Finimpact
Updated on

Fortress Tax Relief Review

If you’re struggling with unpaid tax debt, Fortress Tax Relief is there to help. Compared to other tax debt relief companies, Fortress Tax Relief aims to set itself apart in more than one dimension. They offer a variety of services for tax resolution, impeccable customer service, flexible payment plans, and more.

Fortress Tax Relief Review
Fortress Tax Relief
3.5
Available nationwide
Available nationwide
Free tax relief consultation
Free tax relief consultation
Trustworthiness and stability
Trustworthiness and stability
Moneyback guarantee
Moneyback guarantee
Tetiana Sitiugina
Financial Sector Specialist and Content Strategist

Reviewed by: Sarah Brooks, Personal Finance Writer and Editor

Fact Checked by: Thomas Brock, Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA)

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. Fortress Tax Relief offers clients tax debt settlements, installment agreements, appeals, back tax relief, and more. Ranked as one of the best tax relief companies of 2022, Fortress Tax Relief is there to help you every step of the way, regardless of what tax issue you are facing.

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

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, as well, 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. If you do choose to use a tax relief company, we recommend doing your research, carefully reviewing the refund policy, and considering all pros and cons before hiring a tax relief firm.

Summarized Rating

Services and Solutions3.3
Costs and Fees3
Customer Experience3
Trustworthiness and Stability3
User Reviews5

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.


What is Fortress Tax Relief?

Fortress Tax Relief was founded in 2003 with the goal of helping American taxpayers resolve their tax liabilities. They work with clients nationwide and every case is handled by a licensed tax attorney. 

The most common issue handled by Fortress Tax Relief is a tax debt settlement with the IRS known as an Offer in Compromise. With an Offer in Compromise, you’ll make an agreement with the IRS to settle your tax debts for less than the full amount owed. If you don’t qualify for an Offer in Compromise, Fortress Tax Relief has other solutions to help settle your tax debts.

Fortress Tax Relief Pros and Cons

Before choosing a tax relief company, we always recommend weighing the pros and cons of each company you’re considering. Pros and cons of Fortress Tax Relief include:

Fortress Tax Relief Pros
Does not charge a retainer
All cases handled by a licensed tax attorney
Money back guarantee
Flexible payments
Honest and straightforward advice
Fortress Tax Relief Cons
High 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. They’re focus is strictly helping you settle your tax debts.

Fortress Tax Relief Service Features

While Fortress Tax Relief conveniently serves all 50 states, it is not as available to the general public as some of the 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 does claim  that clients with larger debts can save tens of thousands or even millions of dollars in tax relief.

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

Extent of Geographic Presence

Nationwide

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

The application process with Fortress Tax Relief is fairly straightforward. You start by entering the amount of debt you’d like to settle on their website, followed by entering your location. Here, you’ll see what services are available for your state and what tax relief attorneys you’d be working with. From there, follow these next steps to see if Fortress Tax Relief can help you:

  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. 
  • Supplemental Support (Information & Tools). Fortress Tax Relief shares answers to tax resolution FAQs directly on the homepage of their website. The site also features an engaging blog with helpful tax resources and information, and they offer a YouTube channel with helpful videos regarding tax relief.
  • 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 settled, Fortress 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

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, honest advice. 

All things considered, Fortress Tax Relief presents a viable option if you are looking for reliable tax relief services and have at least $10,000 you’re looking to settle.

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.

More about me
Sarah Brooks

Reviewed by: Sarah Brooks

Personal Finance Writer and Editor

Sarah Brooks is a personal finance writer and editor with more than 10 years of experience. She specializes in personal and business loans, mortgages, auto loans, and credit cards.

More about me
Thomas Brock

Fact checked by: Thomas Brock

Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA)

Thomas is a well-rounded financial professional, with over 20 years of experience in investments, corporate finance, and accounting. He currently oversees the investment operation for a $4 billion super-regional insurance carrier, maintaining a dynamic investment policy designed to preserve capital, enhance...

More about me