Optima Tax Relief LLC

I want to take a moment to share my experience with Optima Tax Relief
After many years of trying to resolve my case with the IRS by using tax attorneys and spending lots of money doing so, I finally came to a point where I felt I had to try one last timeMy tax liability had grown to around $178,My only source of income was from Social Security and the IRS was taking 40% of that
I finally picked up the phone and talked to a Representative from Optima Tax ReliefI was treated very professionally and was guided through the process over the next several monthsEach Department and person along the way were very helpful and politeThey stayed on top of things and kept me informed
Whenever I had a question they were very helpful and they assured me that the process takes a little bit of time
Well, it took nearly a year but the end result was more than satisfactoryAfter years and years of frustration and inconvenience, I finally had this heavy financial weight lifted off of meWith the Professional help of Optima Tax Relief my IRS liability went from $178,down to $
I can not thank the people at Optima Tax Relief enough for their professionalism and their helpI will be forever greatful to all of themI highly recommend their services to anyone who is in need of resolving tax issues with the IRS

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

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's management has
contacted the client and this matter is resolvedMs*** has indicated
that she is
pleased with Optima Tax with regards to their refund inquiry
RESPONSE -
Optima Tax’s Management was already
in contact with the client regarding their concerns upon receiving the RevDex.com notificationOptima Tax’s program is broken down into two
phases, an Investigation Phase and the Resolution PhaseOptima Tax conducted a
thorough investigation on the client’s case and concluded that the client may
qualify for multiple resolutions, which Optima Tax did pursue resolutions that
were presented to herUnfortunately, and as the client indicated in her posting,
during the course of her Resolution Phase it was determined that the client’s
income was too high to negotiate a reductionHowever, Optima Tax was in the
process and using its efforts to set the client up on an affordable payment
planAs a good faith gesture and without admitting any wrong doing, Optima Tax
provided the client with a partial refund of her fees
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 in real trouble, which I have only myself to blameI hadn't filed taxes in about yearsI heard about Optima Tax Relief, so I gave them a callOne can't imagine the relief I felt from that first callYeah I had to pay a good sum, but what that got me was unbelievable! I had a whole bunch of people fixing my mistakeIn the end they got all my taxes up to date, and helped me establish a payment planI didn't expect nor wanted to have it all reduced down, I just wanted a fair priceMoney got me into trouble, money would get me out.all over timeKinda sounds like a country song I know! Anyways, I want to thank all of those folks at Optima Tax Relief, I know I wasn't always easy to get along with, but you all sure wereThese folks aren't for some folks, but for any of you with serious problems with the IRS, call them, they can keep the wolf away from your door, even tame it some

I couldn't be happier with the IRS results I received from Optima Tax Relief representation on my behalfFor over five years I was in conflict with the IRS without any remedyIn just one year Optima Tax Relief accomplished with the IRS what I had been unable to accomplish in the prior five years
Like many others I had heard about Optima's successes, but was skeptical about their realityI can attest to their success in my behalfIf you have IRS problems I would highly recommend having Optima Tax Relief as you representationThey actually do what they say!

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 belowThis is a canned responseI have been sent to different levels now with no resolution*** is the rep at level that I was dealing with and she never returns a phone callHorrible customer service, lies, and scare tacticsMy wife is also a client and will be filing a complaint as well
Regards,
*** ***

