Optima Tax Relief LLC

Optima Tax Relief are THIEVES and Liars They did NOTHING to help me and mept asking for the same paperwork and over and over Transferring my case to so many different people amd promising results and resolution that came in the form of a levy and frozen bank accounts thatbTHEY SWORE would not happen William S is a fraud amd took my $14,dollars and basically told me good luck getting it back and tjey would tie me up in court for years and make me pay all the attorney fees They have harrassed me and dared me to try to get my money back I am not the only one OPTIMA WILL SCREW YOU HARDI am so upset They are awful and need to be looked at closelyDO NOT USE THEM THEYBARE FRAUDS!

SUMMARY - Optima Tax's management has been in contact with the client in an effort to establish a line of communication RESPONSE - Optima Tax’s management has attempted to establish contact with the client to address his concerns as outlined in the complaintAs the client stated in his
complaint, he hired Optima Tax to represent him on behalf of the IRS due to an outstanding liability In the complaint, the client claims he hired Optima Tax for a reduction in his debtContrary to this statement, per the Client Services Addendum the client hired us to perform certain services including, among other things, Collection Representation, IRS Compliance, Audit Reconsideration and ultimately setting up an affordable payment plan based on the client’s income and expensesAlthough Optima Tax has been successful in obtaining reductions in certain clients tax liabilities, based on meeting specific factors, at no point did Optima Tax promise, guarantee or in any way insinuate that the client would receive a reductionFurthermore, the client went through a voice recorded Verification Call that covers all legal disclosures with each disclosure requiring a “yes” answer before moving forwardAfter reviewing the call, the client understood and agreed to all disclosures and understood the services Optima Tax would provide As the client stated in the complaint, after thoroughly reviewing his case for any potential reduction it had been determined that he does not qualify for such programsSince the IRS requires a resolution in place to avoid any type of enforcement action, Optima Tax successfully negotiated a favorable payment plan, which is lower than the amount referenced in the complaint, which will prevent such actionMoreover, the resolution we negotiated would also prevent the IRS from asking the client to liquidate any assets to pay the balance in fullUntil the balance is satisfied, the IRS will continue to apply penalties and interest to the principle balance until it is paid in fullTo say that we did not provide a service nor did Optima Tax earn any of the fees is an inaccurate statementWe spent a lot of time and energy on his case including representing the client in an Audit ReconsiderationUnfortunately, the IRS was unwilling to adjust their audit determination despite Optima’s attempts 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 in an effort to
come to a mutual resolutionRESPONSE - Optima Tax’s management has been in communication with the client to address his concerns as outlined in the complaintHowever, recently the client has been unresponsive and reluctant to speak to our Executive Relations team when our team has been attempting to discuss the client's concerns wit themNonetheless, Optima Tax will continue to try and reestablish communication with the client in order to fully resolve their concernsAs the client stated in their complaint, during the verification call process there was confusion regarding our two phase approachDuring the initial consultation, every client is thoroughly informed of our two phase approach and it’s clearly stated in our Client Services AgreementIt’s unfortunate there was confusion regarding our approach, however we are more than willing to work with the clientThere are certain options that we hope to discuss with the client and we are confident that we will come to a mutual resolveAt 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

My experience with this company was a very good and thorough oneThey got all my taxes done and helped me with my IRS issuesthey were very diligent in getting me to get the paperwork they needed, and very patient with my incompetence when it came to getting my tax papers togetherNow I am currently up to date and pressure of all of back taxes are not hanging over meThis was a major stress relief for me

The staff at Optima was excellent They were very helpful and even comforting during a very stressful time for me Thank you to everyone who helped with my case

I was $16,in debt to the IRS, with no way to pay it backI contacted Optima Tax and spoke with *** ***He was compassionate, yet very forthright about my situation He immediately started the process and explained what would happen ever step of the wayHe was always there to answer my questions and re-assure meMy case manager, Karen Al Hussaine, was outstanding She stayed on top of my case and helped guide me through the long process The process is long and tedious with a lot of paperwork and forms to fill out and deadlines to meet And then the waiting startsFor anyone going through this, it is not an overnight solutionI had faith in Optima Tax and knew I had a better chance at disposition with them by my side They always had my best interest in mindMy outcome was very favorable with the IRS settling for pennies on the dollar Optima Tax is the best
Susan S
North San Diego Couny, CA

