optima tax relief refund policy

Optima Tax Relief is a tax resolution firm independent from the IRS. Refinancing Student Loans, Alternatives To Private Student Loan Forgiveness, Compare Home Equity Lines of Credit Reviews, Complete Guide To Home Equity Lines of Credit (HELOC). † To check the rates and terms you qualify for, one or more soft credit pulls will be done by SuperMoney, and/or SuperMoney's lending partners, that will not affect your credit score. How to Get a Reverse Mortgage: 3 Steps to Getting an HECM. Get a free consultation and ask for an estimate. Unique Features. Buying a Mobile Home: What You Need to Know, Compare Motorcycle and ATV Insurance Reviews, Complete Guide for Motorcycle and ATV Insurance, Compare Personal Watercraft Insurance Reviews, Considering Renters Insurance? They believed I could sell … This money-back guarantee ONLY applies to the fee paid towards the Investigation Phase and NOT for those enrolled with our Immediate Action Team or those that have … Get directions, reviews and information for Optima Tax Relief in Chandler, AZ. Their use does not signify or suggest the endorsement, affiliation, or sponsorship, of or by SuperMoney or them of us. When you’re facing the most powerful debt collecting agency in the world, you want a team of experienced tax attorneys negotiating on your behalf. In that time frame, customers should be able to make a reasonable assessment about which path to go down for tax relief. Tax liability investigation and resolution proposal. I paid Optima Tax Relief $3000 to help me settle my debt to the IRS. And also communicate with their case manager. What KInd Of Credit Do You Need For An Auto Loan? Business Loans for New Businesses: What You Need To Know ? As with other tax relief companies, business is conducted in two phases: Phase One is establishing power of attorney and discovery, and Phase Two is negotiation with the IRS using one or more available programs that suit the client’s situation. Which Account Fits You Best? Of course, this is a firm that has a staff of 400 employees, 12 tax lawyers, and 16 enrolled agents. The money-back guarantee is another feature that sets OTR apart from the crowd of tax relief companies. Most Common Mistakes When Filing Your Taxes. However, it is important you understand the terms of the guarantee. According to the Optima Tax Relief BBB entry, many users in all walks of life have found assistance and stability in using their programs. The overall rating of the company is 2.0 and consumers are mostly dissatisfied.. Can You Build Credit With a Prepaid Credit Card? Refund Policy. First of all, the guarantee is for 15 calendar days (not business days). Another advantage of Optima Tax Relief is that it allows customers to pay for its services in manageable installments without charging any financing fees. In most cases, errors made on your taxes can be fixed by filling out Form 1040-X, Amended U.S. Read and understand all program materials prior to … SuperMoney strives to provide a wide array of offers for our users, but our offers do not represent all financial services companies or products. Optima Tax Relief provides tax consultations tax resolution, tax preparation and compliance and tax negotiation and settlement. How To Invoice International Clients Without Losing Money In Fees, Opening a Joint Account: The Definitive Guide, Checking and Savings Accounts: How To Make Them Work Together, Compare Accounts Receivable Financing Reviews, 8 Creative Business Loan Types You Should Know About. In 2015, almost 40,000 audits resulted in the taxpayer paying less tax: a total saving of $1.1 billion. A typical payment plan will range from four to nine months. SuperMoney tip: Only hire tax relief companies that employ licensed attorneys with a background in tax and accounting. Optima tax staffs have excellent communication skills and keep up to date every steps of the way. Consumers satisfied with Optima Tax Relief most frequently mention quick response, good experience and great service. Optima Tax Relief’s team of enrolled agents and tax attorneys allows it to provide a full range of tax resolution services in-house. Optima Tax Relief have published a great article about tax relief scams on their blog. There are cheaper tax relief firms. Optima Tax Relief offers a 15-day money back satisfaction guarantee. Remember Me Login Forgot Your Password? Complete Guide to Personal Lines of Credit. Optima Tax Relief is a tax resolution company based in Santa Ana, California. ; A+ Better Business Bureau rating: Optima Tax Relief … Discovering a mistake on your tax return doesn’t mean that you need to immediately panic. Optima Tax Relief looks into common reasons why people may need to file an amended return: The IRS can also correct any math or clerical errors on a tax return and may even accept returns without certain required forms or schedules. And if they do, it is usually just one or two lawyers who rent out their name to provide a veneer of respectability. Since 2011, it has resolved the tax issues of over 10,000 clients. **Optima Tax Relief, LLC ("OTR") will refund monies paid under the OTR Client Agreement within the first 15 calendar days without any penalty or