Optima Tax Relief LLC

My experience with Optima Tax Relief was nothing less than outstanding The staff were highly professional and dedicated to helping resolve my tax problem It was as though I had an army of people working on my tax issue In the end a settlement was made and it was $20,less than I owed A special thanks to Gabriel who initial assisted me early in the process and to my case managers Nereida, Simone and a special thanks to Latda Vand assistant Tuyet Nfor their fantastic work I highly recommend Optima Tax Relief

SUMMARY - Optima Tax's management made contact with the client to discuss his concerns as outlined in the complaint RESPONSE - Optima Tax’s management has made contact with the client to discuss his concerns as outlined in the complaintOptima Tax is disappointed that the client has experienced a certain level of frustration with our services but we have presented an option to the client that will allow us to continue servicing their personal caseWe are pleased that the client was able to resolve his business liability; however, this does not negate the fact that Optima Tax performed a vast amount of effort to resolve the client’s business liabilityThroughout the course of our services, the client was prompt in providing the requested documentsThe assigned tax professional was prompt in sending the necessary documents to the assigned Revenue OfficerAfter repeated attempts to get in touch with the Revenue Officer to discuss the case, the tax professional received a message from the IRS that they lost the requested documentsThe tax professional immediately resent the informationThereafter, the tax professional, again, made repeated attempts to reach the Revenue Officer, with no successWe can provide a log of our attempts upon request As we continued our attempts to contact the Revenue Officer, the client was very diligent in sending in any requested or updated documentsWhile sending in the requested documents, the assigned team was also preparing documents to satisfy the client’s personal liabilityAlthough the Revenue Officer was proving to be unreachable, we took the initiative and contacted their Automated Collect Servicing unit to determine what could be done to help expedite a resolution of the liabilityYes, we did present the client what appears to be the same figures as when the client initially signed upHowever, had the Revenue Officer been more responsive to our actions, we are confident we would have achieved the same outcome the client was able to achieve outside our services We believe that the option we presented the client is reasonable in comparison to our efforts to help resolve his business matterMore importantly, it will allow us to continue our relationship and help resolve his personal liability We assured the client that the assigned team will be extremely diligent in handling the case and will seek the best possible outcome At Optima Tax we strive to uphold the philosophy that "clients come first" and all of our representatives go through rigorous training to assure we abide by that philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima Tax believes it has addressed the client's concerns appropriately and considers the matter closed Please do not hesitate to contact Optima Tax with any questionsThank you

Very satisfied with the service and only recommendation is that Optima work and keeping their customers better informed throughout the process as we had to continually contact Optima for status of process

I **was very satisfied with the service that Optima Tax relief provided and would recomend to all friends and family to use there help

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below During the time that I contacted Optima Tax I was in a payment plan with the IRS paying them $a month Your resolution phase as you call it, made me go from paying $a month to $a month I was told that my next step would be an offer in compromise which would take 9-months They can back a week later and told me the $a month was the best that they could do You did absolutely nothing for me Regards, [redacted]

Revdex.com: I reviewed the response made by the business in reference to complaint ID [redacted] Since the business made no response through Revdex.com; rather merely posted a rebuttal, there is no proposed action to resolve our complaintFurthermore we are still waiting After numerous efforts to arrange a telephone call with the business in the complaint, their representative finally contacted us on 9/ The call was extremely acrimonious Eventually, I was asked what would settle the complaintI stated we would settle the complaint for $7, She promptly stated they would never go for that I was told I would hear back from her There has been no further contact other than the rebuttal posted on the Revdex.com website Furthermore I was threatened that if I escalated my complaint further - NOTHING would be offered to settle our complaint.When we asked for an accounting of time and materials, we were told there were no attorney involved; that is not how they operateImagine my surpriseMore evidence of advertising and leading us to believe we had obtained "representation" on our behalf with the IRSAfter all, the first action we need to comply with was to authorize legal representation by giving the company's legal representatives POA to communicate on our behalf with the IRS They were prompt to forward us a copy of said POA executed by counselors, thereby continuing the ruse that we would, in fact, be immediately represented in our then "simple" issue with the IRS (we had not made payment of penalty and interest for a late filing in 2013) Each time additional notices from the IRS with legal complications were received, we contacted the business and requested to speak to the legal representative assigned to our case Each time the case worker (gate keeper) said that we had to conduct all our communication through the case workerThus we were at about the half point in our relationship with the company when we began to smell a rat I repeat, the final straw was not when the liens were filed on our property; but when I contacted the company and urgently requested intervention with an IRS threat to garnish our social security paymentsAt that time we were, as the company/case worker repeatedly referred, in "full compliance" with the IRS - all returns filed Despite the urgency of our situation, NOTHING WAS DONE by the companyThe end result being that both our social security payments are now garnished for the maximum allowance of 15% each I repeat, this was the final strawStill at this time, if the company had achieved a resolution with the IRS on our behalf - NO SOLUTION WAS EVER PRESENTED TO US - NEVER WERE WE TOLD the company had achieved a resolution with the IRS If there was such a resolution, let them present said resolution for the record along with the dated correspondence when resolution was transmitted to usAGAIN, I state we paid the company just under $10,for nothing and within months ended up in a more critical position with the IRS than when we engaged the company in Oct to resolve a fairly simple situationWe are still waiting for their reply to our answer as to what it would take to settle the case.Regards, [redacted]

