Thursday, May 23, 2024

Are They Legit? What Do They Price?

Optima Tax Aid is a respectable tax reduction firm that gives companies nationwide by a web-based portal. In case your tax drawback is comparatively easy, it’s possible you’ll be higher off addressing it by yourself, however if you happen to’re overwhelmed by the prospect of coping with the IRS, Optima Tax Aid presents an choice. You’ll study extra concerning the professionals and cons on this Optima Tax Aid overview.

Necessary notice: if you happen to’re contemplating any tax reduction firm, handle your expectations. No one could make all tax debt disappear. Skilled assist might get you a greater deal, however the end result will rely in your scenario. In case you anticipate magic, you’re more likely to be disillusioned.


Distinguished firm with a nationwide presence

Trade-standard pricing and phrases

Free preliminary session

In-house attorneys and tax accountants


No public disclosure of pricing

Refunds are solely potential inside two weeks of begin.

Not all companies can be found in all states.

Just a few buyer critiques complain of poor outcomes and repair

About Optima Tax Aid

Optima Tax Aid describes itself because the nation’s largest tax reduction firm. It claims to have resolved over $3 billion in consumer tax liabilities. 

The Firm relies in Santa Ana, CA, and has workplaces in Scottsdale, AZ, and Chandler, AZ. On-line companies can be found nationwide (besides Colorado and Minnesota).

Optima Tax Aid employs an in-house employees of enrolled brokers, CPAs, and tax attorneys. Some tax reduction corporations might cross your case on to an outdoor legislation agency and hold a part of your charge.

Optima Tax Aid was based in 2010 by Harry Langenberg and Jesse Stockwell, each of whom stay with the agency as managing companions.

How Optima Tax Aid Works

Optima Tax Aid will work with federal and state taxes, however state tax companies aren’t accessible in all states. You want at the very least $10,000 in tax debt to qualify for his or her companies.

Optima Tax Aid works with many forms of tax issues, together with the next.

  • Tax liabilities
  • Again taxes
  • Levies and liens
  • Penalties and curiosity
  • Wage garnishment
  • Tax settlement
  • Audit Protection
  • Payroll tax negotiation

The corporate makes use of a three-step course of.

  • Session. You should have a free preliminary session with no obligation. A consultant will overview your case, lay out your choices, and provide you with a practical evaluation of what Optima Tax Aid can do for you.
  • Investigation. Optima Tax Aid will talk with the IRS, study your data intimately, and select acceptable decision choices. You’ll have to authorize entry to non-public monetary data.
  • Decision. The corporate will pursue the chosen choices and attempt to convey you into full IRS compliance. This doesn’t imply you’ll have no tax debt. The objective is to scale back your debt as a lot as potential and work out a possible fee plan for the remaining.

There are lots of methods to resolve tax debt, and you’ll work with Optima Tax Aid to pick those most acceptable for you. Listed below are a few of the choices accessible.

  • Installment agreements is not going to scale back your money owed however will make them simpler to repay.
  • Supply in compromise is on the market to taxpayers experiencing monetary misery.
  • Penalty abatement or adjustment can scale back the penalties charged for earlier points.
  • Extension requests might provide you with extra time to pay with out incurring penalties.
  • Catastrophe-related reduction supplies tax breaks for folks affected by pure disasters.
  • Coronavirus tax reduction could also be accessible at each federal and state ranges.
  • At present not collectible standing might apply in case you have no revenue or belongings with which to pay your tax debt.
  • The statute of limitations might apply in some instances coping with older tax money owed.
  • Harmless partner reduction applies to taxpayers who’re being held chargeable for a partner’s errors or transgressions.
  • A tax lien discharge removes a tax lien from a selected property, which can will let you promote that property.
  • A financial institution levy launch means the IRS will now not seize funds out of your checking account. It often happens when you may have agreed to a fee plan or different settlement.

It’s essential to notice that each one of those gadgets are open to anybody. You do not want a tax reduction firm to use for them. Nevertheless, the method of assessing your eligibility, selecting choices which can be more likely to be authorised, and making use of will be advanced and difficult. 

Skilled help doesn’t assure success, however it could enhance the likelihood of success.


Optima Tax Aid supplies federal tax reduction companies on-line in all states besides Colorado and Minnesota.

State tax companies can be found on-line in all states besides Arizona, Georgia, Delaware, and Connecticut.

The Price of Optima Tax Aid: Is It Value It?

Optima Tax Aid doesn’t disclose pricing data on its web site. Pricing data given right here is sourced from third-party web sites and buyer critiques. Costs fluctuate in accordance with the specifics of your case and it’s possible you’ll be quoted costs greater or decrease than these mentioned right here.

Optima Tax Aid seems to evaluate charges at two levels of the tax reduction course of.

  • Investigation: you may anticipate an investigation charge of $295.
  • Decision: Decision charges can fluctuate broadly with the circumstances of your case. Reported charges fluctuate from $995 to $5000 and could also be greater for advanced instances with giant tax liabilities.

These charges are substantial, however they’re in line with charges throughout the tax reduction business. Optima Tax Aid isn’t providing a screaming nice deal, however pricing seems to be honest relative to rivals.

Whereas the general pricing scheme seems to be honest, it isn’t clear: there’s no constant pricing method disclosed on the corporate’s web site. Some buyer critiques comprise complaints indicating that the purchasers consider they have been overcharged, and a few critiques report funds a lot bigger than these referenced above.

Optima Tax Aid will refund funds for the investigation part inside 15 days after the initiation of the investigation part. No refunds are potential after 15 days or for the charges paid for the Decision part.

