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Tax Relief Settlement Officer Reviews

Read reviews and ratings for individual Settlement Officers at tax relief firms.

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Detailed Ratings

7 category ratings including communication, honesty, responsiveness, and more.

Top Rated Officers

Highly rated Settlement Officers based on client reviews

Zach Thompson
Calculus Tax, Inc.
4.6(8 reviews)
Featured Officer
Verified
7 years in industry

Senior Tax Resolution Specialist with extensive experience in complex tax cases. Zach specializes in offer in compromise negotiations and has helped hundreds of clients achieve significant tax debt reductions. Known for his analytical approach and commitment to finding the best solution for each client.

Matthew Garcia
Tax Relief Group
4.5(2 reviews)

Senior settlement officer with expertise in complex business tax issues. Matthew has a strong track record of successful negotiations with the IRS.

Ashley Miller
CalTax Savings
4.5(2 reviews)

Known for her compassionate approach to client service and ability to explain complex tax concepts in simple terms. Ashley focuses on individual taxpayers.

Anthony Williams
Optima Tax Relief
4.5(2 reviews)

Dedicated to providing honest assessments and realistic expectations. Anthony focuses on installment agreements and penalty abatement cases.

Donna Green
Optima Tax Relief
4.5(2 reviews)

Newer team member with strong attention to detail and commitment to client service. Donna is known for her thorough follow-up and case management.

Kevin Lee
CalTax Savings
4.5(2 reviews)

Veteran tax professional with expertise in offer in compromise and installment agreements. Kevin maintains strong relationships with IRS personnel.

Jennifer Wilson
Tax Relief Group
4.5(2 reviews)

Compassionate settlement officer who specializes in helping clients understand their options. Jennifer is praised for her patience and clear explanations.

Karen Johnson
CalTax Savings
4.5(2 reviews)

California tax specialist with extensive knowledge of state and federal tax resolution. Karen is known for her professional approach and successful outcomes.

Maria Rodriguez
Tax Relief Group
4.5(2 reviews)

Bilingual settlement officer with expertise in complex tax cases. Maria is known for her thorough approach and excellent client communication skills.

Mark Roberts
Optima Tax Relief
4.5(2 reviews)
Featured Officer
Verified

Focuses on individual tax resolution and has helped hundreds of taxpayers resolve their IRS issues. Mark is praised for his patience and clear explanations.

Sarah Lopez
Tax Relief Group
4.0(3 reviews)
Featured Officer
Verified

Experienced tax resolution specialist with a focus on helping families resolve their tax debt. Known for clear communication and patient guidance through complex tax situations.

Brian Edwards
CalTax Savings
4.0(2 reviews)

Senior advisor specializing in complex tax litigation and appeals. Brian has successfully represented clients in Tax Court proceedings.

Lisa Kim
Tax Relief Group
4.0(2 reviews)

Detail-oriented settlement officer who ensures clients are fully informed throughout the process. Lisa is known for her responsiveness and follow-through.

Stephanie Chen
Tax Relief Group
4.0(2 reviews)

Newer to the field but highly motivated and well-trained. Stephanie is praised for her enthusiasm and willingness to go the extra mile for clients.

Nicole Foster
Tax Relief Group
4.0(2 reviews)

Known for her analytical approach to tax problems and ability to find creative solutions. Nicole maintains excellent client relationships throughout the process.

Charles Freeman
Optima Tax Relief
4.0(2 reviews)

Senior advisor with expertise in complex tax litigation and appeals. Charles has successfully represented clients in various IRS proceedings.

Amanda Thompson
Tax Relief Group
4.0(2 reviews)

Specializes in installment agreements and currently not collectible status cases. Amanda is appreciated for her honest assessments and realistic expectations.

Daniel Valdez
Tax Relief Group
4.0(2 reviews)

Experienced settlement officer who specializes in wage garnishment releases and bank levy removals. Daniel is praised for his quick response times.

John Martinez
Tax Relief Group
3.7(3 reviews)

Dedicated to providing honest, straightforward tax relief services. John focuses on individual taxpayers and has a strong track record of successful settlements.

David Brown
Tax Relief Group
3.7(3 reviews)

Senior settlement officer specializing in business tax relief. David has helped hundreds of small business owners navigate IRS negotiations and payment plans.

Elizabeth Turner
Optima Tax Relief
3.5(2 reviews)

Experienced in both individual and business tax resolution. Elizabeth is appreciated for her professional demeanor and consistent communication.

Thomas Anderson
CalTax Savings
3.5(2 reviews)
Featured Officer
Verified

Senior settlement officer with a focus on high-dollar tax cases. Thomas has helped clients resolve millions in tax debt through strategic negotiations.

James Parker
Tax Relief Group
3.5(2 reviews)

Experienced in both individual and business tax resolution. James takes a strategic approach to each case and maintains regular communication with clients.

Robert Harris
Tax Relief Group
3.5(2 reviews)

Senior advisor with deep knowledge of tax law and IRS procedures. Robert has successfully handled some of the most challenging tax resolution cases.

Michelle O'Connor
CalTax Savings
3.5(2 reviews)

Newer team member with strong analytical skills and attention to detail. Michelle is praised for her thorough case preparation and client updates.

Michael Smith
Tax Relief Group
3.5(2 reviews)

Veteran tax professional with extensive experience in offer in compromise cases. Michael has a reputation for achieving favorable outcomes for his clients.

