Optima Tax Relief LLC

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

Although the Revenue Officer may have stated otherwise to the client, Optima Tax most certainly made numerous attempts to establish communication with the Revenue Officer so that we may address the client’s outstanding tax liabilityAs stated in our initial response, our records contradict the statements made to the client by the IRSAny messages received by the assigned IRS agent were returned immediately and at no point did the IRS attempt to email the assigned Tax Pro as negotiations typically are handled verbally until we approach a final resolve Also, as stated in our initial response, the client’s failure to provide all the supporting documentation in a timely manner resulted in enforcement action by the IRSOn more than one occasion the client had been provided an itemized breakdown of the requested documents both verbally and via emailTo date, Optima Tax has not received all of the requested supporting documentation from the clientThe assigned IRS agent would not cease any enforcement action until those documents are receivedAlthough the client seems to think otherwise, submitting for an appeal would not have been the best course of action at this stage of the client’s caseThroughout our communications with the client, we clearly inform him that the Revenue Officer will not release any levy until all documents are receivedBased on our experience, it is likely that the client would not have experienced enforcement action from the IRS had we been able to provide the requested documentation to the assigned Revenue OfficerUnfortunately this was not possible without the client’s cooperation Unfortunately upon investigation, the associate mistakenly stated that Revenue Officers earn a commission on the taxes they successfully recoverHowever, Optima Tax has thoroughly addressed this matter with the corresponding agentHowever, it is true that, based on our experience, when there is a Revenue Officer assigned to a client’s file, they tend to be more unreasonable when dealing with the tax payer directlyAs such, Optima Tax understands the importance of effective representation in order to successfully resolve our client’s case

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

SUMMARY -
Optima Tax's management contacted the client to address his
concerns and the client
has agreed to continue services with Optima Tax
RESPONSE
-
Optima Tax’s management has made contact with the client to
address his concerns as outlined in the complaintThe client expressed his
frustrations regarding not receiving a copy of his tax returnsAlthough the
client did provide Optima Tax with all the necessary tax-related documents,
there was a specific form that the client needed to complete before Optima Tax
could finalize his returnsAfter informing the client as to the importance of
Optima Tax receiving such information and the substantiation for his expenses, client
confirmed that all his concerns had been addressedFurthermore, his tax returns
have been completed and sent to the client for final review before being
submitted to the IRSWe are pleased that the client has decided to continue
his relationship with Optima Tax and
that the client is satisfied with our services
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
Regards,
*** *** ***
The response is inaccurate and dishonestFrom the very first conversation with the Sales Rep whose name was *** *** we were told that Optima had different programs that would be available to us in order to help with our tax situationHe did a good job as sales person selling what has resulted in a higher payment than we had beforeWe had an agreement with the IRS for $per month and I have every payment that was madeI told *** and *** *** another rep about the agreement*** even told me to continue making my $payment until Optima had the opportunity to review everythingSo we were paying Optima and the IRS at the same timeThere were no Liens and no Garnishment being imposed on us because we had a payment agreement with the IRSOptima should have never taken this case but they saw a way of taking advantage of someone who trusted their advertisement and sales repI told *** *** more than once that it did not make any sense that she would ask us to sign a new agreement prior to any interest and or penalty being removed or anyone from Optima talking with us about any of their programsAs a matter of fact she became so frustrated with me she told me she had to go to lunch or she would get into trouble and she would call me back after lunch which she never didShe waited for a couple of days before calling me backI again ask about the different programs we were told about and that was when she said that unless we sign the new agreement Optima could not move forward so we signed it and a few days later *** *** another rep called and said she would be closing our case which has led to where we areWe also have email correspondence saying someone was to contact us early at the start to discuss the different programs however no on from Optima ever did. Optima is being deceitful and dishonest and did not earn a penny of $5,395.00. For these reason we want our money backThe only thing they did was file one year of tax and have us paying more to the IRS

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 complaintWe
are disappointed to learn that the client feels as if Optima
Tax did not fulfill its contractual obligations. Our services are broken down into two phases,
an Investigation Phase and our Resolution PhaseDuring our Investigation Phase
we were able to make contact with the IRS and obtain all the necessary
information to help resolve the client’s IRS liabilityAs part of the
Investigation services, our job was to address the levy that was in place prior
to the client contacting Optima Tax
Although we are highly successful in releasing wage levies, the IRS would not
release the levy due to a variety of reasons that we cannot disclose at this
timeEven though the IRS would not release the levy, we successfully obtained
an extension for the client in order to provide further documentation to the
IRSThis extension ultimately would have prevented the IRS from taking further
actions against the clientAfter informing the client of the services that
Optima Tax provided, we came to a mutual agreement that satisfied both parties
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

