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Insights

Market Leadership Optima Tax Relief holds a prominent position as the nation's leading full-service tax resolution firm with a significant revenue range of 250 to 500 million dollars, indicating a large client base and substantial market presence that can be leveraged for expansion opportunities.

Technology Recognition The company's recent awards for best use of technology in customer service demonstrate their commitment to innovative solutions, creating opportunities to offer advanced tech integrations or security services to further enhance their customer experience.

Cybersecurity Focus Their recent cybersecurity incident highlights a critical need for robust security solutions, presenting a potential sales opportunity for cybersecurity services and infrastructure upgrades to protect sensitive client data.

Content Expansion With new initiatives such as YouTube series and disaster relief guides, Optima is actively engaging clients through digital channels, opening avenues for partnerships in content management, digital marketing, and educational platforms.

Awards and Recognition Multiple Stevie awards for customer service and recent industry accolades reinforce their dedication to excellence, providing a strategic opening to propose tailored customer support solutions or CRM enhancements to reinforce their service leadership.

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
69%
FirstLast@optimataxrelief.comJohnDoe@optimataxrelief.com
27%
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 92707 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 SIC code NAICS code?

Minus sign iconPlus sign iconOptima 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 iconAs of February 2026, Optima Tax Relief has approximately 407 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 KissmetricsRunscopePaycomAmazon AuroraAmazonGoogle Cloud Platformyepnope.js.NET.

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 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 Santa Ana, California 92707 United States
Phone number
+1-800-536-****
Website
optimataxrelief.com
SIC Code
7291 - Tax Return Preparation Services
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
201-500

Section iconMedia & News

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

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
    C. B.
    Chief Customer Officer
    Phone icon
    Mobile Phone
  • 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
    A. P.
    Senior Director Of Communications
    Phone icon
    Mobile Phone

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