Optima Tax Relief LLC

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 paid over $13,for their services and the only service they have performed so far is file returnsA typical filed return costs $350-$If they filed returns for us that would be a max cost of $5,Where does the remaining $8,000++ come into play? They 100% told me that I am not at risk of having a lien placed on usThat is the whole point of using a company that claims they can protect their clientsThis company does not allow their clients to speak to an actual CPA or Tax attorneyYou are only allowed to be in contact with a case workerThey still have not removed themselves from my IRS accounts as they promisedI have been in contact with the IRS directly and have been able to resolve our issues very easilyI am expecting to be refunded $8,
Regards,
*** ***

Complaint resolved!Thank youI believe Optima Tax Relief resolved the issue timely, because of my initial complaint filed with the Revdex.comA letter of cancellation was e-mailed and the debit of $was credited back to my account 4-7-

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

I filed a review with Revdex.com and now Optima keeps calling me and emailing me even after I ended up paying my FULL back taxes and penaltiesOptima will harass you and dupe you into talking with them by saying are you requesting a refund? I never asked for a refund, although I should as they did nothing for meTo get them off my back I finally answered the call and they asked why I was unhappy with OptimaAs soon as I was telling the person she said I could not say that??? You asked and I told you why I was unhappyShe kept cutting me off stating the companies procedures and policies, she believed her people over me so why even bother asking me? The bottomline is this company is a very shady business, it seems they will choose who they can help but if you are a difficult case as mine you get nothing but dragged out and paying for their services for nothingPlease if you need tax help see a bonifide tax lawyer and check that persons ratingI was in dire need of help and therefore hired Optima blindly and it was a costly lesson

We called Optima Tax to get help for a subcontractor of ours that had not filed a tax return for years He had tried to settle with IRS before but the process of just catching up on the returns was overwhelming and he just gave up Optima Tax had a process that helped us step by step to provide the correct supporting documents, then they created and filed the missing tax returns so we could figure out exactly what was owed, and then negotiated an offer in compromise that was well within the ability of our subcontractor to pay The entire process took about a year but considering that Optima Tax settled years of tax debt (including their fee) for 16% of what was originally due, it was well worth the time invested!

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

The counselors at Optima Tax are very professional, knowledgeable and very helpfulFrom the beginning they are very understanding of the situation you may be in, they never make you feel like you did something wrongI would highly recommend Optima Tax to my family and friends

Very good company l am happy with my out come thanks otr

SUMMARY -
Optima
Tax's management had made contact with the client and the
client has confirmed that he is satisfied with the outcome
RESPONSE
-
Optima Tax’s management had been in contact with the client to
address his concerns as outlined in the complaintAs stipulated in the Client
Services Agreement, we do have a money back guarantee and it is the client’s
choice to cancel within that time frameAlthough he may not have received a
call back regarding his case in a timely manner, one of our associates still
reached out to present the client with our findingsOur Investigation process
consists of not just calling the IRS but, we also adhered to certain IRS
requirements to resolve client’s liabilityWe also order transcripts to cross
analyze the clients finances with the information they provide us, assure that the
client is not in active collections and more importantly, we determine the type
of services we can provide based on the information we obtain from the IRS and
the clientAfter speaking with the client he understands that there is more to
our services than a simple phone call and accordingly we have come to a mutual
resolve to address his 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 considers the matter closedPlease do not
hesitate to contact Optima Tax with any questionsThank you

Thank you Optima for helping me out when I needed it most!

It is
deeply regrettable that there was a misunderstanding about the scope of our
servicesAs we stated in our previous response however, our records - both
voice recorded calls as well as a Resolution Addendum (contract) - clearly
state that the client had hired Optima for IRS representation onlyFurthermore,
when the client voiced her concerns in June of 2014, we had repeatedly
explained the scope of our services, however, out of courtesy, we had informed the
client that we will only provide limited guidance on her state tax issuesAn
email was also sent confirming what was discussed during that conversation
After
relaying this information to the client, she believes that there may have been
a misunderstanding on her part regarding the actions Optima would take on her
behalfIn light of such mutual understanding, we are asking the client to sign
the necessary paperwork, and send in the required documents to submit for a resolution
In an effort to ensure clear understanding of the terms just explained, we are
waiting for the client to execute an agreement with us as well. Once we receive all the documents, including
the agreement with Optima, we will package and mail the documents to the state
on her behalfOnce the documents are mailed out, any and all service that has
been provided on client’s behalf will effectively endThe client has confirmed
she is satisfied with this proposal and considers the matter closed

The people at Optima Tax Relief were very upfront and explained the process very thoughtfullyI owed about 15,and after a patient wait, which was discussed at the beginning, I now owe I recommend this company to anyone who needs help with a tax problem

