Optima Tax Relief LLC

I would like to say, thank you Optima!
You worked wonders for me with my tax debt and I did indeed pay a fraction of what I could have paid (not including Optima fees) but I am still way under what I could have had to pay
The whole process took longer than I though it would, but that was due to the IRS, not Optima
So, again Thank You, staff at Optima

When I first contacted Optima tax relief, *** told me they would handle and negotiate all my tax needsAfter I paid them $4045.00, they will only file state taxes and there will be no negotiating with the state franchise board
*** also told me that he would be my contact for the entire process, not trueI have been passed on to different people with their company
They rushed me to get all this paperwork in to them, threatening that if I don't, the IRS would garnish my wages sooner than later
The last time I heard from the via email was July, 27th I have emailed them since then and I haven't heard ANYTHING from themI am not able to call due to the fact that I work in construction with a hour commute each way and cell service is not very good
I have gone to their client portal and it states that my account is in investigationsI don't know what that meansBut, if they're investigating me, you would think that they would have questions for me and at least try to get ahold of me
I cannot believe that they have had so many good reviews which is the reason I decided to go with them in the first place
Be very cautious if you do business with Optima Tax ReliefI wish I would have used someone elseDon't get taken like I did

I can only praise Optima Tax Relief LLC for the help they gave me to resolve an issue of back taxes owed to the IRS!
The process that I went through was extremely fair in many ways! The time that it took to reach an offer in compromise (Fresh Start) was fair! The actual offer in compromise was more than fair! The fee that I was required to pay Optima Tax was also more than fair! I went from owing the IRS $13,000+ to reaching an IRS accepted offer of $100!
The company should be very proud of each and every employee that they have working for them! Each person that I came in contact with, through the different departments, was very helpful in getting through each phase of the process! Each employee was very personable and made you feel that you were not alone in getting the help you needed!
I would not hesitate to recommend Optima Tax LLC to anyone that may be seeking a resolution of IRS tax debt! If you need this kind of help, don't hesitate to call them right away! You won't be sorry!

SUMMARY - Optima Tax's management has attempted to
contact the client in order to address his dissatisfaction but he has been unresponsive RESPONSE - Optima Tax’s management has made multiple attempts to establish communication with the client so we can address his concerns, but he has yet to return any of our messages or reply to any of our emailsWe will continue our efforts until communication is established and we come to a mutual resolveAlthough it is possible for Optima Tax to obtain a release of a bank levy or wage garnishment during the short time period of our Investigation Phase, such result is dependent upon numerous factors within the client’s case fileHowever, Optima Tax does not make any specific guarantees to any outcome when dealing with various enforcement actions by the IRSIn the event that Optima Tax is unsuccessful in obtaining a release during our short Investigation Phase, any wage garnishment or bank levy will be addressed in our Resolution PhaseUnfortunately, under the circumstances of the client’s case we were unable to obtain a release of the levy within the short time frame that the client desiredHowever, we did obtain a temporary stay which would allow Optima Tax the time to begin the critical Resolution Phase work that could lead to the client’s desired result We are very understanding to the client concerns but at no point did we delay his case outside our no refund policyOptima Tax stands by its refund promise and in no way would deny a client their request when it is made within the refund time frameIn this case, the client did not make the request for refund within the required time frameOptima Tax is more than willing to address the client’s concerns, however, without the client’s cooperation we are unable to address his concerns appropriately. 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 can address the client's concerns and will continue to work with the client to finalizing a mutual resolvePlease 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 ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below.As before - Optima makes no attempt at all in resolving the issue - all the company keeps repeating is "we did everything agreed to in writing"This is not a resolution, and by continuing to repeat the same line on this forum, they are hoping that I fail to respond in a timely manner so that Revdex.com will consequently close the case.The company saying that they have repeatedly contacted me is a lie - my last two emails and two voice messages still remain unansweredOptima leaves me no choice but to pursue legal means, followed by a very visible campaign to expose them on public media for their fraudulent business practices
Regards,
*** ***

Optima Tax Relief has given me a second chance working with the IRS and my past tax problems at a fair costThey have provided relief and continue to investigate on my behalf, I recommend Optima Tax Relief

