Optima Tax Relief LLC

SUMMARY - Optima Tax's management has been in
contact with the client since receiving the complaint to address his concerns. RESPONSE - Optima Tax’s management has been in communication with the client to address his concerns as outlined in the complaintAs the client stated, he contacted Optima Tax to assist with an outstanding tax liabilityGiven the complexity of the case and the collection status with the IRS, time was of the essence Upon enrolling into our Resolution Phase in June of the client was provided a list of supporting documents that we needed him to provide for our reviewOptima Tax did not receive the supporting documents until AugustAlthough the client claims we were never in contact with the IRS or the assigned Revenue Officer, our notes and call logs show numerous communications between Optima Tax and the IRSBased on the Power of Attorney on file, the assigned Revenue Agent attempted to contact the wrong Tax Professional at Optima Tax. However, any message received from the assigned IRS agent was returned promptly and the IRS agent was informed that the assigned Tax Professional would reach out to establish communication In conclusion, there is no evidence suggesting that Optima Tax failed to return any calls, emails or respond to any inquiry in a timely fashionMoreover, Optima Tax is working with the client to come to a mutually satisfactory resolution to this complaint 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 to finalizing a mutual 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

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

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

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

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
Problem:I have previously filed a complaint about this companyI have been trying to work with them for over a year and a halfAfter my first complaint, I did hear from the companyThey made promises of helping me, making my case of more importance, and better communicationNone of this has happenedI have had a levy placed on my bank account, which they assured me would not happenI have had no contact with them since September, and now I have received a letter from the IRS stating a I missed a payment on a agreement of which I have not idea of, which I never made, and no nothing about, I am tired of speaking with the incompetent people employed by this companyThey talk in coded circles, ask for things which have already been done, and they do not listen to you when you speakThey speak over you and can't answer simple questions asked of themI want no further contact with the company and I want a full refund of the over $they have taken from me.Desired Outcome:I want all my paperwork returned to me and a full refund!
Regards,
*** ***

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

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

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

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

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,
*** ***

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

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

When you call they promise to help you with all your IRS problems, and in exchange for your fee, to reach a resolution of some sortI paid them over $5,in to represent me, and am still considered a client, but they have done absolutely zero for meThey have not stopped any garnishments, or arranged any payments with the IRSThey don't even bother to call me anymoreIf I try to call my case manager, I get a runaroundI would never recommend them to anyone

SUMMARY - Optima Tax's management has been in
contact with the client since receiving the complaint and we are happy to report we have reached a mutual resolve RESPONSE - Optima Tax’s management has been in communication with the client to address their concerns as outlined in the complaintAs the client stated in their complaint, she hired Optima Tax to assist with her tax debtAlthough there is a possibility that the client may have to pay the balance back in full it does not take away from Optima Tax representing the client and providing services as outlined in the agreementAdditionally, as part of the services offered to client, it is Optima Tax's job to present any and all options to the client to help resolve their liability as a whole Although the initial options we presented to the client did not come with a reduction, we would like to note that we are still in the process of reviewing the client's file for any potential reductions prior to coming to a final resolve on the client's fileWe have explored different resolutions and options with the client in order to achieve the best possible outcome and assist them in avoiding further liabilityWe truly sympathize with the client's concerns and based off our conversation we are confident that the client’s notion that we misrepresented our services is no longer a 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 we look forward to continuing to assist the clientPlease do not hesitate to contact Optima Tax with any questionsThank you

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 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