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 matterWhile Optima Tax made numerous attempts, both verbally and through email, to establish contact with the client prior to receiving the complaint, we were unsuccessful in such attempts because it had been brought to our attention that we had the wrong phone number on fileThe client also advised us that he could no longer access his emails. Although the assigned representative advised the client that Optima Tax would be closing his case as we could not establish contact, we also mentioned that all lines of communication will remain open if he chooses to reach us at a later date and timeHowever, now that communication has been re-established, the client’s concerns were addressed accordingly and we ultimately came to a mutual resolve 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 considers the matter closedPlease do not hesitate to contact Optima Tax with any questionsThank you

I wholeheartedly recommend using Optima Tax Relief to help solve problems with the IRSIt tells you clearly what your options are and recommends which of those is the best to pursueI always received prompt attention to any questions I hadThe staff was unfailingly supportive and courteousMy situation was resolved to my satisfaction, and I would not have been able to reach that resolution without the help of Optima

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.When I signed up for Optima to handle my irs issues it was Then I was told it would be another this is when I got madthey assured and guaranteed me if I went with there program that they could and would save me much more then the total of the So at that point of the conversation I did agree now that there unable to save me anything I feel like they did a BAIT AND SWITCH on me promising me a service and not being able to deliver NOW IM OUT Cash that I have paid out ON a DEBT OF 10,SO THIS WILL END UP COSTING ME OVER 15,
Regards,
*** ***

Revdex.com:
The statements of Opitma Tax Relief response does not change any of my complaints and another Tax preparer has noted several ex-customers of Optima Tax Relief with similar complaints
The attempts that were made to communicate with me was after I cancelled my services with Optima Tax Relief because of poor communication during the investigation phase and sending statements to the IRS without my knowledge or approval
I sent several emails to Optima Tax Relief and communicated my concerns in a clear and concise manner
I was very dissatisfied with the management of my taxes that is why I cancelled the services
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,
*** ***

Thank u.For your time

Per the client’s request, we will be sending both recorded Verification Calls for his reviewAlthough the topic of a possible reduction was discussed with the client, we are extremely transparent and we thoroughly inform each client that any attempted reduction must be approved by the IRS, thus there is no guarantee or promise that a reduction will in fact be agreed toGiven the client’s financial posture, the agreement the assigned Optima Tax team successfully negotiated on behalf of the client is favorable for the client and within the IRS guidelines, and also ensures the client is now compliant with their tax liabilities and protected from any collection actions

SUMMARY -
","sans-serif"">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 is disappointed that the client has experienced a certain level of
frustration with our services but we have presented an option to the client
that will allow us to continue servicing their personal caseWe are pleased
that the client was able to resolve his business liability; however, this does
not negate the fact that Optima Tax performed a vast amount of effort to
resolve the client’s business liabilityThroughout
the course of our services, the client was prompt in providing the requested
documentsThe assigned tax professional was prompt in sending the necessary documents
to the assigned Revenue OfficerAfter repeated attempts to get in touch with
the Revenue Officer to discuss the case, the tax professional received a
message from the IRS that they lost the requested documentsThe tax professional
immediately resent the informationThereafter, the tax professional, again,
made repeated attempts to reach the Revenue Officer, with no successWe can
provide a log of our attempts upon request
As
we continued our attempts to contact the Revenue Officer, the client was very
diligent in sending in any requested or updated documentsWhile sending in the
requested documents, the assigned team was also preparing documents to satisfy
the client’s personal liabilityAlthough the Revenue Officer was proving to be
unreachable, we took the initiative and contacted their Automated Collect Servicing
unit to determine what could be done to help expedite a resolution of the
liabilityYes, we did present the client what appears to be the same figures
as when the client initially signed upHowever, had the Revenue Officer been
more responsive to our actions, we are confident we would have achieved the
same outcome the client was able to achieve outside our services
We
believe that the option we presented the client is reasonable in comparison to
our efforts to help resolve his business matterMore importantly, it will
allow us to continue our relationship and help resolve his personal liability
We assured the client that the assigned team will be extremely diligent in
handling the case and will seek the best possible outcome
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

