Optima Tax Relief
Optima Tax Relief's Overview
Optima Tax Relief is a full-service tax resolution company that provides assistance to individuals and businesses across the nation struggling with tax debt. Founded in 2011, the firm specializes in negotiating with the IRS and state tax authorities to help taxpayers resolve issues such as tax liens, wage garnishments, bank levies, and unfiled tax returns. Their team includes tax attorneys, enrolled agents, and CPAs who work to find suitable solutions like Offer in Compromise, Installment Agreements, and Penalty Abatement. Optima Tax Relief emphasizes client education and transparent processes to navigate complex tax situations.
Where is Optima Tax Relief's Headquarters?
HQ Function
Serves as the primary operational and administrative center, housing core departments including client services, case management, legal, finance, marketing, and executive leadership.
Notable Features:
Modern office facilities designed to support a large workforce, likely featuring collaborative workspaces, private offices, advanced technology infrastructure, training rooms, and client consultation areas. Emphasis on a professional and secure environment for handling sensitive client information.
Work Culture:
The work culture at Optima Tax Relief is guided by its core values: Integrity, Respect, Excellence, Compassion, Communication, Enthusiasm, and Teamwork. It fosters a collaborative, client-focused, and performance-driven environment, aiming to empower employees to provide the best possible outcomes for taxpayers.
HQ Significance:
The Santa Ana headquarters is the nerve center for Optima Tax Relief's nationwide service delivery, crucial for strategic planning, operational management, staff training, and maintaining consistent quality and compliance in their tax resolution services.
Values Reflected in HQ: The headquarters' design and operations likely reflect Optima Tax Relief's values of professionalism, efficiency, security, and a strong commitment to client service and support.
Location:
Optima Tax Relief primarily serves clients within the United States, specializing in federal (IRS) and state-specific tax issues. Their operations, infrastructure, and expertise are concentrated on providing tax resolution services to U.S. taxpayers and businesses. While they may assist U.S. citizens residing abroad with their federal tax obligations, their core market and operational focus are U.S.-based.
Street Address:
3100 S. Harbor Blvd., Suite 250
City:
Santa Ana
State/Province:
CA
Country:
USA
Optima Tax Relief's Global Presence
Chandler, AZ, USA
Address: 811 N Arizona Ave Ste 206, Chandler, AZ 85225
To extend Optima Tax Relief's service capabilities, provide localized support options, and enhance market presence in a key metropolitan area.
Buying Intent Signals for Optima Tax Relief
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Executive Team of Optima Tax Relief
As of April 2025, Optima Tax Relief' leadership includes:
Investors of Optima Tax Relief
Optima Tax Relief has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Based on publicly available information and company announcements, there have been no major new executive hires or exits publicly announced at Optima Tax Relief in the last 12 months (approximately May 2023 - May 2024). The current core leadership team, including relatively recent C-suite appointments from late 2022, appears stable.
Technology (Tech Stack) used by Optima Tax Relief
Discover the tools Optima Tax Relief uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Optima Tax Relief Email Formats and Examples
Optima Tax Relief likely utilizes common professional email formats. The most probable format is combining the first initial with the last name.
[firstinitial][last]@optimataxrelief.com
Format
dking@optimataxrelief.com
Example
85%
Success rate
News and media
PR Newswire • February 28, 2024
Optima Tax Relief Awarded Stevie® Award for Customer Service Success
Optima Tax Relief was recognized with a Stevie® Award for Customer Service Success, highlighting their commitment to client satisfaction and excellence in the financial services industry....more
Optima Tax Relief Blog / OC Register • December 7, 2023
Optima Tax Relief Recognized as a Top Workplace for Sixth Year in a Row by OC Register
For the sixth consecutive year, Optima Tax Relief has been named a Top Workplace by The Orange County Register, based on employee feedback and workplace culture....more
PR Newswire • August 15, 2023
Optima Tax Relief Named to Inc. 5000 List for Eighth Consecutive Year
Optima Tax Relief announced its eighth consecutive appearance on the Inc. 5000 list of fastest-growing private companies in America, underscoring its sustained growth and market leadership....more
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