Optima Tax Relief Employee Directory

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.

Find Optima Tax Relief employees' phone numbers or email addresses

Optima Tax Relief Global Highlights

Location
Employees

North America
485

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  • United States Of America
    484
  • Mexico
    1

Asia
4

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  • Philippines
    3
  • Singapore
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Optima Tax Relief's Leadership

  • Stylized image of a person
    H. F.
    Chief Executive Officer
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  • Stylized image of a person
    C. B.
    Chief Customer Officer
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  • Stylized image of a person
    P. H.
    Chief Tax Officer
    Phone icon
  • Stylized image of a person
    C. B.
    Chief Customer Officer
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  • Stylized image of a person
    A. F.
    Vice President Of Marketing
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  • Stylized image of a person
    J. S.
    Co-Founder & Managing Partner
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  • Stylized image of a person
    C. S.
    Business Owner And Enrolled Agent
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  • Stylized image of a person
    J. L.
    Associate Vice President , Human Resources
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Optima Tax Relief Employee Metrics

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2026
2025
  • Support
  • Analytics
  • Sales
  • Customer Success
  • Legal
  • Other
  • Human Resources
  • Engineering
  • Banking
  • Finance
  • Information Technology
  • Community & Social Services

Contact profiles from Optima Tax Relief

Name
Title
Contact Info
Location
Last Update
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    C. B.
    Chief Customer Officer
    Phone icon
    United States
    Jun 19, 2026
  • Stylized image of a person
    P. H.
    Chief Tax Officer
    Phone icon
    United States
    Dec 16, 2024
  • Stylized image of a person
    J. S.
    Co-Founder & Managing Partner
    Phone icon
    United StatesArizona
    Apr 13, 2026
  • Stylized image of a person
    C. S.
    Business Owner And Enrolled Agent
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    C. B.
    Chief Customer Officer
    Phone icon
    May 21, 2026
  • Stylized image of a person
    H. F.
    Chief Executive Officer
    Phone icon
    Nov 30, 2023
  • Stylized image of a person
    A. F.
    Vice President Of Marketing
    Phone icon
    May 08, 2026
  • Stylized image of a person
    J. L.
    Associate Vice President , Human Resources
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    T. L.
    Senior Director, Marketing Project Development
    Phone icon
    United States
    May 14, 2026
  • Stylized image of a person
    A. P.
    Senior Director Of Communications
    Phone icon
    May 12, 2026

Frequently Asked Questions

What is Optima Tax Relief known for?

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Optima Tax Relief was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 6 Hutton Centre Drive Suite 300 Santa Ana, California United States; you can contact the main corporate office by phone at . Explore Optima Tax Relief's company overview page for more information.

What is Optima Tax Relief's most common email format?

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Optima Tax Relief employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Optima Tax Relief email formats with LeadIQ.

How many employees does Optima Tax Relief have currently?

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Optima Tax Relief has approximately 424 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Optima Tax Relief's key employees and leadership?

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As of June 2026, Optima Tax Relief's key employees include:

  • Chief Executive Officer: H. F.
  • Chief Customer Officer: C. B.
  • Chief Tax Officer: P. H.
  • Chief Customer Officer: C. B.
  • Vice President Of Marketing: A. F.

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