optima tax relief refund policy

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degrees in Taxation who have practiced law before the United States Tax Court and Supreme Court of California. Complete Guide, How To Find Auto Insurance That Covers Any Driver, How to Get Cheap Auto Insurance Before You Buy a Car, What Homeowners Need To Know About Excess Flood Insurance, How to Find Home Insurance that Covers Water Damage, How to Find Home Insurance That Covers Everything, How to Dispute a Home Insurance Claim Settlement, Surprising Things Homeowners Insurance Doesn't Cover, How to Find the Best Whole Life Insurance Policy, Differences Between Whole and Term Life Insurance. What is Optima Tax Relief’s refund policy? Since 2011, it has resolved the tax issues of over 10,000 clients. GUARANTEE DISCLAMER: **Optima Tax will refund monies paid under the Optima Tax Client Agreement within the first 15 calendar days without any penalty or obligation. We do not assume tax debt, make monthly payments to creditors or provide tax, bankruptcy, accounting or legal advice. Optima Tax Relief is a tax resolution firm independent from the IRS. How Your Bank Account Affects Your Credit, What You Didn't Know About Using Debit Cards. A large team (+400) of tax professionals that can help with an audit, negotiate a tax settlement, help you prepare your taxes and protect you from further tax problems once you’re tax debt free. You can beat the IRS if you have the right representation. Home Equity Loan vs. Line of Credit: Which Should You Choose? Is Refinancing Your Student Loan Worth It? To assess your tax situation and determine if you qualify for tax relief, contact us for a free consultation. With several tax changes taking effect this year, it is important to research what deductions you qualify for because your money is important. 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. Avoid These Costly Mistakes, Compare Specialty Homeowners Insurance Reviews, Expert Strategies to Invest in Real Estate, How To Start Investing with $1,000 or Less, Investment Strategies to Start Building Wealth, Finding the Right Investor for Your Startup, Strategies On Increasing Your Current Income, How To Manage Your Personal Finances Successfully, Retirement Savings: Making Up for Lost Time. Up-Front Fees. Optima Tax Relief has tax attorneys on staff who are licensed by the IRS in all 50 states. For taxpayers that filed a paper 1040-X, they will need to mail it to the IRS. First time receiving this type of service and have no regrets. 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. Recent recommendations regarding this business are as follows: "Stay away from Optima… 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. Claiming credits that a taxpayer wasn’t … All rights reserved. Getting a Mortgage With a Smaller Down Payment and No PMI. 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. Optima Tax Relief is a tax resolution firm based in Santa Ana, California that offers tax relief services nationwide. 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. Optima Tax App easy steps to decode the IRS Notices. Upload the documents OTR tax professionals need. The bottom line is that Optima Tax Relief has the resources and expertise to deal with the most complex tax problems. Complete Guide to Personal Lines of Credit. Another key differentiator of Optima Tax Relief is that it invests heavily in customer management systems and technology. According to the latest estimate, tax debt in the United States increases by $71 billion a year (source). Personal Loan Vs. Line Of Credit: Which Is Better? The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. 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. Business Loans for New Businesses: What You Need To Know ? 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. In most cases, errors made on your taxes can be fixed by filling out Form 1040-X, Amended U.S. Therefore, if you ask OTR to put an immediate action on your case, you will not qualify for the money-back guarantee. The founders met each other while attending Wharton Business School and currently has a staff of 300 employees, from CPA's to Tax attorneys. Individual Income Tax Return. Forms 1040 and 1040-SR returns can also be amended electronically if the original 2019 tax return was also filed electronically. A typical payment plan will range from four to nine months. These tax resolution methods include: Having tax attorneys with specialized training in taxation, economics, and business management who can negotiate directly with the IRS is an important differentiator when comparing tax relief companies. 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 … It has a staff of +400 that includes 16 enrolled agents, 36 tax preparers certified by the California Tax Education Council (CTEC), and 12 tax attorneys with a background in economics, taxation, and business management. Information on a tax return was entered incorrectly. Optima Tax Relief provides tax consultations tax resolution, tax preparation and compliance and tax negotiation and settlement. While it isn’t the cheapest firm you’ll find, its fees are competitive, particularly when you consider it has attorneys on staff with J.D. After all, the investigation phase takes two to four weeks and the money back guarantee only applies to the first 15 calendar days. 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 … A company representative will contact you within 24 hours of being assigned to your case. † 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. In most cases, errors made on your taxes can be fixed by filling out Form 1040-X, Amended U.S. 