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Optima Tax Relief LLC

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Reviews Optima Tax Relief LLC

Optima Tax Relief LLC Reviews (1115)

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.
If their internal review by their IT department concluded that this was done by a 3rd party, I want to know WHO that third party is, if they if fact did find one.
Regards,
[redacted]

SUMMARY - Optima Tax's management has been in...

contact with the client since receiving the complaint and we are confident an amicable resolution can be had.    RESPONSE - Optima Tax’s management has been in communication with the client to address her concerns as outlined in the complaint. As the client stated in their complaint, Optima Tax conducted a thorough investigation into the client’s tax liability and presented her with our formulated strategy on how we can help resolve her case.   Prior to the client enrolling with Optima Tax and the investigation of the client's tax situation taking place, the client was quoted a price based off the information she provided her Optima Tax Associate. Once Optima Tax completed the investigation of the client's tax file it was revealed that her case was more complex than initially explained, which consequently added to the services Optima Tax would need to provide during our Resolution Phase.   We understand that pricing can ultimately weigh in on the client’s decision to move forward onto our Resolution Phase. Optima Tax strives to be very transparent in our approach to each case we take on and this is why we feel the client was fully aware that there would be secondary cost associated with our Resolution Phase and that these costs are contingent upon the complexity of the client's 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 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 made contact with the client to discuss
her concerns as outlined in the complaint.
 
RESPONSE
-
Optima Tax’s management has made contact with the client to
discuss her claim as stated in the complaint. It is truly regrettable that the
client is unsatisfied with the end result of our investigation. 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.
 
In most
cases, during the initial investigation, Optima Tax will discover that the
client’s case is more complex than our clients may realize. Moreover, Optima
uses the information it gathers during the investigation, to establish the
services that we will provide in the Resolution phase. Additionally, the IRS
will often enforce collection action on our clients and our investigation allows
us the opportunity to implement a stay of collections to assure our client’s
are protected. Although it may appear that the information we obtained was
virtually identical to the information the client had knowledge of, we ultimately
conducted a thorough investigation, as outlined in the Client Services
Agreement, and thus performed all of our obligations that the client enrolled
for. We have yet to finalize any resolution with the client; however, we are
confident that we will come to a mutually satisfying resolve.
 
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.

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.Problem: I filed a complaint with you about a month ago and they were all over it and did just enough to stop the complaint. They ensured me that they would deliver on the services that I paid for and I have no paid the full amount. $900.00 Since they took the balance I have sent many e-Mails (I have all copies) with NO/ZERO reply. The process is that once I pay they send me some documents for me to complete - then they negotiate with the IRS on my behalf. As of today - I have received nothing since they took the final payment of $500 which was their "excuse" for not doing what they promised the first time around. I also have no reason to believe that they will stop the next levy, another service they said they would provide. This whole process is a scam and they do just enough to keep their Revdex.com rating - NO MORE.
Desired Outcome: 100% refund, not "we did some work we are going to keep X%" - or - do what they promised to do when they took my money...
Regards,
[redacted]

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. After speaking with the
client, he felt that the overall process to resolve his case was taking too
long. To justify his belief, the client compared our services with a scenario
that a friend of his had that occurred roughly 20 years ago. The client was
under the impression that his case would be resolved rather quickly when in all
actuality, and depending on the client’s circumstances, a case can take an
average of 6-12 months to resolve. The client had been enrolled in our
Resolution Phase for only 3 months before filing the complaint. With a case as
complex as the client’s, 3 months is not enough time to resolve his outstanding
liability.
 
Some of
the issues we experienced while servicing the client’s file were obtaining the
appropriate financial documents to submit to the IRS. Although the client did
provide Optima Tax with the
appropriate documents, the client had his secretary send them in which caused additional
delay. Throughout our relationship with the client, per his request, most of
our communication had to be done through the client’s secretary. We believe that
this contributed to the communication issues the client mentioned in his
complaint. Moreover, our tax professionals had to coach the client’s secretary
on the various documents that she needed to gather and send to us so that we could
submit them to the IRS. Ultimately, this contributed to a delay in the process
which was beyond our control. However, once we obtained all the requested
documents, Optima Tax packaged them
and sent them into the IRS via USPS Priority Mail. We provided the tracking
information to the client for his review and to help relieve his stresses
during this difficult time.
 
After
educating the client on the overall process and the steps we have to take to
resolve his case, he feels that he may have jumped the gun on filing the
complaint. Although the client is satisfied with the outcome he decided to work
with the IRS directly. We did inform the client that we can provide any and all
information necessary to help resolve his 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 considers the
matter closed. Please do
not hesitate to contact Optima Tax with any questions. Thank you.

