Optima Tax Relief LLC

I see from reading your email from Optima that this lady stated that she had reached out to me numerous times she is lying as do all people who defraud peopleI heard from this woman only once and I replied to her email saying that I wanted so see in a pdf format all of the documentation that Optima did on my behalf with the IRS to this date 03/17/I have never received any documentation from Optima showing where they did work for me with the IRSThe response this lady gave to you Revdex.com is a load of BS these people all all lying and they have no intentions of forwarding me the documentation I have asked forThese people have never reached out to me for the last months that alone shows they have committed fraudThey even told me that they do income tax returns this is a lie and a joke come to think of itIf these people were honest and did what they say they do then I would not be writing this reply to you Revdex.comAlso have this lady produce the emails and phone calls to me if any to prove she has tried to contact me numerous times!!! [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 to address their concerns prior to receiving the complaint RESPONSE - Optima Tax’s management has established communication with the client to formally address their concerns as outlined in the complaintAs the client stated, they hired Optima Tax Relief to represent them before the IRSThe client did provide authorization to discuss her case with a 3rd partyThe assigned agents attempted to establish communication with the 3rd party via email and by phoneAfter thoroughly reviewing the client’s case, we determined that Optima Tax took the appropriate steps to communicate with the 3rd party, but the 3rd party representative was not responsive Based off our review, communication has been consistent and coincides with the Client Services AgreementWe show multiple calls with the client as well as multiple emails to obtain supporting documentationUnfortunately, after the client made their initial down payment they failed to make the required payments in accordance with the Service AgreementTherefore, the client’s case was put on hold while we tried to communicate with the client in order to process the paymentsWhen attempting to resolve the payment hold, the client expressed concerns over communication which we have addressed 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 and we are working with the client to come to a final resolvePlease do not hesitate to contact Optima Tax with any questionsThank you

I am actually having a moment of disbelief and internal euphoria right now because I just got the call that my case of multiple years in back & unfiled taxes has been brought to a close, Amen!!! I know each persons case is and will be different but anyone having Tax Issues may have the same anxiety, fear, frustration, and naïveté when it comes to all the financial jargon associated with the IRS and taxesI'm telling you the fear and anxiety caused even further procrastination in me to rectify my tax problems I called the office outside the gym before my workout and spoke with an AMAZING worker, Nancy H This was such a strange place to call about taxes but I couldn't ignore the issue any longerWhen I tell you that she put me at ease and gave me honest hardcore TRUTH, I just prayed and thanked God for this godsend The turnaround time to resolve my taxes wasn't a day thing like an H&R Block caseIt took some time (approx 1yr) to get to this point of resolve- this is customary with someone who multiple years- EVERY STEP OF THE WAY things were laid out to meI could ask questions and they would go over EVERY SHEET WITH MEIt was like having a tutor help you with homework With Optima there's no need to be afraid of the unknown, just ask!!! They worked with me when payments were dueTheir fees for representation far outway what the net amount + penalties would've been I've already told family members and friends about how great the services and the employees are ...No need to keep a good thing quiet so I spread the wordBest of luck with whatever your situation may be, in my opinion Optima Tax Relief is the way to go

SUMMARY - Optima Tax's management immediately made contact with the clients upon receiving the Revdex.com complaintWe have addressed each of the clients’ concerns as stated in their complaint, and they are satisfied with the outcome we have reached RESPONSE - Optima Tax’s management immediately made contact with the clients to address their concernsWhile speaking with the client, we informed them that Optima had performed a full and thorough Investigation and that we presented our findings to the clients, to which they agreedInitially, the client stated that they had not received the transcript of their caseUpon reviewing the clients’ case, it was shown that the Tax Associate did provide certain documents to the clients, however, it appears there was some misunderstanding causing incorrect documents to be transmittedUpon this discovery, Optima Tax quickly remedied this issue and provided the client with the requested documentsThe clients have confirmed they are satisfied with the outcome of our conversations and Optima appreciates their willingness to work through this issue 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

I was very happy with my experience [redacted] was very helpful during this frustrating time I would recommend Optima Tax Relief to any one having tax problems

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 If their internal review by their IT department concluded that this was done by a 3rd party, I want to know WHO that third party is, if they if fact did find one Regards, [redacted]

