Optima Tax Relief LLC

SUMMARY -
Optima Tax's management immediately reached out to the client
to discuss his concerns
outlined in the complaintDespite our diligent
attempts, the client has not returned our calls or emails
RESPONSE
-
Optima Tax’s management had already been in contact with client
to address his concerns prior to receiving the Revdex.com
notificationIn the complaint, the client was expressing frustration that we
need to be more transparent about our Resolution FeesWhen we were in contact
with the client initially, however, it was clearly explained to the client that
Optima Tax’s services are broken down into two phases, an Investigation Phase
and the Resolution PhaseThe client acknowledged our two phase approach that
required two separate fees
The
client had hired our service for the Investigation Phase only and accordingly,
we have delivered what was promised to the client in a timely manner. After the Investigation Phase, it was
determined that due to the large amount of taxes he owed to the IRS and his unfortunate
failure to resolve his liability in a timely manner, his case was going to be a
complex one
When we
had presented our findings to the client and the proposed fees for the
Resolution Phase, the client reneged on his previous understanding of our
process. Client’s frustration may have
come down to an affordability issue, however, since the client has not returned
our calls or emails, we have not been able to discuss the matter furtherSince
we have sufficiently provided our services and the client has been unresponsive
to our calls, we have no choice but to consider the case closed in good
standing
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
contacted the client and this matter is resolvedMs*** has indicated that
she is
pleased with Optima Tax with regards to her refund inquiry
RESPONSE -
Optima Tax’s Management reached out
to the client immediately upon receiving the Revdex.com
notification to address the concerns mentioned in the complaintOptima Tax’s
program is broken down into two phases, an Investigation Phase and the
Resolution Phase, which is described in the Client Services AgreementOptima
Tax conducted a thorough investigation on the client’s case and concluded that
there were multiple resolutions that may apply to the client’s unresolved tax
situationOur client agreed to continue services with Optima Tax and pursue
the resolutions presented to herDue to some changes in her retirement plans,
Optima Tax had to revise its’ original strategy, which Optima Tax believed was
presented to the client in detailOptima Tax’s staff was under the impression
that the client understood and was in agreement with the changed strategy whereby
Optima Tax would continue its resolution efforts upon notification of her
retirementUnfortunately, there seems to have been a misunderstanding
regarding our strategy, which prompted the client to file a complaintAs 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

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
Regards,
*** ***

SUMMARY - Optima Tax's management has been in contact with the client in order to address his concerns prior to receiving the complaint RESPONSE - Optima Tax’s management has established communication with the client to formally address his concerns as outlined in the complaintAs the client
stated, he hired Optima Tax Relief to represent him before the IRSWhile representing a client before the IRS, the IRS will require specific documentation be presented to themTherefore, Optima Tax must request the client to provide these specific documents to us, which are in the client’s possession, in order for Optima Tax to negotiate the best possible resolution In addition, the IRS will also require that the taxpayer be fully compliantTherefore, this means that all tax returns must be filed before the IRS will consider establishing a resolutionWhen the client hired Optima Tax, he had five unfiled tax yearsAlthough the client did provide Optima Tax with certain financial documents, he failed to send in the tax returns that were prepared on his behalfThere were multiple conversations and emails between Optima Tax and the client requesting that he send in the signatures pages so we may resolve his caseTo date, we have not received the signature pages Moreover, our agreement clearly outlines the services Optima Tax will provideThose services do not include bookkeepingThe client was provided the agreement before Optima Tax withdrew the initial paymentFurthermore, before the services began the client went through a voice recorded Verification Call that covers all legal disclosures, including the services that is outlined in the Servicing AddendumAfter reviewing the Verification Call, the client confirmed and acknowledged all legal disclosures including the services Optima Tax will provideAgain, those services did not include bookkeeping 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 however, the client does not agree with our assessment even though they have admitted to not sending in the required tax returnsPlease do not hesitate to contact Optima Tax with any questionsThank you

