Optima Tax Relief LLC

SUMMARY -
Optima...

Tax's management made contact with the client to discuss
his concerns as outlined in the complaint.
RESPONSE
-
Optima Tax’s management made contact with the client to discuss
his claims as outlined in the complaint. During our communications, Optima Tax presented
the client with a couple of options in order to reach a mutual resolution. Although
it is common for the Internal Revenue Service to issue a lien to protect its
interest in the outstanding liability, the lien that was issued was not due to
the filing of the client’s 2014 tax returns. Generally, once a taxpayer’s tax
liability exceeds a threshold amount, the IRS will issue a lien. Removal of a
tax lien is possible once Optima Tax establishes a resolution on the client’s
behalf.
As the
client stated, he previously had a $75.00 per month payment plan which
subsequently increased to roughly $350.00 per month. Unfortunately, the IRS
rescinded this payment plan because the client had an additional outstanding
balance for tax year 2014. It is the IRS’ policy that any subsequent
outstanding balance will void a previous installment agreement.  Therefore, the cancellation of the previous
installment agreement was unrelated to the filing of the client’s 2014 tax
return. During our last conversation with the client, he stated that he
contacted the IRS and it confirmed our description of their policy is accurate.
We are
truly sorry that the client’s frustrations stem from a misunderstanding of IRS
protocols. After informing the client of what will be required to resolve his
case and presenting him with the options we have available, we have the utmost
confidence that we will come to a mutual 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.

I contacted Optima with a tax situation that for me was dire and inextricable. After hiring optima my representatives walked me through my tax liabilities with kid gloves and broke down every step in clear and concise language that I could understand. They kept me informed on every step they took in my case. Optima saved me a large amount of money on my back taxes and got me compliant with the IRS. Very happy with results I never thought possible.

I would like to let anyone and everyone know what a amazing group of people at Optima Tax Relief the team at Optima are the most diligent caring hard working group of professionals that I have ever had the opportunity to get to know.I had a very difficult tax problem that took many years to get straighten out the people at Optima Tax Relief never gave up and helped me get through one of the toughest times of mine and my families lives I can not thank everyone at Optima Tax Relief enough for giving me my life back

SUMMARY Optima Tax's management has been in contact with the client and has come to a mutual resolve.      RESPONSE - Optima Tax’s management has been in contact with the client to address their concerns as outlined in the complaint. To clarify, Optima Tax approaches each case in two...

phases. Phase one being the Investigation Phase and Phase two being the Resolution Phase with each Phase requiring a separate fee for services.   During the Investigation Phase we gather all information from the client regarding their tax liability and cross reference that information with the IRS conditions we obtain during our initial IRS compliance call. From there we formulate a strategy to help resolve the case, present the client with our findings, and our formulate a strategy where the client ultimately has the choice to move forward onto the Resolution phase or they can take the information we provide them and resolve the liability on their own.   The client was thoroughly informed during their initial consultation call that we do work in a two phase approach and each phase requires a separate fee. This information is also provided to the Client multiples times and is also included in our Client Services Agreement. Furthermore, each client will go through a voice recorded Verification call that covers all legal disclosures and fees. During that call the client confirmed and understood the structure of our services and all details provided to them. If at any point the client does not acknowledge the legal disclosure or fully understand any information provided to them then the call stops and services cease. Since the client acknowledged that they understood the structure of our services they agreed to move forward and subsequently completed our contractual obligations and presented the client with a thorough breakdown of our Investigation and how we can help resolve 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 took the necessary steps to address the clients concerns and considers the matter closed. Please do not hesitate to contact Optima Tax with any questions. Thank you.

Optima Tax's management has made multiple and sincere attempts
to contact the client to discuss their concerns as outlined in the complaint.
However, it is regrettable that after the client submitted their rebuttal to
our initial response, we unfortunately have not received any further response
from the client, despite our attempts to discuss a mutual resolution. We
understand that the client has made certain accusations in their rebuttal to
our initial response, and although we respectfully do not agree with the
claims, our priority is making sure that clients are satisfied with our service.
Therefore, we remain willing to discuss the client’s claims in detail in order
to have a better understanding of their position and provide a mutually
acceptable resolution. We hope to hear from the client for further discussion
in an effort to remedy any dissatisfaction they may have had with our service.   
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. However, we would appreciate some feedback or response from
the clients in order to resolve this dispute. We are confident and hopeful that
if the client responds to our attempts to contact them that we will be able to
come to a mutual resolution. Thank you.