SUMMARY -
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

SUMMARY - Optima Tax's management contacted the client to address the concerns outlined in the complaint and we’re working together in an effort to find a mutual resolve RESPONSE - Optima Tax’s management has established communication with the client to formally address her concerns
After speaking with the client we believe that there may have been some confusion regarding the resolution Optima Tax is trying to achieveWhenever Optima Tax represents a client before the IRS, the resolution that we achieve includes all tax years that have an outstanding balanceIn this client’s case, the resolution we’re trying to obtain would include all tax years including Additionally, the IRS will not approve a resolution for separate years Optima Tax does perform services before State Taxing Authorities in most states; however there are some states that Optima Tax does not perform state representationAlthough the client may have a State liability, she did not hire Optima Tax for State RepresentationAfter reviewing the agreement and the voice recorded Verification Calls, the client acknowledged that she only hired Optima Tax for IRS RepresentationAfter speaking with the client and helping her understand the nature of her case, we believe that we addressed her concernsMore importantly, we are working together to help provide any further assistance she may need regarding her IRS 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 but will continue to reach out until we come to an amicable resolvePlease do not hesitate to contact Optima Tax with any questionsThank you

Optima Tax Relief helped me with my tax problemThey communicated with me every step of the way and always answered any questions I hadI wouldn't have been able to resolve my issue with out them

I highly recommend Optima Tax Relief! My tax debt was $16,000, Optima negotiated my debt down to $ I, like others, was skeptical about using a tax relief company After calling several companies Optima offered the best rate My experience with each phase and representative throughout the process was excellent I want to thank each person who handle my case for being cordial and knowledgeable and working so diligently to arrive and such a low settlement
Thanks Optima Team!

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
Offer was 500.As stated before I was told it would be For the totall service.Then they came back and said it would be another 1000.At this point I was mad and they said calm down were going to save you a whole lot more then that so at That point I did pay the extra fee. This is what I'm wanting back
Regards,
*** ***

SUMMARY -
Optima Tax's management has been in ongoing communications with
the client to resolve
his concerns prior to filing his complaintUnfortunately
however, Optima Tax has yet to come
to a mutually satisfactory agreement with the client
RESPONSE
-
Optima Tax’s management has been in ongoing communications with
the client in an attempt to address the client’s concernsWe are sorry to hear
that the client is unsatisfied with our servicesHowever, despite the client’s
assertions, Optima Tax has been
diligently working on the client’s casePrior to the client being levied by
the IRS, Optima Tax had been
consistently requesting the client to provide us with pertinent information
that was critical to his caseAlthough the client did provide us with some of
the requested information, the remainder was either not provided or was
incompleteAs a result, the documents that the client did provide Optima Tax could not be sent to the IRS agent for
review as it was not a complete financial packetUltimately, the IRS levied
the clients because the client was not timely in providing Optima with the
correct information and due to the extent of the client’s tax liability
Upon
receiving the Revdex.com complaint, Optima Tax
immediately reached out to the client to address his dissatisfaction During our conversation with the client, the
client expressed the reasons for his dissatisfactionUpon learning this
information, Optima Tax thoroughly
reviewed the client’s file and determined that there were inconsistencies between
our work and the client’s allegationsDespite the inconsistencies, Optima Tax has presented the client with an option
to come to an amicable resolutionUnfortunately, the client decided to decline
the option we presented to him at this time.
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 its efforts in resolving this unfortunate dispute until a
resolution is metThank you

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, 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. It is still unclear to me, however, how and why they used my own e-mail address as sender in order to prevent me from blocking unwanted mail -you can't block yourself - . Thank you for your effective and timely assistance. Issue is resolved to the best of my knowledge
Regards,
*** ***

Optima Tax's management is still in contact with the client to
discuss the concerns in her complaint as well as her follow up responseThe
statements Optima Tax made in our initial reply still remain trueAs was
stated, we have documented evidence that the tax years 2010, 2011, and
were included in the Installment AgreementPer the IRS agent, of which
the client has a name and employment identification number, the client did not
show a balance for the tax year and was issued a PIN number for the year
to protect her from identity theft
When the
client initially brought this matter to our attention, we asked that she send
in the documents to show that the IRS has indeed initiated enforcement action
Our associate also presented the client with the option of conducting a
Compliance call to ensure that the agreement we negotiated, per the IRS letter
dated July 28, 2015, was still in placeThe client subsequently refused to
perform all actions
Unfortunately,
the client will not allow us to validate her claim and is unwilling to comply
with our requests to assist her in this matter and rectify any potential
discrepanciesOptima Tax was more
than willing to look into the matter at no additional cost to the clientThis
situation can be easily resolved if the client will accept our assistance in
the matterOptima Tax is more than willing to continue engaging in
conversation with the client and hope that the parties can soon reach a mutual
understanding

