Optima Tax Relief LLC

I was very impressed with Optima Tax they were very professional and made it seem so easy every step of the wayTheir staff worked with me one on one and they were always very helpful, they kept me well informed of the progress through out the course of the process

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and find that this resolution would be satisfactory to me I will wait for the business to perform this action and, if it does, will consider this complaint resolved Regards, [redacted]

It was a pleasure doing business with Optima Tax, They were very helpful during what could have been a very stressful experience,I would recommend this company highly for any back-tax issues for professional and competent service that saved us thousands Thanks so much, Mrs ***

Optima Tax saved me when my problems with the IRS seemed insurmountableThey quickly took control of my situation and walked me through every step

SUMMARY - Optima Tax's management has made contact with the client to discuss his concerns and the parties have come to a mutual resolution RESPONSE - Optima Tax’s management has made contact with the client to discuss his claims, as stated in the complaintIt is truly unfortunate that the client was not initially satisfied with the result of our investigationFor clarification, Optima Tax’s services are divided into a two phase approach, Investigation and ResolutionDuring our Investigation phase, Optima gathers extensive information on the case, which is then presented to the client with our proposed Resolution services Each client that Optima Tax represents will receive our agreement and go through a detailed, recorded, Verification Call to assure that the client fully understands the services he has purchased Based off our conversation with the client, there was a misunderstanding as to the services Optima Tax would provide during the Investigation PhaseAlthough we do file tax returns on behalf of our clients, we only offer those services during the Resolution PhaseMisunderstanding aside, we are pleased to say that we provided the client with various options that have been accepted and satisfy the client’s concerns 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

SUMMARY - Optima Tax's management was already in contact with the client prior to receiving the Revdex.com complaintWe have since resolved the matter and the client confirmed that she is satisfied with the outcome RESPONSE - Optima Tax’s management reached out to the client to address her concerns as outlined in the complaintBased on our interaction with both the client and her son, there seemed to have been a slight confusion in understanding the details of the outcome in her caseAny and all questions as well as concerns have been addressed to the client’s satisfaction More importantly, the client now understands the details of her resolution and the benefits arising thereofShe also understands that the outcome is not in any way or form “hiding from the IRS” but a well-accepted and legitimate form of resolution in light of her financial situation 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

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 Whatever events that happened in our case you will always insist you did your part in very generic statements .Thank you indeed you put us in more mess and allowed your auditors and tax lawyers to be bullied by the IRSBack and forth we will try to exchange pleasant words that will not convince our belief that you were not honest from the beginningHow long are we going to deal with this before we see any intention from you to resolve this case? Now it is up to you to put this behind and negotiate your way to a finer result 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 Regards, [redacted]

