Problem
Tax identity theft is one the fastest-growing forms of fraud.
Criminals are filing fake returns in your name, rerouting your refund, and using your Social Security number to create years of IRS chaos. Once it starts, the IRS treats you as responsible until proven otherwise, and that can take years.
"We developed Optima Tax Shield to help taxpayers avoid the devastating consequences of Tax ID Theft. Our mission has always been to take the stress out of tax, and nothing is more stressful than having your IRS account targeted by criminals."
-David, CEO, Optima Tax Shield
Solution
Protection keeping your tax identity safe for life.
Optima Tax Shield reads every IRS change tied to your SSN, noticing what
shouldn't be there — so you stay in control from the start.
Real-Time Alerts
Get notified instantly of suspicious activity.
Tax Account Monitoring
Detects duplicate or fraudulent filings.
Identity Restoration Support
Ongoing Expert help to resolve fraud.
24/7 Protection Dashboard
View your protection status anytime.
Pricing
Choose the protection that’s right for you.
Select the plan that fits your needs and get comprehensive protection for your
tax identity — from essential monitoring to full-family coverage.
Free
Our free plan provides round-the-clock protection from criminals and assists with tax compliance.
What's Included:
- 24/7 Tax ID Theft Monitoring
- Monthly IRS Status Report
- IRS Notice Analysis
- Annual Tax Extension Filing (Form 4868)
Standard
Perfect for those that file on their own. It includes lifetime audit defense and all of the core benefits of "Free."
What's Included:
- 24/7 Tax ID Theft Monitoring
- Monthly IRS Status Report
- IRS Notice Analysis
- Annual Tax Extension Filing (Form 4868)
- Lifetime Audit Protection*
- Discounted Tax Resolution Services
- Live Phone Support
- DIY Tax Return
Premium
Most PopularW2 earners who want a professional tax return. All the benefits of the 'Standard' plan & tax return filing by Optima.
What's Included:
- 24/7 Tax ID Theft Monitoring
- Monthly IRS Status Report
- IRS Notice Analysis
- Annual Tax Extension Filing (Form 4868)
- Lifetime Audit Protection*
- Discounted Tax Resolution Services
- Live Phone Support
- Annual W2 Tax Return Filing by Licensed Pros
- $10,000 Tax Return Accuracy Guarantee**
Professional
For self-employed & business owners. Everything in "Premium" plus expert handling of complex returns.
What's Included:
- 24/7 Tax ID Theft Monitoring
- Monthly IRS Status Report
- IRS Notice Analysis
- Annual Tax Extension Filing (Form 4868)
- Lifetime Audit Protection*
- Discounted Tax Resolution Services
- Live Phone Support
- Annual W2 Tax Return Filing by Licensed Pros
- $10,000 Tax Return Accuracy Guarantee**
- Discounted Business Tax Returns
Free
Our free plan provides round-the-clock protection from criminals and assists with tax compliance.
What's Included:
- 24/7 Tax ID Theft Monitoring
- Monthly IRS Status Report
- IRS Notice Analysis
- Annual Tax Extension Filing (Form 4868)
Standard
Perfect for those that file on their own. It includes lifetime audit defense and all of the core benefits of "Free."
What's Included:
- 24/7 Tax ID Theft Monitoring
- Monthly IRS Status Report
- IRS Notice Analysis
- Annual Tax Extension Filing (Form 4868)
- Lifetime Audit Protection*
- Discounted Tax Resolution Services
- Live Phone Support
- DIY Tax Return
Premium
Most PopularW2 earners who want a professional tax return. All the benefits of the 'Standard' plan & tax return filing by Optima.
What's Included:
- 24/7 Tax ID Theft Monitoring
- Monthly IRS Status Report
- IRS Notice Analysis
- Annual Tax Extension Filing (Form 4868)
- Lifetime Audit Protection*
- Discounted Tax Resolution Services
- Live Phone Support
- Annual W2 Tax Return Filing by Licensed Pros
- $10,000 Tax Return Accuracy Guarantee**
Professional
For self-employed & business owners. Everything in "Premium" plus expert handling of complex returns.
What's Included:
- 24/7 Tax ID Theft Monitoring
- Monthly IRS Status Report
- IRS Notice Analysis
- Annual Tax Extension Filing (Form 4868)
- Lifetime Audit Protection*
- Discounted Tax Resolution Services
- Live Phone Support
- Annual W2 Tax Return Filing by Licensed Pros
- $10,000 Tax Return Accuracy Guarantee**
- Discounted Business Tax Returns
All of our paid plans include tax preparation. Never pay for a tax return again!
Testimonials
Clients share their experience.
Hear from real clients who've protected their tax identities and regained peace of mind with Optima Tax Shield.
Deborah T.
Date: 10/03/2025
"I hired Optima Tax in 2021! They stayed the course with me until we got everything resolved 4 years later. They did an amazing job for me! They worked all of the issues. I highly recommend Optima Tax for your tax problems!"
Brian G.
Date: 7/13/2025
"Professional, compassionate, made me feel I was not just another client but a valued one. They listened, counseled, and always had my best interest at heart. Top tier firm"
Awards & Accolades
Excellence that speaks for itself.
Awarded by experts, chosen by thousands — we're proud to be recognized for doing things right.
1 Billion Dollars Monitored
Optima Tax Shield is monitoring over 1 Billion in tax for our members
2023 Winner
BBB 2023 International Torch Award for Ethics
4 Years in a Row
Customer Service Team of the Year
Forbes Best of 2024
Best Tax Relief Services
1 Billion Dollars Monitored
Optima Tax Shield is monitoring over 1 Billion in tax for our members
