Optima Tax Relief LLC

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

SUMMARY - Optima Tax's management has been in contact with the client and have come to a mutual resolve RESPONSE - Optima Tax’s management has been in communication with the client to address his concerns as outlined in the complaintAlthough the client feels that the initial investigation of his tax matter was not necessary, it’s imperative that we perform this service to ensure we have a clear understanding of the client's liability and in order to formulate the best possible resolution strategy for the clientFurthermore, if the client happened to be facing IRS collection efforts the investigation would reveal this information and give us the ability to work with the IRS in an effort to cease collection activityOnce the Investigation Phase was complete, the client was presented with our findings and our formulated strategy to resolve their tax liability Per his complaint, the client feels that Optima Tax took unnecessary steps to resolve his tax matter however, he agreed to the terms of our approach after all details were thoroughly explained to him and thus, we moved forward accordingly and ultimately resolved his caseAdditionally, we are pleased to announce that we have come to a mutual agreement that will allow us to part 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 believes it has addressed the client's concerns appropriately and we consider this matter closedPlease do not hesitate to contact Optima Tax with any questionsThank you

I have been contacted by the company, and promised the requested adjustmentThe message from you said to let you know immediately if this happen, but I could not find any other email contact beside this one, so please let me know if I need to send this to a different address.Thanks, [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 Dear Sirs,This letter is in regards to my complaint submitted on 9/12/against Optima Tax Relief LLC,complaint ID [redacted] .I had about five conversations with Optima Tax Relief's representativeThey wanted me to lower the refund I requested of $ Their first offer was $ In another call, the offer was $ In a third call the offer was $ It was a matter of principalI could not accept anything less than the $ I paid for them to investigate my IRS billI was treated with disrespectNo one answered my urgent calls, even though they said someone would contact meAt the very end, month later, I received a call from the person who was reviewing my caseThey wanted to charge me $ 3,to continue with the case, without telling me what I could expect in return for paying this outrageous fee on an IRS bill of $ 14,000.The last email I received from Optima Tax Relief indicated they would close the case due to my refusal to accept the last offerI could not answer this last email in the days Revdex.com has indicated because my family was going through a very difficult momentMy father had a fall in the house, and died two days later in the hospital due to severe head injuriesI can send you a copy of the death certificate if need be.My desire was to add the final discussions I had with Optima Tax Relief to my complaintThis is very important to me because other potential customers of this company would understand what they might expect from Optima Tax Relief when contracting their IRS-related servicesReviews are extremely important when evaluating services and products offered by diverse companies people would otherwise not be familiar withI am so sorry I was unable to do thisTo explain in a review the difficulties I had with Optima Tax Relief without including the resolution of the matter is to publish an incomplete reviewI wish you would consider my plea and I hope you understand this family matter was beyond my controlThank you for your helpThe service you provide is indispensable for customers of the companies you recommend 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.I emailed [redacted] from optima on Friday May 5thLetting her know that I am currently out of the country and the only way I can communicate is by email for the most partI haven't heard anything or no one has tried to get in contact with me sinceI don't believe they are taking the matter too seriously or they probably don't care Regards, [redacted] ***

As stated in our initial response, Optima Tax does not lie, mislead, provide expectations, nor use scare tactics to obtain business from our potential clientsIt is our job to fully inform the client of his situation and provide the client with the opportunity to make an informed decision about whether to move forward with our servicesAlthough the client may not agree, Optima Tax performed a thorough Investigation as outlined in the Client Services Agreement and presented the client with our formulated strategy to help resolve the caseUnfortunately the client has decided not to move forward with our service but, we are pleased to be parting ways on good termsThe client now has the ability to take the information Optima provided to him and utilize it to his advantage while attempting to resolve his debt

