Protection Plans

We have three different plans designed to fit your tax and identity protection needs. Staying protected and IRS compliant starts with simply choosing the plan that is right for you:

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Basic Plan

Standard Plan

Professional Plan

IRS Tax Authorization Filed

IRS Collection Monitoring

IRS Balance Monitoring

Tax Withholding Analysis

Discounted Tax Resolution Fees

Optima Tax Express

Wage Earner Tax Preparation (W2)*

Dedicated Tax Professional

$2,000 Tax Preparation Guarantee

Audit Defense

Independent Contractor Tax Prep (W2 & 1099)*

Profit and Loss Preparation

Quarterly Estimated Payment Analysis

Discounted Corporate Tax Prep Fees

ID Theft Monitoring

Credit Monitoring

$1,000,000 ID Theft Protection Insurance

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

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Standard Plan
Most popular plan, designed for people with common tax filings, such as W-2 wage earners.

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Professional Plan
For self-employed – independent contractors, freelancers, & people who receive 1099s.

Learn More 

22.
.

Basic
Plan

Standard
Plan

Pro
Plan

IRS Tax Authorization Filed

IRS Collection Monitoring

IRS Balance Monitoring

Tax Withholding Analysis

Discounted Tax Resolution Fees

Optima Tax Express

Wage Earner Tax Preparation (W2)*

Dedicated Tax Professional

$2,000 Tax Preparation Guarantee

Audit Defense

Independent Contractor Tax Prep (W2 & 1099)*

Profit and Loss Preparation

Quarterly Estimated Payment Analysis

Discounted Corporate Tax Prep Fees

ID Theft Monitoring

Credit Monitoring

$1,000,000 ID Theft Protection Insurance

.

Basic
Plan

Learn More 

Standard
Plan

Learn More 

Pro
Plan

Learn More 

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. By providing your contact information, you expressly consent to receiving calls and/or SMS text messages at the number you provided as part of our service offerings, including but not limited to advertisements, solicitations, and service updates. The phone number belonging to the called/messaged person(s) could incur charges for such contact. Read and understand all program materials prior to enrollment. Not available in all states.