Get Protected. Stay Protected
Professional
Protection Plan
Our Professional Plan is designed for self-employed, independent contractors, freelancers, and people who receive 1099s.
Call to get protected.
Professional Plan
Featured Benefits
Professional Tax Return Preparation**
With our Professional Plan, your annual 1040 federal and state tax filings will be handled by our team of qualified tax professionals – not a computer.
Monthly Tax Risk Report
You are busy. Optima will do the hard work of monitoring your tax account and keep you informed with a monthly Tax Risk Report. If there is an issue, you can rest assured that the Optima team is prepared and qualified to help.
Individual Audit Defense*
Audits are on the rise. Active members will receive Optima’s best-in-class representation without paying thousands of dollars.
IRS Tax Information Authorization Filed
By filing a Tax Information Authorization (IRS 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.
Discount Corporate or Partnership Return Preparation****
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.
IRS Notice Evaluation
IRS notices are scary and hard to understand. Plan members will receive free analysis of all notices so they can rest easier and understand.
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.
Discounted Tax Resolution Services
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.
$10,000 Tax Preparation Guarantee***
Our tax pros are the best in the business. However, if there is a legitimate preparer error made during the filing of a return that can’t be fixed, you’ll be reimbursed up to $10,000.
Quarterly Estimated Payment Analysis*****
For people who are self-employed, calculating quarterly tax payments can be a major stress point. Our qualified tax professionals will take away this stress by analyzing your quarterly estimates and helping ensure you’re paying the IRS the right amount.
* 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.
Do you run a corporation or partnership?
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.