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Fortress Tax Relief Review

Compared to other tax debt relief companies, Fortress Tax Relief aims to set itself apart in more than one dimension. Indeed, an actual tax attorney handling all cases, impeccable customer service, and flexible payments make Fortress an excellent tax relief option.

Fortress Tax Relief Review
Fortress Tax Relief
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Free tax relief consultation
Free tax relief consultation
Extensive geographic footprint
Extensive geographic footprint
No retainer fee is required
No retainer fee is required
Trustworthiness and stability
Trustworthiness and stability
Tetiana Sitiugina
Financial Sector Specialist and Content Strategist

Started in 2003 in Bend, Oregon, Fortress Tax Relief has nearly 20 years of experience offering tax relief services to businesses and individuals across all states of the country. With a unique business model, where all tax cases are handled by an attorney rather than an accountant, Fortress Tax Relief promises to deliver superior results to its clients. As such, if you have a complex tax debt case that requires a high level of tax law expertise, Fortress might be just the right company for your needs.

In this Fortress Tax Relief review, we will take a closer look at the services offered by the company along with other notable features. Let’s go!

Editor’s Note (Warning)

While tax relief companies may be helpful in resolving tax liabilities, many charge misleading fees, overpromise tax debt elimination, and provide poor customer service. Many tax settlement firms charge significant upfront fees, - even if they fail to eliminate your debt.

A better place to start is often to negotiate with the IRS directly and try to arrange an Installment Agreement or an Offer in Compromise. So, do your research, carefully review the refund policy, and consider all pros and cons before hiring a tax relief firm.

Summarized Rating

This parameter considers service offering breadth, geographic reach, and minimum debt level requirements. Each of these features was evaluated using the five-point scoring system. Then, the various scores were aggregated and averaged to establish an overall services and solutions score.

Fortress gets a lackluster 3.3 for Services and Solutions. This reflects its fairly standard service offering, extensive geographic footprint, and relatively high minimum debt requirement.

Fortress Tax Relief Review Pros and Cons

Fortress Tax Relief Pros
Does not charge a retainer.
All cases handled by a licensed tax attorney.
Money back guarantee.
Offers flexible payments.
Has tax lawyers on staff.
Honest and straightforward advice.
Fortress Tax Relief Cons
Above average minimum tax debt requirement.
No tax compliance services.
Relatively high resolution fees.

Services Offered By Fortress Tax Relief

Fortress Tax Relief offers a similar selection of tax debt elimination services as other companies in the field. This includes:

  • Offers in Compromise that allow you to permanently settle your tax debt for less than the full amount you owe.
  • Installment payment agreements, which allow you to extend the timeframe over which you must pay your taxes in full.
  • Penalty abatements, or removal of the tax penalties after they have been assessed to you.
  • Wage garnishment/bank levies, which can cover your tax debt by sending a portion of your wages to the IRS with every pay period.
  • Innocent Spouse Relief, which will relieve you from additional taxes you owe if your spouse failed to report income or reported it improperly.

It is worth noting, however, that Fortress does not offer any tax compliance, back tax filing, or bookkeeping services.

Fortress Tax Relief Service Features

While Fortress Tax Relief conveniently serves all 50 states of the U.S., it is not as available to the general public as some other competitor companies. Indeed, Fortress’ minimum debt requirement of $10,000 is slightly above average, which makes it not suitable for small, first-time tax liabilities. Yet, the company claims that clients with larger debts can save tens of thousands or even millions of dollars in tax relief.

On their website, Fortress shares that the average Offer in Compromise settlement in 2020 was $16,167 - but, of course, your own relief time and amount will depend on the specifics of your case.

Extent of Geographic Presence All 50 U.S. states
Minimum Debt Required $10,000
Average Time for Relief Varies
Average Relief Amount $16,167 for Offers in Compromise (2022)

Fortress Tax Relief Application Process

  1. Initial consultation. Meet with the Fortress representative for a free, no-obligation consultation.
  2. Full refund option. If you don’t feel comfortable after the initial consultation, you can back out within 24 hours to receive a full refund.
  3. Intake paperwork. If you do decide to proceed, you will need to fill out some simple intake paperwork.
  4. Tax attorney assignment. You will then be assigned to a tax attorney, who will handle your case from start to finish.
  5. IRS negotiations. Your tax attorney will apply to suitable IRS tax relief programs and negotiate with the IRS on your behalf.
  6. Tax relief. If negotiations are successful, you will receive tax relief, and Fortress will charge a tax resolution fee.

Fortress Tax Relief Costs and Fees

One great feature worth mentioning in the Fortress Tax Relief review is the fact that the firm does not charge any upfront fees or retainers. Instead, you will need to pay a resolution fee only if the company succeeds in their tax relief efforts. While the fee may seem high (up to $15,000), Fortress offers flexible payment options. This means that you don’t have to pay their fees as a lump sum.

