Optima Tax Relief
Optima Tax Relief is a private LLC providing IRS and state tax resolution services to U.S. individuals and small businesses across all 50 states, operating a three-step consultation framework and a subscription tax-identity protection product (Optima Tax Shield).
- Company typePrivate
- Founded2013
- HeadquartersSanta Ana, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Optima Tax Relief does
Optima Tax Relief is a privately held LLC headquartered in Santa Ana, California that provides IRS and state tax resolution services to U.S. individual taxpayers and small business owners across all 50 states. The firm operates under a standardized three-step engagement framework (Consultation → Investigation → Resolution) staffed by licensed tax attorneys and enrolled agents holding IRS Power of Attorney nationwide, and advertises over $3 billion in cumulative client tax liabilities resolved (a customer-outcome figure, not company revenue). The company was founded circa 2011–2013 (firmographic and legal-record sources conflict on the precise founding year).
The service suite spans Tax Consultation (free, no-obligation), Tax Preparation, Tax Resolution (audit representation, wage garnishment relief, payroll tax relief, unfiled returns, innocent spouse relief), Tax Negotiation (Offers in Compromise, installment agreements, penalty abatement, Currently Not Collectible status), and Tax Settlement. Layered on top of core resolution work is Optima Tax Shield, a subscription protection product offering tax-identity-theft monitoring, audit defense, and IRS balance tracking under tiered Standard, Premium, and Professional plans, with a no-cost Free Plan tier launched in March 2026. Supporting technology consists of a web-based lead-capture stack (optimataxrelief.com, app.optimataxrelief.com), an authenticated client portal (portal.optimatax.com), a mobile Optima Tax App, and separate sub-branded protection-plan sites (optimataxshield.com, protection.optimatax.com).
Optima runs a direct-to-consumer, inside-sales go-to-market: inbound leads from paid digital, organic content, and PR placements (ESPN, MSNBC, CBS, Fox, Bloomberg) convert via a toll-free phone number (800-536-0734) and a multi-step intake form. Smaller cases (under ~$10,000 in back taxes) and non-serviced states are routed through affiliated entities (Forward Tax, LLC; Optima Tax Services, LLC; SuperMoney, LLC) and non-affiliated partners (FinishLine Tax Solutions, Key Tax Group, Platinum Tax Defenders). Resolution fees are quote-based and not publicly disclosed, with a 15-day refund window on Investigation Phase fees only; Tax Shield subscriptions constitute the recurring-revenue leg of the model.
Optima Tax Relief firmographics
Firmographics- Name
- Optima Tax Relief
- Legal name
- Optima Tax Relief, LLC
- Website
- https://optimataxrelief.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Optima Tax Relief is a private LLC providing IRS and state tax resolution services to U.S. individuals and small businesses across all 50 states, operating a three-step consultation framework and a subscription tax-identity protection product (Optima Tax Shield).
- Ownership category
- akta.pro rank
Optima Tax Relief industry classification
Industry- Product category
- Tax Relief Services
- NAICS
- Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Insurance Agents, Brokers & Service (6411), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Tax Valuation & Transfer Pricing Support (409A, estate/gift, intercompany) (FSAEAHAC)
- akta.pro secondary industry
- Medicare Supplement (Medigap) Plans (FSAIAGAB)
Keywords
Where Optima Tax Relief is headquartered
LocationHeadquarters
- HQ city
- Santa Ana
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Optima Tax Relief business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure, Others
Revenue model
- Professional tax resolution fees: Core revenue stream. Clients pay fees for the Investigation Phase (refundable within first 15 calendar days) and for additional Phase 2 program services / Immediate Action Team engagements. Pricing is case-complexity dependent and quote-based, not publicly disclosed; the firm does not publish fee schedules.
- Optima Tax Shield subscription plans: Recurring revenue from subscription-based tax identity-theft and audit-defense protection plans (Standard, Premium, Professional tiers) plus a no-cost Free Plan launched March 2026 to expand funnel and address IRS fraud / identity-theft concerns.