*** *** was awesome! Everyone was very helpful and helped me to reduce my tax debt by 9k Thank you all!

It has been such a pleasure working with Optima Tax Relief LLC and it's teamThey took good care of meThe process was longHowever, as the saying goes patience is a virtueI would let all of my friend, family, and people that I don't know about them

SUMMARY - Optima Tax's management contacted the
client to address his concerns and the client is satisfied with the outcome RESPONSE - Optima Tax’s management has made contact with the client to address his concerns as outlined in the complaintAs the client stated in the complaint, he hired Optima Tax to represent him in reference to an IRS matterAlthough we have not completed his case, Optima Tax is taking the necessary steps to ensure that we finalize his IRS matter with the best possible resolutionAlthough we pride ourselves on communication through various feedback options, we’re sorry to hear that the client is less than satisfied with our communication and have taken the steps to rectify the matterMoreover, the client now has a full understanding as to the direction Optima Tax is taking to resolve his case and confirmed that his concerns have been addressed accordingly At Optima Tax we strive to uphold the philosophy that "clients come first" and all of our representatives go through rigorous training to assure we abide by that philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima Tax believes it has addressed the client's concerns appropriately and considers the matter closedPlease do not hesitate to contact Optima Tax with any questionsThank you

From the time I started with u guys I had a wonderful experience.....very nice ppl did everything in order and within the time line I have told so many ppl bout u guys ...Im so happy now that everything u promise me came true

SUMMARY -
Optima
Tax's management made contact with the client to discuss
her concerns as outlined in the complaint
RESPONSE
-
Optima Tax’s management has made contact with the client to
discuss their claim and we’re still working towards a mutual resolutionAs the
client stated, we prepared her returns as part of our Resolution services and
ultimately negotiated a favorable Installment Agreement on her behalfHowever,
we would like to kindly remind that although Optima has been successful in
obtaining excellent outcomes for many of its clients, Optima does not guarantee
nor promise that there will be a reduction nor absolvement of tax liability
Having
that said, once we finalize a resolution for our clients, the IRS will no
longer initiate any enforcement action however; the client will still receive
balance due notices from the IRS up until the liability is paid in fullThis
is very commonHowever, it appears that the client was not making the monthly
payment as agreed uponIt is also common for the IRS to issue a lien to
protect their interest in the liability and to assure the client does not
default on the agreement regardless of the amount owedIn some cases, a
request can be submitted to have the lien removed
Based on the
Installment Agreement arranged for the client, all balances that had a
liability were included in the payment plan along with the tax yearPlease
note that we did not include the tax year as there was no outstanding
balanceThe paper work was faxed and received by the IRS on July 17,
Moreover, we also have paperwork dated for July 28, confirming that the
Installment Agreement had been accepted by the Internal Revenue Service that
included all years with a balance. We
hope our explanation was sufficient to satisfy client’s inquiry, and we
sincerely anticipate that we will come to a mutual resolution in the near
future.
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 their efforts in resolving this unfortunate dispute until a
resolution is metThank you

My experience was very positive The representatives that worked with me were very helpful and considerate They kept me informed of progress all along the way
My tax problem was resolved very much to my satisfaction

My husband and I had very good experiences with Optima Tax! We wouldn't have been able to do it without them! The employees are all friendly and knowledgeableAny questions I had were answered in a timely manner and were effectiveThe team works well together and gets the job done

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 belowAs I stated in the dispute form, the investigation phase was never completed. Per multiple emails with *** ***, The investigation phase consists of, “providing a stay of collection, conducting the investigation, and building a full financial profile.” Per the contract that I signed, after completing the investigation phase, I would receive a final investigation consultation, in which you would “go through the details of my Personal Tax Resolution plan and explain why you recommend this course of action. At this point, you would also provide a breakdown of costs to implement my Tax Resolution plan and an estimated timeframe to complete my plan.” I never received a Personal Tax Resolution plan, nor a discussion of why you recommended this course of action nor a break down of cost or a timeframe to complete my plan. As this is a major component in the “Investigation Phase”, I do not feel that Optima Tax Relief completed what was promised to me in writing by *** *** or what was also contractually signed for
Regards,
*** ***