With Fortress Tax Relief, you won’t have to pay if you change your mind. After the initial consultation, you will have 24 hours to back out free of charge. Furthermore, you may be able to request a refund if you aren’t completely satisfied with the company’s services. Visit Fortress’ website to review the terms and conditions of their money-back guarantee.

Fees Consultation fee: None
Investigation fee: Not disclosed
Resolution fee: $1,000-15,000
Other Charges None
Cancellation Policy Full refund if requested within 24 hours of initial consultation
Money-Back Guarantee Policy Yes - subject to terms and conditions

Fortress Tax Relief Customer Experience

Online reviews show that Fortress is above average in terms of overall customer experience. Let us take a closer look:

  • Website Extensiveness & Usability. The company’s website does a great job covering the tax relief services provided, expected costs, and suitable candidates for their tax relief services.
  • Expanded Call Center Support. Client reviews highlight Fortress’ call center support as one of the more helpful and approachable customer service teams.
  • Multi-Channel Support. In addition to phone access, you can reach out to Fortress through their online contact form. You can also connect with the company through Facebook or LinkedIn. Alternatively, you can visit their YoutTube channel to review some helpful videos regarding tax relief.
  • Supplemental Support (Information & Tools). Fortress Tax Reliefshares answers to tax resolution FAQs directly on the home page of their website.The site also featuresan engaging blog and helpful tax resources and information.
  • Mobile Technology. The Fortress Tax Relief website doesn’t mention the use of a mobile app at the moment.

Fortress Tax Relief Trustworthiness and Stability

Founded in 2003, Fortress has been providing tax relief services for nearly two decades. While the company does not disclose the exact number of customers or the total amount of debt managed, Fortres does mention that they have successfully settled debt for clients in every state of the country.

Fortress Tax Relief is a member of the National Association of Tax Resolution Companies and is accredited by the Better Business Bureau. However, it misses some other important memberships, including the American Society of Tax Problem Solvers (ASTPS) Membership, the National Association of Enrolled Agents Membership, and the National Association of Tax Professionals Membership. Nevertheless, the company makes all efforts to employ only licensed tax attorneys with at least 500 hours of on-the-job training.

Years in Business 19
Customers Serviced Customers in all states - specific number is not disclosed
Tax Debt Managed Not disclosed
Certifications and Memberships Member of the National Association of Tax Resolution Companies

Better Business Bureau Accreditation

Fortress Tax Relief User Reviews

Overall, Fortress has earned a positive reputation among customers. Specifically, Fortress Tax Relief reviews average at 4.82/5 on Better Business Bureau (BBB) and 5.0/5 on Consumer Affairs. The customers highlight high quality of client support, honest and straightforward advice, and the lack of upfront fees. As mentioned in reviews, clients love having an experienced attorney taking care of the IRS negotiation process from start to finish.

Among nearly 80 positive reviews on BBB, only one complaint was open, mentioning that the company failed to return the client’s emails. However, the complaint was promptly closed, with the customer saying that the company has finally got in touch.

Fortress Tax Relief Compared to Other Companies

Similar to competitor tax relief companies, Fortress Tax Relief does not charge anything upfront and offers a money-back guarantee. However, a relatively high minimum tax debt required and high resolution fees make Fortress a preferred option for clients with larger, more complex tax debt cases.

Fortress Tax Relief Optima Tax Relief Community Tax
Minimum tax debt required $10,000 $10,000 $7,000
Fees Consultation fee: None
Investigation fee: Not disclosed
Resolution fee: $1,000-15,000
Consultation fee: None
Investigation fee: $295
Resolution fee: $995-$5,000
Consultation fee: None
Investigation fee: $295
Resolution fee: $2,500-$4,000
Cancellation Policy Full refund if requested within 24 hours of initial consultation Cancellation with full refund within 15 days of enrollment only Not disclosed
Money-Back Guarantee Policy Yes - subject to terms and conditions 15-day money-back satisfaction guarantee None
Available in (how many states?) Nationwide Nationwide Nationwide

Final Thoughts

Fortress Tax Relief is genuinely committed to helping their clients resolve their tax liabilities with the IRS. With each case, a licensed and trained tax attorney takes care of all aspects of the negotiation, - something not commonly seen with typical tax relief firms. In addition, the company is known for its responsiveness and straightforward and honest advice.

All things considered, Fortress Tax Relief presents a viable option if you are looking for reliable tax relief services.

Tetiana Sitiugina

Written by: Tetiana Sitiugina

Financial Sector Specialist and Content Strategist

Independent writer, content strategist, and financial sector specialist. Tatiana has an extensive experience in working with financial institutions such as Bank of Canada and Risk Management unit at FinDev Canada. She holds an MA in Financial Risk Management from the University of Toronto.

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