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Tax resolution provider

Optima Tax Relief

Contact details, services, coverage, pricing information, and source-linked records in one profile.

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optimataxrelief.com

Profile reviewed for publication

Provider overview

Quick facts

Basic listing information from the provider’s published pages.

Website
optimataxrelief.com

Provider-published website

Phone and contact

1-800-536-0734

Provider source · checked

Pricing

Not published

Provider source · checked

Information checked
Aug 22, 2026
Services listed by the provider
  • Tax consultation
  • Tax liability investigation and resolution proposal
  • Tax negotiation
  • Offer in Compromise
  • Installment plans
  • Partial pay installment agreement
  • Penalty abatement
  • Currently not collectible
  • Audit representation
  • State tax relief
  • Unfiled tax returns
  • Payroll tax relief
  • Wage garnishment release
  • Bank levy release
  • Tax lien removal, discharge and subordination
  • Tax levy release
  • Collection and administrative appeals

What to know

Who they say they serve
  • Individuals
  • Businesses

Provider source · checked

Practitioner roles named

Names a Chief Tax Officer described as a California licensed attorney, two further attorneys, four enrolled agents and a CPA; one enrolled agent is described as a former IRS revenue agent

Provider source · checked

Return filing help

Tax preparation and compliance, including unfiled returns

Provider source · checked

Business tax services

Payroll tax relief and self-employment tax matters

Provider source · checked

Consultation and intake

States the initial tax relief consultation is free and confidential, by phone at 1-800-536-0734

Provider source · checked

Reviews across the web

Review summary

5 matched review sources

Current public rating and review count from each exact profile we could match. TRC does not calculate a blended score.

Google

Observed

4.2 / 5

5,629 reviews

Positive takeaway

Positive reviewers praise professional staff, organized onboarding, and clear explanations.

Critical takeaway

Across major platforms, customers repeatedly report difficulty reaching a case owner and being moved between departments.

Repeated pattern

Trustpilot

Observed

4.4 / 5

5,217 reviews

Positive takeaway

Customers often value the portal, document handling, and structured case process.

Critical takeaway

A common complaint is paying thousands while the tax balance is unchanged or grows through interest and penalties.

Repeated pattern

BBB customer reviews

Observed

4.07 / 5

1,995 reviews

Positive takeaway

Customers often value the portal, document handling, and structured case process.

Critical takeaway

A common complaint is paying thousands while the tax balance is unchanged or grows through interest and penalties.

Repeated pattern

ConsumerAffairs

Observed

4.2 / 5

339 reviews

Positive takeaway

Some reviewers describe collection relief, payment arrangements, or reduced stress.

Critical takeaway

Severe accounts allege years of delay, no debt reduction, and refund offers far below the fees paid.

Reviewer report

BestCompany

Observed

3.8 / 5

2,051 reviews

Positive takeaway

Positive reviewers praise professional staff, organized onboarding, and clear explanations.

Critical takeaway

Across major platforms, customers repeatedly report difficulty reaching a case owner and being moved between departments.

Repeated pattern

Across all matched sources

Overall review takeaways

Themes are a synthesis of public reviewer accounts, not independently verified outcomes. “Repeated pattern” is used only when multiple review narratives support it.

Three positive themes

  1. 1Positive reviewers praise professional staff, organized onboarding, and clear explanations.
  2. 2Customers often value the portal, document handling, and structured case process.
  3. 3Some reviewers describe collection relief, payment arrangements, or reduced stress.

Three critical themes

  1. 1Across major platforms, customers repeatedly report difficulty reaching a case owner and being moved between departments.Repeated patternOpen supporting review source
  2. 2A common complaint is paying thousands while the tax balance is unchanged or grows through interest and penalties.Repeated patternOpen supporting review source
  3. 3Severe accounts allege years of delay, no debt reduction, and refund offers far below the fees paid.Reviewer report

Ratings and counts can change after the observation date. Google and Yelp ratings apply to the linked business or location profile. BBB cards show customer-review scores, not BBB letter grades. Duplicate aggregators and ambiguous matches are omitted.

