Get Protected. Stay Protected!

 IRS Protection

 

 Tax Preparation

 

 Identity Protection

Call   800-631-5331 to Get Protected!

Get Protected.

Stay Protected!

 IRS Protection

 Tax Preparation

 Identity Protection

Call   800-631-5331 to Get Protected!

Basic Plan

Our affordable Basic Plan is ideal for people with simple tax filings that are able to file without professional help.
IRS Protection
 IRS Tax Authorization Filed

IRS Collection Monitoring

IRS Balance Monitoring

Tax Withholding Analysis

Discounted Tax Resolution Fees

IRS Protection

 IRS Tax Authorization Filed

 IRS Collection Monitoring

 IRS Balance Monitoring

 Tax Withholding Analysis

 Discounted Tax Resolution Fees

Tax Preparation
Annual tax return (State and Federal) through Optima Tax Express do-it-yourself, tax preparation software.*

Tax Preparation

Annual tax return (State and Federal) through Optima Tax Express do-it-yourself, tax preparation software.*

Identity Protection
ID Theft Monitoring

Identity Protection

 ID Theft Monitoring

MOST POPULAR

Standard Plan

Our most popular Standard Plan is designed for people with common tax filings, such as W-2 wage earners.
IRS Protection
 IRS Tax Authorization Filed

IRS Collection Monitoring

IRS Balance Monitoring

Tax Withholding Analysis

Discounted Tax Resolution Fees

IRS Protection

 IRS Tax Authorization Filed

 IRS Collection Monitoring

 IRS Balance Monitoring

 Tax Withholding Analysis

 Discounted Tax Resolution Fees

Tax Preparation
Wage Earner Tax Preparation (W2)*

Dedicated Tax Professional

$2,000 Tax Preparation Guarantee**

Audit Defense***

Tax Preparation

Wage Earner Tax Preparation (W2)*

Dedicated Tax Professional

$2,000 Tax Preparation Guarantee**

Audit Defense***

Identity Protection
ID Theft Monitoring

Credit Monitoring

$1,000,000 ID Theft Protection Insurance

Identity Protection

ID Theft Monitoring

Credit Monitoring

$1,000,000 ID Theft Protection Insurance

Professional Plan

Our Professional Plan is for the self-employed – independent contractors, freelancers, & people who receive 1099s.
IRS Protection
 IRS Tax Authorization Filed

IRS Collection Monitoring

IRS Balance Monitoring

Tax Withholding Analysis

Discounted Tax Resolution Fees

IRS Protection

 IRS Tax Authorization Filed

 IRS Collection Monitoring

 IRS Balance Monitoring

 Tax Withholding Analysis

 Discounted Tax Resolution Fees

Pro Tax Prep
Independent Contractor Tax Prep (W2 & 1099)*

Dedicated Tax Professional

$2,000 Tax Preparation Guarantee**

Audit Defense***

Profit and Loss Preparation

Quarterly Estimated Payment Analysis

Discounted Tax Prep Fees on Corporate Returns

Pro Tax Prep

Independent Contractor Tax Prep (W2 & 1099)*

Dedicated Tax Professional

$2,000 Tax Preparation Guarantee**

Audit Defense***

Profit and Loss Preparation

Quarterly Estimated Payment Analysis

Discounted Tax Prep Fees on Corporate Returns

Identity Protection
ID Theft Monitoring

Credit Monitoring

$1,000,000 ID Theft Protection Insurance

Identity Protection

ID Theft Monitoring

Credit Monitoring

$1,000,000 ID Theft Protection Insurance

* One return annually. Additional returns available for an extra cost.

**View Tax Prep Disclaimer

*** Audit Defense applicable only for tax returns prepared by Optima.

Awards & Accolades

BBB, A+ Rating

A+ Rated, BBB Accredited Business

4 Years in a Row!

Fastest Growing Private Companies

2017 Winner!

BBB: 2017 Torch Award for Ethics

OCBJ Civic 50

50 Most Community-Minded Businesses

From The CEO

Welcome to the Optima Protection Plan website. If you are currently a client, we thank you for choosing us as your tax and ID protection provider. If you aren’t yet a client but are looking for a powerful, all-inclusive protection plan, you’ve come to the right place. We offer unparalleled service and protection through our proprietary combination of IRS protection, tax preparation, and identity protection services. In addition to our industry-leading protection plans, you’ll find that our unwavering commitment to integrity and bringing value to our clients separates us from the competition. Simply put: We’re passionate about helping our clients. Our services are designed to meet your individual needs – whether you’re a freelancer, a W-2 wage earner, or a small business owner. I invite you to take a look around and give us a call. We’d be delighted to help you find the plan that best meets your needs.

Sincerely,

David King
Chief Executive Officer

Protection you won't find anywhere!

Optima’s Protection Plans offer comprehensive IRS and identity protection unlike any other. Get protected and stay protected with our all-inclusive suite of features.

Call  800.631.5331 to get protected!

Optima is a leader in the tax and financial service industry, renowned for our steadfast commitment to delivering the best possible results to our clients.

Our dedication has earned us national recognition and numerous awards, including the Torch Award for Ethics from the Better Business Bureau, the Civic 50 for corporate citizenry, and multiple Inc. 5000 honors.

We’re powered by an amazing staff of over 500 professionals who passionately apply their expertise and specialized skills towards the central mission Optima was founded upon: helping people improve their financial well-being.

© Copyright 2013 – 2019 OptimaTaxRelief, LLC | All Rights Reserved

Optima Tax Relief is a tax resolution firm independent from the IRS. We do not assume tax debt, make monthly payments to creditors or provide tax, bankruptcy, accounting or legal advice. By providing your contact information, you expressly consent to receiving calls and/or SMS text messages at the number you provided as part of our service offerings, including but not limited to advertisements, solicitations, and service updates. The phone number belonging to the called/messaged person(s) could incur charges for such contact. Read and understand all program materials prior to enrollment. Not available in all states.