SUMMARY - Optima Tax's management has made contact with the client and we’re working towards a mutual resolution RESPONSE - Optima Tax’s management has made contact with the client to discuss her concerns as outlined in the complaintAlthough Optima Tax advertises that it may be able to reduce a taxpayer’s outstanding liability, it also clearly discloses that every tax payer will not qualify for a reductionMoreover, our contract, which every client receives and signs, also discloses that not every tax payer will receive a reduction and any reduction must be accepted by the tax authorityTo assure that every client we represent fully understands the nature of our services, each client will go through a recorded Verification Call that thoroughly covers all legal disclosures to which they must acknowledge their understanding of these representations Optima Tax is disappointed that the client feels as though we have not been forthcoming in our communicationsOptima Tax understands that client’s are anxious about their tax liability and we work hard to keep them informed at all times However, there will be times when Optima Tax is not able to update the client with new information because we are waiting on the IRS to respond to our communicationsThis does not mean Optima Tax is not working the case as outlined in the agreementIt’s unfortunate that the client feels as if Optima Tax scammed her but, after our initial conversation the client has a better understand of our services and we are confident that we have changed her perceptionMore importantly, we are working towards a mutual resolution that will satisfy both parties involved 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 had a great experience with OptimaI was years behind filing taxes due to a life changing event that took time and money to healMy money went to paying medical billsThe case workers and accountants at Optima were always kind, courteous and helpful in explaining legalitiesI fully trust their guidance and appreciate their competence as your representative with the IRS

I am currently enrolled in their program for over three months now I have been charged for over $6K and to be paid over timeNot satisfied with their service I have been called by different people from their company and every time somebody calls they don't know what's going on with my case and don't know where my paper works at So, I have to start telling them my case every time If I hadn't call earlier I would not know that my case manager is no longer connected with their company and that I was assigned to a new case manager (who hasn't contacted me either) I have tried to escalate my case to no avail Until now there is no resolution to my case All I have experienced with this company are more stress, frustrationsThe promise on their ad that they are there to help their clients is not true! And guess what, I have been an existing client right?, this morning, one of their representative called me to offer their service, clearly they don't have a clear communication or documentation within their company And they claim that they have a great team that will work on my case, however, isn't good communication a great foundation for a great teamwork? Clearly they have not displayed that

SUMMARY
-
Optima
Tax's management contacted the client to
address her
concerns and we’ve come to a mutual resolution
RESPONSE
-
Optima
Tax Relief’s (“OTR”) management was notified of the Client’s frustrations
through her complaint filed with the Revdex.com on or about October
20, Prior to and since that time, Optima Tax Relief’s management has made
valiant effort to address her complaint and reconcileFortunately, OTR is
pleased to report that we have come to a mutually satisfactory agreement that
addresses all the client’s frustrations
We
have always upheld our philosophy that “clients come first,” and we do our best
to respectfully clarify our position to the Client, however, we understand that
we are not able to keep all of our clients satisfied. As such, although we believe we have properly
fulfilled our obligations to the client, we have decided that it is best to
part ways and have consequently offered a resolution that fully meets Client’s
demand, as an attempt to settle this dispute once and for allWe are pleased
that the Client has accepted this resolution and it addresses her frustration
Once
again, 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 considers this
matter closed as we have come to a satisfactory agreement with the clientWe
welcome any additional correspondence if we can be of further assistance

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below.Upon closer examination of your proposal, I cannot agree to the terms as they are written. I feel that I have been taken advantage of and I paid for services that I did not receive. I stand firm in my belief that if I were told up front, in the very beginning that I'm only eligible for you to work out a payment plan with the IRS, I would have never agreed to pay you $2,000.00! I am not incompetent and I believe I was intentionally misled and misinformed. In addition, I cannot keep quiet about what happened to me. I am outraged and I feel I need to share my experience on media websites and to my colleagues. Putting me on a payment plan with the IRS is not worth $2,000.00! Your company has been in business long enough to know when a client is eligible for reduced tax debt, a payment plan or C & R! You should be forthcoming with your clients and spell it out for them completely! In addition, I am confident I could have done the same thing (as I had done in the past) and it wouldn't have cost me a dime! I had to make sacrifices to make those payments to you and I don't feel I received the services to justify me paying you two thousand dollars! I wish I could get an itemized breakdown of the services rendered. This is not ok!
Regards,
*** ***

I highly recommend Optima Tax ReliefThey lived up to what was promised in the adsThis can be a nerve wracking process but the case managers assigned to my case were able to take the stress awayI am more than happy with the results from my caseI am also very happy that I did not have to talk to the IRS at allI would recommend Optima Tax Relief to anyone that is facing difficulty with their taxes