Optima helped me both with resolving my credit card debt and getting my taxes back in order. With nearly 25,000 in unsecured creditor and tax debt. I completed the debt resolution program and settled it for about half of what I owed.
The customer service team was responsive and helped me understand the paperwork and fill out the right forms. My reps were patient with me when I had questions.
This is a first class team and I would recommend them in a heartbeat.

SUMMARY - Optima Tax's management has been in contact with the client to address the concerns as outlined in the complaint and in an effort to come to a mutual resolve.   RESPONSE - Optima Tax’s management has been in communication with the client to address her concerns as outlined in the...

complaint. As the client stated in her complaint, she hired Optima Tax to represent them before the IRS due to an outstanding tax debt. While representing the client, and per the agreement, Optima Tax would file any unfiled tax returns up to tax year 2014. However, the tax year the client references in her complaint, 2013, had already been prepared by the client’s bookkeeper. Therefore, Optima Tax was not responsible for the preparation and filing of those tax returns. Moreover, when our client’s have a third-party prepare their tax returns, the client is solely responsible for ensuring that the return is filed.   Upon our review of the client’s case, both the client and co-client were thoroughly informed that a 3rd party had prepared their returns and were instructed to mail them out. However, as a courtesy we provided the IRS a copy of their 2013 business tax returns in an effort to continue moving forward with a formal resolution. Therefore, the client’s failure to  mail her business returns to the IRS upon receiving them from the 3rd party preparer,  resulted in the business accruing additional interest and penalties.   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.

I was in battled with The IRS for twenty thousand dollars ...I was skeptical with giving Optima Tax Relief information all over the phone and by email, But they got the Job DONE!!! This has relieved me and my family and I want to thank Geralyn C. and all the others that was involved with a positive resoulotion

My experience with Optima was wonderful. They were totally professional, courteous, caring, and cleared up my tax situation quickly and effeciently. I would and will recommend them to anyonewho needs help.

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 their concerns as outlined in the complaint. As the client
stated, after Optima Tax completed our initial Investigation we presented the
client with the pertinent details of our findings as well as our formulated
strategy to help resolve their case. The client had a full and complete
understanding of how Optima Tax would help resolve their case and as a result
the client ultimately decided to move forward with us and signed up for our
Resolution services.
 
The
client requested that we draft their initial down payment for Resolution
Representation on April 13, 2016 thus, our Resolution services would not
commence until then. Although we attempt to resolve each case as quickly as
possible, it’s unrealistic to resolve any case within 30 days.  Furthermore, and as stated in the Client
Services Agreement, it takes an average of at least 6 months to resolve a
client’s case. The actions Optima Tax will take to attempt to resolve a
client’s case are contingent upon the client’s cooperation and involvement. The
complexity of a tax payer’s case also plays a significant roll in how long it
may take for their case to be resolved. After reviewing the calls Optima Tax
had with the client we believe there were simple misunderstandings that took
place. Unfortunately, the client has decided to move in a different direction,
but we are pleased to say that we were able to come to a mutually satisfying
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
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.

SUMMARY - Optima Tax's management has been in...

