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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
IRS Protection

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

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

Identity Protection
ID Theft Monitoring
MOST POPULAR
Standard Plan
IRS Protection

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

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

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
IRS Protection

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

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

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.
*** Audit Defense applicable only for tax returns prepared by Optima.
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From The CEO
Sincerely,
David King
Chief Executive Officer

Protection you won't find anywhere!
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.
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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. Read and understand all program materials prior to enrollment. Not available in all states.