Optima Tax Relief LLC

I am extremely happy with the way Optima Tax handled my case. I was told that I would be by Kevin in the very beginning. To have complete Faith in them. I can
Not tell You the relief I felt a few weeks ago when [redacted] called me with a offer to the IRS. It's been a burden for many years to have this over my head.
Thank You Optima Tax and to the Staff that worked my case. You are really amazing.
Dottie

I had a pleasant experience with optima. They were very informative and knowledgeable. Kept me informed on the progress of my case.

I am highly satisfied with the outcome of my case. My tax representative provided me with excellent service throughout the process. I would recommend this service to anyone seeking tax relief.

Received, thank you.  Regards,[redacted]

I am actually having a moment of disbelief and internal euphoria right now because I just got the call that my case of multiple years in back & unfiled taxes has been brought to a close, Amen!!!

I know each persons case is and will be different but anyone having Tax Issues may have the same anxiety, fear, frustration, and naïveté when it comes to all the financial jargon associated with the IRS and taxes. I'm telling you the fear and anxiety caused even further procrastination in me to rectify my tax problems.

I called the office outside the gym before my workout and spoke with an AMAZING worker, Nancy H. This was such a strange place to call about taxes but I couldn't ignore the issue any longer. When I tell you that she put me at ease and gave me honest hardcore TRUTH, I just prayed and thanked God for this godsend.
The turnaround time to resolve my taxes wasn't a 2 day thing like an H&R Block case. It took some time (approx 1yr) to get to this point of resolve. - this is customary with someone who multiple years- EVERY STEP OF THE WAY things were laid out to me. I could ask questions and they would go over EVERY SHEET WITH ME. It was like having a tutor help you with homework.

With Optima there's no need to be afraid of the unknown, just ask!!! They worked with me when payments were due. Their fees for representation far outway what the net amount + penalties would've been.

I've already told family members and 2 friends about how great the services and the employees are.

...No need to keep a good thing quiet so I spread the word. Best of luck with whatever your situation may be, in my opinion Optima Tax Relief is the way to go.

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.
Regards,
[redacted]

SUMMARY - Optima Tax's management has been in contact with the client and we’re working towards a mutual resolve.     RESPONSE - Optima Tax’s management has been in contact with the client since receiving the complaint and is working towards a mutual resolve. As the client stated, she...

hired Optima Tax to investigate her tax liability and present her with our formulated strategy to help resolve her case. Optima Tax acknowledges that the client’s investigation took longer to complete than originally anticipated. However, Optima Tax has presented the client with a complete summary of her tax liability as found through Optima Tax’s investigation.     In regards to the client’s statement about the transaction that was processed, Optima Tax was given signed authorization from the client to process the payments towards our service fee. The client agreed to the payment schedule when she entered into the written agreement with Optima Tax. The client should have no fears that her personal information is not protected as Optima Tax makes efforts to ensure our client’s personal information is secure.   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.

We have promptly reviewed the client’s rebuttal to
Optima Tax initial response, and we offer the following response and
explanation in continuing hopes of coming to a mutual resolve with the client:
Our records reflect that since her enrollment into
our Resolution Phase, her Case Manager had informed her multiple times to make timely
Estimate Tax Payments and if otherwise, we also informed of the possibility
that the client would likely be levied. Such information continued to be
ignored by the client unfortunately. And as a result, the client had failed to
make her Estimated Tax Payments, which in turn was a direct cause of her
levy.  As such, Optima would like to
respectfully point out that her levy was not a result of Optima’s
communication, or lack thereof, with the IRS agent, but of her inability to
make her Estimated Tax Payments.
Furthermore, although we could have easily set the
client up on a payment plan, that would not have been the best solution for the
client. Optima Tax will represent their client’s to the fullest extent within
the applicable laws and regulations. In this particular case, we are confident
we could achieve more than a payment plan. In fact, Optima Tax had prepared and
packaged necessary documents to place the client on a Non-Collectable status
while we review for an Offer-in-Compromise. That Non-Collectable package was
mailed to the IRS and the client’s Case Manager called her on December 31, 2015
to provide an update. The client seemed pleased but has now decided to part
ways with Optima Tax even though we are on the verge of resolving her case.
Accordingly, given the work that Optima’s associates
performed on her case, we are more than confident that we have earned 100% of
the fees paid to date. However, we still value providing excellent customer
service and we are in communication and working towards a resolution that will hopefully
be satisfactory to all parties.

