Optima Tax Relief LLC

THEY TOLD ME THEY COULD LOWER WHAT I OWE IN BACK TAXES SO I PAID THEM $ SO AFTER ALL I STILL OWE THE SAME AND THEY PUT ME IN A PAYMENT PLAN THAT I CANT AFFORDSHOULD OF JUST PAID THE IRS THE $I GAVE THEM AND I WOULD BE IN BETTER SHAPE

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,
*** ***

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

SUMMARY - Optima Tax's management has been in contact with the client and we’re working towards a mutual resolve RESPONSE - Optima Tax’s management has been in communication with the client to address her concerns as outlined in the complaintWe appreciate the client’s concerns with her
case, but at no point do Optima Tax representatives provide any misleading or informationThe client’s case is extremely complex and requires a great attention to detailGiven certain factors in the client’s case, the IRS has the right to implement certain enforcement action to secure its interest in the outstanding liability Although the action the IRS took was not financially detrimental, we understand that this is a burden and Optima Tax is working towards options to relinquish the actions the IRS tookPrior to receiving the complaint, the client was presented with various optionsOptima Tax’s management went over those options again in detail and the client now has a better understanding of our strategyMore so, the client wishes to continue the business relationship 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 will continue to work with the client until we come to a final resolve and finalize their casePlease do not hesitate to contact Optima Tax with any questionsThank you

I am extremely satisfied with the results of using this company.They did everything they said they would.And they were easy to work with.They stopped the seizure of my bank accounts and worked out an OIC for about 10% of the amount owedI would highly recommend

All interaction was very professional and informative

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
[Please do not put this on my schedule as to why we can’t establish communication. It was clear in my recent correspondence and calls with Optima Tax Relief that I get off work at 5:30pm (Central Time). Why not mention here that I’ve been calling the company at exactly 5:30pm (Central Time) and all I get is a person who can only relay messages to the “Executive Relations Department.” With the failed attempts to reach you, I’m looking forward to a ‘solid line of communication’ as you mentioned
My statements in the second response are true and by all means be verified with the IRS (as notes are recorded). I have documentation that manual payments were made religiously on my end as advised. Shouldn’t the follwith IRS to check on the status of the Installment Agreement be done sooner by Optima Tax Relief? Perhaps in April or the time when I received another LTnotice in July 2016? It was your duty to follwith the IRS to ensure that the Agreement was in place and not just bank on a fax confirmation Can you please provide any confirmation or folldone after this was faxed on March 14th? You also used the premise that I’ve been paying the agreed upon Installment Agreement amount and that supports your position that you have successfully established a resolution. Of course, I’ve been making the payments as instructed by you, but it doesn’t mean that the IRS is aware of an Installment Agreement in place. You may go ahead and verify my conversations with the IRS, but the last thing I would do is have you represent me on this matter again I understand that I did not qualify for penalty abatement and acknowledge the penalties and interest that may accrue. My question here is timing. At what point did you find out that I did not qualify for penalty abatement? Sometime last year? And how long does the review process take to assess this? Going back to my second response, your reason in August why the penalty abatement was not approved is because I had balances to pay off the taxes. Then why not suggest this sooner since you knew this all along? Should I have known (or been told sooner) that a penalty abatement was not an option, then I would have “stopped the bleeding” and not wait until August 2016. This was not presented clearly and again, I was only offered the two options: the Installment Agreement (which is the first matter still in question) or cannot pay balance option. The reason why I contracted with Optima Tax Relief is to ultimately lower my taxes (as what the company claims/advertises).]
Regards,
*** ***

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, we learned that he was concerned with the Resolution Retainer that was
presented to him upon completion of our InvestigationHaving expressed his
concerns, we presented the client with an option that we’re pleased to say he
accepted and we will continue to represent himAt Optima Tax, we always strive
to accommodate our clients, whenever possible, to ensure utmost satisfaction
As a result, the client will not have to face the IRS alone, and has the help
and experience of Optima Tax on his side
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 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

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
Regards,
*** ***

Optima Tax Relief is the BEST.The best help in my tax case, walk me through tax forms,
my ending results were excellentA+

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,
*** ***

Optima Tax service was the best call I ever madeMy tax case was solved to my full satisfactionFriendly professional staffVery competent and extremely helpful

Optima took care of my tax problems.I recently became disabled and the stress of owing the i.r.s was overwhelming.thank u optima

We have been working with Optima on our case for awhile now, all interactions have been positiveWe are now expecting a refund check, and are happy with the result of working with Optima

They are correct that they tried twice to reach me without success, but we did connect on the third attempt and the matter has been resolved. I'm sure that with the holidays, this just hasn't updated completely
Regards,*** ***

It was a long process but someone always called me to keep me updatedSomeone always got back to me in a timely mannerMy tax issues we old and they did the most they could to keep me from being garnishedI had a lot of different reps I spoke with during the process and they were all very helpfulI would use them again if I had another tax issue, buy lets hope im smart enough not to do that again, right? Optima Tax is a great solution when you are intimidated by the big bad tax man, they are in your corner

After receiving the client's rejection to our initial response to the complaint we continued our ongoing conversations about the work performed on their caseAfter much debate, we are pleased to say that we came into a mutually satisfying agreement and are in the process of finalizing that agreementIf you require any additional information please do not hesitate to askOtherwise we consider this matter closedThank you

Hi ***: This issue has just been resolved I would like to retract this complaint. Will you be able to cancel for me? Please do not contact Optima regarding this issue. Thank you for your assistance If you need to speak with me please call my
cell. Cell ***

SUMMARY
-
Optima Tax
"> has made multiple attempts to address his concerns
as outlined in the complaint. In light
of such, the client has confirmed that he is satisfied with the outcome
RESPONSE
-
Optima Tax’s management has made multiple attempts to reach the
client so we may discuss his concerns as outlined in his complaintAfter a
number of thorough discussions with the client, it seems as though there was a
misunderstanding regarding our payment process, however, we are happy to convey
that such misunderstanding has been addressed and clarified to client’s
satisfaction. In response to the
client’s concerns, we have respectfully informed and assured the client that Optima Tax and its associates are not in a position
to mislead the client. Consequently, the
client confirmed that all his concerns have been addressed and we parted ways
amicably
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