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.
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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
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.