As stated in our initial response, Optima Tax serviced the client’s case as outlined in the agreement and successfully resolved his case. Optima Tax understands the client’s desire to ease the stress caused by the IRS and therefore we take all available actions to help our clients. However, the IRS is not always willing to make concessions for taxpayers. Moreover, of the client has the ability to pay their tax liability, the IRS will usually not entertain any form of reduction even though Optima Tax will take every measure possible to assist in providing such relief.   As for the Verification calls, each call is conducted before services commence. The Verification process plays a crucial part of our transparency to ensure our client’s fully understand the services being provided in each phase.   Optima Tax took all possible steps to thoroughly represent the client during the Audit Reconsideration services given the lack of documentation that the client was able to provide to us in support. If the client could have provided Optima Tax with full and complete substantiation there was a higher probability we could have eased some of the burden. However, the payment plan we established for the client falls in line with the IRS guidelines and it includes all accrued penalties and interest. Any payment arrangement is discussed with a separate unit at the IRS and at no point will the Auditor propose a payment plan.   The IRS does have the right to issue a lien if the balance is greater than $10,000.00. Once the direct debit goes through it is possible to submit for a removal in an effort to release the lien on behalf of the client. At no point did we refuse to help the client. We simply provided an option to avoid a lien being filed.   Based off our review, Optima Tax associates were in constant communication with the client. At any point we had an update on their case the client was contacted appropriately. Unfortunately, given the client’s particular circumstances the IRS is unwilling to grant any relief in the overall tax liability, but this does not negate the fact that Optima fully performed it obligations as delineated in the Client Service Agreement. Once we establish communication with the client we’ll discuss their case in detail, and work towards achieving an amicable resolve.

SUMMARY - Optima Tax's management has attempted to...

make contact with the client but we have yet to establish communication.      RESPONSE - Optima Tax’s management has made multiple attempts to make contact with the client with no success. As noted in our Client Services Agreement, Optima Tax addresses each case with a two phase approach. During the initial phase we investigate the client's liability to ensure that we have all the facts surrounding their outstanding balance and ultimately present the client with our findings and our strategy to resolve their tax matters. Here at Optima Tax we strongly believe in transparency which is why all documentation is presented to the client before services commence. To ensure our clients have a full understanding of our approach, each client will also go through a voice recorded verification call which covers all important details of the program including the fact that each phase requires a separate fee. This information is provided to the client before each phase and it is thoroughly explained during the first, Investigation Phase, that  a separate fee for the second phase is required in order to move forward with our Resolution Phase.   Although Optima Tax strives for the best possible outcomes for our clients, we make no specific promises or guarantees as to a specific outcome. Based off our analysis of client's file Optima Tax can still provide their representation and we are confident we can ultimately resolve the case as a whole. It’s unfortunate that the client feels he paid for our services and received nothing in return however, due to Optima Tax's efforts the client now has the ability to utilize the information we have obtained and presented to him so he can make an educated decision on which route to pursue in an attempt to resolve his liability with the IRS.   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 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 has left multiple messages but have yet to establish
communication with the complaining party.
 
RESPONSE
-
Optima Tax’s management has made multiple attempts to make
contact with the client both verbally and through email in an effort to discuss
their concerns as outlined in the complaint. Unfortunately the client has yet
to respond to either our messages or emails. Additionally, the client never
expressed any concerns to Optima Tax directly until we received the complaint.
 
As the client
stated, we do offer a free consultation. The consultation consists of gathering
important information from the client regarding their tax liability and
subsequently providing our potential clients an in depth breakdown of how we
conduct our services and how we can potentially resolve their outstanding
liability. Thereafter, if the client is in need of our representation the first
order of business is to investigate the liability.
 