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. Optima Tax Relief offers a 15-day money back satisfaction guarantee. This review provides an in-depth look at the pros and cons of hiring Optima Tax to represent you. However, it is important you understand the terms of the guarantee. Of course, this is a firm that has a staff of 400 employees, 12 tax lawyers, and 16 enrolled agents. Another advantage of Optima Tax Relief is that it allows customers to pay for its services in manageable installments without charging any financing fees. Read and understand all program materials prior to … 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 … **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. The Virginia Tax Relief Refunds are the result of state legislation passed by the 2019 Virginia General Assembly in response to the federal Tax Cuts and Jobs Act. See if you qualify for student loan refinancing and compare real time offers. Most taxpayers will expect to receive their refunds in 21 days once their tax returns have been received by the IRS. Find Your Best Match for Student Loan Refinancing. To assess your tax situation and determine if you qualify for tax relief, contact us for a free consultation. Taxpayers who are required to file an amended tax return should know the following: Contact Us / OEM Cloud Sync / About Us / Blog / Terms / Privacy / Press, Optima Tax Relief Provides Tips on Filing an Amended Tax Return. Complete Guide to Money Transfer Services. Taxpayers can now file an electronic Form 1040-X only for the 2019 tax year. Getting a Business Loan When You Have Bad Credit. Reverse Mortgages: When Do They Make Sense? Optima Tax Relief provides assistance to individuals struggling with unmanageable IRS tax burdens. and LL.M. OTR offers a 15-day money back guarantee. The money-back guarantee is another feature that sets OTR apart from the crowd of tax relief companies. Although competitive, these prices are not the lowest you will find. Read and understand all program materials prior to enrollment. What KInd Of Credit Do You Need For An Auto Loan? SuperMoney.com is an independent, advertising-supported service. I paid Optima Tax Relief $3000 to help me settle my debt to the IRS. It also has an A+ rating with the Business Consumer Alliance. Every year, millions of taxpayers slip into overwhelming debt with the IRS. Optima Tax Relief is certainly the largest tax relief company around. Member of the National Association of Enrolled Agents. This review takes an in-depth look at the advantages and disadvantages of Optima Tax Relief so you can make up your own mind. Compare real offers from multiple lenders. 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. Optima Tax Relief uses a proprietary two-step tax relief process to assess and resolve tax cases. 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. However, IRS audits don’t have to be a financial kiss of death. Copyright 2020 SuperMoney, LLC. The cost of hiring Optima Tax Relief ranges from $1,900 to $9,995. A good example of using technology to provide clients with a better experience is Optima Tax Relief’s Client Portal. Optima Tax Relief have published a great article about tax relief scams on their blog. Optima Tax Relief is a tax resolution firm independent from the IRS. 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? The overall rating of the company is 2.0 and consumers are mostly dissatisfied.. Discovering a mistake on your tax return doesn’t mean that you need to immediately panic. Most Common Mistakes When Filing Your Taxes. 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. View complaints, reviews and check out how BCA rates Optima Tax Relief, LLC. Optima Tax Relief ranks 1st among Tax … (source). These services include: You don’t have to purchase a protection plan to join OTR’s tax relief program. This allows taxpayers to pay for their representation fees without having to take on a loan or worrying about financing costs. Eligible taxpayers may receive up to $110 for individual filers and up to $220 for a married couple filing jointly. 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. Deduction Changes in 2019. Consumers satisfied with Optima Tax Relief most frequently mention quick response, good experience and great service. We thought we’d write a follow up. Get directions, reviews and information for Optima Tax Relief in Chandler, AZ. Which Account Fits You Best? See insights on Optima Tax Relief including office locations, competitors, revenue, financials, executives, subsidiaries and more at Craft. 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. Has resolved the tax issues of more than 10,000 taxpayers. He loves to geek out on financial data and translate it into actionable insights everyone can understand. If you’re looking for a reliable and professional tax relief company, Optima Tax Relief is a sound choice. Why Should You Get a Business Credit Card? And if they do, it is usually just one or two lawyers who rent out their name to provide a veneer of respectability. SuperMoney strives to provide a wide array of offers for our users, but our offers do not represent all financial services companies or products. However, it is important you understand the terms of the guarantee. A $18,000 debt end to get reduced to $3000. What Are Different Types of Credit Cards? According to the Optima Tax Relief BBB entry, many users in all walks of life have found assistance and stability in using their