Optima Tax Relief LLC

SUMMARY -
Optima Tax's management has made multiple attempts to contact
the client to address...

his concerns but we have yet to establish communication.  
 
RESPONSE
-
Optima Tax’s management has attempted to contact the client and
we are hopeful that we can come to a mutual resolve. The client alleges that
Optima Tax is not diligent in its operations because it requested documents
from the client multiple times. When Optima requests documents from the client
it instructs the client on the specific requirements that are required by the
IRS for each document. Once we receive requested documents from the client, we provide
them to the IRS accordingly. The IRS agent receiving the documents will review
them and make the final decision of whether to accept the documents. In the
event that the agent decides not to accept a document, Optima Tax must ask the
client to resubmit the document. Given the sheer volume of documents the IRS
processes, there is often a lapse in time between when we send documents to the
IRS and when we are given a response. This explains the lapse in time between
our requests that the client identifies.
 
Although
the client believes his case is not complex, the IRS does not treat any case
with less scrutiny. Moreover, Optima Tax believes all of its client’s cases are
important and seek to provide the best possible result for our clients.
Therefore, we thoroughly analyze each case and this process can take time. In
contrast to the client’s belief, we were on the verge of finalizing a
resolution with the IRS on the client’s behalf when he became non-responsive.
 
Once we
were advised that the client wanted to cancel our services and was seeking a
refund, one of our Executive Relations representatives immediately reached out
to the client. We have no record of the client returning her calls. The agent
also sent out a non-responsive email urging the client to contact us to discuss
his concerns. Unfortunately the client never gave us an opportunity to address
his concerns prior to receiving the complaint.
 
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 attempts to make contact with the client. We are hopeful that
we can come to a mutual resolve if the client returns our attempts to reach
him. Thank you.

Received, thank you. 
 
Regards,
[redacted]

I have been contacted by the company, and promised the requested adjustment. The message from you said to let you know immediately if this happen, but I could not find any other email contact beside this one, so please let me know if I need to send this to a different address.Thanks,
[redacted]

font-family: Arial, 'Arial Unicode MS', Arimo, 'Microsoft Sans serif', sans-serif; font-weight: bold;">SUMMARY -
's management has been in contact with the client and have come to a mutual resolve.
 
 
RESPONSE -
’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 first phase Investigation the client signed up for our second phase Resolution Services thereafter.
As we do with all of our clients, we thoroughly analyze and determine what the client may or may not qualify for from a resolution standpoint based on their overall financial standing in correlation to their overall tax liability. When the client first enrolled onto the Resolution Phase, we performed a meticulous Audit Reconsideration analysis to determine if we could have potentially reversed the IRS’s findings as to his liability based on their Audit Examination Report. Client unfortunately was not able to provide any documents or substantiation to alter the outcome. We then began the process of preparing and filing client’s 2013-2014 Amended Tax Returns. Generally, any form of tax preparation and or filing compliance is required prior to negotiating any tangible or long term means of resolution with the IRS. Client had his 2015 Tax Return prepared and filed through his own accord and would have received a refund but this was taken by the IRS and applied to his overall outstanding liability. Although unfortunate that this was the case since client had been anticipating this refund, any and all refunds will be applied to one’s liability if still owed.
It is unfortunate that client expressed that communication and or timely follow up was a primary issue for them because we have been diligent in our level of communication throughout this process and we have kept client reasonably informed as to the next steps and or the overall trajectory of his case. Client had also expressed concern as to the time frame involved and is of the notion that no tangible progress has been made on his file. While this process overall can be lengthy, we are at a point or stage in his case where a substantial amount of time and effort has been spent on client's file and that is why we are now at a point to determine if he is a candidate for a Hardship or Reduction program. Is so (based on his financials), we will move forward with a balance reduction submission. If not, we will work with the IRS to establish a feasible alternative on his behalf.
After further explaining the situation to client, we are happy to announce that he has expressed a desire to continue with services and come to a mutual resolve on this matter. Both parties have set proper expectations and understand what is expected of them in order to avoid any future issues and ensure that client's file moves along in a timely fashion.
At we strive to uphold the philosophy that "clients come first" and all of our representatives go tough 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. 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 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. We
are disappointed to learn that the client feels as if Optima
Tax did not fulfill its contractual obligations.  Our services are broken down into two phases,
an Investigation Phase and our Resolution Phase. During our Investigation Phase
we were able to make contact with the IRS and obtain all the necessary
information to help resolve the client’s IRS liability. As part of the
Investigation services, our job was to address the levy that was in place prior
to the client contacting Optima Tax.
Although we are highly successful in releasing wage levies, the IRS would not
release the levy due to a variety of reasons that we cannot disclose at this
time. Even though the IRS would not release the levy, we successfully obtained
an extension for the client in order to provide further documentation to the
IRS. This extension ultimately would have prevented the IRS from taking further
actions against the client. After informing the client of the services that
Optima Tax provided, we came to a mutual agreement that satisfied both 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 find that this resolution would be satisfactory to me.  I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
Regards,
[redacted]

SUMMARY -
Optima Tax's management is in communication with the client and
we are currently...

working out a mutual agreement.
 
