Optima Tax Relief LLC

I had an excellent experience with Optima TaxIt took almost years but it was well worth itthey were excellent in their communication over the netmy account did get passed around as time went onI don't know if that was employee turnover or not but it had no affect on my casethe communication was still excellentThey reduced my taxes from over $20,to just over $5,It was worth every penny

Very satisfied actually got money back

The IRS attached my wages last March, and I had heard Optima Tax Relief commercials on the radio (WTOP)I aasked around , and although no one I knew had ever used them, but it seems they all knew someone who had, and all gave very favorable opinionsWell, that's all I needed, because I was between a rock and a hard place,, having several years of UNFILED TAXESSo I made the call, and was immediately put at ease by the friendly and (as I soon found out) knowledgeable and helpful folks at OptimaThey immediately got my liens released, and quickly had a plan ready for me to followI am on a payment plan that is very affordable, and now am stress freeI cannot thank the wonderful people at Optima enoughThey helped put my life back together, and possibly even saved my life

SUMMARY -
Optima Tax's management has
contacted the client and this matter is resolvedMs*** has indicated
that she
is pleased with Optima Tax
with regards to her refund inquiry
RESPONSE -
Optima Tax’s Management made contact
with the client regarding her
concerns upon receiving the Revdex.com notificationOptima Tax’s
program is broken down into two phases, an Investigation Phase and the
Resolution PhaseOptima Tax not only conducted a thorough investigation on the
client’s case but was also able to successfully achieve a favorable resolution
Unfortunately, and as the client indicated in her posting, she experienced some
frustrations with the program, which
we were disappointed to hear about.
Although Optima Tax presented various possible options prior to the
Resolution Phase being initiated;
ultimately there were complications that prevented Optima from achieving her
desired end resultTo clarify, Ms***’s comment in her Revdex.com posting, the
reason behind Optima Tax not being able to achieve her desired result was not a
result of the client receiving a life insurance policy but rather how the funds
were handled thereafterHowever, after discussing the case in detail with Ms***, she confirmed that she understands
why Optima Tax obtained the end result we did and is satisfied with the 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
closedPlease do not hesitate to
contact Optima Tax with any
questionsThank you

Optima Tax's management has made contact with the client to
discuss his concerns as outlined in the complaintDuring the conversation, it
was agreed that there was a mutual misunderstanding that ultimately led to this
dispute however, after speaking with the client, we have come to a resolution
that satisfies all partiesOptima Tax believes it has addressed the client's
concerns appropriately and considers the matter closedThank you

Optima Tax Relief's management has been in communication with the consumer and we have fully addressed their concerns and have resolved this matter with them The consumer contacted Optima Tax to notify us of potential spam emails they felt they were receivingAfter Optima Tax conducted a
full investigation into the matter, reviewed the emails the consumer was receiving, and addressed any potential concerns, we immediately notified the consumer of our findings and assured them all necessary steps were taken to fully rectify the situation Optima Tax makes it a top priority of ours to address any and all consumer concerns and resolve them in fullWe appreciate the opportunity to respond and timely address the matter at hand

SUMMARY -
Optima
Tax's management has made contact with the client to
discuss his concerns as outlined in the complaint and the parties have come to
a mutually agreed upon resolution
RESPONSE
-
Optima Tax’s management has made contact with the client to discuss
his claimUpon review of the case, we have no doubt that the client thoroughly
explained his financial situation to his Tax AssociateWe also have no doubt
that his Tax Associate thoroughly explained to the client our two phase
approach, including that the retainer for Phase Two resolution is contingent
upon the investigation into the complexity of the case
Once the
investigation was complete, the information Optima Tax received from the IRS
showed that his case was significantly more complex than what was initially
conveyed to Optima TaxDespite such difficulty Optima Tax was able to
negotiate a stay of enforcement of the client’s impending collection activity
to allow him time to gather the necessary financial documents
to submit for a resolutionWe understand the client’s concern with the quoted
price, however we hope the client understands that Optima Tax performed a
thorough investigation as outlined in the Client Services AgreementAlthough we
regret the client did not initially see the value in our services, we are
pleased to say that after discussing the work performed with the client, we
were able to come to a mutual and satisfactory 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 considers the
matter closedPlease do not hesitate to contact Optima Tax with any questions
Thank you