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 contact with the client since receiving the complaint and is working towards a mutual resolveAs the client stated, she hired Optima Tax to investigate her tax liability and present her with our formulated strategy to help resolve her caseOptima Tax acknowledges that the client’s investigation took longer to complete than originally anticipatedHowever, Optima Tax has presented the client with a complete summary of her tax liability as found through Optima Tax’s investigation In regards to the client’s statement about the transaction that was processed, Optima Tax was given signed authorization from the client to process the payments towards our service feeThe client agreed to the payment schedule when she entered into the written agreement with Optima TaxThe client should have no fears that her personal information is not protected as Optima Tax makes efforts to ensure our client’s personal information is secure 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 Regards, [redacted] Dear [redacted] : Please correct my name to [redacted] not [redacted] ***I have reviewed the response from Optima and I am very disappointed with the dishonest remarks they have made to cover up their incompetenceAs recent as August the 14th Optima Tax sent us a letter requesting that we forfeit our rights to remedy from their damage to usThey wanted us to keep our mouths quiet and not say a word about their workI will attach a copy of their horrible letter to you shortly but Optima had ample time to address our state and local taxWe have documentation not conversation that will demonstrate what they told us when we signed on with themThey have been dishonest and misrepresented the truth numerous times in their letter to youFor example, Optima report that the state was involved in prior to our contracting OptimaWe were not being garnished at the time we contracted with OptimaWe contacted Optima in and nothing is further from the truth that there was a threat of garnishmentThe state should have been contacted by Optima in early January of this year as they had our Power of AttorneyWe sent Optima letter after letter urging them to contact the stateThey failed to do anythingOptima did not contact the state on our behalf and allowed time to runI urged [redacted] of Optima and [redacted] numerous times that they should contact the state to get a discussion goingOptima failed to do that and that is why the state more than six months later having not heard form our representative (Optima) initiated action to garnish my wages The primary reason we sought our Optima is due to the fact that we were told by their sales person [redacted] and their national spokesperson who is on TV every day saying that that they will help the customer avoid garnishmentThey failed Optima says that we failed to provide completed documents to them in a timely mannerAgain Optima is not being truthfulWe sent every document Optima requested on timeOptima lost our documents several times and came back to us repeatedly requesting the same documents over and over againFor example, we filed our paperwork for the filing in plenty of time for Optima to file our taxes on timeWithout telling us, Optima was late in filing the document, filed for an extension without informing us that they had Then, only after we insisted on asking where the documents were they finally sent them to us for signature well after the tax deadlineThe documents were sitting on a staff persons desk for who knows how longThere is no basis for them to ever report that we were late nor is there evidence to support their claim that we wereIf Optima had done anything at all on our behalf we would not have been garnishedThey failed to contact the state on our behalfI requested as recent as last week an accounting of all work done on our behalf with the state and a record of contact they have made with the state since we signed on with them last yearWe have not received any documentation that would let us know they did anything on our behalfWe asked for evidence to support their work for usWe have received nothing and have paid a ton of money for a tax return filing that was delinquent We submitted all information requested on time and in orderWe never heard from Optima about what the status was on our behalf They changed our representatives twice with not progress or communication that they were doing so[redacted] of Optima told us as recent as weeks ago that Optima would work to negotiate a reduction in the garnishment from 100%v to 50%Now he is telling us they cannot do anything for us? We went with Optima with hopes of having them present an Offer In Compromise to the IRS for hardship reasonsOptima said they would explore all options and yet we have had no conversations about thisRather, Optima never considered a hardship while they have all of our financial information that will demonstrate we will not be able to pay this off in my lifetimeI will be able to work perhaps another months and hope my health affords that They called us to discuss a payment plan to the IRSWith what funds? Optima is dishonest in their representation of facts and truthThey have not resolved our case and to date we know of nothing that has been done on our behalf

SUMMARY - Optima Tax's management has been in contact with the client prior to receiving the complaint and had a resolution in place. RESPONSE - Optima Tax’s management has been in communication with the client to address his concerns as outlined in the complaint. As the client stated... in his complaint, he hired Optima Tax for representation to address an outstanding tax liability. As part of our approach, Optima Tax will conduct a thorough investigation of the client’s case based on the information that we obtain from the IRS. Thereafter, Optima Tax analyzed the available options that we could present to the client to solve his liability. Optima Tax then presented the client with our formulated strategy for resolving his case during our Resolution phase. The client decided to move forward with our Resolution phase and paid the initial down payment but ceased making any payments thereafter. Optima Tax made repeated attempts to reschedule the agreed upon drafts, but the client proved to be nonresponsive to any of our attempts at contact. At that point, because the client failed to make any response to our attempts at contacting him, Optima Tax ceased performing any services until communication could be reestablished. In addition, since making the initial down payment the client’s assigned tax preparation team made repeated attempts to establish communication with the client in order to progress with preparing his tax returns, but the client remained nonresponsive. During that time, at no point did the client inform Optima Tax that he will have a 3rd party agency prepare his tax returns. Shortly after communication was finally established, the client requested to cancel our services and inquired about a refund on or about July 29, 2016. From that point on, multiple representatives attempted to establish communication to address his requests. During this time period, communication with the client proved to be difficult to coordinate but we were able to come to a mutually acceptable resolve. Unfortunately, thereafter the client filed this complaint and has failed to comply with our original agreement. 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 philosophy. We take all complaints very seriously, and we do our best to turn them around when possible. Optima 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 resolve. Please do not hesitate to contact Optima Tax with any questions. Thank you.

I wish I could do a TV spot for Optima Tax ReliefNot only was I several years behind, it took almost two years to get all my information to OptimaOver that period of time not only did they let me pay as I was able, they never put any deadline or pressure on me at any timeThe most important thing of all was they keep the I.R.Soff my back!!! That to me is priceless! I have and do recommend Optima to anyone having any tax issues whatsoever! Thank You Optima for your patience, kindness, and all your help!

