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Insights

Brand Authority Optima is recognized as America’s #1 tax resolution firm with over $3B resolved, a strong trust signal to drive cross-sell of protection services and referral partnerships with CPAs and financial advisors.

Tech Driven Scale With a modern tech stack and award-winning customer service focus, there is an opportunity to pitch advanced CX platforms, AI automation, CRM integrations, and data analytics to support growing operations.

Identity Protection Upsell The launch of Optima Tax Shield Free Plan signals a path to monetizing enhanced identity protection and credit monitoring offerings to existing clients.

CSR Advantage BBB Ethics award and Civic 50 recognition position Optima for CSR-aligned partnerships and co-branded community-financial-education initiatives and ESG reporting services.

Enterprise Needs Revenue in the mid-range and 200+ employees suggest demand for enterprise CRM, marketing automation, cloud security, and compliance solutions to sustain scale and service quality.

Optima Tax Relief Tech Stack

Optima Tax Relief uses 8 technology products and services including REST, iCIMS, AWS AppSync, and more. Explore Optima Tax Relief's tech stack below.

  • REST
    Api Management
  • iCIMS
    Applicant Tracking Systems
  • AWS AppSync
    Application Development & Management
  • XML
    Data Management
  • Microsoft Access
    Database Management Software
  • ADP
    Human Resource Management System
  • AWS CloudFormation
    IT Infrastructure & Operations Management
  • PHP
    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
70%
FirstLast@optimataxrelief.comJohnDoe@optimataxrelief.com
26%
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 iconOptima Tax Relief's main headquarters is located at 6 Hutton Centre Drive Suite 300 Santa Ana, California United States. 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
+1-800-536-****
. 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 iconOptima Tax Relief's official website is optimataxrelief.com and has social profiles on LinkedIn.

What is Optima Tax Relief's NAICS code?

Minus sign iconPlus sign iconOptima Tax Relief's NAICS code is 52 - Finance and Insurance.

How many employees does Optima Tax Relief have currently?

Minus sign iconPlus sign iconAs of June 2026, Optima Tax Relief has approximately 424 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 iconOptima Tax Relief operates in the Financial Services industry.

What technology does Optima Tax Relief use?

Minus sign iconPlus sign iconOptima Tax Relief's tech stack includes RESTiCIMSAWS AppSyncXMLMicrosoft AccessADPAWS CloudFormationPHP.

What is Optima Tax Relief's email format?

Minus sign iconPlus sign iconOptima 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 iconOptima Tax Relief was founded in 2011.

Optima Tax Relief

Financial ServicesCalifornia, United States201-500 Employees

Optima Tax Relief is a mid-sized financial services company based in Santa Ana, California, that focuses on tax resolution for individuals and businesses. It helps clients address unpaid tax obligations with the aim of resolving debt and achieving compliant, sustainable outcomes. The firm reports having resolved more than three billion dollars in tax debt for its clients and has earned ethics and civic recognitions, including the Better Business Bureau's International Torch Award for Ethics and Civic 50 honors. In 2026, Optima Tax Relief introduced the Optima Tax Shield Free Plan, offering no-cost tax identity protection. The same year, the company received external recognition as a leading workplace, named one of America’s Greatest Midsize Workplaces for 2026 by Newsweek.

Section iconCompany Overview

Headquarters
6 Hutton Centre Drive Suite 300 Santa Ana, California United States
Phone number
+1-800-536-****
Website
optimataxrelief.com
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $500M$1B

    Optima Tax Relief's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    Optima Tax Relief's revenue is estimated to be in the range of $500M$1B

Company Leadership

  • Stylized image of a person
    H. F.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Chief Customer Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. H.
    Chief Tax Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Chief Customer Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. F.
    Vice President Of Marketing
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    H. F.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. F.
    Vice President Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    Associate Vice President , Human Resources
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. L.
    Senior Director, Marketing Project Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P.
    Senior Director Of Communications
    Phone icon
    Mobile Phone

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