SUMMARY - Optima Tax's management reached out to the client immediately upon receiving the complaint and we’ve come to a mutual resolve RESPONSE - Optima Tax’s management has been in contact with the client to address the client’s concerns outlined in the complaintAs the client
stated in his complaint, he hired Optima Tax Relief to represent him before the IRS, due to an outstanding tax liabilityAt the conclusion of our initial phase, the Investigation Phase, the client was presented with our findings and a formulated strategy to help resolve his case in the second phase, the Resolution Phase After presenting the client with the services that Optima Tax Relief could offer, the client signed up for Resolution representationHowever, at no point did Optima Tax Relief promise or guarantee that the client would receive a reduction of his tax liabilityThe services the client engaged Optima Tax Relief to perform included IRS Representation, IRS Compliance and setting up an affordable Installment AgreementAfter a thorough review, Optima Tax had been performing its services as outlined in the Resolution Servicing Addendum, and set the client up on an affordable payment plan that will protect the client from any enforcement action the IRS may initiate to satisfy the debt Prior to commencing the Resolution services, the client went through a voice recorded Verification CallDuring this call, the client is provided a set of legal and contractual disclosures, and each disclosure requires the client’s affirmative confirmation that they understand before moving forward with the callOne of the disclosures covers, in detail, the services the client contractually agreed toAfter reviewing the voice recorded Verification call, all disclosures were presented to the client and the client provided a “yes” answer to all legal disclosuresThe client also provided a level rating as to their level of understanding of the disclosures, with being the highest rating a client can give Although the client may have been on an Installment Agreement prior to hiring Optima Tax for representation, that agreement ultimately would have gone into default status due to the new balance for Therefore, by establishing an Installment Agreement for the client, Optima Tax Relief completed the services that the client engaged Optima Tax to performOptima Tax is extremely transparent with the services that will be provided to our clients and at no point was the client promised a reduction of his tax liabilityWe are confident in saying that the assigned team worked the case as outlined in the agreement and with the utmost integrity 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

Very pleased with the service that was recievedI only had one problem after a change in personnel but it was handled and they did excactly what they said they would do

They handle everything to my satisfactionAlways kept me up to date on everythingIf I wasn't able to contact someone, my calls were returned promptlyI couldn't of been happier with the outcome

SUMMARY - Optima Tax's management has been in contact with the client since receiving the complaint to address his concerns. RESPONSE - Optima Tax’s management has been in communication with the client to address his concerns as outlined in the complaintAs the client stated, he
contacted Optima Tax to assist with an outstanding tax liabilityGiven the complexity of the case and the collection status with the IRS, time was of the essence Upon enrolling into our Resolution Phase in June of the client was provided a list of supporting documents that we needed him to provide for our reviewOptima Tax did not receive the supporting documents until AugustAlthough the client claims we were never in contact with the IRS or the assigned Revenue Officer, our notes and call logs show numerous communications between Optima Tax and the IRSBased on the Power of Attorney on file, the assigned Revenue Agent attempted to contact the wrong Tax Professional at Optima Tax. However, any message received from the assigned IRS agent was returned promptly and the IRS agent was informed that the assigned Tax Professional would reach out to establish communication In conclusion, there is no evidence suggesting that Optima Tax failed to return any calls, emails or respond to any inquiry in a timely fashionMoreover, Optima Tax is working with the client to come to a mutually satisfactory resolution to this complaint 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 to finalizing a mutual resolvePlease do not hesitate to contact Optima Tax with any questionsThank you

I was very happy with the assistance that Optima Tax gave me