Optima Tax Relief LLC

SUMMARY -
Optima...

Tax's management has attempted to contact the client to
discuss their complaint. We 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 complaint. Unfortunately we have not
been able to connect with the client to address the allegations in the
complaint. We do have an appointment scheduled for Thursday July 30th
and we are confident that we can satisfy the clients concerns. The client
claims that Optima Tax prey’s on
individuals that are in a desperate situation. Optima 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 Optima. The 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 issue. Our team of Tax
Associates do not provide false 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 services. In this case, the client decided to
move forward and Optima Tax
performed a thorough Investigation as described in our Client Servicing
Agreement. Once 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
philosophy. We take all complaints very seriously, and we do our best to turn
them around when possible. Optima Tax
believes it will be able to address the client's concerns once we communicate
with them and therefore we consider the matter closed. Please do
not hesitate to contact Optima Tax with any questions. Thank 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 emails. We will continue our efforts until communication is established and we come to a mutual resolve. Although 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 file. However, Optima Tax does not make any specific guarantees to any outcome when dealing with various enforcement actions by the IRS. In 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 Phase. Unfortunately, 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 desired. However, 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 policy. Optima Tax stands by its refund promise and in no way would deny a client their request when it is made within the refund time frame. In this case, the client did not make the request for refund within the required time frame. Optima 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 philosophy. We take all complaints very seriously, and we do our best to turn them around when possible. Optima Tax believes it can address the client's concerns and will continue to work with the client to finalizing a mutual resolve. Please 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 [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.Offer was 500.
As stated before I was told it would be 1000. For the totall service.
Then they came back and said it would be another 1000.
At this point I was mad and they said calm down were going to save you a whole lot more then that so at That point I did pay the extra fee. 
This is what I'm wanting back.
Regards,
[redacted]

SUMMARY - Optima Tax's management has been in contact with the client since receiving the complaint and we’re working towards a mutual resolution.    RESPONSE - Optima Tax’s management has been in communication with the client to address his concerns as outlined in the complaint....

Unfortunately Optima Tax was not aware of his concerns until after the complaint was filed. If the client had expressed his concerns regarding our services prior to make this complaint, Optima Tax is confident that it would have sufficiently dispelled any of the client’s concerns.     Optima Tax has conducted a thorough review of the client’s file and we are confident that the client was fully informed of our secondary fees to move forward with our Resolution phase. The client’s assigned Tax Associate is trained to present Optima Tax’s two Phase approach, with each phase requiring a separate retainer. In the happenstance that a Tax Associate did not fully disclose to a client during their initial consultation that a secondary fee would be required in order to move into our second phase, our Client Services Agreement clearly and unambiguously discloses Optima Tax’s two phase approach and the existence of a secondary fee for the Resolution Phase. Additionally, the client went through a voice recorded Verification Call that covers all legal disclosures including but not limited to the existence of a secondary fee in the event that the client decided to enroll in our Resolution Phase. Each disclosure requires a “yes” answer before moving forward. After reviewing the call, the client answered “yes” to each disclosure. At the conclusion of the Verification Call, the client rated Optima Tax a 9 out of 10, 10 being the most informed of the services being provided.   It’s unfortunate that the client feels as though his Tax Associate used scare tactics. It is our job to inform the client of any and all possibilities that may occur while having an outstanding balance with the IRS. This includes but not limited to wage garnishments, levies and bank seizures if the debt is not satisfied in a timely manner. However, at no point do our Tax Associates use coercion, duress, or undue influence when disclosing the potential outcomes that a client may encounter when the client has an outstanding tax liability.   The complexity of the client’s case ultimately dictates the cost associated with our Resolution Phase. Although we have no doubt that other firms may charge less, Optima Tax is confident in the quality of services that it provides and the peace of mind that our clients are given when they engage our services.. As the client pointed out, Optima Tax does have negative reviews. However, our numerous positive reviews outweigh our negative reviews and accurately depict the satisfaction of our many clients. Moreover, those positive reviews are from graduated Optima Client’s that were gracious enough to share their success stories and to show that Optima Tax will go the extra mile to achieve the best result possible.   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 philosophy. We take all complaints very seriously, and we do our best to turn them around when possible. Optima 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 resolve. Please do not hesitate to contact Optima Tax with any questions. Thank you.

SUMMARY -
Optima...

Tax's management has been in contact with the client and
we are working towards a mutual resolve.
RESPONSE
-
Optima Tax’s management has been in communication with the
client to address his concerns as outlined in the complaint. To clarify, Optima
Tax approaches each case in a two phase approach. Phase one being the
Investigation Phase and Phase two being the Resolution phase. Per the initial
intake call, the Client Services Agreement, and the voice recorded Verification
Call, the client confirmed and acknowledged their understanding that Optima Tax
does work in two phases and each phase requires a separate set fee.
Although
the client claims that Optima Tax did nothing regarding his case, this is an
inaccurate statement. Upon enrollment, Optima Tax immediately made contact with
the IRS and began the Investigation services the client contractually hired
Optima to conduct. Once we completed our Investigation the client was presented
with our findings as well as our formulated strategy to help resolve his case.
At no point is the client obligated to sign up for our Resolution services. In
fact, the client is more than welcome to close out their case with no
obligations and utilize the information we obtained to help resolve their
liability as a whole. It’s unfortunate that the client never informed our
management of his concerns prior to filing the complaint but, we do understand
that this is a stressful time and we will do what we can to provide our
assistance.
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
philosophy. We take all complaints very seriously, and we do our best to turn
them around when possible. Optima 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 resolve. Please do not
hesitate to contact Optima Tax with any questions. Thank you.