Contrary to the client’s statement, the client had been given an opportunity to review all necessary paperwork in order to present any issues or questions they had before Optima Tax received their paymentThe Client Services Addendum clearly outlines the services Optima Tax will perform during the Resolution PhaseAs stated in our initial response, those services include but are not limited to, IRS Representation, IRS Compliance and negotiating a favorable monthly paymentAt no point did Optima Tax change our method, our strategy, or the services the client would receive after the client paid for services he contractually agreed to The initial conversation between the client and our management revolved around potentially looking into resolutionNo promises were ever made regarding any type of reimbursementTo ensure the client had a full understanding of that conversation, the manager involved followed up with the client in writing which clearly stated that the matter will be looked into Since receiving the complaint an Optima Tax associate has reached out to the client both verbally and via email with no response from the clientTo our knowledge, three messages were left along with an introductory emailOptima Tax will continue their efforts to establish communication with the client and will continue to address their concerns in an attempt to come to a mutual resolve

SUMMARY - Optima Tax's management immediately reached out to the client to discuss their concerns outlined in the complaint The client has confirmed they are satisfied with the outcome RESPONSE - Optima Tax’s management reached out to the client to address their concerns as outlined in the complaintThe client had referenced that he received berating emails about his payment he failed to make to Optima Tax for services renderedLike any service, if a payment is not made as agreed upon per the signed agreement, the provider as the right to cease their services due to non-paymentThe emails that were sent to the client were apologetic but stressed urgency to reschedule the payment so we can implement our stay of protectionOptima Tax has a two Phase approach Phase I being the Investigation and Phase II being the ResolutionOptima Tax went as far as including the remaining balance of the Investigation Retainer into the Resolution Retainer so we can continue working his case as outlined in the agreementAlthough the client is fully aware of our efforts they decided to work with the IRS directly 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

SUMMARY - Optima Tax's management has been in contact with the client prior to receiving the complaint and we are working towards a mutual resolve RESPONSE - Optima Tax’s management has been in communication with the client to address their concerns as outlined in the complaintAs the client stated, he hired Optima Tax for representation as they had outstanding IRS tax liability balances for various yearsOur approach to each case we assist with has remained the sameThe first phase, Phase one, we investigate the client’s liability, gathering information from both the client and the IRS, and analyze and formulate a strategy to help resolve the case and present it to the client accordingly Once we completed our Investigation the client received a thorough breakdown of our strategy and decided to hire Optima Tax as their representatives to help resolve their caseThereafter, the client's assigned team went to work immediately and finalized his case as outlined in the Client Services Agreement provided to the client While reviewing the complaint, the client stated that he can submit a hardship letter that could reduce the feeWe are assuming the fee he references is our Resolution Retainer to take on his caseAlthough we have an option that we can offer our client’s that find themselves in a position where affordability ultimately is the deciding factor to move forward this is in no way unethicalThis is an option the client can take advantage of if it brings financial relief Additionally, based off our Investigation the client was never on a payment plan with the IRS prior to contacting Optima Tax as they have claimedFurthermore, the client was deep into collections activity with the IRS which required Optima to negotiate a hold on the collection activityAlthough the client did not have a lien in place the IRS at any time can file a lien against a tax payer to protect their common interest in the outstanding balanceConsidering the client’s balance exceeded a certain threshold it is likely for the IRS to issue a lien in these situations Lastly, the client was thoroughly informed of the services Optima Tax will be providingThe Resolution Addendum Agreement was provided to the client before any payment was drafted from their accountThis Agreement thoroughly explains the services to be provided and outlines all details of the client's enrollmentTo ensure that the client had a full understanding of the services Optima Tax was to provide they went through a voice recorded Verification Call that covers all legal disclosuresAfter each disclosure is given the client must respond with a yes answer acknowledging they fully understand the disclosure before they are able to move forwardWhen we disclosed the services Optima Tax will provide, the client promptly answered with a yesThose disclosures also state that a reduction is possible but not guaranteedAgain, the client answered with a yes and continued moving forwardFor the record, Optima Tax submitted the necessary paperwork to the IRS in an effort to reduce any penalties associated with the balance and achieve the best possible outcome for the client 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 philosophyIt’s unfortunate that the client is dissatisfied with our services but we worked their case as agreed uponWe do 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

