Insights

Growing Market Leadership Optima Tax Relief's status as the nation's leading full-service tax resolution firm with over 400 professionals and a revenue range of 250 to 500 million dollars positions it as a dominant player in the financial services industry, indicating significant potential for upselling premium services or expanding into related financial advisory areas.

Digital Engagement Opportunities Recent initiatives such as launching YouTube series and educational guides demonstrate a commitment to digital outreach, creating opportunities to offer targeted marketing or develop new online tools and resources that can further enhance customer engagement and lead generation.

Cybersecurity & Data Security Recent cybersecurity incidents and ransomware attacks highlight a critical need for advanced cybersecurity solutions. Partnering with cybersecurity firms or offering secure client data management services could address these vulnerabilities and build trust with existing clients.

Enhanced Customer Support Repeated industry awards for customer service emphasize Optima's focus on client satisfaction, suggesting opportunities to develop additional support platforms or customized client communication solutions to deepen customer loyalty.

Expansion in Disasters Support The launch of a Disaster Tax Relief Guide indicates a targeted approach to crisis-related tax issues, providing a chance to offer specialized disaster recovery and compliance consulting services to government agencies, NGOs, or larger corporate clients facing complex tax challenges during emergencies.

Optima Tax Relief Tech Stack

Optima Tax Relief uses 8 technology products and services including Kissmetrics, Runscope, Paycom, and more. Explore Optima Tax Relief's tech stack below.

  • Kissmetrics
    Analytics
  • Runscope
    Api Management
  • Paycom
    Applicant Tracking Systems
  • Amazon Aurora
    Database
  • Amazon
    E-commerce
  • Google Cloud Platform
    Infrastructure As A Service
  • yepnope.js
    Javascript Frameworks
  • .NET
    Programming Languages

Media & News

Optima Tax Relief's Email Address Formats

Optima Tax Relief uses at least 1 format(s):
Optima Tax Relief Email FormatsExamplePercentage
FLast@optimataxrelief.comJDoe@optimataxrelief.com
68%
FirstLast@optimataxrelief.comJohnDoe@optimataxrelief.com
28%
First.Last@optimataxrelief.comJohn.Doe@optimataxrelief.com
3%
FirLast@optimataxrelief.comJohDoe@optimataxrelief.com
1%

Frequently Asked Questions

Where is Optima Tax Relief's headquarters located?

Minus sign iconPlus sign icon
Optima Tax Relief's main headquarters is located at 6 Hutton Centre Drive, Suite 300. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Optima Tax Relief's phone number?

Minus sign iconPlus sign icon
You can contact Optima Tax Relief's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Optima Tax Relief's official website and social media links?

Minus sign iconPlus sign icon
Optima Tax Relief's official website is optimataxrelief.com and has social profiles on LinkedIn.

What is Optima Tax Relief's SIC code NAICS code?

Minus sign iconPlus sign icon
Optima Tax Relief's SIC code is 7291 - Tax Return Preparation Services NAICS code is 52 - Finance and Insurance.

How many employees does Optima Tax Relief have currently?

Minus sign iconPlus sign icon
As of December 2025, Optima Tax Relief has approximately 501 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: H. F.Chief Customer Officer: C. B.Chief Tax Officer: P. H.. Explore Optima Tax Relief's employee directory with LeadIQ.

What industry does Optima Tax Relief belong to?

Minus sign iconPlus sign icon
Optima Tax Relief operates in the Financial Services industry.

What technology does Optima Tax Relief use?

Minus sign iconPlus sign icon
Optima Tax Relief's tech stack includes KissmetricsRunscopePaycomAmazon AuroraAmazonGoogle Cloud Platformyepnope.js.NET.

What is Optima Tax Relief's email format?

Minus sign iconPlus sign icon
Optima Tax Relief's email format typically follows the pattern of FLast@optimataxrelief.com. Find more Optima Tax Relief email formats with LeadIQ.

When was Optima Tax Relief founded?

Minus sign iconPlus sign icon
Optima Tax Relief was founded in 2011.

Optima Tax Relief

Financial ServicesCalifornia, United States501-1000 Employees

Optima Tax Relief is the nation’s leading full-service tax resolution firm helping individuals and small business owners struggling with unmanageable IRS or state tax burdens. 

Specializing in cases where wage garnishments, bank levies, liens and other IRS collection actions may be involved, the company’s unique two-phase approach provides clients unparalleled clarity, control, and results as they proceed towards resolving their tax issues. 

Fully accredited and A+ rated by the Better Business Bureau, Optima’s has over 400 full-time professionals, including dozens of in-house tax attorneys and licensed tax pros, on a collective mission to win the best outcome for every client and deliver clients a better financial future by making their tax issues a thing of the past.

Check out our 'About Us' video to meet some of our people @ https://youtu.be/xeFwo5cQhmQ.

Section iconCompany Overview

Headquarters
6 Hutton Centre Drive, Suite 300
Phone number
SIC Code
7291 - Tax Return Preparation Services
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
501-1000

Section iconFunding & Financials

  • $250M$500M

    Optima Tax Relief's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Optima Tax Relief's revenue is estimated to be in the range of $250M$500M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.