Susan Kelly
Optima Tax Relief
3.5(2 reviews)

Specializes in offer in compromise cases and has achieved significant tax debt reductions for her clients. Susan is known for her thorough case preparation.

Rachel Nelson
CalTax Savings
3.5(2 reviews)

Dedicated to helping small business owners resolve their tax issues. Rachel is appreciated for her clear communication and realistic timelines.

Ryan Quinn
CalTax Savings
0.0(0 reviews)

Specializes in penalty abatement and interest reduction cases. Ryan is appreciated for his persistence and attention to detail in documentation.

Andrew Xavier
CalTax Savings
0.0(0 reviews)

Dedicated to providing transparent and honest tax relief services. Andrew maintains regular communication with clients throughout the resolution process.

Patricia Hughes
Optima Tax Relief
0.0(0 reviews)

Senior tax resolution specialist with over a decade of experience. Patricia is known for her ethical approach and commitment to achieving the best possible outcomes.

Helen Davis
Optima Tax Relief
0.0(0 reviews)

Dedicated to providing transparent and honest tax relief services. Helen maintains excellent communication with clients throughout the process.

Robert Johnson
Optima Tax Relief
0.0(0 reviews)

Experienced in both individual and business tax resolution. Robert maintains excellent client relationships and has a strong track record of successful outcomes.

Michelle Rodriguez
Optima Tax Relief
0.0(0 reviews)

Focuses on penalty abatement and interest reduction cases. Michelle is appreciated for her thorough documentation and persistence in achieving favorable outcomes.

Laura Brown
Optima Tax Relief
0.0(0 reviews)

Specializes in innocent spouse relief and separation of liability cases. Laura is known for her empathetic approach and thorough analysis of client circumstances.

Crystal Stevens
CalTax Savings
0.0(0 reviews)

Known for her analytical approach to complex tax problems and ability to identify the best resolution strategy for each client situation.

Jason Underwood
CalTax Savings
0.0(0 reviews)

Focuses on wage garnishment and bank levy cases. Jason is praised for his quick response times and ability to resolve urgent tax collection issues.

Heather Young
CalTax Savings
0.0(0 reviews)

Senior settlement officer with expertise in innocent spouse relief and separation of liability cases. Heather is known for her thorough case analysis.

Megan Zhang
CalTax Savings
0.0(0 reviews)

Specializes in currently not collectible status and hardship cases. Megan is appreciated for her empathetic approach and thorough documentation.

Karen Wilson
Optima Tax Relief
0.0(0 reviews)

Newer team member with strong analytical skills and attention to detail. Karen is known for her thorough case preparation and excellent client communication.

Joseph Anderson
Optima Tax Relief
0.0(0 reviews)

Specializes in wage garnishment releases and bank levy removals. Joseph is praised for his quick response times and ability to resolve urgent collection issues.

Paul Cooper
Optima Tax Relief
0.0(0 reviews)

Specializes in wage garnishment releases and bank levy removals. Paul is praised for his ability to quickly resolve urgent collection issues.

Jessica Martinez
Optima Tax Relief
0.0(0 reviews)

Bilingual settlement officer specializing in individual tax resolution. Jessica is known for her compassionate approach and clear communication with Spanish-speaking clients.

Steven Nash
Optima Tax Relief
0.0(0 reviews)

Experienced in penalty abatement and interest reduction cases. Steven is appreciated for his persistence and thorough documentation of client circumstances.

William Carter
Optima Tax Relief
0.0(0 reviews)

Senior tax resolution specialist with expertise in complex business tax cases. William has successfully negotiated settlements for clients with multi-million dollar tax debts.

Christopher Davis
Tax Relief Group
0.0(0 reviews)

Focuses on penalty abatement and innocent spouse relief cases. Christopher is known for his thorough research and attention to detail.

Laura Ingram
CalTax Savings
0.0(0 reviews)

Experienced in both federal and state tax resolution. Laura is known for her strategic approach and ability to achieve favorable settlement terms.

Ronald Lewis
Optima Tax Relief
0.0(0 reviews)

Specializes in currently not collectible status and installment agreements. Ronald is known for his strategic approach to tax resolution.

Betty Morgan
Optima Tax Relief
0.0(0 reviews)

Focuses on innocent spouse relief and separation of liability cases. Betty is known for her empathetic approach and thorough case analysis.

Sandra Jackson
Optima Tax Relief
0.0(0 reviews)

Experienced in business tax resolution and payroll tax issues. Sandra has a strong track record of successful outcomes for small business clients.

Daniel Garcia
Optima Tax Relief
0.0(0 reviews)

Senior advisor with expertise in tax litigation and appeals. Daniel has successfully represented clients in Tax Court proceedings and complex IRS negotiations.

Joshua Brooks
CalTax Savings
0.0(0 reviews)

Experienced in business tax resolution and payroll tax issues. Joshua has a strong track record of successful negotiations with revenue officers.

Nancy Valdez
Optima Tax Relief
0.0(0 reviews)

Known for her compassionate approach to client service and ability to work with taxpayers facing financial hardship. Nancy focuses on hardship cases.

Richard Thompson
Optima Tax Relief
0.0(0 reviews)

Veteran tax professional with extensive experience in offer in compromise cases. Richard has achieved significant tax debt reductions for hundreds of clients.

Edward Phillips
Optima Tax Relief
0.0(0 reviews)

Senior settlement officer with extensive experience in high-dollar tax cases. Edward has successfully negotiated complex settlements with the IRS.

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