Optima Tax Relief LLC

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 JapanAlthough
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

Optima Tax Relief was a great relief After contacting OTR about my tax problem with the IRS and the State I was told that I could be helped with the IRS, but that the State would be a problem One year later both the IRS and the State have forgiven my tax debt Without the help of the staff of OTR I would not have been able to accomplish this They are professional and really know how to deal with the IRS Would recommend them to anyone needing assistance with tax relief

SUMMARY -
Optima
Tax's management had made contact with the clients and they are satisfied with
the outcome
RESPONSE
-
Optima
Tax’s management had been in contact with the clients to address their concerns
During our conversation with the clients, we were informed that the
clients had
assumed that Optima Tax would obtain a reduction in liability with the IRS. It
was soon apparent that there was a misunderstanding and that while Optima
strives to obtain the best possible resolution for its clients, a reduction in
liability is not an automatic outcome. Optima Tax services are broken down into
two Phases - an Investigation Phase and a Resolution PhaseDuring our
Investigation Phase, it was determined that under the IRS guidelines, the
clients unfortunately did not qualify for a reduction.
The
results of our Investigation were presented and clearly communicated to the
clients prior to moving forward with our Resolution PhaseContrary to clients’
contention that Optima communicated poorly, our records show that we did indeed
follow our internal protocols in an effort to provide great customer service,
and consequently, Optima Tax had performed its contractual obligations as
outlined in the Client Services AgreementDespite such, in light of our
continued effort to provide relief and strong customer service, we have provided
the clients with additional guidance since their complaint and they were
extremely grateful for our time and effortsWe now consider this matter closed
and 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 clients
concerns appropriately and considers the matter closedPlease
do not hesitate to contact Optima Tax with any questionsThank you

I would recommend Optima Tax Relief to the highest degree Over the period of my case I received nothing but the the highest level of professionalism from OptimaAll details and instructions were clear and Optima provided me a seamless and almost effortless service representing on my behalf I appreciate everything Optima has done for me resolving my Tax related issues

Everything was greatBut they would take a little while to call me back but everything was GREAT!!!

"I called Optima Tax Relief when I started receiving threatening letters from the IRS I had several years of unfiled back taxes and didn't know who to contact about my situation Fortunately I called Optima Tax Relief and immediately felt the pressure and stress begin to fade away
Their staff is courteous and professional as they were sure to keep me updated on all steps in the process I had over twenty thousand dollars owed to the IRS as Optima negotiated a settlement for a fraction of what I owed!!
Optima help me to rebuild my life again With my tax nightmares behind me now, I can only recommend Optima Tax Relief to ANYONE who needs real help with their IRS debt
I want to thank the staff and everyone at Optima for outstanding service as I will be a customer for life!"
** ***

SUMMARY -
Optima
Tax's management has made numerous attempts to reach the client to discuss the allegations outlined in his complaint but unfortunately, the client is being unresponsive
RESPONSE -
Optima Tax’s management has made numerous attempts to contact the client to address his concerns as outlined in the complaintPrior to receiving the complaint, one of Optima Tax’s Quality Assurance representatives made multiple attempts to address the client’s frustrations but the client proved to be unresponsive to Optima Tax’s effortsAfter we received the complaint, we continued our endeavor to discuss the client’s frustrations to no availWhen the client did respond, the responses were vague and further allegations were made claiming that our Quality Assurance team never made any attempt to reach himAfter a thorough review, our records show otherwise
As the client indicated in his complaint, prior to contacting Optima Tax Relief, the IRS had already begun collection activity against the clientShortly after enrolling into our Resolution Phase, the IRS took legal action to obtain the remainder of the client’s outstanding balanceThe client claims that his assigned Case Manager failed to submit documents in a timely mannerHowever, it was the client who had failed to provide us with substantiation regarding a certain business transaction that the IRS was made aware of from their conversations with the clientWithout substantiation and with the client unwilling to provide Optima Tax with the supporting documents, the IRS’ legal action could not have been prevented
Although the client did provide an income and expense worksheet as well as bank statements, it was not the supporting documents the Revenue Officer was requestingThe Revenue Officer wanted substantiation regarding a business transaction but the client refused to provide us with a thorough explanation as to what occurred during this specific business transactionAfter repeated attempts to obtain this information, the client became verbally abusive and demanded we cancel his fileAt no point did we argue with the client or use profanity when communicating with the clientFurthermore, after thoroughly interviewing the team that was assigned to the client, it was determined that they did not call the client from their personal cellphoneIt’s extremely unfortunate that the client is going through immense hardships but, we feel that his allegations are unwarrantedFurthermore, since the client is unwilling to discuss the nature of his complaint we have no choice but to close the case on our end
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 reached out to the consumer and we will be looking into his claim and ensured him that all information will be removed from our data base RESPONSE - Optima Tax management established communication with the consumer to ensure that his information is removed from our data baseThe client provided the email he received and our marketing team will be looking into this matter so we may prevent any further issues with our email advertisementOptima Tax takes all the necessary steps to ensure that our email marketing is compliant and we honor consumer’s request to opt-outIn this particular case, the appropriate steps have been taken to remove the consumer’s information from our data base