Optima Tax Aid: Buyer Critiques

Buyer critiques are a useful gizmo, however they’ve limitations. It’s essential to grasp learn how to consider buyer critiques. Some critiques could also be primarily based on unrealistic expectations, and a few corporations have been recognized to control critiques.

Let’s have a look at what main overview websites can inform us about Optima Tax Aid.

Higher Enterprise Bureau (BBB)

Optima Tax Aid has an A+ score from the Higher Enterprise Bureau (BBB). BBB scores are primarily based on the corporate’s responsiveness to complaints, not on the common of buyer critiques.

The BBB web site lists 686 complaints closed within the final three years and 209 within the final 12 months. The corporate has responded to all complaints and most look like resolved to the client’s satisfaction

Optima Tax Aid will get 3.88 out of 5 stars from a complete of 1,164 buyer critiques on the BBB web site. The critiques break down into two classes, very optimistic and really damaging, with only a few in between.

It’s essential to keep in mind that the BBB tends to draw damaging critiques, because it’s a spot the place folks historically go to complain when they don’t seem to be glad.


On Trustpilot, Optima Tax Aid will get 4.1 out of 5 stars from 3,116 critiques. 89% of the critiques are five-star or four-star, and 9% are one-star, with negligible percentages in between.

Listed below are some typical optimistic critiques.

Optima Tax Relief: Positive Trustpilot Review

Listed below are just a few pattern damaging critiques.

Optima Tax Relief: Negative Trustpilot Review

Outcomes on most overview websites appear to comply with a constant sample: giant numbers of optimistic critiques combined with a smaller variety of extremely damaging critiques. Most clients who depart critiques appear glad, however when issues go incorrect they appear to go significantly incorrect.

Among the damaging critiques might come from clients who’ve unrealistic expectations, however that is unimaginable to determine. In case you’re contemplating retaining Optima Tax Aid you have to be conscious that whereas critiques are typically optimistic there’s a minority who’ve had very unsatisfactory experiences.

The Backside Line: Is Optima Tax Aid Proper For You?

Optima Tax Aid is a respectable tax reduction firm with an intensive monitor report. Some clients have left damaging critiques, however that’s true of just about any tax reduction firm, and the quantity represents a comparatively low proportion of buyer critiques.

Does that imply that Optima Tax Aid is the appropriate selection for you? Possibly, perhaps not. Even the perfect monetary companies corporations aren’t all the time the appropriate match for a given consumer. To search out out, ask your self these questions.

  • How a lot tax debt do you owe? Optima Tax Aid received’t contemplate your case except your tax debt is $10,000 or above.
  • Does Optima Tax Aid present companies in your state? In case you dwell in a state that’s not served by the corporate you’ll have to search for another choice.
  • How advanced is your case? You probably have an easy drawback – for instance, if you happen to merely have to ask for an installment settlement or an extension – you could be higher off doing it your self. If you’re overwhelmed even desirous about coping with it, skilled assist might be a good suggestion.
  • Have you ever thought-about native alternate options? A tax legal professional or agency in your space may give you a aggressive package deal, and also you’d have private contact. In case you’re not comfy coping with a distant service or working by on-line customer support, this may very well be a greater choice for you.
  • Have you ever shopped round? Evaluating a number of alternate options is all the time a good suggestion once you’re available in the market for a monetary service. There are different tax reduction corporations on the market, and most supply a free preliminary session. Evaluating a number of presents is all the time worthwhile.

In case you answered “sure” to all of those, you could be match with Optima Tax Aid.

Do not forget that it is a nationwide firm with many consumers. Your interactions aren’t more likely to be private. A free preliminary session might really feel like a gross sales name, and through the course of, you might be more likely to be interacting with customer support representatives, not the tax specialists doing the work.

If it is a drawback for you, you could be higher off consulting a neighborhood enterprise or legislation agency with a bodily presence in your space.

How We Rated Optima Tax Aid

Tax reduction is a singular monetary service. No tax reduction firm can change the tax legal guidelines or compel the IRS to cancel tax money owed. Tax reduction corporations can solely work with present legal guidelines and insurance policies, and their predominant service is just reducing by the lots of crimson tape and element that characterize tax issues.

It’s essential to evaluate tax reduction corporations in accordance with sensible standards. That is how we evaluated Optima Tax Aid.

  • Effectiveness. No tax reduction firm could make tax debt go away, however Optima Tax Aid has a stable report of reaching as a lot reduction as is legally potential in a given circumstance. Not all clients are glad, however that’s true of just about all monetary companies corporations.
  • Availability. No service will aid you if it isn’t accessible to you. Optima Tax Aid supplies federal tax companies in all however two states and state tax companies in all however 4, leading to a excessive rating on this class.
  • Buyer Service. Once you’re coping with a agency that delivers its companies on-line, customer support is essential. It’s essential know you could attain somebody when you may have an issue, and also you wish to do it with out combating your method by lots of automated name facilities. Optima Tax Aid will get typically good critiques on this rating, however there are a considerable variety of complaints about contact and repair points, dropping the rating on this class.
  • Value. Optima Tax Aid doesn’t disclose its pricing method on-line. Third-party experiences counsel that companies aren’t low cost, however are analogous to these of competing companies.

We’ll repeat the advice that it’s best to store round earlier than selecting any tax reduction firm. Comparability procuring can get you a greater deal and provide you with confidence that you simply’ve chosen the perfect accomplice on your particular wants.

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