- Freemium protection plan (Optima Tax Shield Free): No-cost tier introduced in March 2026 to acquire prospects with tax identity protection and convert them to paid Standard/Premium/Professional tiers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | — | Free consultation / quote-based tax resolution fees |
| Freemium | — | Optima Tax Shield Free Plan (no-cost tier) |
| Subscription | — | Optima Tax Shield Standard, Premium, Professional plans |
Go-to-market motion4 records
Marketing channels7 records
Optima Tax Relief product offering
Product offeringCore offering
Optima Tax Relief provides IRS and state tax resolution services through a three-step engagement (Consultation, Investigation, Resolution) delivered by licensed tax attorneys and enrolled agents practicing in all 50 U.S. states. Its core offerings cover tax consultation, resolution, negotiation (Offers in Compromise, installment plans, penalty abatement), preparation, and settlement for individuals and small businesses. Layered on the resolution service are subscription-based Optima Tax Shield identity-protection and audit-defense plans, plus a members portal and mobile app for ongoing client engagement.
Product overview
Optima Tax Relief operates a single unified tax resolution service — not a platform-plus-modules architecture — delivered as a coordinated set of service categories (Tax Consultation, Tax Resolution, Tax Negotiation, Tax Preparation, and Tax Settlement) all run through the same three-step Consultation / Investigation / Resolution engagement model. Layered on top of the core resolution service are several separately branded add-on protection offerings, most notably the Optima Tax Shield product (available in Standard, Premium, Professional, and a newly launched Free Plan tier) and the Optima Protection Plan at protection.optimatax.com, which provide ongoing tax identity protection and monitoring. Clients access the service through the public website (optimataxrelief.com), the Members Portal (portal.optimatax.com), the Optima Tax App, and consultation landing pages on app.optimataxrelief.com, with affiliate forwarding to partner firms for cases below the $10,000 back-tax threshold.
Differentiator
Problem solved
Functional benefit
Brands
- Optima Tax Shield: Tax identity protection and ongoing tax monitoring product line offered under a separate domain (optimataxshield.com) with Standard, Premium, Professional, and Free plans; provides audit defense, monthly tax reports, IRS balance tracking, and identity protection features.
Products and services
- Optima Tax Relief (Tax Resolution Service) Core tax resolution service that helps individuals and businesses resolve IRS and state tax liabilities through a three-step process (Consultation, Investigation, Resolution) delivered by licensed tax attorneys and tax professionals; operates in all 50 states with $3 billion+ in resolved client tax liabilities.
- Tax Consultation Free, confidential, no-obligation consultation where a tax expert conducts a financial review and assessment of the client's tax issues and potential relief options.
- Tax Resolution Service category covering resolution of IRS and state tax problems, including audit representation, dealing with the IRS, innocent spouse relief, state tax issues, statute of limitations, tax prep and planning, unfiled tax returns, IRS tax discharge, payroll tax relief, and wage garnishment relief.
- Tax Negotiation Service category for negotiating with tax authorities on behalf of clients, including Currently Not Collectible status, IRS Installment Plans, Penalty Abatement, and Offer in Compromise settlements.
- Tax Preparation Tax return preparation service for current and prior years, often used as a first step toward regaining compliance and qualifying for tax resolution programs.
- Tax Settlement Service for negotiating settlements of outstanding tax debt, including Offers in Compromise and other arrangements that resolve back taxes with the IRS and state authorities.
- Optima Tax Shield Tax identity protection and monitoring product suite offered as a separate branded service, with features including tax ID theft protection, audit defense, monthly tax reports, and IRS balance tracking in Standard, Premium, and Professional plans.
- Optima Tax Shield Free Plan New no-cost tier of the Optima Tax Shield product offering tax identity protection features at no charge, launched in March 2026 to help address rising IRS fraud and identity theft and attract new customers.
- Optima Protection Plan Protection plan offering accessed at the protection.optimatax.com subdomain, providing ongoing tax protection services as an add-on to the core tax resolution business.
Quantifiable outcome
- $3 billion in tax liabilities resolved for clients
- +3 more outcomes
Companies that use Optima Tax Relief
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
Optima Tax Relief technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Optima Tax Relief partnerships and signals
Strategic signalScale indicators7 records
Recent moves6 records
Expansion highlights6 records
Optima Tax Relief competitors and assessment
Company assessmentDirect peers
- Community Tax: Direct-to-consumer tax resolution firm offering IRS and state tax debt services (Offers in Compromise, installment agreements, wage garnishment release) to individuals and small businesses. Closely mirrors Optima's service model, customer segments, and phone-driven inbound sales motion.