SUMMARY -
Optima Tax's management contacted the client and has agreed to
a mutually satisfactory
resolution
RESPONSE
-
Optima Tax’s management has made contact with the client to
discuss his concerns as outlined in the complaintIn order to clarify, Optima’s
services are separated into a two phase approach, Investigation and Resolution
As outlined in our Client Services Agreement, the client engaged Optima to
perform an investigation of his tax liabilityAs the client identified, after
we completed a thorough investigation, we presented him with our findings and
the proposed services that we could provide in our resolution phaseAs in this
case, before Optima Tax begins its service, each client goes through a voice
recorded Verification call which thoroughly discloses the services we will be
performing and all legal disclosures
Upon
contacting the client, we reiterated the structure of our services to which the
client understoodHowever, we are sympathetic to the fact that the client may have misunderstood our approach to
servicing his caseAs a result, we provided the client with some information that
may help him resolve his liabilityMoreover, we were able to come to a mutual
and amicable resolution that satisfies both parties
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

The experience that I had with optic relief was nothing but professional I didn't do my taxes for seven years and they took care of it all and I am up-to-date on my taxes and I am stress-free right now and I'll it all to them I would recommend them to anybody that has one even two years behind in taxes they were just so nice and they didn't judge me I give them a thanks guys

SUMMARY Optima Tax's management has been in contact with the client and has come to a
mutual resolve RESPONSE - Optima Tax’s management has been in contact with the client to address their concerns as outlined in the complaintTo clarify, Optima Tax approaches each case in two phasesPhase one being the Investigation Phase and Phase two being the Resolution Phase with each Phase requiring a separate fee for services During the Investigation Phase we gather all information from the client regarding their tax liability and cross reference that information with the IRS conditions we obtain during our initial IRS compliance callFrom there we formulate a strategy to help resolve the case, present the client with our findings, and our formulate a strategy where the client ultimately has the choice to move forward onto the Resolution phase or they can take the information we provide them and resolve the liability on their own The client was thoroughly informed during their initial consultation call that we do work in a two phase approach and each phase requires a separate feeThis information is also provided to the Client multiples times and is also included in our Client Services AgreementFurthermore, each client will go through a voice recorded Verification call that covers all legal disclosures and feesDuring that call the client confirmed and understood the structure of our services and all details provided to themIf at any point the client does not acknowledge the legal disclosure or fully understand any information provided to them then the call stops and services ceaseSince the client acknowledged that they understood the structure of our services they agreed to move forward and subsequently completed our contractual obligations and presented the client with a thorough breakdown of our Investigation and how we can help resolve their 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 took the necessary steps to address the clients concerns and considers the matter closedPlease do not hesitate to contact Optima Tax with any questionsThank you

SUMMARY - Optima Tax's management had already been in contact with the client prior to receiving the compliant and as they stated, we already came to a mutual resolve RESPONSE - Optima Tax’s management has already addressed the clients concernsAs the client stated in their complaint, they
hired Optima Tax Relief to represent them before the IRSHowever, the client did not hire us to reduce their debtPer the signed agreement, the client hired Optima Tax for IRS Collection Representation, IRS Compliance and to set up an Installment AgreementAlthough the contracted services are very specific, Optima Tax reviews every client’s case to ensure that the resolution we achieve is the best available option for them During representation the clients informed their assigned team that they will be moving forward with filing bankruptcy on or around June 9, The client informed his assigned team that they will include their IRS debt in the bankruptcySince the client decided to include his IRS debt in the bankruptcy, Optima Tax could no longer work their case and cancelled their file accordingly As for the client’s tax returns, our records indicate that we prepared them and sent them for the client to review on March 16, However, given the client’s statement that the return was not filed, we are actively looking into why the State does not show them on recordIf there were any potential oversights we are in a position to rectify the matterIf the client had reached out to us we would have informed them of our actions and continued to stay in communication until the matter had been cleared 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 know Optima Tax Relief is a great companythey helped meI am extremely grateful for the work they put in for meThey constantly kept in touch with me to let me know whats going on with my caseI will recommend them to anyone who falls in the same predicament as I wasI owed over $24,I ended up paying $I am now debt freethank you Optima

SUMMARY - Optima Tax's management has already addressed the client’s claims and the client decided to continue their business relationship with Optima Tax Relief. RESPONSE - Upon receiving the complaint Optima Tax Management reached out to the client to address their claims outlined in the
complaintAlthough the client had provided us with various documents, in some cases they may not come through clearIn this particular case, it appears that the documents just didn’t come through on our end We apologized to the client for their frustrations and informed them that the assigned team is prepared to establish a final resolve of his caseWe went over the resolution options and as noted above, the client decided to keep their business relationship open with Optima Tax so we may formally resolve their 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 closedPlease do not hesitate to contact Optima Tax with any questionsThank you