What is Optima Tax Relief's NAICS code?

Optima Tax Relief's NAICS code is 52 (Finance and Insurance).

Insights

Market Leadership Optima Tax Relief positions itself as America’s leading tax resolution firm with a large client base and strong revenue, suggesting a potential upsell opportunity to expanded service offerings such as tax planning, resolution advisory packages, or premium support for higher-net-worth clients.

CSR and Trust Repeated recognition for ethics and corporate social responsibility, including Civic 50 honors and BBB International Torch Award, indicates a high-trust brand. Leverage this for enterprise-favorable partnerships, referrals, and cross-sell within networks that prioritize compliant, client-centric solutions.

Expansion Readiness Recent awards and community initiatives imply organizational scale and maturity, suggesting readiness for scaled B2B partnerships, white-label opportunities, or channel alliances targeting regional firms seeking reputable tax resolution capability.

Digital and AI Enablement Tech stack includes Amazon SageMaker and multiple advertising platforms, indicating capacity for data-driven outreach and client targeting. This opens doors for selling advanced digital marketing services, predictive lead scoring, or customized client onboarding automation.

Financial Strength Reported revenue in the hundreds of millions with a mid-sized employee base signals stability and investment potential. Present value-added services such as compliance tooling, training programs, or enterprise software integrations to support growth and efficiency.

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Optima Tax Relief Tech Stack

Optima Tax Relief uses 8 technology products and services including Meta Ads Manager, Microsoft Advertising, The Trade Desk, and more. Explore Optima Tax Relief's tech stack below.

Meta Ads Manager
Advertising
Microsoft Advertising
Advertising
The Trade Desk
Advertising
Chef Infra
Configuration Management
WordPress
Content Management System
Amazon SageMaker
Development
Amazon Simple Email Service
Email
Salesforce Service Cloud
Live Chat

Media & News

Optima Tax Relief's Email Address Formats

Optima Tax Relief uses at least 4 email formats:

Optima Tax Relief Email Formats	Example	Percentage
FLast@optimataxrelief.com	JDoe@optimataxrelief.com	70%
FirstLast@optimataxrelief.com	JohnDoe@optimataxrelief.com	26%
First.Last@optimataxrelief.com	John.Doe@optimataxrelief.com	3%
FirLast@optimataxrelief.com	JohDoe@optimataxrelief.com	1%

Frequently Asked Questions

What is Optima Tax Relief's phone number?

You can contact Optima Tax Relief's main corporate office by phone at

+1-800-536-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Optima Tax Relief's official website and social media links?

Optima Tax Relief's official website is optimataxrelief.com and has social profiles on LinkedIn.

How much revenue does Optima Tax Relief generate?

As of August 2026, Optima Tax Relief's annual revenue is estimated to be $500M - $1B.

What is Optima Tax Relief's SIC code and NAICS code?

Optima Tax Relief's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Optima Tax Relief have currently?

As of August 2026, Optima Tax Relief has approximately 423 employees across 3 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: H. F., Chief Customer Officer: C. B. and Vice President Of Marketing: A. F. Explore Optima Tax Relief's employee directory with LeadIQ.

What industry does Optima Tax Relief belong to?

Optima Tax Relief operates in the Financial Services industry.

What technology does Optima Tax Relief use?

Optima Tax Relief's tech stack includes Meta Ads Manager, Microsoft Advertising, The Trade Desk, Chef Infra, WordPress, Amazon SageMaker, Amazon Simple Email Service and Salesforce Service Cloud.

What is Optima Tax Relief's email format?

Optima Tax Relief's email format typically follows the pattern of FLast@optimataxrelief.com. Find more Optima Tax Relief email formats with LeadIQ.

When was Optima Tax Relief founded?

Optima Tax Relief was founded in 2011.

Optima Tax Relief

Q: What is Optima Tax Relief's official website and social media links?

Optima Tax Relief's official website is optimataxrelief.com. Optima Tax Relief has social profiles on LinkedIn.

Q: How many employees does Optima Tax Relief have currently?

Optima Tax Relief has approximately 423 employees.

Q: What technology does Optima Tax Relief use?

Optima Tax Relief's tech stack includes Microsoft Transact-SQL, Atlassian Confluence, Sitelinks Search Box, CSS, Atlassian.

Financial ServicesCalifornia, United States201-500 Employees

Optima Tax Relief is a mid-sized financial services company based in Santa Ana, California, that focuses on tax resolution for individuals and businesses. It helps clients address unpaid tax obligations with the aim of resolving debt and achieving compliant, sustainable outcomes. The firm reports having resolved more than three billion dollars in tax debt for its clients and has earned ethics and civic recognitions, including the Better Business Bureau's International Torch Award for Ethics and Civic 50 honors. In 2026, Optima Tax Relief introduced the Optima Tax Shield Free Plan, offering no-cost tax identity protection. The same year, the company received external recognition as a leading workplace, named one of America’s Greatest Midsize Workplaces for 2026 by Newsweek.