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.

Standard Plan

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

Professional Plan

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

Monthly Tax Risk Report

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Individual Audit Defense*

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IRS Notice Evaluation

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IRS Tax Information Authorization Filed (Form 8821)

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IRS Balance Monitoring

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Discounted Tax Resolution Services

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State & Federal 1040 Tax Return Preparation**

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Dedicated Team of Tax Professionals

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$10,000 Tax Preparation Guarantee***

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Discounted Corporate or Partnership Return Preparation****

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Quarterly Estimated Payment Analysis*****

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Basic Plan

Standard Plan

Professional Plan

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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

Checkmark-2

Checkmark-2

Checkmark-2

Individual Audit Defense*

Checkmark-2

Checkmark-2

Checkmark-2

IRS Notice Evaluation

Checkmark-2

Checkmark-2

Checkmark-2

IRS Tax Information Authorization Filed (Form 8821)

Checkmark-2

Checkmark-2

Checkmark-2

IRS Balance Monitoring

Checkmark-2

Checkmark-2

Checkmark-2

Discounted Tax Resolution Services

Checkmark-2

Checkmark-2

Checkmark-2

State & Federal 1040 Tax Return Preparation**

  Checkmark-2

Checkmark-2

Dedicated Team of Tax Professionals

Checkmark-2

Checkmark-2

$10,000 Tax Preparation Guarantee***

Checkmark-2

Checkmark-2

Discounted Corporate or Partnership Return Preparation****

Checkmark-2

Quarterly Estimated Payment Analysis*****

Checkmark-2

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Basic
Plan

Learn More 

Standard
Plan

Learn More 

Pro
Plan

Learn More 

*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.

© Copyright 2013 - 2023 Optima Tax Relief, LLC. All Rights Reserved

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.