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution would be satisfactory to me. Optima Tax did refund a majority of the fee as a result of two important issues that were the basis for the complaint:
1) Business expensesWhile Optima may have instituted policies around notification of the risk business expenses can pose from an audit perspective, in the present case I was not provided any such suggestion, comment, or given the opportunity to either accept or decline the suggestion
2) Self-preparedThe IRS regulations are very clear, and have been clear for many, many years, that if anyone other than the tax filer themselves prepares the tax return, the individual or organization preparing the tax return on behalf of the tax filer must complete the appropriate section on the tax returnIn the present case, Optima failed to abide by the IRS requirement and, instead, placed Self-Prepared on the form
Optima does realize the errors made and did resolve the matter by reaching an amicable solution
Regards,
*** ***

I had a very positive experience with optima tax they did everything they could to take care of me and my wife and they did just thatI feel they are the best company available to help with tax issues as they saved me tens of thousands of dollars and another well known and advertised company would not help us

It was been a great pleasure and mostly satisfied doing business with Optimum Tax ReliefHis employees are very professional

Optima Tax has been in contact with the consumer to gather further information in order to best address their concernsWe are pleased to report that all issues have been identified and resolved and the consumer's concerns have been fully addressed.
Optima Tax's
management has been in contact with the client to address their concerns as outlined in their initial complaint Upon learning about the consumer's issue, we immediately updated our e-mailing list to ensure the consumer would not receive any further emails from Optima TaxFurthermore, we looked into all claims made and feel as though any potential problem areas were corrected in a timely fashion It is regrettable the consumer was faced with such issues and we sincerely apologize for any inconvenience experienced by the consumer
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 appropriatelyPlease do not hesitate to contact Optima Tax with any questionsThank you

My experience with Optima Tax was rewarding in that they solved my tax issue with the IRSI had a very positive experience during the entire processI was especially pleased with their professionalism and the timeliness that resulted in a monthly installment with the IRSI have already recommended Optima to a friend who has tax problems with the IRS and the state Highly recommended

SUMMARY -
Optima Tax's management has attempted multiple times to make
contact with the client
prior to the filing of this complaint in order to
discuss his concernsUnfortunately however, the client has been extremely unresponsive
We do our best to treat each complaint with the utmost sense of urgency and
strive to resolve all of our clients’ issues to their full satisfaction,
however this can only be achieved with the client’s full cooperation
RESPONSE
-
Optima Tax’s management has attempted to address the client’s
concerns on more then one occasionUnfortunately, the client has yet to
respond to any voice messages or email correspondence, which hinders our
ability to address their claim directly and efficientlyAs the client stated,
they have been a client of Optima Tax
for a little over a yearAlthough we’re extremely successful in resolving any
case we take on, we explain to each of our clients that there are a number of
unique factors which dictate the time it may take for their case to be resolvedGiven the
complexity of this client’s case, the IRS required an abundance of documents
and updated informationThe documents the client initially provided were outdated
and subsequently a request was made upon the client to send in the most updated
documentsFor example, the client provided May, June and July’s financial
statements but the IRS in turn requested August, September and October’s
financial statementsThis is a common occurrence when resolving a tax
liability and one of the factors which may cause a delay in the resolution of a
client’s fileIn this particular case, Optima Tax
was negotiating an Offer in Compromise which requires as much documentation as
possible to assure it is accepted by the IRSThe client had been informed regarding
the importance of this process on more than one occasion
As their
representative, it is our job to build our client’s case to ensure we can
achieve the best possible outcome; this is why we stress to our clients the
importance of providing full and up-to-date documentation to us in a timely
fashionAfter all documents were received from the client we then submitted
all the necessary documents for an Offer review to the IRS in early FebruaryAs
explained to the client on multiple occasions, we now had to wait for the Offer
Specialist to review the information and determine if they are a candidate for
an OfferThis review process can take the IRS anywhere between 6-months to
review and either approve or deny the requestAgain, the client was informed regarding
this processOn May
29, the assigned Optima Tax Professional received a call from the Offer
Specialist requesting the client’s updated financial information with a
deadline for submission of June 5, The assigned Optima team immediately
reached out to the client and stressed urgency in getting the updated documents
into Optima TaxUnfortunately,
certain financial statements were not provided in a timely manner by the client
and we have yet to receive those documents requestedOn July 10, an
Optima representative provided the client with a thorough breakdown as to why
we could not submit for another Offer as it was based on their inability to
substantiate certain expensesThe Client was very understanding and was
advised that we would include all outstanding balances back into a
Non-Collectable statusThereafter, communication was sporadic and eventually
the client was unresponsive to our 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 resolve
any and all complaints to our clients’ full satisfactionOptima Tax will continue their efforts in attempting
to contact the client and fully resolve this unfortunate dispute, however this
can only be achieved with the client’s full cooperation. Thank you