We have promptly reviewed the client’s rebuttal to Optima Tax initial response, and we offer the following response and explanation in continuing hopes of coming to a mutual resolve with the client: Our records reflect that since her enrollment into our Resolution Phase, her Case Manager had informed her multiple times to make timely Estimate Tax Payments and if otherwise, we also informed of the possibility that the client would likely be leviedSuch information continued to be ignored by the client unfortunatelyAnd as a result, the client had failed to make her Estimated Tax Payments, which in turn was a direct cause of her levy As such, Optima would like to respectfully point out that her levy was not a result of Optima’s communication, or lack thereof, with the IRS agent, but of her inability to make her Estimated Tax Payments Furthermore, although we could have easily set the client up on a payment plan, that would not have been the best solution for the clientOptima Tax will represent their client’s to the fullest extent within the applicable laws and regulationsIn this particular case, we are confident we could achieve more than a payment planIn fact, Optima Tax had prepared and packaged necessary documents to place the client on a Non-Collectable status while we review for an Offer-in-CompromiseThat Non-Collectable package was mailed to the IRS and the client’s Case Manager called her on December 31, to provide an updateThe client seemed pleased but has now decided to part ways with Optima Tax even though we are on the verge of resolving her case Accordingly, given the work that Optima’s associates performed on her case, we are more than confident that we have earned 100% of the fees paid to dateHowever, we still value providing excellent customer service and we are in communication and working towards a resolution that will hopefully be satisfactory to all parties

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 complaintAs the client stated in his complaint, he hired Optima Tax for representation to address an outstanding tax liabilityAs 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 IRSThereafter, Optima Tax analyzed the available options that we could present to the client to solve his liabilityOptima 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 thereafterOptima Tax made repeated attempts to reschedule the agreed upon drafts, but the client proved to be nonresponsive to any of our attempts at contactAt 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 nonresponsiveDuring that time, at no point did the client inform Optima Tax that he will have a 3rd party agency prepare his tax returnsShortly after communication was finally established, the client requested to cancel our services and inquired about a refund on or about July 29, From that point on, multiple representatives attempted to establish communication to address his requestsDuring this time period, communication with the client proved to be difficult to coordinate but we were able to come to a mutually acceptable resolveUnfortunately, 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 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

My wife and I had several tax issues with the IRS dating back to We tried a different tax relief agency in who did absolutely nothing for us except drain our savings account We heard about Optima, read the reviews and decided to talk to them From day one they actively acted on our behalf and in our best interest It ultimately took approximately months but they got our $70K + tax debt completely eliminated and for the first time in many years relieved a lot of stress and anxiety from our lives Our only regret is not contacting them sooner A lot of tax relief company's promise a great many things and do nothing but Optima does what they say they will If you have tax issues, don't try and deal with the IRS alone Believe me, they will eventually come after you and without professional help you will be overwhelmed If you need help, call Optima We did and we highly recommend their services

Just simply outstanding support from beginning to even after your settlement is made For years I paid monthly payments to THE(IRS) only barely keeping up on interest and penalties with no end in sight If you are on the fence about Optima, drop any skepticism A first class outfit

