Optima Tax Relief LLC

Optima was able to reduce my monthly obligation to a very satisfactory and significant levelI found all their personnel to be very helpful and professional, calls were always returned promptly and answers supplied timelyI was overall very satisfied with my Optima experience

SUMMARY - Optima Tax's management had been in contact with the client prior to receiving the complaint and we have come to a mutual resolve RESPONSE - Optima Tax’s management had already presented the client with a reasonable resolution prior to receiving the complaintAs the client stated in his complaint, Optima’s services are separated into a two phase approach, Investigation and ResolutionAs outlined in our Client Services Agreement, the client engaged Optima to perform an investigation of his tax liabilityAfter we completed a thorough investigation, we presented him with our findings and the proposed services that we could provide in our second phase, the resolution phaseThose services in no way indicated a guaranteed reduction in his liabilityOptima makes it a top priority to ensure that reasonable expectations are set with all of our clients and inform the client that we do not make any promises or guarantees in regards to a specific outcomeThe balance in question remained the same from the time the client initially contacted Optima TaxFurthermore, as explained to the client, interest and penalties will continue to accrue until the balance is paid in full When our Closing Department reached out to the client on January 22, we had informed him that Optima successfully resolved his case and we went over the services providedThe completed services were inline with the Resolution Addendum Agreement executed on February 5, The Resolution Addendum Agreement clearly and definitively explains all services to be rendered by OptimaAdditionally, we explained to the client that if the client had certain documentation he could provide to Optima to submit to the IRS this would strengthen his case and he could have received a substantial reductionHowever, because the client was unable to locate this documentation we had no choice but to accept what the IRS was reporting It’s regrettable that the client is not satisfied with the end result of his case Although we strategize to reduce our client’s liability, ultimately the IRS has the final sayUltimately, Optima Tax has fully represented the client as promised in the agreement the client entered into with OptimaAfter all work was completed on behalf of the client he was presented with an option that he accepted to his satisfactionThe resolution obtained by Optima on behalf of the client will prevent the IRS from taking any enforcement action against the client 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

I would recommend Optima Tax relief to anyone in need of assistance with the IRS They are extremely professional, hard working , and easy to get ahold of I have tried numerous other companies with my tax issues and all have failed me From start to finish Optima did exactly what they said they were going to do in a timely manner Once again I am thoroughly impressed with everyone I worked with at Optima they get a, A+ from me

SUMMARY - Optima Tax's management has attempted to contact the client to discuss their complaintWe have an appointment set for Thursday and we believe we will be able to address all of the client’s concerns RESPONSE - Optima Tax’s management has attempted to contact the client to discuss their concerns as outlined in the complaintUnfortunately we have not been able to connect with the client to address the allegations in the complaintWe do have an appointment scheduled for Thursday July 30th and we are confident that we can satisfy the clients concernsThe client claims that Optima Tax prey’s on individuals that are in a desperate situationOptima Tax takes such allegations very seriously because we strive to uphold our philosophy that “clients come first”The client contacted Optima Tax in order to get help dealing with the IRS because they have an outstanding tax liability We educated the client on our two Phase approach and the client ultimately signed up with OptimaThe client was fully aware that there would be an additional retainer for Phase two after we completed a thorough investigation After reviewing her file we believe that the client’s complaint is in regards to affordability of our services and not a servicing issueOur team of Tax Associates do not provide hope in order to obtain our clients business We are extremely upfront about the services we’ll provide and it’s the client’s choice of whether to engage our servicesIn this case, the client decided to move forward and Optima Tax performed a thorough Investigation as described in our Client Servicing AgreementOnce we speak with the client about her concerns we are confident that a mutual resolution will be met 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 will be able to address the client's concerns once we communicate with them and therefore we consider the matter closedPlease do not hesitate to contact Optima Tax with any questionsThank you

