Get Protected. Stay Protected
Basic
Protection Plan
Our Basic Plan is designed for people with simple tax filings who are able to file without professional help.
$14.99 /mo
Get Protected. Stay Protected
Basic
Protection Plan
Our Basic Plan is designed for people with simple tax filings who are able to file without professional help.
$14.99 /mo
Basic Plan
Featured Benefits
Lifetime Audit Defense*
Active plan members are eligible for lifetime audit representation up to $10,000,000 in proposed liabilities. Members will receive Optima’s best-in-class protection without paying thousands of dollars.
Comprehensive Tax Risk Monitoring
You are busy. Optima will monitor your tax account and keep you informed with Comprehensive Tax Risk Monitoring. If there is an issue, you can rest assured that the Optima team is prepared and qualified to help.
Filing Fraud Protection & Remediation
The IRS flags more than one million tax returns for identity fraud annually! Plan members will have their tax accounts monitored for fraudulent 1040 tax filings. If a fraudulent 1040 is filed, Optima will work to resolve the issue.
IRS Balance Monitoring
Our team will monitor any outstanding balance you may have with the IRS. Through our proprietary technology, we are able to gain access to any changes to your tax balance. This information will be in your monthly report, saving you the hassle of contacting the IRS on your own.
Discounted Tax Resolution Fees
The long-term goal is to stay protected from future IRS collection actions. Should you fall out of compliance with the IRS, you will still qualify for Optima’s industry-leading resolution services at a discounted rate.
IRS Notice Analysis
IRS notices are scary and hard to understand. Plan members will receive free analysis of all notices so they can rest easier and understand.
Live Phone Support
Optima’s award-winning Customer Service Team provides live, over-the-phone support. Help from our actual staff working for us here in U.S. (No dealing with robots or A.I.-generated phone agents.
* Lifetime dependent on being active customer of Optima Tax Shield. Please review Protection Agreement for details and limitations.
Prefer to have our team of professionals file your taxes?
Check out our Standard Protection Plan
Get Protected. Stay 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.