programs. Optima Tax Relief has 412 employees at their 1 location. Optima tax staffs have excellent communication skills and keep up to date every steps of the way. Optima Tax Relief provides assistance to individuals struggling with unmanageable IRS tax burdens. Individual Income Tax Return. First of all, the guarantee is for 15 calendar days (not business days). SuperMoney tip: Avoid companies that are sales fronts that generate leads for other firms. And also communicate with their case manager. The money-back guarantee is another feature that sets OTR apart from the crowd of tax relief companies. How Prepaid Debit Cards Can Help You Budget, How Auto Insurance Works? Highly transparent: Optima Tax Relief is upfront about each stage of the tax relief process, the work they’ll do on your behalf, and how long they expect this to take. How to Use a Personal Loan to Build Credit. Complete Guide to Certificates of Deposit. What Are The Different Types of Life Insurance? That’s just another shocking statistic until you’re the one at the business end of a tax lien notice. From day one till end the service satisfaction keep high standard. Additional taxes should be paid in order to limit interest and penalties. Optima Tax Relief is a tax resolution company based in Santa Ana, California. This compensation may impact how and where products appear on this site (including, for example, the order in which they appear). 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 … They believed I could sell … Although other companies claim to have tax lawyers, they rarely list their names and credentials. Owing the IRS money can be a daunting and binding financial experience, but the Optima Tax Relief system has helped thousands resolve their IRS debt issues.Following the free consultation, Optima Tax Relief representatives will condu… Their use does not signify or suggest the endorsement, affiliation, or sponsorship, of or by SuperMoney or them of us. Taxpayers filing form 1040-X in response to an IRS notice should mail it to the address indicated on the notice. Optima Tax Relief uses a two-phase program with all its clients. So you would expect its fees to be higher than a “tax expert” with a website working from home. Most taxpayers will expect to receive their refunds in 21 days once their tax returns have been received by the IRS. In 2015, almost 40,000 audits resulted in the taxpayer paying less tax: a total saving of $1.1 billion. Tax liability investigation and resolution proposal. Claiming credits that a taxpayer wasn’t eligible to claim. Clients feel empowered when they can access their account at any time, communicate with their case manager, and check the progress of their settlement. In any of these cases, a taxpayer is not required to submit an amended tax return. Each state tax collection agency has different policies and regulations. Terms & Conditions © 2020 Optima Tax Relief LLC. But is it the best? We endeavor to ensure that the information on this site is current and accurate but you should confirm any information with the product or service provider and read the information they can provide. **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. There are cheaper tax relief firms. Pros and Cons of Refinancing Your Mortgage, Questions to Ask Before Refinancing Your Mortgage, Complete Guide to Student Loan Refinancing, SuperMoney's Student Loan Refinance Marketplace, How To Get The Best Student Loan Refinance Rates. Tax filers should attach any forms or schedules that have been affected by the change. Inc. 500 named OTR the fastest growing financial services company in 2015. Customer portal that allows taxpayers to check their account status, upload documents and communicate with a dedicated tax professional. Optima Tax Relief’s tax attorneys are licensed by the IRS to represent taxpayers in all 50 states. 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. 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. The protection plan is a three-tier program that costs from $99 to $249, depending on what services you need. Optima Tax Relief offers a 15-day money back satisfaction guarantee. It was founded by Harry Langenberg and Jesse Stockwell in 2011. In that time frame, customers should be able to make a reasonable assessment about which path to go down for tax relief. Unknown. Flexible installment payments with no financing costs. The IRS provides locations on where an amended return can be filed based on location on their website. Can You Build Credit With a Prepaid Credit Card? Named the fastest-growing financial services company in the U.S. by Inc. Magazine in 2015. How to Get a Reverse Mortgage: 3 Steps to Getting an HECM. Their team will go over your case with you, analyze your situation and propose a customized course of action for you. Although OTR’s rates are competitive, there are companies with lower prices. Optima Tax Relief also provides clients with an additional protection plan once they are compliant with the IRS and state collection authorities. Remember Me Login Forgot Your Password? This step may take three to nine months depending on the complexity of the case. Every amended return should be placed in its own envelope. The tax professionals at Optima Tax Relief understand that millions of Americans are plagued by financial hardship and the burden of IRS demands and IRS tax payments. That means its attorneys are authorized to provide official IRS education programs to other tax professionals. Due to its focus on customer care and experienced tax professionals, Optima Tax Relief is now the largest firm in the business. Tax preparation and compliance assessment. Optima Tax Relief has a large team of tax attorneys and enrolled agents on staff. Optima Tax Relief is a member of the National Association of Tax Professionals. The year of the original return tax year should be entered at the top of Form 1040-X. *SuperMoney is not responsible for third party products, services, sites, recommendations, endorsements, reviews, etc. Optima TAX APP can help you analyze your IRS notice in three easy steps! Should You Use a HELOC to Pay Off Credit Card Debt? Also, the money-back guarantee only applies to the initial investigation phase. 