Get Protected. Stay Protected
Premium Plan
$29.99 /mo
Get Protected. Stay Protected
Premium Plan
$29.99 /mo
Premium Plan
Featured Benefits
Lifetime Audit Defense*
Active plan members are eligible for lifetime audit representation up to $10,000,000 in proposed liabilities. Members will receive Optima’s best-in-class protection without paying thousands of dollars.
Monthly Tax Report
Every month, you’ll receive our signature Tax Report, detailing your current IRS status and any recent activities or changes made to your federal filings. And if you have questions, you can call our award-winning team for live, over-the-phone assistance.
IRS Balance Tracking
Tax Shield’s easy-to-use dashboard enables you to track your tax balance and see if any changes occur. Saving you the hassle of contacting the IRS on your own.
IRS Notice Analysis
Letters from the IRS can be hard to understand. Optima’s IRS Notice Analyzer can identify important information found in notices the IRS sends to taxpayers, helping to make these notices easier to understand.
Tax ID Fraud Remediation
The IRS flags more than one million tax returns for identity fraud annually! If a fraudulent tax return is filed under your name, Optima will work to resolve the issue.
Tax ID Theft Alerts
The IRS flags over a million tax returns annually for signs of identity fraud. We’ll alert you if the IRS has reported signs of possible ID theft related to your federal tax filings.
Tax Returns Filed by Licensed Pros†
With our Standard Plan, your annual 1040 federal and state tax filings will be handled by our team of qualified tax professionals – not a computer.
$10,000 Tax Return Accuracy Guarantee‡
Our tax professionals are the best in the business. However, if there is a legitimate preparer error made during the filing of a return that can’t be fixed, you’ll be reimbursed up to $10,000.
Discounted Tax Resolution Services
The long-term goal is to stay protected from future IRS collection actions. Should you fall out of compliance with the IRS, you will still qualify for Optima’s industry-leading resolution services at a discounted rate.
Live Phone Support
Optima’s award-winning Customer Service Team provides live, over-the-phone support. Help from the real-life professionals working in our U.S. offices. No dealing with robots or AI generated phone agents.
* 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.
Did you receive a 1099?
Our Professional Plan was designed with you in mind.