Calling Optima Tax Relief was the best decision I have ever madeAfter many years of sleepless nights dealing with the IRS, I finally can breatheI owed back taxes and my payment plan with the IRS wasn't even paying the interest they were charging meI contacted Optima and my days of dealing with hours of sitting on hold with the IRS is over! I am so grateful to Anastasia, Dorian (my case manager) and The Tax Team!!! They are Outstanding! No promises, just honesty and results!!!

SUMMARY - Optima Tax's management has been in contact with the client and we’re working towards a mutual resolve RESPONSE - Optima Tax’s management has been in communication with the client to address her concerns as outlined in the complaintWe appreciate the client’s concerns with her case, but at no point do Optima Tax representatives provide any misleading or informationThe client’s case is extremely complex and requires a great attention to detailGiven certain factors in the client’s case, the IRS has the right to implement certain enforcement action to secure its interest in the outstanding liability Although the action the IRS took was not financially detrimental, we understand that this is a burden and Optima Tax is working towards options to relinquish the actions the IRS tookPrior to receiving the complaint, the client was presented with various optionsOptima Tax’s management went over those options again in detail and the client now has a better understanding of our strategyMore so, the client wishes to continue the business relationship with Optima Tax At Optima Tax we strive to uphold the philosophy that "clients come first" and all of our representatives go through rigorous training to assure we abide by that philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima Tax believes it has addressed the client's concerns appropriately and will continue to work with the client until we come to a final resolve and finalize their casePlease do not hesitate to contact Optima Tax with any questionsThank you

From the time I decided to seek advice on my taxes from OPTR, it was evident they knew what they were doing They made me understand every step of the way what was going in in my situation until the IRS completion Very professional, knowledgeable and always courteous I will recommend them to anyone looking for help with their tax issues

SUMMARY - Optima Tax's management has been in contact with the client prior to receiving the complaint in an effort to come to an amicable resolve RESPONSE - Optima Tax’s management has reached out to the client prior to receiving the complaint and had already addressed these concernsAs the client stated, Optima Tax did offer a courtesy refund to which they were grateful, so we are unsure as to why the complaint was filed After thoroughly reviewing the client’s case notes, communication falls directly in line with the flow of the caseThe client provided Optima Tax with all requested documents; Optima Tax then reviewed the documents and strategized to resolve the case as a wholeAfter implementing various strategies to resolve the client’s outstanding liability, on February 24, 2016, Optima Tax finalized their case by establishing an affordable monthly payment plan of $The client was instructed to make payments directly to the IRS while the direct debit authorization was processed by the IRSThe client was further notified that this process could take up to days to complete and that it was important to make the manual payments in order to avoid defaulting on the payment plan that was established In October of it has been determined that the client defaulted on the agreement set up in February for failing to make the manual payments to the IRSAlthough the case had been resolved, Optima Tax had a certified Tax Professional reach out to the IRS and reestablished a new payment arrangement in the sum of $This was done as a courtesy, and no additional fees were chargedDuring a conversation on December 22, the client admitted that they did not follow our instructions and did not make the mandatory payments until the direct debit took placeAlthough there is no fault of Optima Tax and we completed our services as agreed, we still offered the client a courtesy refund At Optima Tax we strive to uphold the philosophy that "clients come first" and all of our representatives go through rigorous training to assure we abide by that philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima Tax will continue their efforts to address any concernsPlease do not hesitate to contact Optima Tax with any questionsThank you

