the IRS, one thing she might have accomplished herself a 12 months in the past. Maybe extra regarding is that the cost plan did not cowl all of the tax years in query, placing her prone to a levy for these years. Cara has additionally claimed that she acquired no name backs when she checked in on her case for 2 months, a typical theme all through different damaging opinions.If Cara’s claims are true, the elevated charges are regarding. It isn’t unreasonable for charges to extend if a case seems to be extra sophisticated, nevertheless it appears to be like like Cara was blindsided by the leap in charges. On the very least, Optima wants to supply a rationale for why the charges elevated by $3,000. Maybe extra importantly, assuming Cara’s claims are true, the corporate wants to elucidate why it charged $7,000 for negotiating a cost plan with the IRS, one thing Cara might have accomplished herself.
Barnett M. 11/03/2021Barnett claimed that she paid Optima $6,000 and the corporate incorrectly advised her that her tax debt was 3 instances the quantity she really owed. She laments that the “[h]igh stress gross sales pitch and excessive urgency satisfied me to pay for the companies.”Barnett’s expertise, if true, is typical amongst shoppers that retain tax reduction firms. Salespeople with out the required credentials are underneath excessive stress to enroll new shoppers and sometimes exploit their shoppers’ fears of the IRS and nervousness surrounding their state of affairs. As with different tax reduction firms, it appears to be like like Optima failed to really ship on the gross sales pitches after the corporate acquired the payment.
Robert T. 09/21/2021Robert claimed that he paid $10,000 to Optima, which he needed to finance with the corporate over 14 months. Robert additionally claimed that Optima did not work on his case till the $10,000 was totally paid, which resulted in a lien being positioned on his home within the quantity of the tax debt throughout that time period. After the 14-month interval, Robert claimed that the corporate solely negotiated a cost plan with the IRS. When Robert tried to name Optima to ask why the corporate couldn’t assist him scale back his tax debt, he couldn’t get ahold of anybody and his calls had been by no means returned.Assuming Robert’s claims are true, there are a number of regarding facets in his evaluate. First, regardless that Robert was financing his payment, he was nonetheless paying each month, which meant he ought to have been entitled to some stage of service from Optima. Having a lien positioned on your home is a terrifying ordeal and one thing that the corporate ought to have addressed instantly after taking the case. Robert additionally mentions that every one the corporate did was arrange a cost plan with the IRS on his behalf. Typically an installment plan is the very best (and solely) choice. Nonetheless, Optima ought to have disclosed this as a chance upfront as an alternative of ready 14 months to inform him (conveniently after receiving the payment in full). This means that Optima did not make a real effort at investigating and reviewing completely different choices for resolving the debt with the IRS.

Ensures and Disclaimers

Optima offers a 15-day a reimbursement assure. In evaluating the consumer opinions, I noticed that shoppers typically had a tough time receiving refunds once they requested their a reimbursement.

It’s unclear, nonetheless, whether or not these shoppers had requested refunds inside the allowable 15-day window, or requested for his or her a reimbursement after the 15-day interval.

Virtually talking, since you’re required to pay the investigation payment upfront and the corporate has 30 days to evaluate your case, it’s seemingly that you’ll solely be capable of obtain the $495 investigation payment for those who determine to get your a reimbursement inside the 15-day interval.

Do These Tax Aid Firms Actually Work?

Tax reduction firms have a nasty popularity that comes from an business plagued by poor enterprise practices and scams. Disreputable tax reduction firms could lure clients in with false guarantees, proceed upcharging them with extra charges, and finally go away them in worse debt than they started with.

Then again, good tax reduction firms can be trustworthy about whether or not or not you possibly can profit from their companies, received’t make any guarantees about particular outcomes, and can cost up-front clear charges. We’ve additionally discovered that probably the most respected tax reduction firms contain clients within the course of by means of training and sources, hoping to set the shopper up for long-term success to keep away from recurring tax debt sooner or later.

The underside line is that it’s essential to understand that tax reduction firms don’t do something you couldn’t technically do by yourself by working straight with the IRS. The thought is that, as skilled professionals, tax reduction firms pays for themselves by negotiating extra successfully and producing a greater end result.


Each Tax case has its particular problem and procedures. In most tax reduction instances; the method takes wherever from 2 to six months to resolve. As soon as we decide how advanced your tax concern is, we can be higher in a position to decide your case timeline. Our purpose at Optima Tax Aid is to realize the very best outcome relating to your particular tax state of affairs within the quickest potential method.

The place to search out alternate options to Optima Tax Aid

Optima Tax Aid is way from the one firm devoted to serving to folks clear up tax points with the IRS. If in case you have tax debt and wish to examine your choices, we’ve got some helpful sources you can take a look at, together with our picks for the best tax relief companies.

We even have opinions of another fashionable tax reduction firms, together with:

Able to obtain a session with Optima Tax Aid? Try its web site.

View RatesFree Session Sure Prices Begin at $295 Minimal Debt $10,000