SUMMARY -
Optima Tax
">'s management has been in contact with the client to
discuss his concerns and we are pleased to have come to a mutual resolution
RESPONSE
-
Optima Tax’s management has made contact with the client to
discuss his claims, as stated in the complaintIt is truly regrettable that
the client is unsatisfied with the result of his caseIn order to clarify, Optima’s
services are separated into a two phase approach, Investigation and Resolution
During our Investigation, Optima gathered extensive information which we
presented to the client along with our proposed Resolution services, which
included an Installment AgreementThe client agreed to proceed with our
Resolution services by signing the Addendum to the AgreementMoreover, our
recorded Verification Call demonstrates that the client had a full
understanding of the services Optima Tax
would provide during ResolutionOptima Tax has thoroughly explained this
information to the client and the client has acknowledged his understanding of
why we achieved the result on his caseFurthermore, we provided the client
with some additional assistance that may help reduce his overall liabilityThe
client has confirmed he is satisfied with the end result and considers 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
considers this matter to be resolved because we have come to a mutually
satisfactory resolutionThank you

Hiring Optima Tax Relief was a positive, courteous, and professional experience The expected goal that was set into place was reached and we have no complaints

This email is to inform you that the business has happily responded and is correcting the issue

My husband and I received a letter from the IRS stating they had not received a prior year tax return We promptly contacted them to find out find out which year, according to my records we had sent off the return but still they insisted they didn't receive it We sent in another copy of the return Soon after we received another letter stating we still owed a balance on that return and the IRS added another $3,in penalties and late fees AND they garnished my husbands wages I started looking online for a company that could help us, there were only two companies that had A ratings or higher, Optima being the highest rated I contacted Optima and the representative that initiated the case was very upfront about the process explaining every step that would happen We paid the money to initiate our case, Optima quickly got to work and stopped our wage garnishment which was a huge relief in itself The process has taken a long time and there is a lot of paperwork to do and monthly bank statements etcto send in but during the whole process each person handling our case stayed in contact with us via phone and e-mail They always explained every step of the process that we were entering into and answered every question and concern we had while treating us with respect at the same time which is more than I could say for the IRS Our case was just completed, the IRS did not do a compromise but we do have some time before we have to pay and we will be able to make payments If I understood correctly though, we are back to the original amount owing on the tax return and we don't owe the penalties Since starting this process, I have told several other people about Optima tax relief and would recommend them to anyone in this difficult and scary situation

OMG Optima Tax Relief is the best in the business Lawyers and Accountants told me they could not help me so I called Optima and not one time did I feel unsure of my successful outcomeI thought I was going to be in debt forever but Optima did exactly what they said they were going to do and now I am debt free from the IRS Thx Optima for all your help!!!! I would recommend Optima to everyone and a special thx to *** *** u really are a man of your word!!!!

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,
*** ***
Dear *** : Please correct my name to *** ** *** not *** ** ***.I have reviewed the response from Optima and I am very disappointed with the dishonest remarks they have made to cover up their incompetenceAs recent as August the 14th Optima Tax sent us a letter requesting that we forfeit our rights to remedy from their damage to usThey wanted us to keep our mouths quiet and not say a word about their workI will attach a copy of their horrible letter to you shortly but Optima had ample time to address our state and local taxWe have documentation not conversation that will demonstrate what they told us when we signed on with themThey have been dishonest and misrepresented the truth numerous times in their letter to you.For example, Optima report that the state was involved in prior to our contracting OptimaWe were not being garnished at the time we contracted with OptimaWe contacted Optima in and nothing is further from the truth that there was a threat of garnishmentThe state should have been contacted by Optima in early January of this year as they had our Power of AttorneyWe sent Optima letter after letter urging them to contact the stateThey failed to do anythingOptima did not contact the state on our behalf and allowed time to runI urged *** *** of Optima and *** *** numerous times that they should contact the state to get a discussion goingOptima failed to do that and that is why the state more than six months later having not heard form our representative (Optima) initiated action to garnish my wagesThe primary reason we sought our Optima is due to the fact that we were told by their sales person *** *** and their national spokesperson who is on TV every day saying that that they will help the customer avoid garnishmentThey failed. Optima says that we failed to provide completed documents to them in a timely mannerAgain Optima is not being truthfulWe sent every document Optima requested on timeOptima lost our documents several times and came back to us repeatedly requesting the same documents over and over again. For example, we filed our paperwork for the filing in plenty of time for Optima to file our taxes on timeWithout telling us, Optima was late in filing the document, filed for an extension without informing us that they had. Then, only after we insisted on asking where the documents were they finally sent them to us for signature well after the tax deadlineThe documents were sitting on a staff persons desk for who knows how longThere is no basis for them to ever report that we were late nor is there evidence to support their claim that we were.If Optima had done anything at all on our behalf we would not have been garnishedThey failed to contact the state on our behalfI requested as recent as last week an accounting of all work done on our behalf with the state and a record of contact they have made with the state since we signed on with them last yearWe have not received any documentation that would let us know they did anything on our behalfWe asked for evidence to support their work for usWe have received nothing and have paid a ton of money for a tax return filing that was delinquent. We submitted all information requested on time and in orderWe never heard from Optima about what the status was on our behalf. They changed our representatives twice with not progress or communication that they were doing so..*** of Optima told us as recent as weeks ago that Optima would work to negotiate a reduction in the garnishment from 100%v to 50%Now he is telling us they cannot do anything for us? We went with Optima with hopes of having them present an Offer In Compromise to the IRS for hardship reasonsOptima said they would explore all options and yet we have had no conversations about thisRather, Optima never considered a hardship while they have all of our financial information that will demonstrate we will not be able to pay this off in my lifetimeI will be able to work perhaps another 36 months and hope my health affords that They called us to discuss a payment plan to the IRSWith what funds? Optima is dishonest in their representation of facts and truthThey have not resolved our case and to date we know of nothing that has been done on our behalf