SUMMARY
-
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Optima Tax had
successfully addressed the client’s concerns back in June of
RESPONSE -
Upon receiving
client’s initial concerns
in June of 2014, Optima Tax’s
management contacted the client regarding her claim as outlined in the
complaintPer the contract signed by the client and the voice recorded
verification call, which recorded client’s acknowledgement of Optima’s services, it was
evident that the client did not hire Optima to assist with any state tax
issuesHowever, when the client brought this concern to our management, out of
our commitment to provide excellent customer service and as a courtesy,
we decided and had advised that we would only assist in a limited capacity at
no cost, i.eto prepare her state return and to provide limited guidanceIt
is regrettable that the client had perhaps misunderstood the scope of our
service at the time, however, as supported by both verbal and written evidence,
we had clearly conveyed the extent of our courtesy service to the client. Per our decision to provide such courtesy
service, the team assigned to her case prepared the necessary paperwork and to
finalize, the client was given an instruction to sign the document, gather
certain financial documents and mail everything to the stateAfter one of our
associates provided this information to her, it is our understanding that the
client was extremely thankful for all of our help
Accordingly, Optima
had gone over and beyond what was required under the service contract and had
provided the client with additional services at no extra costIn addition, we
consider this client a success story based on the end result of our
representation with the IRS. We are
confident that we had provided the client with all the necessary information to
send her documents to the state so she may resolve her liability and we
therefore consider this matter closed

I was kind of unsure about Optitax at first, simply because there were no guarantees, my private information was being sent online, and just not sure what could be done for me with the IRS And although it was a slow and thorough process, I am free of a $45,debt with them for a compromise of $00! Optitax allowed me to make payments to them, which were affordable monthly payments, to pay for their services I am very greatful to Optitax and would deffinitely recommend them to anyone with tax issues!!

I can not say enough positive things about this companyI was in severe debt and they helped me every step of the wayThey were honest and up front with all costs and the timeline for the entire process from the very beginningIf I ever had any questions, they would respond within hours for standard questions and immediately replied if necessary
I owed over $20,In working with me and my situation, Optima Tax and their amazing associates made a deal with the IRS for $$100.00!! I couldn't believe it when they told me
This has brought me a relief and quality of life for myself and my children that I can not repayI strongly encourage that anyone who is dealing with the stress and agony of back taxes call Optima Tax immediatelyThat sounds like an infomercial, I know, but it is 100% truth

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.We 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,
*** ***

Although the client failed to make timely payment to Optima Tax, this in no way affected the tax resolution that Optima Tax had previously established for the clientTherefore, the client’s suggestion that Optima Tax mishandled the client’s case because of the missed payment is unfounded As stated in our initial response, Optima Tax successfully negotiated a favorable payment arrangement of $on behalf of the clientUnfortunately the client failed to make manual payments to the IRS, as instructed by Optima Tax, in order to comply with the agreement and before the direct debit took placeIn turn, this put the arrangement in default statusThe client was given both verbal and written instructions on how to make manual payments until the direct debit was processed by the IRS Each client that is set up on a direct debit payment arrangement must make 3-manual payments before the electronic debit is processed by the IRSThe IRS’s processing of the direct debit does not happen within a month or two as the client indicated in their complaint As stated in our previous response, once the client informed us that their direct debit did not take place, we established communication with the IRS and reinstated the payment arrangement on their behalf in October Although at a slightly higher amount, we did this as a courtesy even though Optima Tax finalized their case March 28,

SUMMARY -Optima Tax's management has
made multiple attempts to make contact with the client but the client has
been
unresponsive
RESPONSE
-
Optima Tax’s management has made
multiple attempts to contact the client in order to discuss his claims as outlined
in the complaintUnfortunately the client has yet to respond to any of our
attempts and we have not been able to come to a mutually satisfactory
resolutionPrior to the client making his complaint with the Revdex.com, we had
mutually agreed to a resolution that addressed the client’s dissatisfactionThereafter,
the client stopped responding to our attempts to finalize this resolution which
ultimately led to the client’s complaint with the Revdex.comThe client claims that
he was never given any supporting documents related to our InvestigationIn
contrast, Optima Tax Relief provides all clients with a complete summary of our
findings upon completion of our InvestigationAfter reviewing our records, it
is clear that the client was provided with a thorough breakdown of our findingsIn
contrast to the client’s belief, Optima Tax is capable of preparing payroll tax
returns for our clientsHowever, upon completion of our investigation the
client inquired into whether we could provide bookkeeping for himAt this
point, Optima Tax Relief thoroughly explained to the client that we do not
perform bookkeeping servicesMoreover, our contract clearly specifies the
services that we were to perform for the clientUnfortunately, we believe that
the client may have misunderstood this information when it was conveyed to himAs
the client mentions in his complaint, Optima Tax has a limited money back
guarantee which is clearly stated in our contractHowever, the client was
beyond this guaranteeAs a commitment to our philosophy that “clients come
first,” we offered the client a rebate even though we performed all of our
contractual obligationsUnfortunately the client refused our offer and has not
responded to our attempts to come to an amicable resolutionAt
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 made considerable amount of effort to contact the client with
no successAt this time we will consider this matter closed however, all lines
of communication will remain openThank you