I was given a quote at the beginning of the process happy to say there were no hidden costs at the endAll of my questions were answered promptly and professionallyGreat outcome at the end of the processThanks Optima

SUMMARY - Optima Tax's management has made contact with the client and we’ve come to a mutual resolution RESPONSE - Optima Tax’s management has made contact with the client to discuss his concerns as outlined in the complaintAlthough Optima Tax advertises that it may be able to reduce a taxpayer’s outstanding liability, it also clearly discloses that every taxpayer will not qualify for a reduction Additionally, our contract, which every client receives and signs, also discloses that not every taxpayer will receive a reduction and any reduction must be accepted by the tax authorityTo ensure that every client we represent fully understands the nature of our services, each client will go through a recorded Verification Call that thoroughly covers all legal disclosures to which they must acknowledge their understanding to the contracted services To be clear, our services are broken down into two phases, an Investigation Phase followed by our Resolution PhaseBefore engaging our services, the client was fully informed that the initial $that the client paid went towards investigating his case onlyIn fact, this was acknowledged in both the signed agreement and the voice recorded Verification callDuring the Investigation Phase, Optima Tax contacted the IRS and gathered extensive information which we use to develop our proposed Resolution ServicesUltimately, the client makes the final decision to move forward with our services or use the information we obtained to satisfy the liability outside our services It’s truly unfortunate that there was confusion regarding our services and the actions Optima would take during the Investigation PhaseAs we’ve stated, we take all the necessary steps to make certain that there is no confusion and by our review, we were very transparent with the actions taken on his caseHowever, we are pleased to say that we were able to come to a mutual resolve that is satisfactory to 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

SUMMARY - Optima Tax's management has attempted to contact the client in order to address his dissatisfaction but he has been unresponsive RESPONSE - Optima Tax’s management has made multiple attempts to establish communication with the client so we can address his concerns, but he has yet to return any of our messages or reply to any of our emailsWe will continue our efforts until communication is established and we come to a mutual resolveAlthough it is possible for Optima Tax to obtain a release of a bank levy or wage garnishment during the short time period of our Investigation Phase, such result is dependent upon numerous factors within the client’s case fileHowever, Optima Tax does not make any specific guarantees to any outcome when dealing with various enforcement actions by the IRSIn the event that Optima Tax is unsuccessful in obtaining a release during our short Investigation Phase, any wage garnishment or bank levy will be addressed in our Resolution PhaseUnfortunately, under the circumstances of the client’s case we were unable to obtain a release of the levy within the short time frame that the client desiredHowever, we did obtain a temporary stay which would allow Optima Tax the time to begin the critical Resolution Phase work that could lead to the client’s desired result We are very understanding to the client concerns but at no point did we delay his case outside our no refund policyOptima Tax stands by its refund promise and in no way would deny a client their request when it is made within the refund time frameIn this case, the client did not make the request for refund within the required time frameOptima Tax is more than willing to address the client’s concerns, however, without the client’s cooperation we are unable to address his concerns appropriately 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 can address the client's concerns and will continue to work with the client to finalizing a mutual resolvePlease do not hesitate to contact Optima Tax with any questionsThank you