- Anthem Tax Services: Tax resolution and tax preparation services firm serving individuals and small businesses with IRS back-tax problems. Operates with a similar professional-services engagement model and overlapping customer base (U.S. taxpayers with unpaid federal/state liabilities).
- Larson Tax Relief / Tax Defense Network: National tax resolution firm negotiating IRS settlements, installment agreements, and penalty abatement for distressed taxpayers. Direct competitor on service offering, customer persona (individuals and small businesses with back taxes), and inbound digital/phone sales motion.
- BlueSky Tax Relief: Tax debt resolution company providing IRS and state tax negotiation, audit representation, and wage garnishment relief. Competes head-to-head with Optima on the same consumer segment and through similar paid-digital lead acquisition.
- Solid Tax Relief: Tax resolution services firm targeting individuals and small businesses with IRS debt, levies, liens, and unfiled returns. Direct comparable on offering, customer profile, and inside-sales conversion motion.
- Tax Relief Center: Tax resolution services firm providing negotiation with the IRS on back taxes, installment plans, and Offers in Compromise. Direct peer on service line, target customer, and the multi-step consultation-to-resolution engagement flow.
Broad incumbents
- Liberty Tax: National retail tax preparation franchise that also offers tax resolution services. Wider portfolio than Optima (focused on returns plus selective resolution offerings), but overlaps materially on customer segment and tax-services brand.
- H&R Block: Largest U.S. retail tax preparation brand with adjacent tax resolution and audit support offerings through H&R Block's Tax Pro network. Overlaps with Optima on individual taxpayer pain points but specializes in annual preparation, not debt resolution.
- Jackson Hewitt: National retail tax preparation chain with adjacent tax-related financial products. Comparable to Optima on customer demographics and tax-stress events, though resolution services are a smaller portion of the offering.
- Intuit TurboTax: Dominant U.S. consumer/SMB tax preparation software platform with TurboTax Live (assisted preparation) and audit support add-ons. Adjacent rather than directly competitive, but captures many of the same individuals before they escalate into tax debt situations Optima serves.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Optima Tax Relief social profiles
Digital presenceOptima Tax Relief compliance and trust
Trust signalCompliance5 records
Optima Tax Relief financial estimates
Financial estimateRevenue estimate
Valuation estimate
Optima Tax Relief leadership team
Management profileNumber of profiles
Profiles8 records
Optima Tax Relief subsidiaries and ownership
Company hierarchySubsidiaries6 records
Optima Tax Relief funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Optima Tax Relief M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Optima Tax Relief
What does Optima Tax Relief do?
Optima Tax Relief provides IRS and state tax resolution services through a three-step engagement (Consultation, Investigation, Resolution) delivered by licensed tax attorneys and enrolled agents practicing in all 50 U.S. states. Its core offerings cover tax consultation, resolution, negotiation (Offers in Compromise, installment plans, penalty abatement), preparation, and settlement for individuals and small businesses. Layered on the resolution service are subscription-based Optima Tax Shield identity-protection and audit-defense plans, plus a members portal and mobile app for ongoing client engagement.
Is Optima Tax Relief a public or private company?
Optima Tax Relief is a private company. It is classified as unknown and is currently operating.
When was Optima Tax Relief founded?
Optima Tax Relief was founded in 2013. It employs 101 to 250 people.
Where is Optima Tax Relief based?
Optima Tax Relief is headquartered in Santa Ana, United States, in the North America region.
How does Optima Tax Relief make money?
Three revenue lines are on record. Professional tax resolution fees are the primary driver. The others are optima Tax Shield subscription plans and freemium protection plan (Optima Tax Shield Free).
Who are Optima Tax Relief's main competitors?
Direct peers on record are Community Tax, Anthem Tax Services, Larson Tax Relief / Tax Defense Network, BlueSky Tax Relief, Solid Tax Relief and Tax Relief Center. Broad incumbents are Liberty Tax, H&R Block, Jackson Hewitt and Intuit TurboTax.
Does Optima Tax Relief have an API?
No public API is recorded for Optima Tax Relief.
What industry is Optima Tax Relief in?
Optima Tax Relief's product category is Tax Relief Services. Its primary akta.pro industry code is FSAEAHAC, Tax Valuation & Transfer Pricing Support (409A, estate/gift, intercompany), with a secondary code of FSAIAGAB, Medicare Supplement (Medigap) Plans. Its NAICS code is 524292 and its SIC code is 6411.