Protection Plan

Our Professional Plan was designed for self employed, independent contractors, freelancers, and people who receive 1099s.


Protection Plan

Our Professional Plan was designed for self employed, independent contractors, freelancers, and people who receive 1099s.

Plans designed to fit your tax and identity protection needs. Call Optima today and get protected.


IRS Tax Authorization Filed

By filing a Tax Authorization (Form 8821), our team is granted the ability to run reports and monitor your situation – allowing us to keep you up-to-date with any changes or alteration of status should they occur.

IRS Collection Monitoring

The IRS is an incredibly powerful collection agency, with the power to garnish your wages and seize your home. By monitoring your IRS compliance, we can keep a close eye on your situation and notify you of any pending collection action before you suffer the financial consequences.

IRS Balance Monitoring

Our team will monitor any outstanding balance you may have with the IRS. Through our proprietary technology, we are able to gain access to any changes to your tax balance. This information will be in your monthly report, saving you the hassle of contacting the IRS on your own.

Tax Withholding Analysis

The tax withheld from your paycheck depends on the deductions you take when filling out your IRS form W-4. Are you potentially leaving money on the table? A tax withholding analysis ensures that you pay only the minimum amount, and not a penny more.

Discounted Tax Resolution Fees

The long-term goal is to stay protected from future IRS collection actions. Should you fall out of compliance with the IRS, you will still qualify for Optima’s industry-leading resolution services at a discounted rate.


Independent Contractor Tax Preparation (W2 & 1099)

A tax preparer or enrolled agent who specializes in your field will prepare your annual tax return. This will help to ensure that your filing is done accurately, while also taking into consideration any industry-specific deductions.

$2,000 Tax Preparation Guarantee

Our tax preparers and enrolled agents are the best in the business. If a legitimate preparer error is made by an Optima tax preparer, during the filing of your tax return, you’ll be reimbursed for any expenses incurred up to $2,000. (Please see enrollment documents for further detail).

Audit Defense

Should the IRS audit a filing that we have prepared, Optima’s tax professionals will be there to help you. Our team has experience handling every type of audit, so you can rest assured knowing that you’ll have a qualified team on your side to assist you through the process.

Quarterly Estimated Payment Analysis

If you are self-employed or a contractor, staying on top of your tax situation begins with accurately estimating your quarterly tax withholdings. Our tax professionals will handle this for you every quarter, providing you with guidance on how to stay compliant.

Dedicated Tax Professional

A dedicated tax professional will be assigned to your case. One point of contact ensures that you will always know who to turn to with questions or concerns, and that your tax return will be double-checked by a professional before filing.

Profit & Loss Preparation

Proper Profit & Loss reports are essential to making sure you don’t pay too much, or too little in taxes. With our team preparing your reports, you’ll know your revenue and expenses are being properly categorized and calculated.

Discounted Tax Prep Fees for Corporate Returns

Need help with more complex tax returns? For a discounted rate, our team of dedicated professionals with extensive experience are here to help with your company’s more difficult filings. Our team’s expertise will bring you maximum protection and peace of mind.

Do you own a small business and need professional tax prep assistance? Contact our team for help


Complete ID Theft Monitoring

Every day, thousands of people become victims of identity theft and have to spend years untangling the mess. With identity theft protection through the Optima Protection Plan, you and your family are safer and more secure against looming threats.

Credit Monitoring

Unauthorized use of your credit or identity can potentially cause years of damage if not caught in time. With credit monitoring, we’ll take the burden away from you by keeping tabs on your credit history and tracking any suspicious activity.

$1,000,000 ID Theft Protection Insurance

Should the unfortunate occur, you are covered with $1,000,000 of identity theft protection insurance. This means that your financial interests and your important personal information remain protected from criminals at all times.

*Optima Tax is independent from the IRS and does not make payments to the taxing authorities. Optima Tax does not provide legal, bankruptcy, or accounting advice. Read and understand all program materials for terms, conditions and exclusions of coverage. May not be available in all states.

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 – 2022 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.  Read and understand all program materials prior to enrollment. Not available in all states.