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

SUMMARY -
Optima Tax's management immediately
reached out to the client to discuss his concerns outlined in the complaintThe
client has confirmed he is satisfied with the outcome
RESPONSE -
Optima Tax’s management reached out
to the client to address his concerns as outlined
in the complaintUnfortunately,
the client felt that the only service he received from Optima Tax was obtaining
transcripts from the IRS. However, Optima Tax was able to reiterate and
explain the types of services that were provided to the clientOptima Tax’s
program is broken down into two phases - an Investigation Phase and the
Resolution PhaseOur Tax Associates fully explain the details of each phase to
clients, and during each Investigation Phase, Optima Tax utilizes a number of dynamic
methods to provide a detailed analysis of each client’s tax situation. After speaking with the client in detail and
making him fully aware of our efforts made on his behalf, the client expressed
appreciation of our efforts but, decided to take a different approach to handle
his tax 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 appropriately and considers the matter closed. Please do not hesitate to contact
Optima Tax with any questionsThank you

SUMMARY -
Optima Tax's management made contact with the client to discuss
his concerns as
outlined in the complaint and answered all his questions
accordingly
RESPONSE
-
Optima Tax’s management has made contact with the client to
discuss his claim as outlined in the complaintGiven the fact that the client
is going through an audit, there is a great deal of paperwork that we need to
collect and submit to the IRS in order to finalize his auditTherefore, some
of the requested documents can be repetitive, which is a result of the IRS requesting
the client’s most updated financial situationThis is very common with the IRS
as they want to be sure that any resolution agreed upon is within their
guidelinesMoreover, we have to provide substantiation to the IRS of any items
on the client’s scheduled write offs in order to be acceptedAfter educating
the client on the overall process, he understands that an audit is time
consuming and tedious
The
client also expressed frustration regarding communication of our findings on
the client’s caseThroughout our representation there may be small gaps in
communication because we are waiting on the IRS to respond, which can take
timeMore so, each and every document we request is thoroughly analyzed to
assure that the scheduled write offs will be accepted by the IRSAfter assuring
the client we are committed to his case, he is confident that Optima Tax can do
the job and he will continue working with Optima until his case is resolved
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
frustration and considers the matter closedThank you

SUMMARY -
Optima Tax's management has made multiple attempts to contact
the client but the
client has not responded
RESPONSE
-
Optima Tax’s management has made multiple attempts to contact
the client to discuss her claim as stated in the complaintDue to the
vagueness of the complaint and the client’s unwillingness to respond to our
attempts at communication, we are unsure what the client’s issues are and how
we can resolve themIn order
to clarify, Optima’s services are separated into a two phase approach,
Investigation and ResolutionDuring our Investigation, Optima gathered
extensive information which we presented to the client along with our proposed
Resolution servicesBased off our review, Optima Tax
conducted a thorough investigation as outlined in the Client Services Agreement
and we presented the result to the client accordingly
Additionally,
there are no indications that Optima Tax
did not represent the client as agreed uponMoreover, during our Investigation
we do not complete any tax documents as that is included in our Resolution
phaseAs we continue to review the case, it appears that the client may have
misunderstood the purpose of the Investigation
We are hopeful that we will establish communication to discuss her concerns and
more importantly, come to a mutual resolve regarding her unfortunate
dissatisfaction.
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 in resolving this unfortunate dispute until a
resolution is metThank you

Optima Tax was very professionalThey kept me up to date and informed throughout the whole processI would strongly recommend their services

I am not at all happy with Optima Tax Relief, they charged me $for "phase 1" investigationAs far as I can tell all they did for this was pull my tax balance from the IRS which I had already provided to themAt the end of the investigation my case was handed off several times to different reps, all of which I had trouble setting up a meeting forWhen I finally did receive my "Phase results" they were unable to tell me a plan moving forward saying only that they would need another for the resolution phaseThey also told me at this point that I was no longer protected by their representation and the "IRS may take action", with no presented plan moving forward
This company deliberatly took my money with no intention to help, knowing I was already in financial troubleThis is the definition of predatoryI requested a refund for my "Phase 1" and no one has responded with a resolutionDO NOT USE THIS COMPANY!