contact with the client to discuss her concerns prior to receiving the complaint in an effort to resolve her concerns amicably.   RESPONSE - Optima Tax’s management has been in contact with the client to discuss her concerns as outlined in the complaint since August 26, 2016. During that call the client stated that she feels nothing has been done on her case. The client was reminded that our approach with her case, and every case we take on, is a collaborative effort and we require her involvement in order to resolve her case. The client was aware of this requirement because it is stipulated in the Client Services Agreement, which the client signed. Contrary to the client’s belief that services were not performed, Optima Tax and her assigned team had been trying diligently to reach her in order to obtain important financial information in order to prepare critical tax documents to send to the IRS. More specifically, our Tax Preparation team attempted to establish communication in an effort to bring the client in full IRS compliance so we may work towards a final resolution. To date, the client did not return any of our Tax Preparation department’s messages.   Shortly after enrollment, in May, the client advised her assigned Case Manager that she cannot make her scheduled payment. She also requested that we resume her payments in June. Unfortunately the client never rescheduled and her case ultimately was placed on a hold. Since then, the client never returned any calls to give Optima Tax a status update on her payment and whether or not she wanted to continue with our services.   In our agreement we specifically outline our refund policy, which includes a specific time period. The client was beyond the timeline to request a full refund; however, Optima Tax will review such a request on a case by case basis. Although there were no grounds to issue a refund, one was presented to the client as a courtesy because she was dissatisfied. Moreover, the increase only shows our willingness to continue working with the client to achieve 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 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 reviewed the response made by the business in reference to complaint ID [redacted]. Since the business made no response through Revdex.com; rather merely posted a rebuttal, there is no proposed action to resolve our complaint. 
Furthermore we are still waiting.  After numerous efforts to arrange a telephone call with the business in the complaint, their representative finally contacted us on 9/20.  The call was extremely acrimonious.  Eventually, I was asked what would settle the complaint. I stated we would settle the complaint for $7,500.00.  She promptly stated they would never go for that.  I was told I would hear back from her.  There has been no further contact other than the rebuttal posted on the Revdex.com website.  Furthermore I was threatened that if I escalated my complaint further - NOTHING would be offered to settle our complaint.
When we asked for an accounting of time and materials, we were told there were no attorney involved; that is not how they operate. Imagine my surprise. More evidence of false advertising and leading us to believe we had obtained "representation" on our behalf with the IRS. After all, the first action we need to comply with was to authorize legal representation by giving the company's legal representatives POA to communicate on our behalf with the IRS.  They were prompt to forward us a copy of said POA executed by 5 counselors, thereby continuing the ruse that we would, in fact, be immediately represented in our then "simple" issue with the IRS (we had not made payment of penalty and interest for a late filing in 2013).  Each time additional notices from the IRS with legal complications were received, we contacted the business and requested to speak to the legal representative assigned to our case.  Each time the case worker (gate keeper) said that we had to conduct all our communication through the case worker. Thus we were at about the half point in our relationship with the company when we began to smell a rat.  I repeat, the final straw was not when the liens were filed on our property; but when I contacted the company and urgently requested intervention with an IRS threat to garnish our social security payments. At that time we were, as the company/case worker repeatedly referred,  in "full compliance" with the IRS - all returns filed.  Despite the urgency of our situation, NOTHING WAS DONE by the company. The end result being that both our social security payments are now garnished for the maximum allowance of 15% each.  I repeat, this was the final straw. Still at this time, if the company had achieved a resolution with the IRS on our behalf - NO SOLUTION WAS EVER PRESENTED TO US - NEVER WERE WE TOLD the company had achieved a resolution with the IRS. 
If there was such a resolution, let them present said resolution for the record along with the dated correspondence when resolution was transmitted to us. AGAIN, I state we paid the company just under $10,000 for nothing and within 6 months ended up in a more critical position with the IRS than when we engaged the company in Oct 2015 to resolve a fairly simple situation.
We are still waiting for their reply to our answer as to what it would take to settle the case.
Regards,
[redacted]

SUMMARY -
Optima Tax's management made contact with the client to discuss
her concerns as...

outlined in the complaint.
RESPONSE
-
Optima Tax’s management has made contact with the client to
discuss their claim and we’re still working towards a mutual resolution. As the
client stated, we prepared her returns as part of our Resolution services and
ultimately negotiated a favorable Installment Agreement on her behalf. However,
we would like to kindly remind that although Optima has been successful in
obtaining excellent outcomes for many of its clients, Optima does not guarantee
nor promise that there will be a reduction nor absolvement of tax liability.
Having
that said, once we finalize a resolution for our clients, the IRS will no
longer initiate any enforcement action however; the client will still receive
balance due notices from the IRS up until the liability is paid in full. This
is very common. However, it appears that the client was not making the monthly
payment as agreed upon. It is also common for the IRS to issue a lien to
protect their interest in the liability and to assure the client does not
default on the agreement regardless of the amount owed. In some cases, a
request can be submitted to have the lien removed.
Based on the
Installment Agreement arranged for the client, all balances that had a
liability were included in the payment plan along with the 2014 tax year. Please
note that we did not include the 2012 tax year as there was no outstanding
balance. The paper work was faxed and received by the IRS on July 17, 2015.
Moreover, we also have paperwork dated for July 28, 2015 confirming that the
Installment Agreement had been accepted by the Internal Revenue Service that
included all years with a balance.  We
hope our explanation was sufficient to satisfy client’s inquiry, and we
sincerely anticipate that we will come to a mutual resolution in the near
future. 
At Optima Tax we strive to uphold the philosophy that
"clients come first" and all of our representatives go through rigorous training to assure we abide by that
philosophy. We take all complaints very seriously, and we do our best to turn
them around when possible. Optima Tax
will continue their efforts in resolving this unfortunate dispute until a
resolution is met. 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.
[As stated by me. When we first contacted Optima about being garnished we were told pay $995 and no worries once we seen we had been garnished we called now this is in a less 2 week period , was then told would cost an additional $4580. Phase two. We were hurt by the practice used by Optima with a promise of paying 13,000 by Aug 19 to the IRS we should of been informed. Not only that is they did there investigation we would of got a call from Optima with great news and that being need to file your 2014 tax and garnishment would be listed. And stead need to pay $4580 . When all said and done we will not even owe the IRS as much as Optima is wanting us to pay them. In less than 2 weeks I canceled Optima. To resolve this Optima needs to refund us our $995. Yes each email I have gotten from Optima has been sent to Revdex.com and I have posted no negatives except those emails when you are not happy with a company and felt you are done wrong of course you want to let others know. Since Optima does not want to resolve this we feel last thing left is small claims court in which Optima sent me this email: Enclosed. When I called I was pressured into paying the Optima and just had me sign real fast in order to stop the garnishment. So when [redacted] informed we cannot sue, I saidwhat  person in their right mind would hire a company like this? And thought they do your taxes hurt you and have a clause which says not their fault just glad I fired them very early before they took us into debt we could not recover from, would never hired them nor would I ever recommend them. There has been no miscommunication on what has happened they did not do the work promised. I actually handled this 2014 tax has been sent in and garnishment has been lifted. We do not like giving our money away for nothing and we want a full refund only communication now can only be done through Revdex.com .
Since they do not want to resolve this our next step is small claims. We tried to work this out to no end.