Where this provider is promoted

Marketing and affiliate callouts

Dated observations from provider or publisher pages—not endorsements, rankings, or assumptions about motive.

  • service partnerProvider-published

    Affiliate and tax-service relationships

    Optima lists companies related by common ownership or control and separate tax-service partners. It says contacts reporting less than $10,000 in back taxes may be forwarded to a partner.

    View provider source

    Observed

Provider-published source record

9 observed fields · 10 sourced entries

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These statements come from the provider’s own published materials. TRC does not convert them into independently verified facts.

Trading name

Optima Tax Relief

Asserted by Optima Tax Relief · checked

View source
Tax resolution services
  • Tax consultation
  • Tax liability investigation and resolution proposal
  • Tax negotiation
  • Offer in Compromise
  • Installment plans
  • Partial pay installment agreement
  • Penalty abatement
  • Currently not collectible
  • Audit representation
  • State tax relief
  • Unfiled tax returns
  • Payroll tax relief
  • Wage garnishment release
  • Bank levy release
  • Tax lien removal, discharge and subordination
  • Tax levy release
  • Collection and administrative appeals

Asserted by Optima Tax Relief · checked

This records the services named by the provider. It does not verify eligibility, availability, or any result.

View source
Return-preparation service

Tax preparation and compliance, including unfiled returns

Asserted by Optima Tax Relief · checked

View source
Business tax service

Payroll tax relief and self-employment tax matters

Asserted by Optima Tax Relief · checked

View source
Practitioner roles named

Names a Chief Tax Officer described as a California licensed attorney, two further attorneys, four enrolled agents and a CPA; one enrolled agent is described as a former IRS revenue agent

Asserted by Optima Tax Relief · checked

These are the provider’s own role labels. TRC has not checked any bar, CPA or enrolled-agent record; see the independently verified section.

View source
Team size described

Describes a team of over 25 licensed tax relief professionals, on staff and in house

Asserted by Optima Tax Relief · checked

View source
Published contact

1-800-536-0734

Asserted by Optima Tax Relief · checked

View source
Consultation intake

States the initial tax relief consultation is free and confidential, by phone at 1-800-536-0734

Asserted by Optima Tax Relief · checked

View source
Pricingnot published

Not published

Asserted by Optima Tax Relief · checked

No fee amount or fee schedule appeared on the checked services page. The TR-012 source survey of 2026-08-21 found no pricing page in the provider’s 963-URL sitemap.

View source
Clients described
  • Individuals
  • Businesses

Asserted by Optima Tax Relief · checked

View source

Independent verification record

1 observed fields · 1 sourced entries

View record

These fields come from a regulator, registry, licensing body, or licensed platform API—not from the provider’s marketing pages.

IRS PTIN register

21 preparer tax identification number holders list this provider as their business: 5 enrolled agents; 2 Annual Filing Season Program participants; 14 with no professional designation recorded. By state: CA 21. The address most often given is 6 Hutton Centre Drive, Santa Ana CA 92707.

Established by Internal Revenue Service, PTIN holder Freedom of Information Act extract updated 2026-02-23 · checked

From the IRS Freedom of Information Act extract of PTIN holders, updated 2026-02-23, matched on the provider’s business name at its known office or on its website domain. A PTIN holder registers their own business name and address, so this counts who names this provider in that register and nothing more. It is not a headcount and it does not measure who a provider can call on: employees who file under a personal name, contract practitioners, of-counsel attorneys and professionals at partner firms do not appear here. The extract refreshes twice a year. The provider separately describes a team of over 25 licensed tax relief professionals and names three attorneys. TRC publishes both figures because they are the two things a reader can check. They measure different things, and a difference between them is not by itself evidence that the provider’s statement is wrong.

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