Ideal Tax

Ideal Tax: tax debt resolution for individuals and businesses

Ideal Tax is a tax resolution company headquartered in Irvine, California, presenting itself with over 15 years of experience helping individuals and businesses resolve issues with the IRS and state tax agencies. The company states it is licensed to operate in 47 states and offers nationwide service. Its activity focuses on negotiating and processing tax relief programs for clients with debts or issues before the U.S. tax administration.

The work process

The company describes its own method, internally called "The Ideal Process", structured in two phases. In the first, investigation, the team requests the client's IRS transcripts, reviews every filing and notice received, and assesses their financial situation to develop a tailored resolution plan. In the second, resolution, the company's tax preparers file the required returns and the professionals negotiate the relief program for which the client qualifies.

Tax situations it handles

Ideal Tax serves taxpayers facing or worried about tax liens, levies, garnishments, and other similar issues. The company states that its team of tax professionals supports clients through these situations with proven solutions. Among the programs it processes are the various tax relief mechanisms for which the client may qualify.

Recognitions and credentials it claims

The company notes that it holds an A+ rating from the Better Business Bureau and is IRS Authorized. It also mentions its membership in the NAEA (National Association of Enrolled Agents) and a Best Company certification. These distinctions appear in its own corporate presentation.

Leadership team

The company's leadership is headed by Faris Khatib as Chief Executive Officer, responsible for setting the vision and pace of growth, aligning teams around defined goals, and developing strategy. Jaquelyn Stenbakken serves as Sales Operations Manager, with responsibilities for process design, CRM management, and revenue forecasting. Michelle Martinez is Case Manager Director, responsible for managing requests, tracking service levels, and coordinating between teams. Preciosa Vidal is Servicing Director, where she defines standards, improves workflows, and manages complex escalations.

Client volume and coverage

The company states it has served more than 10,000 clients and operates from its headquarters in Orange County, California, licensed in 47 states. Its mission is to make tax relief accessible and simple for taxpayers with IRS issues.

Location and contact

240 Progress Suite 250 Irvine, CA 92618