SUMMARY -
Optima Tax's management
immediately reached out to the client to discuss his concerns
outlined in the
complaintThe client is requesting that we continue moving forward as outlined
in the agreement and Optima Tax has agreed to continue servicing the file
RESPONSE -
Optima Tax’s
management reached out to the client who currently resides in ***Although
communication has not been an issue through email, understanding the client’s
tax returns in Japanese has resulted in unusual delays while trying to achieve the
proposed resolutionsWe are working with the client directly to translate his
Japanese tax returns into English, which should hopefully help in moving
forward with his caseThe client has been receptive to our strategy and agrees
to continue working with Optima Tax
At Optima Tax we
strive to uphold the philosophy that "clients come first" and all of
our representatives go
through rigorous training to assure we abide by that philosophyWe take all complaints very
seriously, and we do our best to turn them around when possibleOptima Tax believes it has
addressed the client's concerns appropriately and considers the matter closed. Please do not
hesitate to contact Optima Tax with any questionsThank you

SUMMARY -
Optima Tax's management has made contact with the client and
we’ve come to a mutually
satisfying agreement
RESPONSE
-
Optima Tax’s management has made contact with the client to
discuss his concerns as outlined in the complaintOptima Tax’s services are
broken down into two Phases, an Investigation and Resolution PhaseAlthough
the client may have advised us of his current agreement with the IRS, our Investigation
is critical to assure that we have a complete understanding as to the nature of
the client’s liabilityMoreover, performing a thorough Investigation allows us
to determine the available services that we can offer the client and whether the
client’s current agreement with the IRS is in the taxpayer’s best interest
After
explaining our process to the client, he understands why we had to perform a
thorough InvestigationHe also understands the importance of the Investigation
even though he may have conveyed similar information to his Tax AssociateMore
importantly, we were able to educate the client on various actions he can take
to help resolve his liability, as well as a potential reductionBased off our
conversation with the client, he is pleased with the outcome and a mutual
agreement was achieved regarding his claim
At Optima Tax we strive to uphold the philosophy that
"clients come first" and all of our representatives go through rigorous training to assure we abide by that
philosophyWe take all complaints very seriously, and we do our best to turn
them around when possibleOptima Tax
believes it has addressed the client's concerns appropriately and considers the
matter closedPlease do not hesitate to contact Optima Tax with any questions
Thank you

I was almost 10,in debt to the IRS and I was feeling hopeless about the situation until I heard a commercial on the radio about Optima Tax ReliefSo I called and they were so helpful I didn't have to worry about anything elseI have nothing but good things to say about Optima Tax Relief

I used Optima Tax Relief for my federal tax issue The first phone call to them was such a friendly and very informative call They made me feel very relaxed and took away the worries that I had as I was close to a wage garnishment As I wentThrough each step I was assigned a case manager who was so friendly and really knew their jobs They had someone calling and giving me month to month status on my case Optima tax relied was able to get my tax debt reduced from 22,to The whole process took less than a year and it was a great experience thanks to the people who worked with me I would recommend Optima Tax Relief to anyone having a tax problem GREAT COMPANY

I have to admit, I was skeptical whether Optima Tax Relief could help meBut every time I talked with them I got resultsOf course nothing happens overnight but I'm very happy I took the initiative to call themThey were very professional, and respectableI got results every time we talked, and I would recommend them to anybody that asked

I contacted Optima, after submitting the needed information they stopped the IRS from garnishing my wags and freezing my accountsthey set up a payment plan that I can afford

I hired this company to help with an IRS property tax debt that resulted after the death of my motherThey were to represent me and be my power of attorney to negotiate a lower settlement with the IRS.The initial fee I paid was $995.00, with a final payment of up to $They assured me that they would be able to reduce the $60,tax debt considerablyThey told me that they had been working hard with the IRS on my account and had requested all my transcripts from the IRS and that everything was moving forwardThen came the boom! Before they could proceed,I needed to pay the final cost to complete the negotiations would be a whooping $7900.00,and that $was due up front and the balance over the next monthsI was floored and I had already submitted a hardship letter to them along with check stubs and bank statements so they knew I couldn't afford that amountI started getting suspicious so I contacted the IRS directlyAfter a hour conversation, I learned that they never contacted the IRS on my behalf or requested any transcripts nor had any negotiations startedThe IRS told me they get some many people calling with horror stories just like mineThey also said if I hadn't contacted them, my case would have went into default and perhaps levy's and garnishmentsI was also able to negotiate an extremely low settlement on my own So I guess I paid almost $1000.00, for nothingI contacted my banking institution to alert them and cancel my bank cardThis is extortion at it's best! To think of how hard working struggling Americans get taken is horrible, and I was one of themDon't do business with this company!