SUMMARY - Optima Tax's management made contact with the client to discuss his concerns as outlined in the complaint RESPONSE - Optima Tax’s management has made contact with the client to discuss his concerns as outlined in the complaintOptima Tax’s services are broken down into two Phases, an Investigation Phase and a Resolution PhaseThe client signed up with the understanding that Optima will perform a thorough Investigation onlyThe client was aware of the fee and it was promptly paid for our servicesAs part of our Investigation Phase we will contact the IRS to obtain any and all available information pertaining to the client’s outstanding balanceOnce we have gathered all relevant information from the IRS and the client, we develop a Case Summary that outlines the services we can perform to help the client with their tax liability The client asserts that he notified us of a Tax Court Summons that he received and we failed to make any inquiryHowever, we would like to point out the fact that the client never provided us with any Summons nor did the IRS ever mention anything about a pending Tax Court proceeding, during any of our conversations or in the documents they provided to usThis leads us to believe that his court issue perhaps revolves around a matter outside his tax liability After we presented the client with our findings and how we can help regarding his personal tax liability, he unfortunately felt our retainer for the Resolution Phase was unaffordableDespite our effort to accommodate client’s request, considering the significant amount of work that would’ve been involved in the case, we unfortunately could not fulfill his request We respectfully, yet firmly stress that at no point did our associates threaten the clientThere are no facts supporting such contention and it is regrettable if there were any misunderstanding Although we had fully performed our contractual obligations as outlined in the Client Services Agreement and we would like to be recognized for our work, we understand that disagreements occur and accordingly, we have been in constant contact with the client and we came 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 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 [redacted] , 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, [redacted] ***

Please note in reference to complaint number [redacted] [redacted] Optima Tax’s management has reached out to Ms [redacted] but unfortunately has had very little communication with the client regarding her concerns beyond the initial phone calls that were placed upon receiving the Revdex.com complaintFurthermore, we would like to note that Ms***’s proposed resolution services are fairly complex and it appears the client may not fully understand our strategy and the benefits behind it Unfortunately, the client has indicated she is not pleased with our proposed solution and feels as if we did not provide a serviceHowever, upon review of her file, Optima Tax has worked her case as outlined in the Client Services Addendum and more importantly, stayed within the guidelines of the IRS to give her what we believe is the best possible resolution in hopes of being able to prevent the client from having to pull money from her retirement We will continue to make any and all efforts to assure the client receives the best possible outcome with our firm and encourage Ms [redacted] to respond to our attempts to reach her so we can hopefully reach an amicable understandingCommunication is the key to our business relationship with our clients and we strive to uphold this philosophyPlease 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 [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below In short, I was completely misled by Optima Tax Relief to believe they were capable of handling my tax situation which they later admitted was not trueWhen I contacted Optima Tax Relief I explained my current situation as well as how I got thereI told them that while I was still operating as a business, my computers were repossessed and, as such, I was not able to produce records of payments, employees, and other documents normally required to file taxesThey told me that was common and they specialized in situations like mineI had an active wage garnishment at the time and they assured me they could terminate it as soon as they were “Officially” representing meNeither of these statements were trueAs such I paid them over $12,while I continued to pay the garnishment making it impossible for me to pay my billsI had to borrow the money from my parents to pay themThey kept telling me they were “working on my case” and to be patient while they continued to accept nearly $per month with no improvement in my caseThey claim that I was unresponsive but at every turn, they called at times other than the ones we had scheduled or they could not provide me an answer to why the garnishment continuedThey lied and manipulated meThe garnishment finally stopped when I was terminated from my employer but they continued to take their monthly payment of nearly $while my only income was $per week from unemploymentStill they did not finish my caseEventually, my parents credit card expired and they were no longer able to take their payment and they finally wanted to speak with me about resolutionThey have never given the impression that they cared about me or my tax issuesTheir motivation was purely financialAlas, they did wish to discuss my situation but it was only because I wouldn’t pay them any more money until I saw progressAt this time they finally admitted that without the documents I told them I could not produce they could not help meThey went from passive and elusive to combative and aggressiveUnfortunately, I could have used the time and money from this debacle to pay down the IRS on my ownFrom the outset, I told them did not have the documents to file my taxes and that if I did have them I would not need the services of Optima Tax ReliefThey emphatically assured me that they are “the professionals” and they have “experience with cases like mine” and that they would provide the best outcomeAgain, those statements are patently falseThey did nothing to earn the money I paid them and I am no closer to resolution than when I startedI assure you I received no “relief” from Optima Tax Relief I am seeking a full refund of the money I paid for services I was promised yet did not receive Regards, [redacted]

