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Privacy Policy



Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.


The types of personal information we collect and share depends on the product or service you have with us. This information can include:

  • Social Security number and contact information
  • Income, employment, and tax information
  • Bank account and credit or debit card information

When you are no longer our customer, we may continue to store and/or share your information as described in this notice.


All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Optima Tax Relief, LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information
Does Optima Tax Relief, LLC share?
Can you limit this sharing?
For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Yes No
For our marketing purposes – to offer our products and services to you
Yes No
For joint marketing with other financial companies
No No
For our affiliates’ everyday business purposes – information about your transactions and experiences
No Yes
For our affiliates’ everyday business purposes – information about your creditworthiness
No Yes
For nonaffiliates to market to you
No Yes


Questions & Answers

How do I contact Optima Tax Relief, LLC if I have questions?

Call (800) 536-0734 or go to

Who is providing this notice?

Optima Tax Relief, LLC.

How does Optima Tax Relief, LLC protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. For more information, please contact Customer Care at or call (800) 536-0734.

How does Optima Tax Relief, LLC collect my personal information?

We collect your personal information, for example, when you:

  • Fill a form, place an order, or subscribe to our newsletter
  • Use a credit or debit card or provide bank account information
  • Provide contact, income, employment, or tax information

Why can’t I limit all sharing?

Federal law gives you the right to limit only:

  • Sharing for affiliates’ everyday business purposes – information about your credit worthiness
  • Affiliates from using your information to market to you
  • Sharing for nonaffiliate to market to you

State laws and individual companies may give you additional rights to limit sharing.

What happens when I limit sharing for an account I hold jointly with someone else?

Your choices will apply to everyone on your account.



Companies related by common ownership or control. They can be financial and nonfinancial companies.

We do not share your personal information with our affiliates, unless you give your consent for us to share.


Companies not related by common ownership or control. They can be financial and nonfinancial companies.

We share with nonaffiliates in the categories of service providers and direct marketing companies.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

We currently do not share with joint marketing partners.

Additional Information Regarding Collection and Use

We collect personally identifiable information to execute a requested transaction; provide you with a particular service; further enhance your account or customer experience; and/or provide you with promotional offers. We also collect other information, such as IP addresses, internet service providers, referring/exit pages, and clickstream data, which does not identify individual users, to analyze trends and to administer and optimize our site.

Disclosure of Information

We may disclose your personally identifiable information to service providers or others in order to effect or carry out any transaction that you have requested of us or as necessary to complete our contractual obligations with you. These parties are not allowed to use personally identifiable information for any other purpose.

We may also disclose your personally identifiable information to other companies that we have a joint marketing agreement with in order for them to inform you about the products or services they offer that may interest you. These parties are not allowed to use your personally identifiable information except for the purpose of marketing in accordance with the relevant agreement.

We may also disclose your personally identifiable information to our affiliates for marketing or other specified purposes with your consent, at your direction, and/or to effect a transaction requested or authorized by you. For example, we may disclose your personally identifiable information to an affiliate with your consent when you do not qualify for our service but may be eligible with a similar service through the affiliate. If you wish to limit this type of sharing with our affiliates on a going forward basis, please contact us at or call (800)536-0734.

We reserve the right to disclose your personally identifiable information, as required, to comply with the law, applicable regulations, governmental and quasi-governmental requests, judicial proceedings, court orders or subpoenas, to enforce our Legal Notices or other agreements, or to protect our rights, property or safety or the rights, property or safety of our users or others.

Securing Information

Our site uses security technology to protect information you provide to us through the site when entering personal information. We employ generally accepted industry standards to protect the personal information submitted to us both online and offline.

How We Use Cookies and Other Tracking Technologies

We collect certain information by automated means when you visit our website, such as how many users visit the website and other related analytics. We collect this information to learn how to improve the website and how to best tailor it to our visitors. When you visit the website, we may automatically collect some information about your visit using cookies, log analytics software, and other aggregate tracking technologies.

Cookies are small text files placed on your computer, phone, or other device when you visit websites and are used to record information about your activity, including the pages you view, the content you provide, and your settings and preferences so that you don’t have to re-enter it each time you visit our website. We may also use other data collecting technologies on our site and in our emails with similar functionality as cookies, such as web beacons. A web beacon is similar in function to a cookie but is stored on the web page rather than on a user’s computer. We do not tie the information gathered by web beacons to any personally identifiable information. In addition, we use web analytics services such as Google Analytics. These web analytics service providers use information such as your IP address, browser information, and the content you view on our behalf for the purpose of evaluating the number of users on our website, the location of our users, the most frequently used parts of our website, the most commonly used browsers, and the interests of our users. All of these tracking technologies and web analytics help us provide you with customized content, fast navigation through our website, and allow us to learn about your visit and your use of our online services to track and improve their functionality.

You can manage or disable cookies at any time by adjusting your browser setting. For instructions on how to change your cookie preferences, refer to the settings menu of your browser. Please note that if you choose to disable cookies, our website may not function properly and certain services may not be available.

Response to Do Not Track Signals

We currently do not respond to Do Not Track signals.

Children Under the Age of 13

Our website is not intended for children under 13 years of age. No one under age 13 may provide any personal information to or on the website. We do not knowingly collect personal information from children under 13. If you are under 13, do not use or provide any information on this website or through any of its features, use any of the interactive or public comment features of this website, or provide any information about yourself to us, including your name, address, telephone number, email address, or any screen name or user name you may use. If we learn we have collected or received personal information from a child under 13 without verification of parental consent, we will delete that information. If you believe we might have any information from or about a child under 13, please contact us at or call (800) 536-0734.

Links to Other Sites

Our website may contain links to other sites which are not owned or controlled by us. Please be aware that we are not responsible for the content or privacy practices of such other sites.

Changes to Privacy Policy and Statement

We reserve the right to modify this Privacy Policy at our discretion at any time. If we make material changes to how we treat our users’ personal information, we will post those changes to this Privacy Policy and any other places on our site we deem appropriate.

The provisions contained in this Privacy Policy supersede all previous notices or policies regarding our privacy practices with respect to this site. We encourage you to check our site frequently to see the current Privacy Policy.

Contact Us

If you have questions, comments, complaints, or suggestions regarding our Privacy Policy, our privacy practices, or our website, please contact us at:

Postal Address:

Optima Tax Relief, LLC.
6 Hutton Centre Dr., Suite 200
Santa Ana, CA 92707

Phone: 800-536-0734


Last Update: 12/27/2023

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