SUMMARY - Optima Tax's management has been in contact with the client prior to receiving the complaint and we are confident an amicable resolution can be had RESPONSE - Optima Tax’s management has been in communication with the client to address their concerns as outlined in the complaintAlthough there were various possible resolution options explored with the client, it was made clear to them through our Client Services Agreement, program addendums, and multiple verification calls with the client that no specific outcome can be promised or guaranteed To further ensure our clients have a clear understanding of the services Optima Tax is to provide, each client will go through a voice recorded Verification Call that covers all terms of the client's enrollment and all disclosuresAfter each disclosure is given the client must respond with a Yes answer acknowledging they fully understand the disclosure before we can continue moving forwardDuring the Verification Process we did inform the client that although a reduction may be possible, ultimately only the Tax Authority may accept or approve any resolution requestAfter reviewing the client’s file it is evident they were adequately informed of this information and based on their responses it is clear they fully understood and acknowledged all disclosures prior to choosing to enroll with Optima Tax As such, Optima Tax firmly believes the client was properly informed of all the terms and services encompassed in their Optima Tax program and that all services were provided in full At Optima Tax we strive to uphold the philosophy that "clients come first" and all of our representatives go through rigorous training to assure we abide by that philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima Tax believes it has addressed the client's concerns appropriately and will continue to reach out to the client until we come to a final resolvePlease do not hesitate to contact Optima Tax with any questionsThank you

SUMMARY - Optima Tax's management made contact with the client to discuss his concerns as outlined in the complaint RESPONSE - Optima Tax’s management has made contact with the client to discuss his concerns as outlined in the complaintWe are disappointed to learn that the client feels as if Optima Tax did not fulfill its contractual obligations Our services are broken down into two phases, an Investigation Phase and our Resolution PhaseDuring our Investigation Phase we were able to make contact with the IRS and obtain all the necessary information to help resolve the client’s IRS liabilityAs part of the Investigation services, our job was to address the levy that was in place prior to the client contacting Optima Tax Although we are highly successful in releasing wage levies, the IRS would not release the levy due to a variety of reasons that we cannot disclose at this timeEven though the IRS would not release the levy, we successfully obtained an extension for the client in order to provide further documentation to the IRSThis extension ultimately would have prevented the IRS from taking further actions against the clientAfter informing the client of the services that Optima Tax provided, we came to a mutual agreement that satisfied both parties At Optima Tax we strive to uphold the philosophy that "clients come first" and all of our representatives go through rigorous training to assure we abide by that philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima Tax believes it has addressed the client's concerns appropriately and considers the matter closed Please do not hesitate to contact Optima Tax with any questionsThank you

Optima provided great service and, more, compassion in helping me resolve my financial problems I was wary of any "tax relief" firms, having heard lurid accounts of fraud and so forth Optima is an honorable, conscientious and professional organization Its employees really care about helping and walk you through the process with patience If you are having tax problems, I would recommend calling Optima without hesitation

SUMMARY - Optima Tax's management had previously attempted to address the client’s concerns in October 2017, but the client did not respond to any of our attempts to establish communication RESPONSE - Optima Tax’s management made numerous attempts to address the clients concerns months prior to receiving the complaint, only for the client to become unresponsiveAs the client stated in their complaint, they hired Optima Tax Relief to represent them before the IRSWhen the client initially established communication with Optima Tax Relief, the client was already subject to IRS collection activityAlthough the assigned team will take efforts to prevent the IRS from implementing any enforcement action , in this case the client gave us very little time to prevent such actionFurthermore, given the severity of the case, a vast array of documents are needed to be provided to the IRS As noted above, Optima Tax attempted to address the client’s concerns prior to receiving the complaintOnce the Revdex.com notified Optima Tax of the complaint, we again reached out to the client immediatelyThe client had been thoroughly educated on the IRS process, and why would could not have the bank levy releasedAlthough we are in a position to work with the client, the various options we presented to the client were respectfully rejected At Optima Tax we strive to uphold the philosophy that "clients come first" and all of our representatives go through rigorous training to assure we abide by that philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima Tax believes it has addressed the client's concerns appropriately and considers the matter closedPlease do not hesitate to contact Optima Tax with any questionsThank you

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below The information that Optima is not accurateI asked for a new case manager and was not given one that was issued three weeks after beginning with them I also called Jason three times in one week no response.I also called Andy many times and no responseThey did offer me a refund of the I paid them and that will not be acceptedI have connected media and attorney and I have to move there I am preparing to do so Also for weeks I have requested my tax returns and all forms that I sent them to be returned and they have also refused to return MY propertyThey have days to get me a full refund and my property are I will pull off all stops Regards, [redacted] ***