Contacting Optima Tax Relief was one of the smartest moves I've made in my fifty five years on this planetI had not filed taxes in six years due to my alcoholism , and had been sober for the last three yearsI had repaired my business and personal life and the only issue left was to fix all my tax issues, of which I was dreading and avoidingI took the final step after hearing about Optima on the radioFrom my first initial consoltation through the entire process , Optima kept me informed weekly, mentally helped me with kindness and facts of what they were doingThey got me a tax number due and worked my case through to the endI slept well every night instead of stressing all night

Optima Tax Relief was extremely attentive from the first time I spoke with a rep to the final step with the offer acceptanceThey were always on top of keeping up with any updates, requests or just checking in Their professional staff was quick to handle some urgent matters I highly recommend them to anyone seeking assistance They are worth giving a call

SUMMARY - Optima Tax immediately reached out to the client upon receiving the Revdex.com complaint RESPONSE - Optima Tax’s management has made attempts to contact the client to discuss his concerns as outlined in the complaintUnfortunately we have not been able to touch base but, will continue to reach out until the matter is resolved It’s truly unfortunate that the client feels as if he was misled by Optima TaxOur primary focus is making sure we service every file as outlined in the Client Services Agreement to ensure our client’s satisfactionAlthough we have had success in negotiating a stay of collections for our clients in the past, ultimately the IRS has the authority to decide whether to begin collection activity and therefore we do not guarantee future successWe make every client aware of this possible action prior to enrollment through numerous written and verbal disclosuresThe assigned team of tax professionals had made multiple attempts to contact the assigned IRS Revenue Officer, who has proved to be nonresponsive The team went as far as reaching out to the General Manager, again, with no successOur tax professional took preventative measures and faxed the requested documents to the Revenue Officer in an effort to engage the Revenue Officer in negotiationsAfter numerous voicemails, the IRS agent finally returned our calls to confirm that she did receive the documentsUnfortunately the Revenue Officer did not discuss further options at that timeThe tax professional continued to leave messages requesting a call back so we can resolve the client’s case, but our efforts continued to be unsuccessful with the Revenue OfficerWe can provide our phone records to show our ongoing efforts to reach the assigned Revenue OfficerMoreover, based off our review it appears that there were certain IRS stipulations that the client failed to comply withIn turn, we believe that this is the primary reason why he was issued with a bank levy The client had mentioned that with one phone call the Revenue Officer picked up and discussed his caseThis is not surprising, considering he is the tax payer, because the IRS would rather deal with someone who is not represented by a professionalIn some cases, a Revenue Officer will use certain tactics claiming that Optima Tax failed on our endFact of the matter is, the Revenue Officer never provided us with any specific time to call herIf she had, we can assure you that a call would have been madeRegardless, the assigned tax professional still made significant effort to resolve the client’s caseWe are hopeful that we’ll make contact with the client soon and more importantly, resolve this unfortunate matter amicably

SUMMARY - Optima Tax's management contacted the client to discuss the allegations outlined in his complaint and we hope to reach a mutually acceptable agreement soon RESPONSE - Optima Tax’s management contacted the client to address his concerns as outlined in the complaintIn his complaint, the client claims that he was not informed about Optima Tax’s secondary retainer upon completion of our Investigation PhasePer the signed agreement and a voice recorded Verification Call, the client agreed to all terms and disclosures, including his understanding that there would be a secondary retainerOptima Tax offered to provide the client with a copy of his agreement, in addition to a copy of the Verification Call for his review but he has yet to respondIn light of such, we took the initiative and emailed him a copy for his reviewThis information can also be provided to the Revdex.com upon request The client also takes issues with the ways in which Optima Tax had submitted an Offer in Compromise (“OIC”) to the IRS An OIC was offered as an option with a mutual understanding that it is the IRS that makes the ultimate decision whether to accept or deny Although the OIC was denied in this case, what is more important is that Optima Tax nevertheless produced a positive result for the client - the assigned team of tax professionals diligently worked on his case and successfully obtained a Non-Collectable status (despite the difficulty relating to client’s financial status, which may have prevented him to obtain a Non-Collectable status in the first place)In light of such, we have offered what we feel is more than a reasonable resolution and we are waiting for his responseWe advised him that all lines of communication are still open so we may resolve this matter mutually and amicably 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

