Optima Tax Relief Review

Overview

Being in arrears in any situation is hard enough, but when that money is owed specifically to the IRS it can be even more stressful and worrisome. Having to naivigate the complex world of back taxes on your own can feel impossible thanks to all of the various programs, opportunities, and even bureaucratic tape, and many people choose to ignore the issue instead of trying to tackle it. Unfortunately, hiding from back taxes won’t make them disappear, and if you’re ready to finally face your situation with the help of professional, legal assistance then it may be time to consider Optima. 

A highly ranked and compliant legal assistance provider, Optima works hard to help its customers find solutions to their tax concerns so that they can put the stress and worry behind them. By working diligently on your behalf, they can negotiate with the IRS in order to find a solution that works for you, potentially reducing the amount of money owed or working out a payment plan that fits your budget. While there is no guarantee that each case will result in a lowered amount, Optima does their best for every single client and offers you a chance at a real solution. If you have been struggling with back taxes, you can take the first step by reaching out to Optima today and connecting with a trained and licensed professional who can look over your case and help you determine the best course of action.

What Does Optima Offer?

Optima offers a number of specific legal assistance services relating to different issues that can arise from back taxes and owing money to the IRS. Since each case is unique and features various factors, it is important that you have a legally compliant representative assisting you who is both flexible and knowledgeable in all areas. With Optima, all of their agents are fully qualified and licensed, and have experience dealing with many customers so they know the ins and outs of taxes. This means you are getting high-quality service no matter what you are facing. 

Because they have such a large staff, they are able to do a lot more in house than some of their competitors can. Areas that Optima specializes in include, but are not limited to:

• IRS Defense Audits
• State Tax Issues
• Tax Settlements & Negotiations
• Tax Preparations
• Compliance Assessments
• Tax Liability Investigations
• Resolution of Tax Liens & Levies
• Payroll Tax Negotiations
• Abatement Programs for Penalties & Interest

The goal in most cases is to reduce the amount of tax you owe and to find a reasonable compromise that allows you to pay off your balance. To accomplish this, Optima utilizes a number of different strategies, and can find relief through:

• Offers in Compromise
• Penalty Abatement
• Installment Agreements
• Partial Pay Installment Agreements
• Tax Lien Discharges
• Tax Lien Subordinations
• Tax Lien Withdrawal
• Wage Garnishment Releases
• Bank Levy Releases
• Innocent Spouse Relief
• Currently Non-Collectible
• Statute of Limitations
• Collection Appeals
• Administrative Appeals

These legal services and techniques are somewhat unique to Optima, as they are one of the few companies that have enough in house specialists in order to take on more complex tax cases. This makes Optima a great choice if you happen to have a more complex case, or if you simply like the idea of everything being kept in house where you can stay on top of your case easily.

How Does It Work?

There are four distinct parts to the process of navigating back taxes, and Optima will guide you through each step so that you are up to date and aware as you move forwards. To start, the process will begin with a free consultation which is where one of their licensed agents will be able to determine if you meet their minimum requirements, and if they will be able to assist you with your case. The consultation is one of the most important first steps you can take to help understand your back taxes, as you will have access to legal assistance that is legitimate and trustworthy. Optima has the expertise and experience in this area, so they are fully equipped to work with the IRS in order to achieve a solution. Consultations are also 100% confidential, so you have nothing to lose by making that initial phone call.

After the consultation, you can then decide if you would like to proceed with Optima in order to work towards tackling your back taxes. So long as you qualify, agents will then begin what is known as the investigation phase. Here, they will dive deep into your case to get all of the details, and they can also take immediate steps to prevent actions such as wage garnishment. It is during the investigation phase that your team will also devise the best strategy for navigating your case.

Once a strategy has been identified, your team will then move into the resolution phase. It is here that they will work closely with both you and the IRS in order to find a solution that works for everyone. The optimal goal is always to help you reduce what you owe, but of course every situation is unique and different. Whether or not you receive a reduction will depend on your specific case, but the team at Optima will do everything in their power to get you the best outcome possible.

Finally, you will reach the settlement stage where you will have an end result to your case. This is where you will follow the agreement and plan that was worked out during the resolution phase in order to enjoy freedom from your arrears.

Who Can Qualify?

In order to qualify for Optima’s legal assistance services there are a few minimums that you need to make. Generally, the staff at Optima only deal with cases where the person owes over $10,000 to the IRS. Additionally, they typically have a cut off of $50,000 so if your amount owed exceeds that amount then you may not qualify for their services. 

Beyond that, the only other restriction that applies is that you will need to pay their upfront fee. This can be a barrier for some, especially if you are struggling financially, but it is also something you are welcome to discuss with a licensed agent during your free consultation. 

Other than that, there are no hard and fast restrictions and Optima services the entire USA. This does not mean that you will automatically qualify for assistance though, and you can get a better idea of whether or not your case will be accepted when you call and talk directly to an Optima agent.

Client Portal

One thing that Optima customers really love about their service is their easy to access client portal. The thing with tax cases is that they can take an extremely long time to sort out, and the process is by no means quick or easy. It can be weeks, or even months, in between updates to your case which can leave you worrying and wondering what is going on. 

The client portal is your direct line into your case, and you can see exactly what step your team is on and where you are at in terms of negotiations. Not only does this give you a sense of empowerment and control, but you can also use the portal to speak directly with your case manager if you have any questions of information to add to your case file. 

All of your important documents will be accessible through the portal, and you can upload copies of paperwork when needed quickly and easily. Overall, the client portal is a great way to check the progress of your settlement, and will make the wait seem much shorter since you won’t feel like you’re in the dark.

Cost of Service

One of the biggest questions people have when talking about hiring lawyers and other legal assistance providers is how much it will end up costing them in total. While an exact number is impossible to give, since pricing depends on your specific case and circumstances, there are some general fees that will apply to all cases taken on by Optima.

For starters, following your free consultation you will then need to decide if you want to continue with Optima and if you want them to take on your case. If you do, there is an initial fee of $295 that will need to be paid upfront before you begin. However, this fee is only the baseline charge, and there will be additional charges depending on the complexity of your case.

In total, the fees paid by clients range from approximately $1,900 to $9,995, which is fairly in line with what other legal assistance providers charge. While these numbers may seem high, it is important to note that you are accessing services through a company that keeps all of its work in-house and employs a large team of licensed specialists in order to tackle your case. Not only that, but Optima does offer payment installment plans so that you can pay off your bill over time, making it a more accessible choice for those who are unable to pay upfront.

Bottom Line

If you are struggling with back taxes and don’t see a way out, then Optima may be the lifeline you have been looking for. While there is no guarantee that your case will result in a reduction in the amount you owe, you can give yourself a great chance at successfully navigating your situation by selecting this professional, licensed and compliant team. With an extensive history of solved cases behind them, Optima knows what it takes in order to get a deal for their client and will work hard to resolve your case.

No matter how complex your case is, you can always take advantage of their free consultation and see what the experts have to say. What feels hopeless now may end up being nothing but a distant memory once Optima is finished with your case, but the only way to know is to ask. Don’t let the fees scare you off, as they have financing available as well as a 15 day money back guarantee if you aren’t satisfied. Owing money to the IRS doesn’t have to spell financial ruin for you, so make that call today and see what Optima can do for you.