I would recommend this company to anyone that owe back taxesThey save me thousands of dollars Thanks Optima Tax

SUMMARY -
","sans-serif"">Optima Tax's management had
been in contact with the client to discuss her concerns prior to receiving the
Revdex.com complaint
RESPONSE
-
Optima Tax’s management has made
contact with the client to discuss her claims, as stated in the complaintAlthough
Optima Tax is capable of preventing garnishment/levy of our client’s accounts, we
cannot be successful unless our clients maintain their filing compliance
with the IRS, as instructedOptima informed the client of her need to make
Estimated Tax Payments because she is self-employedUnfortunately, the client
did not make these Estimated Tax Payments, which has resulted in the IRS
levying the clientTherefore, Optima informed the client of the $1,she
needs to pay to the IRS in order to be current with her Estimated Tax Payments
Once the client makes these payments and is in compliance, Optima Tax can
continue servicing the client’s account to achieve a resolution with the IRS
Moreover,
in contrast to the client’s belief that Optima has not contacted the Revenue
Officer, we recently sent the IRS a packet of financial information so we can successfully
resolve her caseIn addition, we have informed the client of the status on her
case and also provided her with some options in lieu of her dissatisfaction so
that we may continue our relationshipThe client is weighing her options and
she will advise Optima Tax 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 will continue its efforts in resolving this unfortunate
dispute until a resolution is metThank you

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

As the client stated in his rebuttal, he has been working with Optima Tax to help with his case and to ensure that communication continues at a high levelHowever, after addressing his concerns and assuring him that we’ll take every measure to obtain the best possible resolution, the client became uncooperative and is unwilling to work with management to reassign his case back to his assigned teamAs stated in our previous response, Optima Tax successfully released the bank levy and as long as he stays compliant with the agreement we negotiated on his behalf, this will prevent future levies In reviewing the case, the client received a notice in early September confirming the payment agreement that Optima Tax established for the clientThe letter also gave specific instructions on how and when to make his payment to the IRSAdditionally, Optima Tax had been attempting to establish communication with the client in an effort to return his case back to our servicing team, but the client was not responsive Although we attempted to address his concerns, the client didn’t seem to understand why his case was at a standstill or understand why we require certain documentation to continue moving forward with his caseAt no point will Optima Tax prolong a case or talk in coded circlesOur job is to present our client’s with the facts of their caseWe presented the client with his options that he respectfully declinedWe will acknowledge his request and refrain from communicating with him furtherWe will also package and prepare all applicable paperwork and mail it to the client per his requestHowever, although he has requested that Optima Tax cease communication, we will look into other options that may be beneficial to the client and we’ll present them in writing if necessary

