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.
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Basic Plan
Ideal for people with simple tax filings who are able to file without professional help.
Monthly Tax Risk Report
Individual Audit Defense*
IRS Notice Evaluation
IRS Tax Information Authorization Filed (Form 8821)
IRS Balance Monitoring
Discounted Tax Resolution Services
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*****
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Basic
Plan
Standard
Plan
Pro
Plan
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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.
Monthly Tax Risk Report
Individual Audit Defense*
IRS Notice Evaluation
IRS Tax Information Authorization Filed (Form 8821)
IRS Balance Monitoring
Discounted Tax Resolution Services
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.
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.
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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.