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution would be satisfactory to me. I will wait for the business to perform this action and, if it does, will consider this complaint resolved
Regards,
*** ***

I'm am very unsatisfied with their service , response,and lies and backstabbing between themselvesI feel like I have been ripped off

SUMMARY -
Optima Tax's management contacted the client to discuss her
concerns as outlined in
the complaint
RESPONSE
-
Optima Tax’s management contacted the client to discuss her
concerns as outlined in the complaintIt is regrettable to hear that the client’s
main point of frustrations revolved around communicationAccording to our
review, however, it is our sincere belief that the communication was consistent
with the flow of a typical case at Optima.
At Optima, providing an excellent customer service is our priority and
that includes making sure that all significant and material events are clearly
communicated to a client. . For most of the cases that we handle at
Optima, we must gather all documents and have them analyzed by the assigned Tax
Professional to assure its presentable for the IRSWith the amount of detail
that goes along with every case that is enrolled, there naturally will be some
down timeFurthermore, there often could be a significant amount of down time
as the IRS reviews the case details once they are presented on behalf of a client. We understand waiting could be frustrating,
however, we attempt to assuage such frustration by informing each client of the
process. Even for this particular case,
our staff had thoroughly informed the client on the process and the assigned
team achieved a very reasonable resolution for the client that she respectfully
rejected
Although
we are very successful in preventing liens, bank levies and wage garnishments,
we make no promises or guarantees that such action will never happen while
being represented by Optima TaxThe
IRS also has no obligation to inform Optima Tax
that they are in the process of issuing any type of enforcement as their
obligations are to the tax payerThis is preciously why we inform all our
clients to send in any IRS correspondence immediately to OptimaAlthough we
are very pleased to know that the client appears to have resolved her case, we
sincerely believe that the manner in which she was able to resolve her liability
was a direct result of Optima Tax
representationWhile we are happy to know that the client seems to have resolved
her case, we do not want to discount the immense amount of hours that we had
put forth in the caseAs we continue to discuss her concerns, we are hopeful
that we will come to a mutual agreement regarding her dispute
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 but we’ll continue
to strive towards a mutual agreementPlease do not hesitate to contact Optima
Tax with any questionsThank you

From the very 1st contact with Optima, my exprience has been nothing but pleasantI was told what the steps would be, given clear and percise information and the follow up was greatAny time that I needed to speak with someone they was always available and the follow up was on pointIt has not been one time that my expectations was not set so I never had to wonder about what was happening on my caseThey did exactly what they said they would do

SUMMARY - Optima Tax's management had already addressed the clients concerns in June of and presented him with a reasonable resolution however, the client became unresponsive RESPONSE - When the client expressed their concerns an agent of our Executive Relations Team immediately
reached out to address those concerns and any questions related to his caseDuring those conversations the client expressed that his frustrations stemmed from the fact he did not have proper substantiation to provide his assigned team. There is a specific list of documents required during our representation in order to support the result Optima Tax seeks to obtain on behalf of our client, and although the client could not provide the necessary substantiation, the assigned team still achieved a very favorable resolution on behalf of the clientThe assigned team obtained a Non-Collectable Status based off the client’s hardship and successfully resolved the caseIt’s unfortunate that the client feels the resolution is not helpful, but a resolution was achieved regardless of the client’s opinion 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