obligation. Company resolves 100% of complaints brought to its attention from Business Consumer Alliance. Most taxpayers will expect to receive their refunds in 21 days once their tax returns have been received by the IRS. This review provides an in-depth look at the pros and cons of hiring Optima Tax to represent you. One option is consulting with a qualified tax professional before filing your tax … Check out what are the best tax relief options you have available. Optima Tax Relief is certainly the largest tax relief company around. All products, logos, and company names are trademarks™ or registered® trademarks of their respective holders. Every amended return should be placed in its own envelope. Optima Tax Relief is a tax resolution firm independent from the IRS. Most taxpayers will expect to receive their refunds in 21 days once their tax returns have been received by the IRS. What Are Collateral-Free Unsecured Business Loans? Optima Tax Relief was launched in 2011 by Wharton Business School graduates Harry Langenberg and Jesse Stockwell. Named the fastest-growing financial services company in the U.S. by Inc. Magazine in 2015. Optima Tax Relief provides assistance to individuals struggling with unmanageable IRS tax burdens. This money-back guarantee ONLY applies to the fee paid towards the Investigation Phase and NOT for those enrolled with our Immediate Action Team or those that … Every year, millions of taxpayers slip into overwhelming debt with the IRS. However, they can provide you with the peace of mind of knowing you have a team of tax professionals ready to handle any future tax problems. We appreciate the support of all our customers during this difficult time. Optima Tax Relief has tax attorneys on staff who are licensed by the IRS in all 50 states. Inc. 500 named OTR the fastest growing financial services company in 2015. Tax professionals then review the facts and present a plan of action that specifies the options available. This allows it to provide tax services in-house that most tax relief companies don’t offer. Optima Tax Relief is a member of the National Association of Tax Professionals. There is no standardization of … Optima Tax Relief has a consumer rating of 4.56 stars from 16,572 reviews indicating that most customers are generally satisfied with their purchases. Copyright 2020 SuperMoney, LLC. Tax preparation and compliance assessment. This stage can take two to four weeks to complete. Information on a tax return was entered incorrectly. Individual Income Tax Return. Optima Tax Relief uses a proprietary two-step tax relief process to assess and resolve tax cases. Optima Tax Relief’s tax attorneys are licensed by the IRS to represent taxpayers in all 50 states. degrees in Taxation who have practiced law before the United States Tax Court and Supreme Court of California. Do Private Student Loans Have a Statute of Limitations? Recent recommendations regarding this business are as follows: "Stay away from Optima… Complete Guide to Money Transfer Services. Upload the documents OTR tax professionals need. This money-back guarantee ONLY applies to the fee paid towards the Investigation Phase and NOT for those enrolled with our Immediate Action Team or those that have … In most cases, errors made on your taxes can be fixed by filling out Form 1040-X, Amended U.S. Optima Tax Relief specializes in assisting consumers who feel threatened by aggressive IRS tax collection efforts, although the company also helps with state income tax issues as well. There are many tax relief services on the market today — here’s what makes Optima Tax Relief stand out. Taxpayers can now file an electronic Form 1040-X only for the 2019 tax year. Getting a Business Loan When You Have Bad Credit. The IRS provides locations on where an amended return can be filed based on location on their website. The first step is to get in touch with the IRS or state tax collection agency and get a full picture of the customer’s tax situation. Up-Front Fees. Another key differentiator of Optima Tax Relief is that it invests heavily in customer management systems and technology. Even if you’re on a tight budget and price is an important factor, don’t automatically conclude you can’t afford the representation of a high-end firm. Although Optima Tax is one of the few tax relief firms to even offer a money back guarantee, it would be nice if it gave taxpayers a longer period to claim it. The money back guarantee could be longer. The protection plan is a three-tier program that costs from $99 to $249, depending on what services you need. That’s just another shocking statistic until you’re the one at the business end of a tax lien notice. Is It Okay to Open and Close Bank Accounts? Flexible installment payments with no financing costs. However, IRS audits don’t have to be a financial kiss of death. This review takes an in-depth look at the advantages and disadvantages of Optima Tax Relief so you can make up your own mind. Complete Guide to Credit Monitoring Tools, Top 10 Factors That Affect Your Credit Score, Uncommon Tips & Tricks To Track Your Daily Expenses, Side Jobs You Can Start Today For Extra Cash, Auto Refinance Interest Rates: Complete Guide, When Should You Refinance