SUMMARY - Optima Tax's management has been in
contact with the client in an effort to establish a line of communication RESPONSE - Optima Tax’s management has attempted to establish 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 before the IRS regarding an outstanding liabilityAfter Optima finalized the initial Investigation, we presented the client with our findings, our formulated strategy to help resolve the debt, and the client ultimately decided to enroll into our Resolution servicesThe services the client contracted Optima Tax to perform included, among other things, Collection Representation and ultimately setting up an affordable payment plan. Given the complexity of the individual client’s case ultimately dictates the amount of time needed to resolve the caseIn fact, Optima Tax clearly disclosed to the client the potential time line for a resolutionAlthough we appreciate the client’s frustration with having the IRS file a tax lien on his property, this action is a result of the IRS securing its interest in recovering the full amount of the client’s tax liability and not a result of Optima Tax failing to fulfill its obligations to the clientFurthermore, the client went through a voice recorded Verification Call that covers all legal disclosures with each disclosure requiring a “yes” answer before moving forwardDuring this call the client was informed of the services he contracted Optima Tax to perform and also the fact that the IRS can initiate enforcement action at any time, penalties and interest will continue to accrue until the balance is paid in full, and that the IRS has the right to issue a lien. Ultimately, although the client may not be happy with the actions the IRS took to secure their interest in the liability, it does not negate the fact that Optima Tax provided its services as outlined in the Client Services AgreementFurthermore, Optima Tax finalized a resolution on behalf of the client that will prevent any enforcement action such as wage levies or bank and property seizures 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 prior to receiving the complaint and we are confident an amicable resolution can be had. RESPONSE - Optima Tax’s management has been in communication with the client to address her concerns as outlined in the
complaintAs the client stated, she hired Optima Tax for representation as she was seeking assistance regarding her IRS debtTo confirm, Optima Tax services are broken down into two phasesPhase one being the Investigation Phase and Phases two being the Resolution PhaseBoth phases do require a separate servicing charge as explained and outlined in the Client Services Agreement the client must execute prior to their enrollment into each Phase Optima Tax makes it clear to our clients that no specific outcome regarding their case can be guaranteed or promised as ultimately the IRS has the final say to in accepting any proposed resolutions and requests madeFurthermore, at no point did Optima Tax refuse to provide the services as promised and outlined in the Client Services AgreementAs it was thoroughly explained to the Client prior to their enrollment, the initial payment made is paid towards the investigation of the client’s tax liabilityThis investigation entails the gathering of all information pertaining to the client's current tax situation so that Optima Tax may review all information and better understand the client's tax liability in order to suggest the most favorable resolution for client to solve their tax problemsAs client was made aware, the investigation does not equate to an automatic levy release of the client’s wagesOptima Tax Associates that conduct the investigation will attempt to inquire into any and all wage levies that may be present in an effort to eventually discuss in detail with the IRS and negotiate a release during the second phase, the Resolution Phase, if the client chooses to enroll into the Resolution Phase As the client stated in their complaint, there was an oversight with our accountingHowever, we immediately rectified the matterAdditionally, at no point did the client advise us that she accrued additional fees due to this oversight It is unfortunate the client feels that Optima Tax is the source of her stress and we understand that dealing with the IRS can be difficult 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 prior to receiving the complaint RESPONSE - Optima Tax’s management has been in communication with the client to address his concerns as outlined in the complaintIn May of the client had expressed the same concerns as outlined in his recent complaintAfter previously addressing his concerns then and educating the client on the terms of our services he contractually agreed to, which did not include a guarantee of a tax reduction, we presented a reasonable resolution that the client acceptedAdditionally, it was made clear to the client then that Optima Tax does not guarantee or promise that every tax payer will receive a tax reduction or any specific outcomeFurthermore, the agreement with the client and the voice recorded Verification Call the client completed prior to enrollment also cover the services Optima Tax will provide, as well as all legal disclosuresDuring the voice verification call in order to continue moving forward the client must respond with a yes answer to all disclosures and services that will be provided, illustrating that they are fully aware of all terms and agree to themAfter reviewing the client's call the client responded with a yes to all disclosures and services to be provided After reviewing the client's case, the amount owed since the client first enlisted our services is virtually the sameAt the discretion of the IRS, they have the right to add penalties and interest until the balance is paid in fullAlthough it was previously made clear to the client that we have established proper authority to represent the client before the IRS and that the IRS is fully aware that we are in fact representing the client, IRS documents will not stipulate such until a final resolution is metSince the client is the tax payer, the IRS' obligations are to send their tax payers proper notices on any outstanding balance directly to the tax payerFurthermore, because the client is unwilling to sign IRS documentation to finalize his resolution, unfortunately he is susceptible to collections until this is doneThe resolution that Optima Tax has successfully negotiated on behalf of the client falls in line with IRS' procedures and protocolsBased off our financial analysis in comparison to the IRS allowable living standards, the payment plan achieved for the client is more than affordableHowever, we also understand that financial circumstances can change and if that is in fact the case, the client never presented Optima Tax with any such new information regarding financial changes 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