Protection Plans
We have three different plans designed to fit your tax protection needs. Staying protected and IRS compliant starts simply by choosing a plan that’s right for you.
.
.
Basic Plan
Ideal for people with simple tax filings who are able to file without professional help.
$10 Million Lifetime Audit Defense*
Comprehensive Tax Risk Monitoring
Filing Fraud Protection and Remediation
IRS Balance Monitoring
Discounted Tax Resolution Fees
IRS Notice Analysis
Live Phone Support
Professional Tax Return Preparation†
$10,000 Tax Preparation Accuracy Guarantee‡
Discounted Corporate or Partnership Tax Return Preparation
On-Demand Quarterly Estimated Payment Analysis
22.
.
Basic
Plan
Standard
Plan
Pro
Plan
22.
.
Ideal for people with simple tax filings who are able to file without professional help.
Most popular plan, designed for people with common tax filings, such as W-2 wage earners.
For self-employed – independent contractors, freelancers, & people who receive 1099s.
$10 Million Lifetime Audit Defense*
Comprehensive Tax Risk Monitoring
Filing Fraud Protection and Remediation
IRS Balance Monitoring
Discounted Tax Resolution Fees
IRS Notice Analysis
Live Phone Support
Professional Tax Return Preparation†
$10,000 Tax Preparation Accuracy Guarantee‡
Discounted Corporate or Partnership Tax Return Preparation
On-Demand Quarterly Estimated Payment Analysis
.
* Lifetime dependent on being active customer of any Protection Plan. Please review Protection Agreement for details and limitations.
† 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.
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.