SUMMARY
Optima
Tax's management immediately reached out to the client
to discuss his concerns outlined in the complaintDespite client’s initial dissatisfaction,
Optima Tax was able to successfully address his concerns and as a result, he
has decided to continue working with us
RESPONSE
-
Optima Tax’s management made contact with the client upon
receiving the Revdex.com notificationUnfortunately, the client’s
allegations in his complaint seem to have been misplaced given the current signed
agreement as well as our voice recorded verification call dataBoth the
agreement and the verification call confirm that the client contracted with
Optima Tax for Collection Representation and IRS Compliance onlyAlthough
Optima Tax is confident that it has fulfilled all of its contractual
obligations, our management presented the client with another option that may
help with his overall balanceFurthermore, as a courtesy, the team assigned to
the client’s file reestablished an affordable Installment AgreementThe client
has expressed his gratitude and confirmed that this satisfies all his 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 closed
Please do
not hesitate to contact Optima Tax with any questionsThank you

Optima did everything they said they would do and we are just making the last few payments and our problems will be behind us!!

I had several years of unfilled tax debt and I had been I out of work for two yearsOnce I started my new jobI knew I would have problemsI called other companies but they wanted thousands of dollars up frontOPTIMA tax worked with meThey kept me informed every step of the wayAnd when they told me they could safe me over 33,dollars that blew me away
I'm so happy I chose Optima tax

I hired optima tax relief for four thousan dollars all they did was set up a payment agreementThe way my bills are structured imhave a part time job if I get sick what am I going to doThey did nothing for me never returned calls

I received a huge reduction on my IRS debt by using Optima Tax ReliefI would recommend them to anyone

SUMMARY - Optima Tax's management has been in contact with the client and we 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 complaintAs the client stated, he hired Optima Tax Relief for
representation before the IRS regarding an outstanding tax liabilityThe client contracted with Optima Tax to perform certain services, including, Collection Representation, IRS Compliance, Installment Agreement, and Audit ReconsiderationOptima Tax’s objective for every client we represent, has been and always will be to achieve the best possible resolution given the client’s circumstances To ensure that each client understands the services Optima Tax will provide, they are given the Servicing Agreement upon enrolling into our servicesEach client will also go through a voice recorded Verification Call that covers the services the client contractually agreed to as well as all legal disclosuresAfter going over each legal disclosure the client must respond with a “Yes” answer before moving forwardUpon review of the Verification Call, the client answered “Yes” to all legal disclosures and acknowledged the services that Optima Tax would be providingFurthermore, the client also gave Optima Tax a rating, with being the highest, regarding his understanding of the services Optima Tax would provideAt no point did Optima Tax insinuate, promise or guarantee that the client would receive a lump sum reduction of his tax liability Per the statements made by the client in his complaint, Optima Tax did establish a resolution of the client’s tax liabilityThe resolution in place will protect the client from any enforcement action that can be taken by the IRSThe resolution will also protect the client’s assets from being seized by the IRSAfter going over his case in detail, the client understands the resolution that Optima Tax negotiated and we’re happy to say that we have come to a mutual agreement that satisfies all 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 we consider this matter closedPlease do not hesitate to contact Optima Tax with any questionsThank you

I would just like to say that my experience with Optima Tax Relief LLC was way better than I could of imagedFrom the first call to the last they made me feel like I was in good hands and that I need not worry about my tax debt They kept me informed of the process through out and settled with the IRS much better than I could of ever done If someone needs a great review about Optima Tax Relief LLC, I would certainly send them mind

SUMMARY - Optima Tax's management has been in contact with the client and we are working towards a mutual resolve RESPONSE - Optima Tax’s management has been in communication with the client to address his concerns as outlined in the complaintUpon being notified that the Power of Attorney
letter was not accepted by the IRS another was faxed over on or around February 29, It’s unfortunate that the client felt communication wasn’t to their standards, however; we felt that there was ample communication and we addressed all of their concerns, once brought to our attention, in a timely fashionAs for the payment discrepancy, the client chose not to make their scheduled payment and thus, a payment hold ensuedWe appreciate the client’s concerns and his reasons for not making the scheduled paymentIt’s unfortunate that it appears there was a small gap in communication but we are delighted to say that we are working with the client and we’re confident that we’ll address their concerns while establishing a mutual resolution 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