Optima Tax has been in contact with the consumer to gather further information in order to best address their concernsWe are pleased to report that all issues have been identified and resolved and the consumer's concerns have been fully addressed Optima Tax's management has been in contact with the client to address their concerns as outlined in their initial complaint Upon learning about the consumer's issue, we immediately updated our e-mailing list to ensure the consumer would not receive any further emails from Optima TaxFurthermore, we looked into all claims made and feel as though any potential problem areas were corrected in a timely fashion It is regrettable the consumer was faced with such issues and we sincerely apologize for any inconvenience experienced by the consumerAt Optima tax we strive to uphold the philosophy that "clients come first" and all of our representatives go through rigorous training to assure we abide by that philosophyWe take all complaints very seriously and we do our best to turn them around when possibleOptima Tax believes it has addressed the client's concerns appropriatelyPlease do not hesitate to contact Optima Tax with any questionsThank you

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below.I spoke by telephone today with a specialist from Optima's Executive Relations Department in an attempt to secure a refund According to Optima's relations specialist, their contract provides that they are "in the right" even if they provide information to their customer at the conclusion of the investigation phaseTheir relations specialist confirmed that although the Optima case worker told me the IRS was undertaking collection activity against me, this was not trueHe also confirmed that the $79,figure did not come from the IRS (as was stated by the Optima case worker), but was Optima's assessment of what I may owe in the futureIn other words, the Optima case worker lied to me, presumably to get me to move forward with the next ($9000) phase of their services, even though the IRS had not yet assessed any amount due, nor had they commenced any collection activity against me.The relations specialist said that a full refund "is not going to happen", but stated he would forward my complaint to some board within the company who may or may not approve a partial refund because "Optima expended man-hours on this case".Optima admits that their employee provided information about the results of my investigation (for which I paid $995), yet they refuse to provide a full refund for the product they did not provide.I await their further communication to see what "partial refund" they may or may not offer Regards, [redacted] ***

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below [It is true that Optima Tax Relief has reached out and left a voicemail and email on September 9th to which I responded via call on September 12th and emailed on September 16th I was told on September 12th that Mr [redacted] ***r wasn't in , but will be returning calls I was informed that since he leaves the office at 330pm (PST) on the weekdays and I get of work about the same time (Central Time), they will try to assign my complaint to someone else I haven't heard back from any I have directly called the IRS three times from the time Optima Tax revoked the power of attorney I was informed by IRS Agent # [redacted] and Agent# [redacted] that there has no Installment Agreement in place The IRS has confirmed that the Agreement has only been received on September 7th Could you please show any documentation on your end confirming that the IRS has received or processed my Installment Agreement as you claimed in April and July? As an entity representing clients like me, it is your duty not only to INFORM about the penalties that will accrue while the balance has not been paid, but also to find ways how to prevent this or to stop the bleeding You have taken my financial assessment several times and in fact informed me that an Offer in Compromise (to lower my taxes) is not possible since I have investments to cover what I owed Why then let me wait for a result that you knew was imminent and not suggest to pay off the taxes? Would that have been more of a TAX RELIEF to me?] Regards, [redacted] ***

SUMMARY - justify; -ms- Optima Tax's management contacted the client to address his concerns and we’ve come to a mutual resolution RESPONSE - Optima Tax’s management has made contact with the client to discuss his concerns as outlined in the complaintBecause this was a closed case, we have advised the client that we would be happy to look into the matter and if any mistake was made with regard to our prior representation, we will update his return accordinglyFurthermore, we have informed the client that all of his IRS documents must be received before we come to a final conclusion on his caseThe client was satisfied with the outcome and will be providing us with the most current IRS documents to ensure accuracy on his tax return At Optima Tax we strive to uphold the philosophy that "clients come first" and all of our representatives go through rigorous training to assure we abide by that philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima Tax believes it has addressed the client's concerns appropriately and considers the matter closedPlease do not hesitate to contact Optima Tax with any questions Thank you

I was very pleased with Optima Tax Relief all the agents assigned to my case, were very Friendly and very professional They made sure I was always up to speed on the Progress being made Optima Tax Relief was a very positive experience I was way over my head with tax problems, Optima Tax Relief solved my tax headache, and I Was able to get my life back on track Anthony [redacted]