After trying to get my tax nightmare resolved with another company and failing miserable after spending $5000. I heard an ad on the radio about Optima Tax. That phone call was the best thing I could have ever done. They stopped the harassing phone calls and finally helped me negotiate a solution which Io was comfortable with. I no longer have to walk around worrying about my $25k debt. That's all over now. Their staff was knowledgeable, very informative and definitely professional. They always kept me up to date with the status of my case from start to finish. I would definitely recommend Optima Tax Relief.

A rebuttal was submitted because issues has not been addressed. Two attempts were made on both parties to contact each other but there has been a conflict of times in both attempts. I sent an email with times of availibility and now awaiting a phone call on Tuesday. [redacted]

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.Once again I disagree because the internal revenue agent had not heard from anyone to discuss my tax case and for that reason a levy/garnishment was ordered. The topic of estimated tax was brought up and was not ignored, I told Optimal Tax that I did not have the money because of previous levy/garnishment that ended in July. Also I told the person at Optima Tax how can I pay when they just deducted a total of $3,500 from my account and a payment of $1,300 was paid to IRS. I did receive a phone call December 31 eventhough I told them I no longer needed their services. This company falsely advertised their services and I don't know how they received a high rating with the Revdex.com.
Regards,
[redacted]

I would definitely recommend Optima Tax Relief as the program for you. They are very professional and very informative. They were accessible to all my needs and was able to avoid any collection actions. Optima Tax Relief was able to negotiate a resolution that gave me an affordable monthly payment plan.

I was delinquent with about 6 years of taxes plus late penalties for another 2 years. The IRS had started garnishing my pay as well as closing my bank accounts. I heard about Optima from a radio broadcast and thought to give them a try. They were patient, professional and understanding of my situation. I felt they were truly on my side and wanted to help me. The fact that they communicated with me every step of the way and was proactive to help me was an additional plus. I would not have made it out of this situation if it was not for Optima Tax Relief.

SUMMARY -
Optima...

Tax's management has made multiple attempts to contact
the client but the client has not responded
RESPONSE
-
Optima Tax’s management has made multiple attempts to contact
the client to discuss her claim as stated in the complaint. Due to the
vagueness of the complaint and the client’s unwillingness to respond to our
attempts at communication, we are unsure what the client’s issues are and how
we can resolve them.
In order
to clarify, Optima’s services are separated into a two phase approach,
Investigation and Resolution. During our Investigation, Optima gathered
extensive information which we presented to the client along with our proposed
Resolution services. Based off our review, Optima Tax
conducted a thorough investigation as outlined in the Client Services Agreement
and we presented the result to the client accordingly.
Additionally,
there are no indications that Optima Tax
did not represent the client as agreed upon. Moreover, during our Investigation
we do not complete any tax documents as that is included in our Resolution
phase. As we continue to review the case, it appears that the client may have
misunderstood  the purpose of the Investigation.
We are hopeful that we will establish communication to discuss her concerns and
more importantly, come to a mutual resolve regarding her unfortunate
dissatisfaction.  
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
philosophy. We take all complaints very seriously, and we do our best to turn
them around when possible. Optima Tax
will continue its efforts in resolving this unfortunate dispute until a
resolution is met. Thank you.

I have a very good experience with optima tax releif they delivered what they promise.

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 complaint. As the client indicated in his
complaint, he came to Optima Tax
with a wage garnishment already instituted by the IRS. As part of the
Investigation services, Optima Tax
was to engage the IRS and thoroughly investigate his case while attempting to
negotiate the release of the clients wage garnishment. Optima Tax diligently
performed this duty and typically we are highly successful in releasing wage
garnishments. Unfortunately however, the IRS would not approve the release of
the garnishment, despite our best efforts, due to exigent circumstances in the
client’s case. Furthermore, the IRS agent assigned to the client’s case proved
to be non-responsive despite our many calls and leaving multiple messages. This
directly affected our ability to provide the client with any type of update
related to his liability. After we were able to make contact with the IRS
agent, they provided us with the conditions to release the garnishment, to
which Optima Tax fully informed the client. After informing the client of our
efforts, he understands that a great amount of time and energy went into his
case. More so, he understands that Optima does not trap its clients into our
services, and that we could not provide a thorough update prior to the 15 day
refund policy due to the non-responsive IRS agent. More importantly, we were
able to come to a mutual agreement that is satisfactory to all 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 philosophy. We take all complaints very seriously, and we do our best to
turn them around when possible. Optima 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 questions. Thank 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.I am in the process of a resolution with the company. Although I am still not satisfied, and I do believe that I was scammed. I would like to advise everyone that this company is a fraud.
Regards,
[redacted]