SUMMARY - Optima Tax's management has attempted to make contact with the client but the complaining party has yet to respond to our attempts at communication RESPONSE - Optima Tax’s management had been in contact with the client in March prior to receiving the complaint however, the client
subsequently became unresponsiveAs the client stated in the complaint, he hired Optima Tax to represent him on behalf of the IRS in January of for both his personal and business tax liabilitiesHis file requires a high level of attention to detail considering the overall complexity of the client's case and the documentation which is required to resolve his case During the client’s tenure with Optima Tax he decided to stop paying for services in October of After repeated attempts to get the client back on track with no success, the client's file was placed on holdAlthough on payment hold, the team assigned to client's file continued working his case, which included filing his past due tax returnsThe client refused to reschedule his payments and comply with the terms of his enrollment, thus his case was cancelled as of March It’s truly unfortunate that the client feels as if Optima Tax and their employees took advantage of himOptima Tax provided the client the details of our services prior to the client choosing to enroll with us and also provided all communications to the client in a timely manner throughout the client's enrollment with Optima Tax to ensure the client was fully aware of the processes and services accompanying his enrollment with usOptima Tax has the utmost faith that we can resolve the client’s tax liability, however as we have made clear to the client upon their enrollment with us, this requires his full cooperation in providing timely information and documents to Optima Tax and staying compliant with the terms of his enrollment 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

SUMMARY -
Optima Tax's management has been in contact with the client but
we have yet to discuss
his concerns in detail
RESPONSE
-
Optima Tax’s management has been in communication with the
client to address his concerns as outlined in the complaintHowever, given the
nature of the client’s profession we have yet to make proper contact with him
in order to discuss his complaint in detail
As the
client stated, he hired Optima Tax to investigate his tax liability and provide
him in detail the steps we’ll take to resolve his case during our Resolution Phase
The clients assigned Tax Associate is more than capable in fully relaying the
information we obtain from the IRS to the clientFurthermore, a Tax
Professional will not be assigned to his case until he enrolls into our
Resolution phaseIt is unfortunate the client took our email correspondence as
threatening; it is our job as his representative to convey all information to
him in a timely fashion and clearly express the urgency in resolving his case to
avoid any enforcement actions by the IRS Information we obtain and gathered during the
client’s Investigation Phase is crucial and thus, it is very important that we conduct
a thorough investigation as to the status of his liabilityThe client expressed
that he was already made aware of some of the information we provided as a
result of our investigationAlthough this may be the case, it does not take
away from the need for us to conduct a thorough investigation because given our
experience, a client’s tax liability can and will change almost dailyMore so,
if the client happened to be in collections we would then have an opportunity
to negotiate a stay of enforcement while we gather important documentation to
assist in resolving the liability as a whole and assist the client in avoiding
compounding tax issuesAdditionally, during our investigation we gather all
the set conditions the IRS has to help formulate a strategy to resolve the
client’s caseThe
complexity of the client’s case will determine the cost of our Resolution
representationPrior to any potential enrollment, the client will be provided
a thorough breakdown of our Investigation and we also provide any documents,
such as transcripts, to our clients to help them understand their case in
detailIt appears that this information was given to the client on or around
February 12, It’s truly unfortunate that the client feels he received
nothing in return for his payment however, we believe that after a thorough
conversation with our management the client will recognize the importance of
conducting our initial investigation and the benefits of Optima Tax being his
representative in an effort to resolve his outstanding 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 in our response and will
continue to reach out to the client until we come to a mutual resolvePlease
do not hesitate to contact Optima Tax with any questionsThank you

Optima Tax Relief did everything they stated they would do and moreSeveral of the folks bent over backwards to accomidate meI'm literally blown away with there professionalismI would and will recommend Optima to anyone who needs profesional advice when dealing with there taxes