Contrary to the client’s belief, on February 19, the client’s Tax Associate presented the end result of our Investigation and our strategy to help resolve the client’s outstanding liabilityTo ensure that this call took place, we reviewed the call that took place on the 19th of February and we can confirm with the utmost certainty that the client had been presented with a full summary of our findings and with the end result of our InvestigationAdditionally, during that call the client had informed his Tax Associate that he completely understood the end result of our Investigation and went as far as asking for the Resolution Addendum which outlines our resolution services proposed for the client

SUMMARY - Optima Tax's management had been in contact with the client to discuss his concerns prior to receiving the Revdex.com complaint RESPONSE - Optima Tax’s management has made contact with the client to discuss his claims stated in the complaintAlthough Optima Tax is very successful in reducing our clients’ liability, we do not make any promises nor do we make any specific guarantees that our clients would automatically receive a reductionAny reduction to our clients’ tax liability must be presented and approved by the applicable government tax authority Furthermore, based on the Client Service Addendum, which the client had agreed to and signed, the client had hired Optima Tax for Representation, IRS Compliance and to ultimately set the client up on an affordable payment planAs we continue to review the client’s case, it appears that Optima Tax was able to receive a nominal reduction in his liabilityAdditionally, each and every client will go through a financial analysis to assure that we have explored other possibilities for further reductions The client unfortunately claims that no one contacted him regarding his concerns Contrary to this statement, however, upon receiving client’s notification of his concerns on or about November 20, 2015, our Executive Relations Team immediately reached out the same day to address his concernsThe team also followed up on the 23rd until contact was made on the 24th We are pleased to say that as of December 10th of 2015, we came to a mutual resolution and are parting ways amicably 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 in resolving this unfortunate dispute until a resolution is metThank you

SUMMARY - Optima Tax's management has been in contact with the client since receiving the complaint and we’re working towards a mutual resolution RESPONSE - Optima Tax’s management has been in communication with the client to address his concerns as outlined in the complaint Unfortunately Optima Tax was not aware of his concerns until after the complaint was filedIf the client had expressed his concerns regarding our services prior to make this complaint, Optima Tax is confident that it would have sufficiently dispelled any of the client’s concerns Optima Tax has conducted a thorough review of the client’s file and we are confident that the client was fully informed of our secondary fees to move forward with our Resolution phaseThe client’s assigned Tax Associate is trained to present Optima Tax’s two Phase approach, with each phase requiring a separate retainerIn the happenstance that a Tax Associate did not fully disclose to a client during their initial consultation that a secondary fee would be required in order to move into our second phase, our Client Services Agreement clearly and unambiguously discloses Optima Tax’s two phase approach and the existence of a secondary fee for the Resolution PhaseAdditionally, the client went through a voice recorded Verification Call that covers all legal disclosures including but not limited to the existence of a secondary fee in the event that the client decided to enroll in our Resolution PhaseEach disclosure requires a “yes” answer before moving forwardAfter reviewing the call, the client answered “yes” to each disclosureAt the conclusion of the Verification Call, the client rated Optima Tax a out of 10, being the most informed of the services being provided It’s unfortunate that the client feels as though his Tax Associate used scare tacticsIt is our job to inform the client of any and all possibilities that may occur while having an outstanding balance with the IRSThis includes but not limited to wage garnishments, levies and bank seizures if the debt is not satisfied in a timely mannerHowever, at no point do our Tax Associates use coercion, duress, or undue influence when disclosing the potential outcomes that a client may encounter when the client has an outstanding tax liability The complexity of the client’s case ultimately dictates the cost associated with our Resolution PhaseAlthough we have no doubt that other firms may charge less, Optima Tax is confident in the quality of services that it provides and the peace of mind that our clients are given when they engage our servicesAs the client pointed out, Optima Tax does have negative reviewsHowever, our numerous positive reviews outweigh our negative reviews and accurately depict the satisfaction of our many clientsMoreover, those positive reviews are from graduated Optima Client’s that were gracious enough to share their success stories and to show that Optima Tax will go the extra mile to achieve the best result possible 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

Received, thank you Regards, [redacted]

I paid over $to Optima Tax Relief, well over two years ago, and still they cant cant tell me how much I owe,and when they will be finished with my caseI've had four different case managersWhen I called to speak with my current manager she would never call me back, after being told she would call me back within hrsI had to call the IRS myself to obtain tax information for them ( Optima Tax )...Also while speaking with a friendly IRS agent, she told me she sees it all the time from Optima, in fact the IRS had requested info from them, and still hadn't received it for mosand gave them a certain deadline....We are supposed to believe we are valued clients, instead I do not feel at ease at allVery unorganized ....And very concerned