To
confirm, our services are broken down into two phases. Phase one being the
Investigation Phase and phase two being the Resolution Phase. During the free
consultation the client is thoroughly informed that we operate in a two phase
approach and that each phase requires a different set of fees. This information
is conveyed to our clients verbally and provided in our written agreements sent
to the client for their review. Additionally, for each phase we also have a
voice recorded Verification Call that covers all disclosures, including fees
associated with our services. 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 disclosures.
 
After
Optima concluded the Investigation we analyzed all the information we obtained
from both the client and the IRS to formulate a strategy to help resolve the
outstanding liability. After thoroughly providing this information to the client,
the client has the option to enroll into our Resolution Services or utilize the
information we obtained from the IRS to resolve the debt on their own. The
client ultimately signed up for our Resolution services to begin on December
23, 2015. As part of our services, we ask every client who may be eligible for
a payment plan as an option what their payment affordability is. Although we
cannot disclose the amount the client informed us he can afford, we can assure
you that we did not advise him that a monthly payment to the IRS will be in
excess of $4,000.00. Furthermore, the information we gather, including the
balance owed, comes straight from the IRS, which in turn we relay directly to
the client.. This is supported by the IRS transcripts we have on file that
solidify the numbers we presented to 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
philosophy. We take all complaints very seriously, and we do our best to turn
them around when possible. It’s truly unfortunate that the client feels as if
we have scammed him but we’re hoping that once communication is established, a
nice conversation will help clear the air. Optima Tax will continue their
efforts in hopes of coming to a mutual resolve. Thank you.

Optima Tax's management is still making continuous attempts to
contact the client. However; after leaving multiple messages and sending
multiple emails, we have yet to receive a response. It is unfortunate that the
client is displeased with our services as we had attempted to address this
matter previously. For the record, Optima Tax has complied with the client’s
request and has cancelled her case.
As the
client correctly stated, after Optima Tax completed the initial investigation,
we presented her with our findings. Any information Optima Tax conveyed to the
client came straight from the Internal Revenue Service. There are times the
information we obtain from the IRS is not 100% accurate or fully updated in
their system. If there are any discrepancies regarding the unpaid balances, Optima Tax will resolve that during our Resolution
Phase. Unfortunately, the client had cancelled her case before we could reach
that stage of services. We’ll continue to make efforts to contact the client,
however, without her involvement; we will be unable to address her concerns
directly. Optima Tax is willing to engage in conversation with the client and
hopes that the parties can come to a mutual understanding.

The Optima Tax Relief employees who handled my case were very professional in every aspect. Optima Tax Relief resolved my tax issues in the least amount of time imaginable. Considering my situation, I expected the worst, Optima Tax Relief delivered the best. Optima Tax Relief fees are VERY reasonable. I have more than once recommended Optima Tax Relief to others with tax woes.

I'm so grateful to Optima Tax Relief for all their help, everyone I worked with was amazing, answered any and all questions that I had ( there were a lot). I owed over $50,00.00 and Optima Tax Relief got my settlement down to $300.00 I will be forever grateful.

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 hired Optima Tax Relief for representation before the IRS regarding an outstanding tax liability. The client contracted with Optima Tax to perform certain services, including, Collection Representation, IRS Compliance, Installment Agreement, and Audit Reconsideration. Optima 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 services. Each client will also go through a voice recorded Verification Call that covers the services the client contractually agreed to as well as all legal disclosures. After going over each legal disclosure the client must respond with a “Yes” answer before moving forward. Upon review of the Verification Call, the client answered “Yes” to all legal disclosures and acknowledged the services that Optima Tax would be providing. Furthermore, the client also gave Optima Tax a 10 rating, with 10 being the highest, regarding his understanding of the services Optima Tax would provide. At 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 liability. The resolution in place will protect the client from any enforcement action that can be taken by the IRS. The resolution will also protect the client’s assets from being seized by the IRS. After 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 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 contacted the client to address his
concerns and the client...

has agreed to continue his relationship with Optima Tax.
 