Optima Tax's management is still in contact with the client to
discuss the concerns in her complaint as well as her follow up response. The
statements Optima Tax made in our initial reply still remain true. As was
stated, we have documented evidence that the tax years 2010, 2011, 2013 and
2014 were included in the Installment Agreement. Per the IRS agent, of which
the client has a name and employment identification number, the client did not
show a balance for the tax year 2012 and was issued a PIN number for the year
to protect her from identity theft.
When the
client initially brought this matter to our attention, we asked that she send
in the documents to show that the IRS has indeed initiated enforcement action.
Our associate also presented the client with the option of conducting a
Compliance call to ensure that the agreement we negotiated, per the IRS letter
dated July 28, 2015, was still in place. The client subsequently refused to
perform all actions.
Unfortunately,
the client will not allow us to validate her claim and is unwilling to comply
with our requests to assist her in this matter and rectify any potential
discrepancies. Optima Tax was more
than willing to look into the matter at no additional cost to the client. This
situation can be easily resolved if the client will accept our assistance in
the matter. Optima Tax is more than willing to continue engaging in
conversation with the client and hope that the parties can soon reach a mutual
understanding.

SUMMARY -
Optima Tax's management has been in contact with the client and
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. It is regrettable that
the client feels that communication and or our response time is not reasonable,
we have assured the client that communication will not be an issue moving
forward. After speaking with the client and providing a breakdown as to where
we’re at with his case he felt more at ease with his case. More importantly,
the client believes in Optima Tax and we have agreed to continue our business
relationship until we come to a final resolve regarding his tax liability.
 
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 consider
this matter closed. Please do not hesitate to contact Optima Tax with any
questions. Thank you.

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. At no point will Optima Tax ever us any...

type of unethical tactics to persuade our client’s to hire us for representation. We are completely transparent in our approach and provide our client’s with full disclosure of our service terms.   Prior to accepting payment for services, each client will receive the Client Services Agreement so they fully understand the services that Optima Tax will provide during each phase of our Two Phase approach. Additionally, each client will go through a voice recorded Verification Call that covers all legal and contractual disclosures with each disclosure requiring an acknowledgement of understanding before moving forward. After reviewing both Verification Calls the client gave each Phase an 8 rating with 10 being the highest rating of his understanding to the services Optima Tax will provide for each phase.    After going over the services that Optima Tax had been providing, the client has a better understanding of the direction Optima Tax was taking on his case. More importantly, we were able to come to a mutual resolve that satisfies both the client and Optima Tax Relief.   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.

Optima Tax has been a great company for me in my quest with the IRS. The customer service team that works for Optima Tax are very friendly and helpful. I would recommend anyone with tax problems to give them a try first. This company have well trained their employees and the are on top of all your problems. Thank You Optima Tax for all your help.

I was very pleased with the assistance I received from Optima Tax - it was a long process but they were able to smoothly get me through the process with an acceptable outcome.

Based off our review, there is no evidence that the client was advised that Optima Tax would obtain an immediate release of the levy. Moreover, there is no evidence that Optima Tax is in breach of the Client Service Agreement. For the client’s reference, Section 8.1 of the Agreement defines the refund period in which the client can obtain a guaranteed full refund. Unfortunately, the client did not make his refund request within this time period and therefore we are not in breach of our Agreement. Additionally, since August 31, 2016 Optima Tax has been diligently trying to establish communication with the client to go over why we could not release the levy and to discuss the refund policy. Without a response from the client, we cannot resolve his concerns. A simple conversation can easily resolve this matter and we are more than willing to come to an amicable resolve with the client. However, if the client is unwilling to return our calls or reply to our emails we cannot come to a final resolve.

My experience was unbelievable. My team and their concern for a good outcome,words cannot say. Hopefully my review will be shared with potential clients. If you have issues with the IRS don't hesitate to take control of your situation give optima tax a call.

To whom it may concern, Thank you. The team was very professional, knowledged and patient. They made it easy for me to understand and comply to all the work needed to be done. Always got follow ups and never had to wait more than a day to get answers to any questions or concerns I had. The results were better than I expected and worth every penny. I would recommend Optima to anyone with a similar situation as mine. Thanks Again to OTR. Blessings Always!

Optima Tax Case Managers are excellent. They well educated on what to do and will be there to guide you through each phase. It was a stressful feeling out there by your self but with them by your side it made the process less stressful.

SUMMARY -
font-family:"Arial",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 complaint. Optima
Tax’s services are broken down into two Phases, an Investigation Phase and a
Resolution Phase. The client signed up with the understanding that Optima will
perform a thorough Investigation only. The client was aware of the fee and it
was promptly paid for our services. As part of our Investigation Phase we will
contact the IRS to obtain any and all available information pertaining to the
client’s outstanding balance. Once 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 inquiry. However, 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 us. This 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 unaffordable. Despite 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 client. There 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 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.

Great company to work with!

When I first heard of Optima on the radio I was skeptic but after calling and talking with them I was convinced they could help me so I signed up. They always called to update me on my situation and progress and to a if I had any questions or concerns at that time. And after all was said and done I went from owing more than 55,000 to less than 3,000 I would recommend to everyone that has tax problems. They changed my life by helping me get it back on track.