Optima Tax Relief LLC

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

STAY AWAY FROM OPTIMA!!! They are the biggest con artist I have ever had to deal withI gave them all of my financials in the beginning and they said that we fit the programTHEY NEED TO BE TAKEN DOWN!!! I paid them about $to help me with my tax situationThey said we make to much money for a resolutionAppartently they said they set up a lower payment and we were supposed to be paying since MarchIt is now November so I know I am going to have problems with them nowI gave them my financials in the beginning they should have told me then that they couldn't help meITS A BUNCH OF CRAP!!! I totally put my trust in them and they totally screwed meNow I owe my life to the IRS and I'm down $which I had trouble paying themI could just cry because money is so tight for me and my family

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

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!

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-

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

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

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

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 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

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

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

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

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 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

Revdex.com:
I have reviewed the response made by the business, in reference to complaint ID ***, and have determined that this proposed action may or may not resolve my complaint
At this time, no formal offer has been made to me and only general concepts have been suggested to resolve this matter making the statement is factually inaccurateDue to my past experience with misleading statements, like the response above, I am reluctant to believe any progress will be made and this may only be a public relations charadeHowever, the latest attempts at reconciliation appear to be genuine and I anticipate further discussions that I hope remain focused on a solutionI am hopeful that this situation can be resolved amicably but at this time no substantive offer has been made for me to accept or reject.
Regards,
*** ***

Excellent service wonderful people thank you so much

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 complaintAfter speaking with the
client, he felt that the overall process to resolve his case was taking too
longTo justify his belief, the client compared our services with a scenario
that a friend of his had that occurred roughly years agoThe client was
under the impression that his case would be resolved rather quickly when in all
actuality, and depending on the client’s circumstances, a case can take an
average of 6-months to resolveThe client had been enrolled in our
Resolution Phase for only months before filing the complaintWith a case as
complex as the client’s, months is not enough time to resolve his outstanding
liability
Some of
the issues we experienced while servicing the client’s file were obtaining the
appropriate financial documents to submit to the IRSAlthough the client did
provide Optima Tax with the
appropriate documents, the client had his secretary send them in which caused additional
delayThroughout our relationship with the client, per his request, most of
our communication had to be done through the client’s secretaryWe believe that
this contributed to the communication issues the client mentioned in his
complaintMoreover, our tax professionals had to coach the client’s secretary
on the various documents that she needed to gather and send to us so that we could
submit them to the IRSUltimately, this contributed to a delay in the process
which was beyond our controlHowever, once we obtained all the requested
documents, Optima Tax packaged them
and sent them into the IRS via USPS Priority MailWe provided the tracking
information to the client for his review and to help relieve his stresses
during this difficult time
After
educating the client on the overall process and the steps we have to take to
resolve his case, he feels that he may have jumped the gun on filing the
complaintAlthough the client is satisfied with the outcome he decided to work
with the IRS directlyWe did inform the client that we can provide any and all
information necessary to help resolve 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
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