Get Protected.
Stay Protected!
Our plans offer year-round services that
take the stress out of tax.
Call to speak with a plan specialist.
Please call 800-631-5331 for plan pricing.
Basic Plan
IRS Protection
Monthly Tax Risk Report
Individual Audit Defense*
IRS Notice Evaluation
IRS Tax Information Authorization Filed (Form 8821)
IRS Balance Monitoring
Discounted Tax Resolution Services
IRS Protection
Monthly Tax Risk Report
Individual Audit Defense*
IRS Notice Evaluation
IRS Tax Information Authorization Filed (Form 8821)
IRS Balance Monitoring
Discounted Tax Resolution Services
MOST POPULAR
Standard Plan
IRS Protection
Monthly Tax Risk Report
Individual Audit Defense*
IRS Notice Evaluation
IRS Tax Information Authorization Filed (Form 8821)
IRS Balance Monitoring
Discounted Tax Resolution Services
IRS Protection
Monthly Tax Risk Report
Individual Audit Defense*
IRS Notice Evaluation
IRS Tax Information Authorization Filed (Form 8821)
IRS Balance Monitoring
Discounted Tax Resolution Services
Tax Preparation
State & Federal 1040 Tax Return Preparation**
Dedicated Team of Tax Professionals
$10,000 Tax Preparation Guarantee***
Tax Preparation
State & Federal 1040 Tax Return Preparation**
Dedicated Team of Tax Professionals
$10,000 Tax Preparation Guarantee***
Professional Plan
Our Professional Plan is for the self-employed – independent contractors, freelancers, & people who receive 1099s.
IRS Protection
Monthly Tax Risk Report
Individual Audit Defense*
IRS Notice Evaluation
IRS Tax Information Authorization Filed (Form 8821)
IRS Balance Monitoring
Discounted Tax Resolution Services
IRS Protection
Monthly Tax Risk Report
Individual Audit Defense*
IRS Notice Evaluation
IRS Tax Information Authorization Filed (Form 8821)
IRS Balance Monitoring
Discounted Tax Resolution Services
Tax Preparation
State & Federal 1040 Tax Return Preparation**
Dedicated Team of Tax Professionals
$10,000 Tax Preparation Guarantee***
Discounted Corporate or Partnership Return Preparation****
Quarterly Estimated Payment Analysis*****
Tax Preparation
State & Federal 1040 Tax Return Preparation**
Dedicated Team of Tax Professionals
$10,000 Tax Preparation Guarantee***
Discounted Corporate or Partnership Return Preparation****
Quarterly Estimated Payment Analysis*****
*Limitations apply, please review the Optima Client Service Agreement for full disclosure of services included.
**Limited to one personal tax return per year per agreement. Standard Plan is eligible for a wage earner return; Professional Plan is eligible for an independent contractor return.
***Applies to tax returns prepared by Optima Tax Relief.
****Professional Plan will also include discounted corporate returns upon request. Additional fees may apply.
*****Will be provided upon request.
Awards & Accolades
BBB, A+ Rating
7 Years in a Row!
2021 Winner!
BBB 2021 Torch Award for Ethics
3 Years in a Row!
Customer Service Team of the Year
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 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 and tax preparation 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 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.
Optima Tax Relief is a tax resolution firm independent from the IRS. We do not assume tax liability, 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.