 
RESPONSE
-
Optima Tax’s management has made contact with the client to
address his concerns as outlined in the complaint. Our services are broken down
into two phases, an Investigation Phase and the Resolution Phase. During the
Investigation Phase we were advised by the IRS that they would not release the client’s
wage garnishment until it received certain financial information. Optima Tax’s
associate thoroughly informed the client of this IRS stipulation and the client
was made aware that time was of the essence. The client was prompt in providing
Optima Tax with the documents that the IRS required. Upon receiving the
documents, our Tax Professional forwarded the financial documents to the IRS
and as a result, Optima Tax was successful in negotiating a release of the
client’s wage garnishment. Unfortunately, the IRS was unable to notify the
client’s employer in enough time to prevent the second withdrawal of funds from
the client’s wages. After informing the client of this sequence of events, he
understood that Optima Tax was not
at fault for the second garnishment of his wages and we’re delighted to say that
the client has decided to continue having Optima Tax
represent him towards achieving a final resolution of 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 considers the matter closed. Please do
not hesitate to contact Optima Tax with any questions. Thank you.

SUMMARY -
Optima...

Tax has been in contact with the client prior to
receiving the complaint. Following our discussion with the client, we are happy
to report that we have addressed all her questions and the client is now satisfied
with the outcome.
 
RESPONSE -
Optima Tax’s management was already in contact with the client
to address her frustration as outlined in the complaint. After hiring Optima
Tax, it was apparent that unfortunately, the client was having difficulty
paying for our services.  Although any nonpayment
warrants a hold or termination of our services, Optima Tax continued to meet
its obligation under the Client Services Agreement, and made multiple attempts
to accommodate client’s financial hardship. 
Despite our efforts, the client eventually became unresponsive and did
not return any of our phone calls or emails. 
 In light of such efforts, we
believe that we have exceeded all expectation assisting the client and we have
adequately explained our side to the client; but ultimately affordability was
an issue. Accordingly, we parted ways in an amicable manner and to the client’s
satisfaction. 
 
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.

SUMMARY -
Optima...

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

SUMMARY -
Optima...

Tax's management was able to reach a mutual resolution
with the client. We have successfully made contact with the client and were
able to address and resolve all of their concerns.
 
RESPONSE
-
Optima Tax’s management has made contact with the client to
address his concerns as outlined in the complaint and reach a mutual resolution.
In order to clarify, Optima’s services are separated into a two phase approach,
Investigation and Resolution. As outlined in our Client Services Agreement, the
client engaged Optima to perform an investigation of his tax liability.
Contrary to the client’s assertion, Optima contacted the IRS and gathered
extensive information which we use to develop our proposed Resolution Services.
Once his assigned Tax Associate presented our findings, the client decided to
move forward with our Resolution services. The client had signed our Resolution
Addendum and signed our payment authorization with his specified payment dates.
 
 
In
addition to providing the client with our Client Services Agreement prior to
receiving the Investigation payment, the client went through our voice recorded
Verification Call. During that call we cover all legal disclosures and if the
client agrees to all the terms, including the initial payment amount and draft
date for the payment, we then commence our Investigation. Although the client
had some concerns, we were able to further educate him on the structure of our
process and address all concerns he had. Although Optima has fulfilled its
contractual obligations as promised to the client upon their enrollment with
Optima, we do understand that concerns may arise. This is why we make it a top
priority of ours to be readily available to our clients to address any
questions or issues they may have, in hopes of fully resolving them in a timely
and agreeable fashion. In this particular instance, we were able to reach a
mutual agreement with the client that has allowed for us to fully resolve all
matters 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
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.