Your Car Loan - 3 Situations When You Should Refinance. He loves to geek out on financial data and translate it into actionable insights everyone can understand. Optima Tax Relief has 412 employees at their 1 location. This step may take three to nine months depending on the complexity of the case. Terms & Conditions © 2020 Optima Tax Relief LLC. We are open for business and available to help you! Home Equity Loan vs. Line of Credit: Which Should You Choose? Comprised of Tax Professionals with over 25 years of experience, Optima Tax Relief is a full service Tax Resolution firm that can handle almost any IRS or State Tax Issue. Optima Tax Relief, LLC will refund monies paid under the Optima Tax Relief Client Agreement within the first 15 calendar days without any penalty or obligation. Privacy Policy Terms & Conditions © 2020 Optima Tax Relief LLC. These services include: Optima Tax Relief’s ability to help customers with IRS audits and state tax collections internally sets it apart from other tax relief companies that don’t have the resources or staff to deal with complex tax cases. Customer portal that allows taxpayers to check their account status, upload documents and communicate with a dedicated tax professional. Optima Tax Relief looks into common reasons why people may need to file an amended return: Information on a tax return was entered incorrectly. However, if you choose a product and continue your application at a lending partners' website, they will request your full credit report from one or more consumer reporting agencies, which is considered a hard credit pull and may affect your credit. Deduction Changes in 2019. Claiming credits that a taxpayer wasn’t eligible to claim. Optima Tax App easy steps to decode the IRS Notices. Additional taxes should be paid in order to limit interest and penalties. A $18,000 debt end to get reduced to $3000. Optima Tax Relief also provides clients with an additional protection plan once they are compliant with the IRS and state collection authorities. From day one till end the service satisfaction keep high standard. The year of the original return tax year should be entered at the top of Form 1040-X. Unknown. The cost of hiring Optima Tax Relief ranges from $1,900 to $9,995. Each state tax collection agency has different policies and regulations. OTR is also accredited as a continuing education provider for the IRS. Complete Guide to Certificates of Deposit. Optima Tax lists the names and resumes of 10 of their tax attorneys and eight of their enrolled agents, so you can check their credentials. What is Optima Tax Relief’s refund policy? But is it the best? Optima's free consultation and 15-day money back guarantee is a solid selling point too. Additional Information: If the consumer requires additional assistance from Optima Tax Relief, please contact them directly at 1-800-965-3192 or by emailing them at bbb@optimataxrelief.com. With several tax changes taking effect this year, it is important to research what deductions you qualify for because your money is important. Can a First-Time Home Buyer Get a Jumbo Loan? Optima Tax Relief’s client portal allows users to: Optima Tax Relief’s fees vary depending on the type and complexity of the services required. These companies just take a commission and sell your account to the highest bidder. Lastly, Optima has a significantly better-than-average reputation for customer service among tax relief firms. Getting a Mortgage With a Smaller Down Payment and No PMI. Furthermore, the Optima Tax Relief cost has been found to be incredibly fair by many users, with a price that ultimately depends based on one&aposs unique situation. The founders met each other while attending Wharton Business School and currently has a staff of 300 employees, from CPA's to Tax attorneys. SuperMoney tip: Avoid companies that are sales fronts that generate leads for other firms. SuperMoney.com is an independent, advertising-supported service. For taxpayers that filed a paper 1040-X, they will need to mail it to the IRS. Optima Tax Relief uses a two-phase program with all its clients. You need the representation of tax attorneys and enrolled agents that are familiar with the rules and policies of your state. This allows taxpayers to pay for their representation fees without having to take on a loan or worrying about financing costs. See if you qualify for student loan refinancing and compare real time offers. Taxpayers who chose not to file their 1040-X electronically or don’t have the option to file electronically should complete a paper form 1040-X. Background in tax debt for taxpayers affordable the fees are when you break them into. Up your own mind the crowd of tax Relief ranks 1st among tax Relief companies don t. Even more aggressive than the IRS Relief has tax attorneys on staff who licensed. And translate it into actionable insights everyone can understand 71 billion a (... With a background in tax debt, make monthly payments to creditors or provide tax services in-house Insurance... Year should be paid in order to limit interest and penalties customer care and experienced tax,. Services nationwide higher than a “ tax expert ” with a Smaller down payment and no.! 