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear belowWe are not satisfied with their comments at this time but will be responding to Optima in the next hoursWe will notify you as necessary
Regards,
*** ***

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below
I am in the process of a resolution with the companyAlthough I am still not satisfied, and I do believe that I was scammedI would like to advise everyone that this company is a fraud
Regards,
*** ***

Optima Tax Relief was all they say they are Navigating the IRS was daunting alone They took charge and handled everything They were always ready and willing to answer all of my questions
The end result was wonderful Much better than I dared to hope for A payment plan much lower than I expected and something I can actually afford

I hired Optima to resolve back filing issuesAfter paying them almost 7k I feel they did the absolute minimum! They also did not file all the correct forms with the IRS and I now have a lien against meWhen I started to get letters from the IRS about the lien my calls to Optima never got returnedAfter I contacted the IRS to try to solve the lien I called Optima again to let them know how disgusted I was with themI could only reach a CSR and not anyone that would helpAfter being told numerous times that someone would be back in touch with me and never did, I was told once again I would get a call from someone in their customer satisfaction divisionHAha That was two months ago and I am still dealing with the IRS to get the lien removedSAVE YOUR MONEY!! They have shown me how bad they really are!

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below
Regards,
*** ***

SUMMARY - Optima Tax's management has been in contact with the client since receiving the complaint and we are happy to report we have reached 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 in their complaint, she hired Optima Tax to assist with her tax debtAlthough there is a possibility that the client may have to pay the balance back in full it does not take away from Optima Tax representing the client and providing services as outlined in the agreementAdditionally, as part of the services offered to client, it is Optima Tax's job to present any and all options to the client to help resolve their liability as a whole Although the initial options we presented to the client did not come with a reduction, we would like to note that we are still in the process of reviewing the client's file for any potential reductions prior to coming to a final resolve on the client's fileWe have explored different resolutions and options with the client in order to achieve the best possible outcome and assist them in avoiding further liabilityWe truly sympathize with the client's concerns and based off our conversation we are confident that the client’s notion that we misrepresented our services is no longer a concern 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 we look forward to continuing to assist the clientPlease do not hesitate to contact Optima Tax with any questionsThank you

SUMMARY -
Optima Tax has been in contact with
the client prior to
receiving the complaintFollowing our discussion with the client, we are happy
to report that we have addressed all her questions and the client is now satisfied
with the outcome
RESPONSE -
Optima Tax’s management was already in contact with the client
to address her frustration as outlined in the complaintAfter hiring Optima
Tax, it was apparent that unfortunately, the client was having difficulty
paying for our services. Although any nonpayment
warrants a hold or termination of our services, Optima Tax continued to meet
its obligation under the Client Services Agreement, and made multiple attempts
to accommodate client’s financial hardship.
Despite our efforts, the client eventually became unresponsive and did
not return any of our phone calls or emails.
In light of such efforts, we
believe that we have exceeded all expectation assisting the client and we have
adequately explained our side to the client; but ultimately affordability was
an issueAccordingly, we parted ways in an amicable manner and to the client’s
satisfaction.
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 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 claim as stated in the complaintIn order to clarify, Optima’s
services are separated into a two phase approach, Investigation and Resolution
As outlined in our Client Services Agreement, the client engaged Optima to
perform an investigation of his tax liabilityContrary to the client’s
assertion, Optima contacted the IRS and gathered extensive information which we
use to develop our proposed Resolution ServicesMoreover, to satisfy the
client’s concerns, Optima has provided the client with the name and employee ID
number of the agent that it spoke with during the Investigation
After the
conclusion of our investigation, it appears that both the client and Optima had
difficulties with timely communication in order to go over the resultsDue to
the long gap in communication, it is our protocol, that we conduct another
investigation to assure we have the most up to date information related to the client’s
tax liabilityAfter explaining our protocols and also providing the client
with some options we are confident that a mutually satisfying agreement will be
metThe client is currently weighing his options and will inform Optima Tax once he makes his final decision on the
route he’d like to go with his case
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