SUMMARY - Optima Tax's management has previously communicated with the client in an attempt to address her claims prior to receiving the complaintHowever, upon receiving the complaint, Optima Tax has made multiple attempts to contact the client but she has been unresponsive RESPONSE - Optima Tax’s management has reached out to the client to formally address the claims outlined in their complaintHowever, the client has failed to respond to our attempts at communicationIn contrast to the client’s claims, Optima Tax Relief was not engaged to prepare her and tax returnsHowever, Optima Tax was preparing the client’s tax return, which it completed and instructed the client to sign the return and mail it back to us so that it could be sent to the IRSHowever, the client never returned the signed tax return in order for Optima Tax to fileIn addition, Optima Tax also electronically filed the client’s tax return and has provided her with confirmationIn regards to the client’s claim about filing her State of New York tax return, Optima also prepared that return and provided the client with the final return with instruction that she must mail it to the taxing authorityTherefore, despite the client’s claim that Optima Tax did not perform a service, it has diligently performed it obligations as specified in the Client Service Agreement Finally, as the client stated, she has failed to perform her payment obligations under the Client Service AgreementAs a result, the client has hindered Optima Tax’s ability to continue servicing her file because she went on payment holdHowever, Optima Tax has attempted to address the client’s concerns, but the client has refused to return any of Optima’s attempts at communication 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 philosophyOptima 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 - 's management has been in contact with the client and have come to a mutual resolve. RESPONSE - ’s management has been in communication with the client to address his concerns as outlined in the complaint. As the client stated, he initially contacted Optima Tax to address his tax liability. After we concluded our first phase Investigation the client signed up for our second phase Resolution Services thereafter. As we do with all of our clients, we thoroughly analyze and determine what the client may or may not qualify for from a resolution standpoint based on their overall financial standing in correlation to their overall tax liability. When the client first enrolled onto the Resolution Phase, we performed a meticulous Audit Reconsideration analysis to determine if we could have potentially reversed the IRS’s findings as to his liability based on their Audit Examination Report. Client unfortunately was not able to provide any documents or substantiation to alter the outcome. We then began the process of preparing and filing client’s 2013-2014 Amended Tax Returns. Generally, any form of tax preparation and or filing compliance is required prior to negotiating any tangible or long term means of resolution with the IRS. Client had his 2015 Tax Return prepared and filed through his own accord and would have received a refund but this was taken by the IRS and applied to his overall outstanding liability. Although unfortunate that this was the case since client had been anticipating this refund, any and all refunds will be applied to one’s liability if still owed. It is unfortunate that client expressed that communication and or timely follow up was a primary issue for them because we have been diligent in our level of communication throughout this process and we have kept client reasonably informed as to the next steps and or the overall trajectory of his case. Client had also expressed concern as to the time frame involved and is of the notion that no tangible progress has been made on his file. While this process overall can be lengthy, we are at a point or stage in his case where a substantial amount of time and effort has been spent on client's file and that is why we are now at a point to determine if he is a candidate for a Hardship or Reduction program. Is so (based on his financials), we will move forward with a balance reduction submission. If not, we will work with the IRS to establish a feasible alternative on his behalf. After further explaining the situation to client, we are happy to announce that he has expressed a desire to continue with services and come to a mutual resolve on this matter. Both parties have set proper expectations and understand what is expected of them in order to avoid any future issues and ensure that client's file moves along in a timely fashion. At we strive to uphold the philosophy that "clients come first" and all of our representatives go tough 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. believes it has addressed the client's concerns appropriately and we consider this matter closed. Please do not hesitate to contact Optima Tax with any questions. Thank you.

My dealings with all the people with Optima Tax Relief was extremely pleasant and helpful I have nothing but good things to say about everyone that was involved in my case I could not have done it without them

SUMMARY - Optima Tax's management has reached out to the client in an attempt to address their concerns but the client has not been available to discuss their case RESPONSE - Optima Tax Management has placed multiple calls and followed up with email correspondence with no response up until January 31, Upon enrolling into our Resolution Services on October 17, 2017, the case was immediately assigned to a servicing teamThe assigned team had made multiple attempts to establish communication, but the client was not responsiveWhen the client did respond, the client advised us that she would work on the requested documents and confirmed that she works long hours, which is the cause of her delay in responding Shortly after enrollment, the client unfortunately stopped making payments towards our service feeWe’ve attempted to get in contact with the client to see what, if any, assistance is needed to get their case moving forward as outlined in the agreementDuring those attempts, the client expressed that affordability was an issueWe did our best to work within the client’s budget, but Optima made no promises to restructure the paymentUnfortunately, we could not accommodate the client’s demands 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

In reference to a complaint (No [redacted] ), we have made multiple attempts to reach the client, yet with no successWe will continue our efforts to reach the client until the matter is resolvedOptima Tax will provide a closing response upon contacting the client and/or once a resolution is madeThank you

Optima was amazing from start to finish They were very helpful and thorough in explaining everything to me, from stage to stage, and what my options were They listened to my situation and were able to formulate a plan that worked for me They were totally amazing and got me SUCH a great outcome I am extremely thankful to Optima Tax, and would highly recommend them to anyone going through tax problems!