Today, Optima Tax Relief Lead Tax Attorney, Phil, discusses Optima Tax Relief’s services including their costs.
Our services depend on the complexity of each individual tax case. We use a two-step approach to find you the best possible tax resolution.
Step 1: Investigation
After a brief, free initial consultation, Optima conducts a thorough investigation of your financial status and tax history. This includes reviewing tax returns, income, expenses, assets, and liabilities. We’ll obtain and review IRS account transcripts to ensure all tax filings are current and to identify any discrepancies or issues. Ensuring that all required tax returns are filed is a crucial step, as the IRS typically requires compliance before negotiating settlements or payment plans.
Step 2: Resolution
Based on the investigation findings, we’ll develop a personalized strategy to resolve your issues. This plan is tailored to your specific financial circumstances and goals. The strategy may include one or more of the following resolution options:
- Offer in Compromise (OIC)
- Installment Agreements
- Penalty Abatement
- Currently Not Collectible (CNC) Status
- Lien and Levy Release
- Audit Representation
Optima’s team includes enrolled agents and tax attorneys who are experienced in dealing with the IRS and state tax authorities. Let us take the stress out of your tax issues.
If you need tax help, contact us today for a Free Consultation