Basic Protection Plan

Our Basic Plan is designed for people with simple tax filings that are able to file without professional help.

Basic Protection Plan

Our Basic Plan is designed for people with simple tax filings that are able to file without professional help.

Plans designed to fit your tax and identity protection needs. Call Optima today and get protected.


IRS Tax Authorization Filed

By filing a Tax Authorization (Form 8821), our team is granted the ability to run reports and monitor your situation – allowing us to keep you up-to-date with any changes or alteration of status should they occur.

IRS Collection Monitoring

The IRS is an incredibly powerful collection agency, with the power to garnish your wages and seize your home. By monitoring your IRS compliance, we can keep a close eye on your situation and notify you of any pending collection action before you suffer the financial consequences.

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.

Tax Withholding Analysis

The tax withheld from your paycheck depends on the deductions you take when filling out your IRS form W-4. Are you potentially leaving money on the table? A tax withholding analysis ensures that you pay only the minimum amount, and not a penny more.

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.


Optima Tax Express Software

Access to our tax preparation software allows you to quickly and securely file one annual tax return (State and Federal) on your own. Our convenient, do-it-yourself system is IRS compatible and hassle-free – making it perfect for the independent filer.** In order to file your return, you will need a specialized offer code each time you would like to file. Limit 1 per client.

Prefer to have a professional file your taxes? Check out our Standard Plan


Complete ID Theft Monitoring

Every day, thousands of people become victims of identity theft and have to spend years untangling the mess. With identity theft protection through the Optima Protection Plan, you and your family are safer and more secure against looming threats.

*Optima Tax is independent from the IRS and does not make payments to the taxing authorities. Optima Tax does not provide legal, bankruptcy, or accounting advice. Read and understand all program materials for terms, conditions and exclusions of coverage. May not be available in all states.

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

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.

© 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.  Read and understand all program materials prior to enrollment. Not available in all states.