SUMMARY -
Optima Tax has made contact with the client to discuss his concerns
in detailThe
client has confirmed that he is satisfied with the outcome and
will continue his relationship with Optima Tax Relief
RESPONSE
-
Optima Tax’s management made contact with the client
immediately upon receiving the Revdex.com notification to address his concerns as
outlined in the complaintAfter a thorough review, multiple representatives at
Optima Tax made attempts to contact the client to discuss his caseUnfortunately,
the number we had on file had been incorrectThe Optima representative
informed the client of the multiple dates that we attempted to reach himThe
client was more than understanding and provided us with his current contact
information, and accordingly, communication will not be an issue moving
forwardMore importantly, the client agreed to have Optima Tax continue
representing him so we may help resolve his tax debt
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 attempted to
contact the client, but we have yet to establish communication RESPONSE - Optima Tax’s management has reached out to the client to address his concerns as outlined in the complaint, but we have yet to receive a return callAs the client stated in his complaint, he hired Optima Tax Relief to represent him before the IRS due to an outstanding tax liabilityAlthough our clients may initially contact us believing that they will qualify for a reduced liability, Optima Tax discloses to all clients that a reduction is not guaranteed because the client must satisfy the IRS’ strict guidelines in order to qualifyMoreover, in order for Optima Tax to accurately determine the best course of action to represent our clients, it must perform a thorough investigation of the client’s liabilityAfter such investigation, Optima Tax presented the client with the proposed actions that it could provide to the client, which included establishing an Installment AgreementAdditionally, at no point did Optima Tax promise, guarantee or insinuate that the client would receive a reduction in their tax liability Optima Tax is not in a position to prolong our client’s casesIn fact, Optima Tax provides each client with an expected timeline of events, based on Optima’s historical dealings with the IRSHowever, the complexity of each client’s case will vary the time it will take to finalize a resolution for our clientsThe timeline is also contingent on our client’s involvementThe client was prompt in providing sufficient documentation and as the client stated in his complaint, Optima Tax resolved his case by arranging an affordable paymentThis payment will keep the client protected from any enforcement action that the IRS can implement on an outstanding tax liabilityWe are confident that we obtained the best resolution for this client and satisfied our duties as agreed to in the Client Service 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 will continue its efforts to establish communication so we may address his concerns appropriatelyPlease do not hesitate to contact Optima Tax with any questionsThank you

I became unemployed and subsequently permanently disabledI had a large tax debt and heard about Optima via Facebook and radio advertisements They took on my case and resolved it I am in currently non collectible statusThe professionalism of all the staff I was in contact with was impressiveI am very happy with the job they did and have recommended them to people who have possible tax issues

In August, , my company filed an initial complaint with Revdex.com regarding Optima Tax Relief, After speaking with the, Manager of Executive Relations, on 08/13/and 08/21/he assured me that moving forward there would be prompt responses regarding questions and updatesHe requested to be copied on emails to the case manager to ensure she followed up accordinglyHorizon decided to continue to move forward with Optima, with the promise from the Manager of Executive Relations that Optima would keep us updated with progress of the caseOn 9/8/my company received another intent to levy which was immediately emailed to OptimaThe request was made that if Optima was unable to make contact with IRS by 9/12/to advise my officeAt that time the Manager responded by requesting the case manager get with the attorney to avoid additional levy actionOn 9/11/14, we requested an update by COB regarding the progressOn 9/26/(two weeks later), still no responseOn 9/26/14, after receiving a final notice from IRS, we made a second request for an updateThe case manager finally called and said she would upload the case file for the attorney's reviewMy company made another request for a progress update on 10/9/The case manager called back in the afternoon and left a message with the answering serviceMy manager reached out to her immediately but there was no response from Optima until 10/20/This response occurred after an email was sent requesting an immediate responseThe case manager said the attorney had contacted IRS three times with no call backShe stated she would speak with the attorney to see if he could contact meThat never occurred so on 10/21/14, I made the decision to cancel my services and Power of Attorney with OptimaAfter months, I feel that Optima does not have the credibility with IRSI also requested a full or partial refundSince notifying Optima of my decision and request, there has been no response
In terminating my case, I am requesting documentation of where Optima has last left off with IRSAdditionally I am requesting a full or partial refund of the money they have been paid

They helped me clear up a$9,tax debt to the I.R.SA big burden was lifted off my shoulders The people who helped me were very professional They also explained everything that I did not understand