SUMMARY - Optima Tax's management has been in contact with the client and we have come to a mutual resolve 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 hired Optima Tax Relief for representation before the IRS regarding an outstanding tax liabilityThe client contracted with Optima Tax to perform certain services, including, Collection Representation, IRS Compliance, Installment Agreement, and Audit ReconsiderationOptima Tax’s objective for every client we represent, has been and always will be to achieve the best possible resolution given the client’s circumstances To ensure that each client understands the services Optima Tax will provide, they are given the Servicing Agreement upon enrolling into our servicesEach client will also go through a voice recorded Verification Call that covers the services the client contractually agreed to as well as all legal disclosuresAfter going over each legal disclosure the client must respond with a “Yes” answer before moving forwardUpon review of the Verification Call, the client answered “Yes” to all legal disclosures and acknowledged the services that Optima Tax would be providingFurthermore, the client also gave Optima Tax a rating, with being the highest, regarding his understanding of the services Optima Tax would provideAt no point did Optima Tax insinuate, promise or guarantee that the client would receive a lump sum reduction of his tax liability Per the statements made by the client in his complaint, Optima Tax did establish a resolution of the client’s tax liabilityThe resolution in place will protect the client from any enforcement action that can be taken by the IRSThe resolution will also protect the client’s assets from being seized by the IRSAfter going over his case in detail, the client understands the resolution that Optima Tax negotiated and we’re happy to say that we have come to a mutual agreement 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 we consider this matter closedPlease do not hesitate to contact Optima Tax with any questionsThank you

I had a back tax debt from my husband’s life insurance of $30,with penalties and interest Optima Tax did everything that they said they would do The filled my back tax returns, communicated with the IRS on my behalf My debt was settled with the IRS for $That is it $150!!! This was a very stressful situation for me, dealing with the death of my husband, and then getting notice from the IRS that I owed them over $30,and they had put a lien on my home Optima Tax sorted through pages and pages of documents to get to the bottom lineI NEVER could have done this on my own I would have lost my house that my husband and I made a home and I will forever be grateful

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below As you can see from their response, I never spoke to a CPA or tax professionalI also am sad that a company we are supposed to trust with very important issues would lie in their statement that we never turned in all the required paperworkwe definitely turned in ALL documents needed in order to work on our fileThe only work they did for us was file tax returns which took them monthsTheir responses have not been answered accurately which is not surprisingWhen I was quoted a price to resolve our situation they only asked a few questions and in the end they charged me based upon the amount of taxes owedWe will continue our efforts to get our money back Regards, [redacted]

I wish I had had the foresight to check the Revdex.com reviews and complaints for this company before I contacted them I have the same problem that most of the complaints are about: not realizing up front that it was going to cost me THOUSANDS of dollars I barely had the money to pay the initial $- which I had to break up into payments I was drawing unemployment at the time, so funds were extremely tight, but I somehow managed to pay it I will say that they did their research and got back to me within a couple months or so, but in order to go further and negotiate a resolution it was going to be another $ SERIOUSLY??? Would never have given them my money if I had been fully aware of this in the beginning Am out $1k that I could definitely have used to pay bills with Just be careful and walk into this with your eyes wide open Make sure to ask about ALL fees and guarantees up front before you fork over any money

Optima did a great job helping me with my tax problemsThey had to go years back find pay infoIt took a While but while my offer was in compromise I did not have to worry about the I R S leaving me bank accountsI am very satisfied with the results Stanley [redacted] [email protected] ( [redacted]