Get Protected.
Stay Protected!


With $10,000,000 Lifetime Audit Defense you’re covered with Optima’s best-in-class protection.*

 

ENROLL NOW
10 MM Lifetime Audit Protection

Basic Plan

Our affordable Basic Plan is ideal for people with simple tax filings that are able to file without professional help.

$14.99 /mo

IRS Protection

  • green-checkmark $10 Million Lifetime Audit Defense*
  • green-checkmark Comprehensive Tax Risk Monitoring
  • green-checkmark Filing Fraud Protection & Remediation
  • green-checkmark IRS Balance Monitoring
  • green-checkmark Discounted Tax Resolution Fees
  • green-checkmark IRS Notice Analysis
  • green-checkmark Live Phone Support

IRS Protection

  • green-checkmark $10 Million Lifetime Audit Defense*
  • green-checkmark Comprehensive Tax Risk Monitoring
  • green-checkmark Filing Fraud Protection & Remediation
  • green-checkmark IRS Balance Monitoring
  • green-checkmark Discounted Tax Resolution Fees
  • green-checkmark IRS Notice Analysis
  • green-checkmark Live Phone Support

MOST POPULAR

Standard Plan

Our most popular Standard Plan is designed for people with common tax filings, such as W-2 wage earners.

 $29.99 /mo

IRS Protection

  • green-checkmark $10 Million Lifetime Audit Defense*
  • green-checkmark Comprehensive Tax Risk Monitoring
  • green-checkmark Filing Fraud Protection & Remediation
  • green-checkmark IRS Balance Monitoring
  • green-checkmark Discounted Tax Resolution Fees
  • green-checkmark IRS Notice Analysis
  • green-checkmark Live Phone Support

IRS Protection

  • green-checkmark $10 Million Lifetime Audit Defense*
  • green-checkmark Comprehensive Tax Risk Monitoring
  • green-checkmark Filing Fraud Protection & Remediation
  • green-checkmark IRS Balance Monitoring
  • green-checkmark Discounted Tax Resolution Fees
  • green-checkmark IRS Notice Analysis
  • green-checkmark Live Phone Support

Tax Preparation

green-checkmark Professional Tax Return Preparation†

green-checkmark $10,000 Tax Preparation Accuracy Guarantee‡

Tax Preparation

  • green-checkmark Professional Tax Return Preparation†
  • green-checkmark $10,000 Tax Preparation Accuracy Guarantee‡

Professional Plan

Our Professional Plan is for the self-employed – independent contractors, freelancers, & people who receive 1099s.

$49.99 /mo

IRS Protection

green-checkmark $10 Million Lifetime Audit Defense*

green-checkmark Comprehensive Tax Risk Monitoring

green-checkmark Filing Fraud Protection & Remediation

green-checkmark IRS Balance Monitoring

green-checkmark Discounted Tax Resolution Fees

green-checkmark IRS Notice Analysis

green-checkmark Live Phone Support

IRS Protection

  • green-checkmark $10 Million Lifetime Audit Defense*
  • green-checkmark Comprehensive Tax Risk Monitoring
  • green-checkmark Filing Fraud Protection & Remediation
  • green-checkmark IRS Balance Monitoring
  • green-checkmark Discounted Tax Resolution Fees
  • green-checkmark IRS Notice Analysis
  • green-checkmark Live Phone Support

Tax Preparation

green-checkmark Professional Tax Return Preparation†

green-checkmark $10,000 Tax Preparation Accuracy Guarantee‡

green-checkmark Discounted Corporate or Partnership Tax Return Preparation

green-checkmark On-Demand Quarterly Estimated Payment Analysis

Tax Preparation

  • green-checkmark Professional Tax Return Preparation†
  • green-checkmark $10,000 Tax Preparation Accuracy Guarantee‡
  • green-checkmark Discounted Corporate or Partnership Tax Return Preparation
  • green-checkmark On-Demand Quarterly Estimated Payment Analysis

* Lifetime dependent on being active customer of any Protection Plan. Please review Protection Agreement for details and limitations.
† Limited to one personal tax return per year per agreement. Standard Plan is eligible for a wage earner return; Professional Plan is eligible for an independent contractor return.
‡ Applies to tax returns prepared by Optima Tax Relief.

Awards & Accolades

BBB, A+ Rating

BBB, A+ Rating

A+ Rated, BBB Accredited Business
Inc. 5000 Fastest Growing Private Companies

7 Years in a Row!

Fastest Growing Private Companies
BBB 2021 Torch Award for Ethics

2021 Winner!

BBB 2021 Torch Award for Ethics

Stevie Award for Customer Service Team of the Year

3 Years in a Row!

Customer Service Team of the Year

From The CEO

Welcome to the Optima Protection Plan website. If you are currently a client, we thank you for choosing us as your tax protection provider. If you aren’t yet a client but are looking for a powerful, all-inclusive protection plan, you’ve come to the right place. We offer unparalleled service and protection through our proprietary combination of IRS protection and tax preparation services. In addition to our industry-leading protection plans, you’ll find that our unwavering commitment to integrity and bringing value to our clients separates us from the competition. Simply put: We’re passionate about helping our clients. Our services are designed to meet your individual needs – whether you’re a freelancer, a W-2 wage earner, or a small business owner. I invite you to take a look around and give us a call. We’d be delighted to help you find the plan that best meets your needs.

Sincerely,

David King
Chief Executive Officer

Protection you won't find anywhere!

Optima’s Protection Plans offer comprehensive IRS protection unlike any other. Get protected and stay protected with our all-inclusive suite of features.

Call  800.631.5331 to get protected!

Optima is a leader in the tax and financial service industry, renowned for our steadfast commitment to delivering the best possible results to our clients.

Our dedication has earned us national recognition and numerous awards, including the Torch Award for Ethics from the Better Business Bureau, the Civic 50 for corporate citizenry, and multiple Inc. 5000 honors.

We’re powered by an amazing staff of over 500 professionals who passionately apply their expertise and specialized skills towards the central mission Optima was founded upon: helping people improve their financial well-being.

© Copyright 2013 - 2024 Optima Tax Relief, LLC. All Rights Reserved

Optima Tax Relief is a tax resolution firm independent from the IRS. We do not assume tax liability, make monthly payments to creditors or provide tax, bankruptcy, accounting or legal advice.  Read and understand all program materials prior to enrollment. Not available in all states.