Income and Expense Worksheet - Optima Tax Relief 2026

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The document is an Income and Expense Worksheet designed to assist clients in providing their financial information for IRS Form 433-F. It outlines the necessary details to be filled out, including personal information, income sources, properties, vehicles, and monthly living expenses. Clients are instructed not to calculate totals themselves and to upload the completed form along with required documents to the Optima Client Portal. Additional guidance is provided for submitting supporting documentation.

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Click ‘Get Form’ to open the Income and Expense Worksheet in our editor.
Begin by entering your personal information, including your name, date of birth, occupation, and marital status. Ensure accuracy as this data is crucial for your tax assessment.
Next, list all sources of income under the 'Monthly Income' section. Provide detailed descriptions, types, frequencies, and net amounts. Use the additional information field for any necessary explanations regarding your income.
Proceed to the 'Properties' section. Indicate whether you rent or own properties and fill in details such as addresses, fair market values, balances, monthly payments, and equity for each property.
In the 'Vehicles' section, input details about your vehicles including year, make/model, current fair market value, loan balance, and monthly payment.
Complete the 'Monthly Necessary Living Expenses' section by detailing all relevant expenses across various categories like housing & utilities and transportation. Be thorough to ensure accurate representation of your financial situation.
Finally, review all entries for completeness before submitting. Once finished, upload this form along with required documents to the Optima Client Portal.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How much does it cost to use a tax relief service?

Tax relief companies charge a fee to negotiate with the IRS on your behalf. But the amount you pay can vary widely. You can expect to pay anywhere from $700 to $10,000, or even more, depending on what your needs are and how complicated your case is.

How much does Optima Tax Relief charge you?

Optima Tax Relief details Free quote or consultationYes Minimum Debt $10,000 Average turnaround 2 to 12 months Fees $295 to $495 for initial investigation phase $1,500 to $50,000+ for negotiation and resolution Types of debt Federal and state tax debts4 more rows Feb 10, 2025

How much will the IRS usually settle for?

The IRS often settles tax debts for far less than the full amount owed , in rare cases as little as 5% to 20% of the total balance when Reasonable Collection Potential (RCP) is very low. If youre struggling with back taxes, the IRS Offer in Compromise (OIC) program may be your path to relief.

What does Optima Tax Relief really do?

Founded in 2011, Optima Tax Relief is a full-service tax resolution firm for individuals and small business owners struggling with IRS or state tax burdens. The company specializes in complex cases that involve wage garnishments, bank levies, liens and other IRS collection actions.

What is the income tax expense on the income statement?

Income Tax Expense is an estimate and reflects the amount of money the entity owes to the government for taxes on income earned during the income statement period. Net Income (loss) is the amount of profit the entity made or loss it incurred after subtracting all its expenses from its revenue.

how much does optima tax charge

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How much does Optima Tax Relief charge?

The cost varies based on your situation but typically ranges between $1,200 to $7,000 for tax resolution services at Optima Tax Relief. How do Tax Relief Companies usually charge for their services?

Does Optima Tax Relief file back taxes?

Optima Tax Relief Optima also helps with tax relief for levies, wage garnishment, liens, filing back tax returns and other situations. Optima provides a three-step process to help clients resolve tax debts.

What is the process of Optima Tax Relief?

Tax Relief in Three Easy Steps Step 1: Consultation. Free. Confidential. No obligation. Step 2: Investigation. Initiate client protection. Establish communication with IRS. Review case resolution options. Step 3: Resolution. Establish IRS compliance. Achieve best resolution. Case closed.