SUMMARY - Optima Tax's management has been in contact with the client prior to receiving the complaint in an effort to come to an amicable resolve.   RESPONSE - Optima Tax’s management has reached out to the client prior to receiving the complaint and had already addressed these concerns. As...

the client stated, Optima Tax did offer a courtesy refund to which they were grateful, so we are unsure as to why the complaint was filed.     After thoroughly reviewing the client’s case notes, communication falls directly in line with the flow of the case. The client provided Optima Tax with all requested documents; Optima Tax then reviewed the documents and strategized to resolve the case as a whole. After implementing various strategies to resolve the client’s outstanding liability, on February 24, 2016, Optima Tax finalized their case by establishing an affordable monthly payment plan of $175.00. The client was instructed to make payments directly to the IRS while the direct debit authorization was processed by the IRS. The client was further notified that this process could take up to 90 days to complete and that it was important to make the manual payments in order to avoid defaulting on the payment plan that was established.   In October of 2016 it has been determined that the client defaulted on the agreement set up in February for failing to make the manual payments to the IRS. Although the case had been resolved, Optima Tax had a certified Tax Professional reach out to the IRS and reestablished a new payment arrangement in the sum of $231.00. This was done as a courtesy, and no additional fees were charged. During a conversation on December 22, 2016 the client admitted that they did not follow our instructions and did not make the mandatory payments until the direct debit took place. Although there is no fault of Optima Tax and we completed our services as agreed, we still offered the client a courtesy refund.    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 to address any concerns. 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 prior to receiving the complaint and had a resolution in place.    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...

in his complaint, he hired Optima Tax for representation to address an outstanding tax liability. As part of our approach, Optima Tax will conduct a thorough investigation of the client’s case based on the information that we obtain from the IRS. Thereafter, Optima Tax analyzed the available options that we could present to the client to solve his liability. Optima Tax then presented the client with our formulated strategy for resolving his case during our Resolution phase.     The client decided to move forward with our Resolution phase and paid the initial down payment but ceased making any payments thereafter. Optima Tax made repeated attempts to reschedule the agreed upon drafts, but the client proved to be nonresponsive to any of our attempts at contact. At that point, because the client failed to make any response to our attempts at contacting him, Optima Tax ceased performing any services until communication could be reestablished.   In addition, since making the initial down payment the client’s assigned tax preparation team made repeated attempts to establish communication with the client in order to progress with preparing his tax returns, but the client remained nonresponsive. During that time, at no point did the client inform Optima Tax that he will have a 3rd party agency prepare his tax returns. Shortly after communication was finally established, the client requested to cancel our services and inquired about a refund on or about July 29, 2016. From that point on, multiple representatives attempted to establish communication to address his requests. During this time period, communication with the client proved to be difficult to coordinate but we were able to come to a mutually acceptable resolve. Unfortunately, thereafter the client filed this complaint and has failed to comply with our original 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 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.

Started in November of 2013 with a very large debt to the IRS, it took two years, but it was well worth it, yes sometimes I did get upset because things weren't moving as fast as air would have like, but well worth the wait. We are debt free, thanks to Optima. Thanks again

SUMMARY - Optima Tax's management contacted the...

client to address the concerns outlined in the complaint and we’re working together in an effort to find a mutual resolve.     RESPONSE - Optima Tax’s management has established communication with the client to formally address his concerns. As the client stated in their complaint, they hired Optima Tax to represent them before the IRS regarding an outstanding tax liability. After the conclusion of our initial Investigation, it had been determined that the client is at the highest level of collections with the IRS and time was of the essence. When discussing the case with the assigned Revenue Officer, Optima Tax was given an itemized list of requested documents for review. Although the client was prompt with sending in some of the requested documents, unfortunately Optima Tax did not receive a full and complete package of the financial documents. In turn, this delayed his case and is why his assigned team kept reaching out to obtain missing documents.   Unfortunately Optima Tax has no control over the IRS or the assigned Revenue Office showing up at the client’s place of business. Optima Tax’s Power of Attorney was filed with the IRS so we are unsure as to why the Revenue Officer would state otherwise. Moreover, without the complete list of requested documents from the client, Optima Tax could not proceed with establishing a resolve with the Revenue Officer. Although we are saddened to hear that the client had to shut down his business, this is no fault of Optima Tax. The client had reached out to Optima Tax with little time to resolve his case and Optima Tax cannot guarantee that a resolution will be established in a specific time period. We attempted to resolve his concerns and presented the client with what we feel is a reasonable resolution but the client became unresponsive thereafter.   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 but will continue to reach out until we come to an amicable resolve. Please do not hesitate to contact Optima Tax with any questions. Thank you.