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
They never address any of my questions or concerns head on or state the facts completely wrong I was not raising an issue with them over the tax lien, The tax lien had already been present for months Yes, Optima did submit a request to the IRS to remove the lien It's the response from the IRS that revealed what was going on at OptimaThe IRS denied the request to remove the lien The reason they gave was that I didn't have an installment agreement in place to pay off my tax debt with them I had been accepted on an installment agreement payment of $per month back in FebI made the payments every month and I still continue to make the $payment I took it upon myself to investigate with the IRS why they were saying I didn't have an agreement in place I never received any kind of notification that is was being cancelled or even that there was an issue The IRS employee that I spoke with said that given Optima has my Power of Attorney any notices would go to them Optima says they never received anything The IRS employee told me that it looks like the installment agreement was cancelled because I didn't file a federal tax return for One of the specific items I hired Optima to do for me was to file my returnBut they failed to do soThe basis of my complaint with Optima and the complaint I filed with you (Revdex.com) is that Optima caused my Installment Agreement with a $per month payment to be cancelled because of their failure to file my tax returnThe IRS will establish another Installment Agreement for me with a payment of approximately $per month This is the main point that I can't get Optima understand their culpability, their responsibility for, their blatant mistake that triggered the IRS cancelling my existing $per month payment The result of Optima not filing my tax return in time, is that the IRS has increased my requirement monthly payment by $more than I was paying I did nothing wrongWhy should I have to pay this higher monthly payment because of Optima's mistake.Optima's response to you completely twisted the facts They are saying that the increased tax balance from caused my installment agreement to be cancelled The IRS told me quite specifically over the phone that it was cancelled because they don't have a return on file from me How would the IRS know that I was going to owe money on my taxes if my return hadn't even been filed yet? Additionally, Optima never consulted with me or advised me about the possible issues with having a balance due for the tax yearThe statements they are making about this situation are blatantly false I continuously ask them to provide me with the written documentation of their correspondence with the IRS about my case, but they refuse to do that.Please this is wrong wrong wrong, I don't want to let them get away with this Please re-open my claim or what ever you have to do This issue and the phone conversations I was having with their designated rep back during the Feb/March time frame, caused me major medical issues from the stress they were causing meI had to be off work for a couple weeks and my doctor did not want me to have contact with Optima about this until my blood pressure was back to an acceptable range
Regards,
*** ***

SUMMARY -
Optima Tax's management has been in contact with the client to
discuss his concerns
and the parties have come to a mutual resolution
RESPONSE
-
Optima Tax’s management has contacted the client to discuss his
concernsAs stated in the complaint, the client hired Optima Tax to conduct an
investigation into his tax liability and, because of the wage levy already in
place, enforce a stay of collectionsAfter numerous, unsuccessful attempts to
make contact with the IRS Revenue Officer dealing with the client’s case, Optima
Tax was forced to move forward with our Resolution representation services
Given the
severity and the overall complexity of the client’s case, Optima Tax obtained
as much information as possible from the Automated Collection Services unit
Thereafter, Optima Tax compiled the collected information and presented it to
the client, along with our proposed Resolution services
The cost
associated with the case correlates with the extensive representation that the
client will receive during the Resolution servicesOur Client Services
Agreement provides an estimated timeline on when a standard case will be
resolvedHowever, considering the complexity of the case and our unsuccessful
attempts to contact the assigned agent, providing a timeline to this client in
particular was unrealisticAfter speaking with him and reassuring the client that
we made every effort we could to establish communication with the IRS, the
client ultimately chose to pursue another routeAlthough he is no longer in
need of our services, Optima Tax is pleased that the parties have come to a
mutually satisfying 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
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