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. 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). We are open for business and available to help you! We appreciate the support of all our customers during this difficult time. OTR is also accredited as a continuing education provider for the IRS. Optima Tax Relief looks into common reasons why people may need to file an amended return: Information on a tax return was entered incorrectly. Optima Tax Relief was first mentioned on PissedConsumer on Feb 28, 2015 and since then this brand received 20 reviews.. Optima Tax Relief ranks 19 of 211 in Taxes category. 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. 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. SuperMoney tip: Only hire tax relief companies that employ licensed attorneys with a background in tax and accounting. This left me with a large tax bill . Refund Policy. Does Refinancing Your Car Loan Hurt Your Credit Score? 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. Lastly, Optima has a significantly better-than-average reputation for customer service among tax relief firms. How to Find a Money Transfer Service Near Me? In 2015, the IRS performed 1.4 million audits that resulted in a $7.4 billion increase in tax debt for taxpayers. 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 … Optima Tax Relief’s team of enrolled agents and tax attorneys allows it to provide a full range of tax resolution services in-house. Our team is on hand to provide answers for clients impacted by garnishments, bank levies, liens and other challenges. Finally, the resolution phase focuses on making sure the client is compliant with IRS or state tax rules and obtain the best tax resolution possible. There is no standardization of … The money back guarantee could be longer. This allows it to provide tax services in-house that most tax relief companies don’t offer. We do not assume tax debt, make monthly payments to creditors or provide tax, bankruptcy, accounting or legal advice. Not available in all states. Tax professionals then review the facts and present a plan of action that specifies the options available. These companies just take a commission and sell your account to the highest bidder. Unique Features. One option is consulting with a qualified tax professional before filing your tax … Andrew is the managing editor for SuperMoney and a certified personal finance counselor. What Are Collateral-Free Unsecured Business Loans? You need the representation of tax attorneys and enrolled agents that are familiar with the rules and policies of your state. Because the IRS is increasing enforcement to unprecedented levels, there’s been an increase in the number of unethical tax resolution scams preying on people who owe back taxes. Taxpayers should file Form 1040-X to claim their refund within three years from the date they filed their original tax return. Can a First-Time Home Buyer Get a Jumbo Loan? Do Private Student Loans Have a Statute of Limitations? This stage can take two to four weeks to complete. Privacy Policy Terms & Conditions © 2020 Optima Tax Relief LLC. Get a free consultation and ask for an estimate. Form 1040-X should be filed separately for each tax year. Is It Okay to Open and Close Bank Accounts? 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. 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. All products, logos, and company names are trademarks™ or registered® trademarks of their respective holders. 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. Check out what are the best tax relief options you have available. His work is often cited by major publications and institutions, such as Forbes, U.S. News, Fox Business, SFGate, Realtor, Deloitte, and Business Insider. Optima Tax Relief was launched in 2011 by Wharton Business School graduates Harry Langenberg and Jesse Stockwell. There are many tax relief services on the market today — here’s what makes Optima Tax Relief stand out. Company resolves 100% of complaints brought to its attention from Business Consumer Alliance. Savings vs. Money Market? Accredited by the National Association of Enrolled Agents (NAEA) and the National Association of Tax Professionals (NATP). Complaints for Optima Tax Relief, LLC. Received an IRS letter and aren't sure what it means? ; A+ Better Business Bureau rating: Optima Tax Relief … In 2015, Inc. 500 accredited Optima Tax Relief as #1 fastest growing financial services company. You may be surprised at how affordable the fees are when you break them down into interest-free installment payments. Optima Tax Relief reviews how the next year may compare and how to maximize your tax refund. Optima's free consultation and 15-day money back guarantee is a solid selling point too. They are not restricted by federal regulations and can be even more aggressive than the IRS. Consolidating vs.

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