BBB Accredited
Optima meets BBB Accreditation Standards which include a commitment to make a good faith effort to resolve any consumer complaints.
We Can Help
- Tax Levies & Liens
- Wage Garnishment
- End Penalties & Interest
- Tax Negotiation & Settlement
- Reduce IRS Back Taxes
- Resolve Back Taxes
- IRS Audit Defense
- Payroll Tax Negotiation
Why Choose Us
Experts On Staff
One of the most experienced teams of Licensed Enrolled Agents, Certified Public Accountants (CPAs) and Tax Attorneys - all on staff and in-house.
Over $1 Billion in Back Taxes Resolved
We are extremely proud of our small army of qualified tax attorneys and enrolled agents who have resolved over a billion dollars in back taxes for our clients.
Secure & Trusted
Optima Tax is committed to providing a safe and secure site that you can trust. We take your privacy seriously. We do not sell or share your information with third parties.
As Seen On
Our Accreditation
Ranked the #1 Financial Services Company by Inc.
We’re proud to be ranked the #1 fastest-growing financial services company in America by Inc magazine which surveys thousands of companies across the nation to determine their ratings. Our success is a direct result of our adherence to our Core Values, which starts with "Providing excellence for every client, every time. No exceptions. No excuses."
We Are an A BBB Accredited Business
The Better Business Bureau (BBB) is a private, nonprofit organization that provides services and programs to assist consumers and businesses. Optima is a BBB accredited business. This means the BBB has determined that Optima meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints.
“A” Rating With Business Consumer Alliance
Business Consumer Alliance is a private, non-profit organization developed to monitor and report on the business practices of companies. The broad purpose of BCA is to promote business self regulation. Optima Tax maintains an A-Rating with this independent rating organization.
Optima Tax has been approved by the IRS as a Continuing Education Provider. Meaning, our team of tax professionals have a level of tax code expertise that the IRS recognizes as being qualified to provide official educational programs to others. In short, our tax pros have been authorized by the IRS to teach other tax pros how to do things right.
A Proud Member of National Assocation of Tax Professionals
NATP is the largest organization dedicated 100% to tax professionals and their success. We exist to boost your expertise and credibility through unmatched tax education, industry-leading federal tax research, up-to-the minute tax code insights and services and supplies to support your business. Our members know that through their service to taxpayers, they are putting more good into the world.
“Best Place to Work” by the OCBJ
Every year since our inception, Optima Tax has been named to the Orange County Business Journal’s prestigious “Best Places to Work” list. Being a “Best Place to Work” is especially important to us because we know that a happy, thriving staff is critical to ensuring every client receives the world-class service and unbeatable results they deserve.
Winner of the Better Business Bureau Torch Award for Ethics Optima Tax was 2021 winner of the prestigious Torch Award for Ethics awarded by the Better Business Bureau serving San Diego, Orange and Imperial Counties. The BBB bestows this honor to companies that have demonstrated the best practices, leadership, social responsibility and high standards of organizational ethics that benefit their customers, employees, suppliers, shareholders and communities.
“People Love Us On Yelp” Award
Optima Tax is a recipient of Yelp’s “People Love Us On Yelp” Award. Yelp awards this to a selective group of businesses that have received exceptionally positive customer ratings and reviews. Our thanks go out to all of our clients who’ve shared their appreciation of us on Yelp and other review sites.
Our Process
Consultation
- 100% Free
Phase 1: Investigation
- Initate Client Protection
- Establish Communication with IRS
- Review Case Summary Options
Phase 2: Resolution
- Establish IRS Compliance
- Achieve Best Resolution
Freedom
- Case Closed
Success Stories
Valerie
Satisfaction Guaranteed!!
I have had problems with the IRS keeping my tax refunds for years. This was a liability that I didn't owe, as I was waived of it in a court of law. I couldn't get help from anyone with this, tax preparers would send letters, call the IRS etc. Everything we tried did no good. Then one day my Dear Mother of 83 years had seen an Ad on tv from Optima Tax and called me with their phone number. I decided to give it one more try and call these people to see if they could help me. I had almost given up and figured there was no help for this they would keep my tax refunds from now on. I thank God for my Mother (Laverne) and for the OTR!!! Not only did they relieve me of this liability for life but also had gotten my tax refunds for the past two years back! I would highly recommend this Company to anyone! Satisfaction Guaranteed!
Staff Testimonials
Jessica
Tax Preparer
“Helping my clients get their life back on track makes my job incredibly rewarding and that’s probably why I enjoy doing taxes so much. I help people save money and solve their problems everyday.”
Kevin
Tax Supervisor
“It’s really a great feeling to come to work everyday and know that what I’m doing has such a positive impact on other people’s lives. Building bonds with my clients keeps us in touch well after we’ve accomplished their goal.”
Lauren
Senior Tax Associate
“It’s a great feeling when I hear my clients tell me ‘Lauren, this is the first time I’ve slept through the entire night in a long, long time.’ Listening to comments like this makes me realize everyday that I’m truly making a difference in someone else’s life.”
Justin
Tax Attorney
“To me, being a tax attorney is one of the most rewarding jobs I could have. Everyday, I guide my clients through the virtual maze of confusing tax laws, deadlines, and IRS procedures to ensure they are protected and feel secure. It’s very fulfilling knowing that I’m educating and informing – and in fact, most are very eager to learn what I have to teach them. But mostly, I’m grateful that I can provide my clients with the tools they need to succeed.”
Andrea
Client Services Representative
“With my clients in an already difficult and uncertain situation, it’s incredibly satisfying to know that from enrollment to resolution I’m there with them every step of the way. To receive their positive feedback or listen to their gratitude really validates and affirms my love for what I do.”
Steve
Enrolled Agent
“When someone has the IRS breathing down their neck, the result is typically endless worry and sleepless nights. Therefore, it brings me great joy and satisfaction to get my clients content again, sleeping well, and boldly moving forward.”
Jessica
Tax Preparer
“Helping my clients get their life back on track makes my job incredibly rewarding and that’s probably why I enjoy doing taxes so much. I help people save money and solve their problems everyday.”
Kevin
Tax Supervisor
“It’s really a great feeling to come to work everyday and know that what I’m doing has such a positive impact on other people’s lives. Building bonds with my clients keeps us in touch well after we’ve accomplished their goal.”
Lauren
Senior Tax Associate
“It’s a great feeling when I hear my clients tell me ‘Lauren, this is the first time I’ve slept through the entire night in a long, long time.’ Listening to comments like this makes me realize everyday that I’m truly making a difference in someone else’s life.”
Justin
Tax Attorney
“To me, being a tax attorney is one of the most rewarding jobs I could have. Everyday, I guide my clients through the virtual maze of confusing tax laws, deadlines, and IRS procedures to ensure they are protected and feel secure. It’s very fulfilling knowing that I’m educating and informing – and in fact, most are very eager to learn what I have to teach them. But mostly, I’m grateful that I can provide my clientswith the tools they need to succeed.”
Andrea
Client Services Representative
“With my clients in an already difficult and uncertain situation, it’s incredibly satisfying to know that from enrollment to resolution I’m there with them every step of the way. To receive their positive feedback or listen to their gratitude really validates and affirms my love for what I do.”
Steve
Enrolled Agent
“When someone has the IRS breathing down their neck, the result is typically endless worry and sleepless nights. Therefore, it brings me great joy and satisfaction to get my clients content again, sleeping well, and boldly moving forward.”