IRS Collection Monitoring
We are your eyes and ears when it comes to IRS collections. Our team will monitor your account to ensure that you remain compliant. If the IRS takes collection action, we will know about it right away, alert you, and start working with you to resolve the matter ASAP.
ID Theft Protection
Someone who steals your identity can rack up credit card charges and ruin your personal or business credit for years. They can even take a job using your name, which makes you liable for their taxes. The Optima Tax Protection Plan acts as a shield to protect your identity.
Tax Return Preparation
An assigned tax preparer or enrolled agent who specializes in your field will prepare your annual tax return. This will ensure your filing is done accurately while taking into consideration industry-specific deductions.
Dedicated Tax Professional
A dedicated tax professional will be assigned to your case. One point of contact ensures that you always know where to turn for questions and that nothing falls through the cracks.
$1,000,000 ID Theft Protection Insurance*
Should the unfortunate happen, you are covered with $1,000,000 of identity theft protection insurance. That means your important financial interests remain protected from criminals should the unfortunate occur.
Audit Guidance and Assistance*
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.
*Available only under the Professional Plan and Corporate Plan.
Plans Designed to Fit Your Tax and Identity Protection Needs
We have three different plans to meet a range of needs. Staying protected and IRS compliant starts with simply choosing the plan that is right for you:
|IRS Collection Monitoring||✔||✔||✔|
|IRS Balance Monitoring||✔||✔||✔|
|1040 Tax Preparation*||✔||✔||✔|
|Tax Withholding Analysis||✔||✔||✔|
|Dedicated Tax Professional||✔||✔||✔|
|$2,000 Tax Preparation Guarantee||✔||✔||✔|
|Discounted Tax Resolution Fees||✔||✔||✔|
|ID Theft Monitoring||✔||✔||✔|
|$1,000,000 ID Theft Protection Insurance||✔||✔|
|Quarterly Estimated Payment Analysis||✔||✔|
|Audit Guidance and Assistance||✔||✔|
|Profit and Loss Preparation||✔||✔|
|Corporate or Partnership Tax Preparation*||✔|
|Corporate Tax Strategy||✔|
|Bookkeeping Services †||✔|
|Monthly Service Charge||$99||$149||$249|
*One return annually. Addtional returns available for an extra cost. † Available for an additional cost
Optima Tax is independent from the IRS and does not make payments to the taxing authorities.
|Our Individual Plan is ideal for people with simple tax filings, such as W-2 wage earners.||Our Professional Plan is designed for the self-employed – independent contractors, freelancers, and people who receive 1099s.||Our Corporate Plan is for those running larger, more complex businesses, such as LLCs and corporate entities.|
|Learn more||Learn more||Learn more|