Get Protected. Stay Protected
Standard Plan
$14.99 /mo
Get Protected. Stay Protected
Standard Plan
$14.99 /mo
Standard 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.
Live Phone Support
Optima’s award-winning Customer Service Team provides live, over-the-phone support. Help from our actual staff working for us here in U.S. No dealing with robots or A.I.-generated phone agents.
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.
* Lifetime dependent on being active customer of Optima Tax Shield. Please review Protection Agreement for details and limitations.
Prefer to have our team of professionals file your taxes?
Check out our Tax Shield Premium Plan