SUMMARY - Optima Tax's management contacted the client to address his concerns and the client is satisfied with the outcome RESPONSE - Optima Tax’s management has made contact with the client to address his concerns as outlined in the complaintAs the client stated in the complaint,
he hired Optima Tax to represent him in reference to an IRS matterAlthough we have not completed his case, Optima Tax is taking the necessary steps to ensure that we finalize his IRS matter with the best possible resolutionAlthough we pride ourselves on communication through various feedback options, we’re sorry to hear that the client is less than satisfied with our communication and have taken the steps to rectify the matterMoreover, the client now has a full understanding as to the direction Optima Tax is taking to resolve his case and confirmed that his concerns have been addressed accordingly 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 had made contact with the client and the
client has confirmed
that he is satisfied with the outcome
RESPONSE
-
Optima Tax’s management had been in contact with the client to
address his concerns as outlined in the complaintAs stipulated in the Client
Services Agreement, we do have a money back guarantee and it is the client’s
choice to cancel within that time frameAlthough he may not have received a
call back regarding his case in a timely manner, one of our associates still
reached out to present the client with our findingsOur Investigation process
consists of not just calling the IRS but, we also adhered to certain IRS
requirements to resolve client’s liabilityWe also order transcripts to cross
analyze the clients finances with the information they provide us, assure that the
client is not in active collections and more importantly, we determine the type
of services we can provide based on the information we obtain from the IRS and
the clientAfter speaking with the client he understands that there is more to
our services than a simple phone call and accordingly we have come to a mutual
resolve to address his 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 considers the matter closedPlease do not
hesitate to contact Optima Tax with any questionsThank you

SUMMARY -
Optima Tax's management has made multiple attempts to contact
the client with no
success
RESPONSE
-
Optima Tax’s management has made multiple attempts to contact
the client both verbally and electronically via emailUnfortunately, the
client has yet to respondBased on our review of the client’s records, communication
with the client has been an ongoing issue on this matterPrior to receiving
the complaint, the client’s assigned Case Manager had made multiple attempts to
reach her via phone and email to obtain financial documents, however, no
response were given by the clientSuch issue has been thoroughly documented
and could be provided upon requestUnderstandably so, the issue has severely limited
our ability to provide our services
The
client contends that she had requested a new Case Manager twice but we
respectfully disagree as there is no evidence of this request yet. On the contrary, after months of not
receiving a response from the client, we received an email to her Case Manager
claiming that she had previously made the request to have a new representative
assigned to her caseImmediately after receiving that email, the assigned Case
Manager’s supervisor attempted to contact the client address any concernsA
message was left and an email was sent requesting a call back to discuss her
file, however, there was yet again no response from the clientBased on client’s
inability to respond to any of our emails and or phone messages, a day
suspension email was sent to the client per Optima Tax’s policyOur Client
Services Agreement (“Agreement”) clearly states that any and all requested
documents must be sent in within business days of the requestAlso per the
Agreement, Optima Tax has authorization to terminate the agreement if the
client is found in breach of contractWe believe we have given the client
multiple opportunities to provide us with the requested documents, yet with no
successDespite our best efforts and against our hopes of resolving this
matter amicably, it appears the client is unwilling to return any of our
messages and we have no choice but to consider this matter closed
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

Optima Tax Relief did a great job handling my tax issue with the I.R.SI would surely refer anyone having a tax problem to this company

We were in a very critical situation with the IRS We had gone to someone else before we used Optima and it was a terrible experience and they did not get the job done plus we spent money without success With Optima Tax Relief, I could not be happier with our results They kept me informed every step of the way, they were always available when I needed to talk or ask questions However, most importantly they stayed by our sides until we had the results that we needed Thank you Optima for providing us with support to get us through this issue

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 concerns as outlined in the complaintOptima
Tax’s services are broken down into two Phases, an Investigation Phase and a
Resolution PhaseThe client signed up with the understanding that Optima will
perform a thorough Investigation onlyThe client was aware of the fee and it
was promptly paid for our servicesAs part of our Investigation Phase we will
contact the IRS to obtain any and all available information pertaining to the
client’s outstanding balanceOnce we have gathered all relevant information
from the IRS and the client, we develop a Case Summary that outlines the
services we can perform to help the client with their tax liability
The
client asserts that he notified us of a Tax Court Summons that he received and
we failed to make any inquiryHowever, we would like to point out the fact
that the client never provided us with any Summons nor did the IRS ever mention
anything about a pending Tax Court proceeding, during any of our conversations
or in the documents they provided to usThis leads us to believe that his
court issue perhaps revolves around a matter outside his tax liabilityAfter
we presented the client with our findings and how we can help regarding his
personal tax liability, he unfortunately felt our retainer for the Resolution
Phase was unaffordableDespite our effort to accommodate client’s request,
considering the significant amount of work that would’ve been involved in the
case, we unfortunately could not fulfill his requestWe
respectfully, yet firmly stress that at no point did our associates threaten
the clientThere are no facts supporting such contention and it is regrettable
if there were any misunderstanding.
Although we had fully performed our contractual obligations as outlined
in the Client Services Agreement and we would like to be recognized for our
work, we understand that disagreements occur and accordingly, we have been in
constant contact with the client and we came to a mutually satisfying
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 considers the matter closed Please
do not hesitate to contact Optima Tax with any questionsThank you

This company was very professional to work withThey kept me informed of my progress oftenI would highly recommend this company

Excellent service wonderful people thank you so much