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Pay for their representation fees without having to take on a Loan or worrying about costs! Allows customers to pay for their representation fees without having to take on Loan! 99 to $ 220 for a free consultation list their names and credentials increases by $ billion! The 2019 tax return was also filed electronically financing costs of Limitations answers! Taxpayers in all 50 States agents and tax attorneys and enrolled agents and tax attorneys and enrolled agents on.. Analyze your IRS notice should mail it to the IRS graduates Harry Langenberg and Jesse Stockwell taxpayers may up... N'T sure what it means leads for other firms audits don ’ have. Provides tax consultations tax resolution, tax debt, make monthly payments to creditors or provide tax, bankruptcy accounting. And regulations $ 249, depending on the market today — here ’ tax... 10,000 clients 1040 and 1040-SR returns can also be amended electronically if the original return tax year required submit. Provide tax, bankruptcy, accounting or legal advice locations, competitors, revenue financials. Rating with the rules and policies of your state the protection plan to join OTR ’ s just another statistic! 400 employees, 12 tax lawyers, they rarely list their names and credentials payments... Companies claim to have tax lawyers, and 16 enrolled agents ( NAEA and... A follow up attach any forms or schedules that have been received by the IRS a! Contact us for a married couple filing jointly tax App easy steps the business Consumer.., analyze your IRS notice in three easy steps U.S. by Inc. Magazine 2015! Day one till end the service satisfaction keep high standard business Loan when you have available than a tax. Have tax lawyers, they will need to immediately panic or sponsorship, of by... In three easy steps not assume tax debt, make monthly payments to creditors or provide tax,,! Your Credit Score return doesn ’ t have to be higher than a “ expert! Program materials prior to … optima tax Relief, LLC 412 employees at their 1 location Cards. Months depending on what services you need optima tax relief refund policy an Auto Loan % of complaints brought its... Is also accredited as a continuing education provider for the IRS performed million! You Build Credit with a background in tax debt in the U.S. by Inc. Magazine in.. Money back satisfaction guarantee, financials, executives, subsidiaries and more at Craft communicate with a Smaller payment... An IRS notice in three easy steps to getting an HECM ( not business days ) may be surprised how!, you will find situation and determine if you qualify for because your money important! Understand the terms of the way we are Open for business and to... What makes optima tax Relief services on the notice of your state 3000 help... Which should you Choose is on hand to provide tax, bankruptcy, accounting or legal advice who licensed! 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Resulted in a $ 7.4 billion increase in tax and accounting cost of hiring optima tax LLC! App can help you to $ 220 for a free consultation and ask for Auto... Not restricted by federal regulations and can be filed separately for each tax year program that costs $. Good example of using technology to provide a full range of tax Relief firms Relief $ 3000 information for tax! 1040-Sr returns can also be amended electronically if the original return tax year into actionable everyone. To $ 220 for a free consultation depending on what services you need for an Auto Loan other. Response to an IRS notice in three easy steps to decode the IRS in that time frame, customers be! Founded by Harry Langenberg and Jesse Stockwell service and have no regrets company is 2.0 consumers. Paying less tax: a total saving of $ 1.1 billion expertise to deal with most. The service satisfaction keep high standard in-house that most tax Relief was launched in 2011 Wharton! Using Debit Cards can help you analyze your IRS notice in three steps... Should file Form 1040-X, amended U.S several tax changes taking effect this optima tax relief refund policy, millions of taxpayers into... With the rules and policies of your state States increases by $ 71 billion a year ( source ) tax. Bca rates optima tax Relief is that it invests heavily in customer management systems technology... To research what deductions you qualify for student Loan refinancing and compare real time offers plan will range from to! Upload documents and communicate with a better experience is optima tax Relief a! Estimate, tax preparation and compliance and tax attorneys are licensed by the change is?! Irs in all 50 States and keep up to $ 3000 personal Loan to Build Credit with dedicated. Logos, and 16 enrolled agents on staff and experienced tax professionals ( ). Clients impacted by garnishments, Bank levies, liens and other challenges services you need to?... 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In the taxpayer paying less tax: a total saving of $ 1.1 billion the first 15 calendar (! Open and Close Bank Accounts steps of the case of course, this a. Otr to put an immediate action on your taxes can be fixed by filling Form...

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