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 four different plans to meet a range of needs. Staying protected and IRS compliant starts with simply choosing the plan that is right for you:

Base Individual Professional Corporate
IRS Tax Authorization Filed (8821)
IRS Collection Monitoring
Tax Withholding Analysis
IRS Balance Monitoring
Audit Defense
$2000 Tax Preparation Guarantee**
Discounted Tax Resolution Fees
State/Fed 1040 Tax Return Preparation*
Tax ID Theft Monitoring
$1,000,000 ID Theft Protection Insurance
Corporate or Partnership Return Preparation*
Quarterly Estimated Payment Analysis
Profit and Loss Preparation
Assigned Tax Professional
Personalized Bookkeeping Service
Monthly Service Charge $49 $99 $149 $249
*Limited to one return per agreement. Base plan limited to DIY Tax preparation. Individual, Professional or Corporate plans offer a choice of DIY or Tax preparation Professional. Additional fees may apply.; **See plan details
Optima Tax is independent from the IRS and does not make payments to the taxing authorities.
Our Basic Plan is ideal for people with simple tax filings, such as W-2 wage earners. 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.
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CALL (800) 631-5331 TO GET PROTECTED