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Protection from Tax-Related ID Theft, Lifetime Audit Defense and more.*

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Flexible protection plans to fit your needs.

FEATURES & BENEFITS

  • Tax ID Theft Alerts
  • Lifetime Audit Defense*
  • Monthly Tax Report
  • IRS Balance Tracking
  • IRS Notice Analysis
  • Tax ID Fraud Remediation
  • Discounted Tax Resolution Services
  • Live Phone Support

Features & Benefits

  • Tax ID Theft Alerts
  • Lifetime Audit Defense*
  • Monthly Tax Report
  • IRS Balance Tracking
  • IRS Notice Analysis
  • Tax ID Fraud Remediation
  • Discounted Tax Resolution Services
  • Live Phone Support

FEATURES & BENEFITS

  • Tax ID Theft Alerts
  • Lifetime Audit Defense*
  • Monthly Tax Report
  • IRS Balance Tracking
  • IRS Notice Analysis
  • Tax ID Fraud Remediation
  • Discounted Tax Resolution Services
  • Live Phone Support
  • Tax Returns Filed by Licensed Pros†
  • $10,000 Tax Return Accuracy Guarantee‡

Features & Benefits

  • Tax ID Theft Alerts
  • Lifetime Audit Defense*
  • Monthly Tax Report
  • IRS Balance Tracking
  • IRS Notice Analysis
  • Tax ID Fraud Remediation
  • Discounted Tax Resolution Services
  • Live Phone Support
  • Tax Returns Filed by Licensed Pros†
  • $10,000 Tax Return Accuracy Guarantee‡

FEATURES & BENEFITS

  • Tax ID Theft Alerts
  • Lifetime Audit Defense*
  • Monthly Tax Report
  • IRS Balance Tracking
  • IRS Notice Analysis
  • Tax ID Fraud Remediation
  • Discounted Tax Resolution Services
  • Live Phone Support
  • Tax Returns Filed by Licensed Pros†
  • $10,000 Tax Return Accuracy Guarantee‡
  • Discounted Business Tax Returns

Features & Benefits

  • Tax ID Theft Alerts
  • Lifetime Audit Defense*
  • Monthly Tax Report
  • IRS Balance Tracking
  • IRS Notice Analysis
  • Tax ID Fraud Remediation
  • Discounted Tax Resolution Services
  • Live Phone Support
  • Tax Returns Filed by Licensed Pros†
  • $10,000 Tax Return Accuracy Guarantee‡
  • Discounted Business Tax Returns

* Lifetime dependent on being active customer of Optima Tax Shield. Please review Protection Agreement for details and limitations.  
† Limited to one personal tax return per year per agreement. Standard Plan is eligible for a wage earner return; Professional Plan is eligible for an independent contractor return. 
‡ Applies to tax returns prepared by Optima Tax Relief. 

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BBB 2023 International Torch Award for Ethics

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4 Years in a Row

Customer Service Team of the Year

Illustration of Tax ID Theft

Tax ID theft victimizes millions of Americans each year.

  • The IRS flags over 1 MILLION tax returns every year
  • $6.3 BILLION in tax refunds delayed or unissued
  • Tax-related identity theft has risen more than 45%

Let us help keep you safe.

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Protection you won’t find anywhere else.

Optima Tax Shield offers comprehensive IRS protection unlike any other. Get protected and stay protected with our powerful suite of features. Call to get protected today.