In October of 2013 I hired Optima Tax to help me with a tax penalty debt that I could not afford to pay and that was holding me back from just being a normal tax paying citizen. I listed to advice from my ex-husband that got me in to trouble that could not get out of alone. I contacted Optima and was encouraged that they would be able to help me.
As I had a big problem of over $30,000 when I started.It took them quite a while to get the story straight and the IRS took a long time to contact them. Because I had spent countless hours/days on the phone with the IRS I was patient. My installment payments got me no where and I could no longer afford them. At some point over the next year my tax penalties were reduced about $8,000 and they where still working on the rest.
I had several different case workers and then at the end of last year 2015 I received a call from Ashley who wanted to submit an offer and compromise. I agreed to the terms and she sent of the paperwork. She said again it would take some time. During the next few months Ashley was moved to another department and I worked with someone else. In August of 2016 I received letters from the IRS that my tax debt was reduced to $0. Ashley called me to let me know that she was now a Closing Specialist and remembered submitting my application for compromise.
Thank you so much Optima Tax. My $30,000 tax penalty is now $0. The 2 tax liens I had are in the process of being lifted. I am so happy.
If you are working with or consider working with them, I highly recommend it!

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 complaint. As the client stated,
he initially contacted Optima Tax to address his tax liability. After we
concluded our Investigation, we presented the client with a formulated strategy
to resolve his tax liability and the client decided to sign up for our
Resolution Services thereafter.
 
Although
Optima Tax is extremely successful in negotiating a reduction of our client’s
liability, ultimately the IRS has to approve any reduction we attempt to
negotiate. This is explained to all of our clients as we ensure to be very
transparent regarding our services. The client completed a voice recorded
Verification Call that covered all disclosures, including the fact that any
reduction we seek to obtain on the client’s behalf must ultimately be accepted
by the Tax Authority. With each specific disclosure given, our clients must
acknowledge they fully understand the disclosure by saying yes before they are
able to move on to the next disclosure. After reviewing the Verification Call,
the client acknowledged they understood and accepted all legal disclosures.
Additionally, we do not advertise nor does our agreement stipulate that we can
reduce the accrued interest. We make it clear to our clients that until their
balance is paid in full, they will continue to accrue penalties and interest. Each
case, no matter the circumstances, will be fully evaluated to ensure that we
have taken every step possible to reduce our client’s liability.
 
It’s
unfortunate that the client feels as if we lost his paperwork and or stalling
on his case. What the client may perceive as us losing documents is actually
Optima Tax requesting updated documents. Optima Tax cannot determine the
client’s financial capabilities off three to four months worth of documents nor
can the IRS for that matter this is why we request a substantial amount of up
to date documents from the client. It’s important to understand our client’s financial
situation for negotiation purposes and to strengthen 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
philosophy. We take all complaints very seriously, and we do our best to turn
them around when possible. Optima Tax
believes it has addressed the client's concerns appropriately and we consider
this matter closed. Please 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 [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.
 
Dear Ms. [redacted]:
This e-mail is to request that you rescind my complaint against Optima Tax Relief  LLC dated 8/7/2015. We have successfully resolved the issue and are mutually satisfied. Please forward this notice to Optima Tax Relief in order that they understand our position. Thank you in advance for your assistance.  
 
Regards,
[redacted]

class="MsoNormal">SUMMARY -
Optima Tax's management had already
resolved the client’s concerns prior to receiving the Revdex.com
Notification. Mr. [redacted] has indicated that he is pleased with Optima Tax with
regards to his claims and refund inquiry.
 
RESPONSE -
Optima Tax’s Management made contact
with the client regarding his
concerns prior to receiving the Better Business notice and clarified with Mr. [redacted] that our advertisement is in no way
misleading, to which he agreed. Our advertisements specifically disclaim that
we cannot promise or guarantee a certain result or outcome but will work to
achieve the best results possible.  Additionally, Optima Tax incorporates and reiterates these disclaimers throughout the enrollment
process. After discussing our program and advertisement in detail with Mr. [redacted], he recognized that he may have been
premature in filing a complaint with
the Revdex.com.
 
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
philosophy. We take all complaints very seriously, and we do our best to turn
them around when possible. Optima 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
questions. Thank 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.
 I asked for a refund so why are they refusing to give it to me.  They have a money back guarantee by are refusing to honor it.  There is nothing to discuss....I just want my money back as I requested due to Optima Tax not being able to honor their promise.  I have emails from Optima Tax where they clear stated they could not help me and some would contact me about a refund.  Then they waited several days to contact me only to say they were now outside of the money back period but this was due to their delay and was done deliberately.  This matter can be resolved by simply giving me back my money.  That is all I want.
Regards,
[redacted]

From the time I decided to seek advice on my taxes from OPTR, it was evident they knew what they were doing. They made me understand every step of the way what was going in in my situation until the IRS completion. Very professional, knowledgeable and always courteous. I will recommend them to anyone looking for help with their tax issues.