In reference to a complaint (No. [redacted]), we have made
multiple attempts to reach the client, yet with no success. We will continue
our efforts to reach the client until the matter is resolved. Optima Tax will provide a closing...

response upon
contacting the client and/or once a resolution is made. Thank you.

Furthermore, I have been informed by my the present Tax preparer that I do not owe the taxes that Optima Tax Relief stated that I do. OptimaTax Relief did not communicate with me during the investigation phase about any of my deductions or the progress of my case with me. The present company I am working with communicates with me frequently and keeps me informed.  I had to request the case summary from Optima Tax Relief because they were not sharing the results with me and I had concerns about how they were managing my case.Because of the poor management of my taxes with Optima Tax Relief, it has placed me in a  more serious delay in resolving my taxes. This is not acceptable or good business. I came to them with an urgent need and they did not provide the service in a prudent and trustworthy manner. I will not recommend them to anyone.[redacted]Email: [redacted]Website: [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.
[Please do not put this on my schedule as to why we can’t establish communication.  It was clear in my recent correspondence and calls with Optima Tax Relief that I get off work at 5:30pm (Central Time).  Why not mention here that I’ve been calling the company at exactly 5:30pm (Central Time) and all I get is a person who can only relay messages to the “Executive Relations Department.”  With the failed attempts to reach you, I’m looking forward to a ‘solid line of communication’ as you mentioned.   My statements in the second response are true and by all means be verified with the IRS (as notes are recorded).  I have documentation that manual payments were made religiously on my end as advised.  Shouldn’t the follow-up with IRS to check on the status of the Installment Agreement be done sooner by Optima Tax Relief?  Perhaps in April 2016 or the time when I received another LT39 notice in July 2016?  It was your duty to follow-up with the IRS to ensure that the Agreement was in place and not just bank on a fax confirmation.  Can you please provide any confirmation or follow-up done after this was faxed on March 14th?  You also used the premise that I’ve been paying the agreed upon Installment Agreement amount and that supports your position that you have successfully established a resolution.  Of course, I’ve been making the payments as instructed by you, but it doesn’t mean that the IRS is aware of an Installment Agreement in place.  You may go ahead and verify my conversations with the IRS, but the last thing I would do is have you represent me on this matter again.     I understand that I did not qualify for penalty abatement and acknowledge the penalties and interest that may accrue.  My question here is timing.  At what point did you find out that I did not qualify for penalty abatement?  Sometime last year?  And how long does the review process take to assess this?  Going back to my second response, your reason in August 2016 why the penalty abatement was not approved is because I had balances to pay off the taxes.  Then why not suggest this sooner since you knew this all along?  Should I have known (or been told sooner) that a penalty abatement was not an option, then I would have “stopped the bleeding” and not wait until August 2016.  This was not presented clearly and again, I was only offered the two options: the Installment Agreement (which is the first matter still in question)  or cannot pay balance option.  The reason why I contracted with Optima Tax Relief is to ultimately lower my taxes (as what the company claims/advertises).]
Regards,
[redacted]

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.They were very nice and were easy to work with and all is resolved
 
Regards,
[redacted]

Called in just now and spoke with Shawn W, Taxes cause me a lot of stress and anxiety and he was able to determine the issue and help me solve it within minutes! I have been on and off the phone with several different tax companies and the fact that he could make me understand and was able to help me was quite the accomplishment. Great work this man deserves a promotion!

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 complaint. Although 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 authority. To 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 Phase. Before engaging our services, the client was
fully informed that the initial $995.00 that the client paid went towards
investigating his case only. In fact, this was acknowledged in both the signed
agreement and the voice recorded Verification call. During the Investigation
Phase, Optima Tax contacted the IRS and gathered extensive information which we
use to develop our proposed Resolution Services. Ultimately, 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 Phase. As 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 case. However,
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
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.

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Address: 3100 S Harbor Blvd #250, Santa Ana, California, United States, 92704-6874

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