SUMMARY - Optima Tax's management has contacted the client and this matter is resolvedMs [redacted] has indicated that she is pleased with Optima Tax with regards to her refund inquiry RESPONSE - Optima Tax’s Management made contact with the client regarding her concerns upon receiving the RevDex.com notificationOptima Tax’s program is broken down into two phases, an Investigation Phase and the Resolution PhaseOptima Tax not only conducted a thorough investigation on the client’s case but was also able to successfully achieve the resolutions that were presented to herUnfortunately, and as the client indicated in her posting, she experienced some frustrations with the program, which we were disappointed to hear aboutHowever, after discussing the case in detail with Ms [redacted] she confirmed that she is 100% satisfied with the end result of her resolution as well as being satisfied that her complaint to the Revdex.com was acknowledged by the Company 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 belowThey never address any of my questions or concerns head on or state the facts completely wrong I was not raising an issue with them over the tax lien, The tax lien had already been present for months Yes, Optima did submit a request to the IRS to remove the lien It's the response from the IRS that revealed what was going on at OptimaThe IRS denied the request to remove the lien The reason they gave was that I didn't have an installment agreement in place to pay off my tax debt with them I had been accepted on an installment agreement payment of $per month back in FebI made the payments every month and I still continue to make the $payment I took it upon myself to investigate with the IRS why they were saying I didn't have an agreement in place I never received any kind of notification that is was being cancelled or even that there was an issue The IRS employee that I spoke with said that given Optima has my Power of Attorney any notices would go to them Optima says they never received anything The IRS employee told me that it looks like the installment agreement was cancelled because I didn't file a federal tax return for One of the specific items I hired Optima to do for me was to file my returnBut they failed to do soThe basis of my complaint with Optima and the complaint I filed with you (Revdex.com) is that Optima caused my Installment Agreement with a $per month payment to be cancelled because of their failure to file my tax returnThe IRS will establish another Installment Agreement for me with a payment of approximately $per month This is the main point that I can't get Optima understand their culpability, their responsibility for, their blatant mistake that triggered the IRS cancelling my existing $per month payment The result of Optima not filing my tax return in time, is that the IRS has increased my requirement monthly payment by $more than I was paying I did nothing wrongWhy should I have to pay this higher monthly payment because of Optima's mistakeOptima's response to you completely twisted the facts They are saying that the increased tax balance from caused my installment agreement to be cancelled The IRS told me quite specifically over the phone that it was cancelled because they don't have a return on file from me How would the IRS know that I was going to owe money on my taxes if my return hadn't even been filed yet? Additionally, Optima never consulted with me or advised me about the possible issues with having a balance due for the tax yearThe statements they are making about this situation are blatantly false I continuously ask them to provide me with the written documentation of their correspondence with the IRS about my case, but they refuse to do thatPlease this is wrong wrong wrong, I don't want to let them get away with this Please re-open my claim or what ever you have to do This issue and the phone conversations I was having with their designated rep back during the Feb/March time frame, caused me major medical issues from the stress they were causing meI had to be off work for a couple weeks and my doctor did not want me to have contact with Optima about this until my blood pressure was back to an acceptable range Regards, [redacted]

SUMMARY - Optima Tax's management contacted the client to address his concerns and the client has agreed to continue his relationship with Optima Tax RESPONSE - Optima Tax’s management has made contact with the client to address his concerns as outlined in the complaintOur services are broken down into two phases, an Investigation Phase and the Resolution PhaseDuring the Investigation Phase we were advised by the IRS that they would not release the client’s wage garnishment until it received certain financial informationOptima Tax’s associate thoroughly informed the client of this IRS stipulation and the client was made aware that time was of the essenceThe client was prompt in providing Optima Tax with the documents that the IRS requiredUpon receiving the documents, our Tax Professional forwarded the financial documents to the IRS and as a result, Optima Tax was successful in negotiating a release of the client’s wage garnishmentUnfortunately, the IRS was unable to notify the client’s employer in enough time to prevent the second withdrawal of funds from the client’s wagesAfter informing the client of this sequence of events, he understood that Optima Tax was not at fault for the second garnishment of his wages and we’re delighted to say that the client has decided to continue having Optima Tax represent him towards achieving a final resolution of his tax liability 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