RESPONSE
-
Optima Tax’s management was in communication with the client and
we are addressing her concerns as outlined in the complaint. As the client
stated, based on our professional analysis, Optima Tax recommended that we
amend her tax returns. Amending a tax return may not be such a simple
task.  It requires high level of
professionalism and expertise to carry out the task and we’d like to emphasize
that based on our expertise and diligent efforts, we were able to significantly
reduce her IRS liability by about 80%!  The
client unfortunately claims that we did not provide any resolution however; we
hope she understands that a quality work was done to achieve such an
outstanding outcome.
 
Furthermore,
it is our policy that any and all messages are returned within a reasonable
amount of time - typically our staff will reach out within 24-48 hours. We deal
with high level tax liabilities which will require in-depth research while we
build the case for an optimal result. Although it may be frustrating to leave a
message, we always return our client’s call. We apologize for such frustration,
however, we also ask for understanding by our clients.  In light of our continued effort to provide
great customer service, we are working with the client towards a mutual
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 considers the matter closed. Please do not
hesitate to contact Optima Tax with any questions. Thank you.

When we were searching for someone to help us, we read a number of critiques that seemed to be unbelievable! But, Optima Tax Relief truly became our champions. We owed more than $10,500 and are now being asked to only pay $120.00. The Optima team is fantastic and we extend our heartfelt thanks and appreciation for all of their hard work. * & *, Detroit, Michigan

I had Optima Tax Relief handle my IRS issue, which was over $450,000.00. Optima was up front with me. They told me that this will take some time. Optima Tax Relief took on my issue at the start of 2014. End of February 2016 they had settled my issue. I followed their instructions, and yes, sometimes I thought it was taking a long time to settle. The Optima team would just remind me to stay the course and let them handle it. At the start of our relationship I felt I should accept that I would probably end up paying at least $100,000.00. End of February 2016 I was notified that I will need to pay just over $6,000.00. I have to mention that I did not believe what I was told over the phone until I seen the email. Optima even set up a payment plan which was just over $80.00 a month. The relief I felt was overwhelming. If there is a company that comes through in the end. It is Optima Tax Relief. I can start living my life again.

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.
During the time that I contacted Optima Tax I was in a payment plan with the IRS paying them $160 a month.  Your resolution phase as you call it, made me go from paying $160 a month to $102 a month.  I was told that my next step would be an offer in compromise which would take 9-12 months.  They can back a week later and told me the $102 a month was the best that they could do.  You did absolutely nothing for me.
Regards,
[redacted]

SUMMARY - Optima Tax's management has been in contact with the client prior to 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 his 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 him with our formulated strategy on how we can help resolve his case.   We understand that pricing can ultimately weigh in on the client’s decision to move forward with our services. As such, Optima Tax is very transparent in our approach to each case we take on, ensuring our clients are fully informed of all pricing for services offered. Here, the client was fully aware that there would be secondary cost associated with our second phase enrollment. This is covered in our Client Services Agreement and the multiple verification calls the client went through which covers all legal disclosures and pricing prior to the client enrolling with Optima Tax. The secondary fee is covered in the legal disclosures and each disclosure requires a “Yes” answer before moving forward. If the client requests further information or does not agree to any disclosure Optima Tax does not begin services until all questions and concerns are addressed. In this particular case, the client answered “Yes” to all disclosures and did not raise any issues or concerns regarding any aspects of their enrollment with Optima Tax.   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.

Great Communication, I never felt alone during a difficult time.

The staff at Optima Tax are professional and well trained, polite and so efficient on achieving your peace of mind. You never think you will be the one with tax issues but it can happen to any of us. I tried to resolve it on my own. I am too busy and I don't have the time to be put on hold for hours. I like to think I'm smart enough to resolve my own issues but I was getting no where on my own . I was able to sleep at night and my case manager [redacted]. at Optima never gave up on me even when I thought I would. Optima Tax resolved my case with a payment plan that will not rob the quality of my life. Many thanks to all at OPTIMA TAX, and a big hug for [redacted].

Optima Tax Relief resolved my situation by obtaining an Offer in Compromise from the IRS. I owed a substantial amount of money and they were able to settle for a small amount of money. The process was long but worth the wait and very economical for the amount of work involved on their part. The individuals I dealt with were very professional and kept me informed at all times. I would highly recommend to others for resolution to any tax problems.

SUMMARY -
Optima...

Tax's management made contact with the client to discuss
his concerns as outlined in the complaint. Unfortunately, we have yet to hear
from the client and we are awaiting his response.
 
RESPONSE
-
Optima Tax’s management has attempted to contact the client to
discuss his allegations as outlined in the complaint but he has yet to return
any calls or emails. Although it’s unfortunate he had experienced the
frustrations as he described, we made multiple attempts prior to receiving the
complaint to address his concern. Unfortunately the client never responded to
those attempts. It is regrettable that the client was having issues with faxes,
however, although we receive a large amount of faxes daily, there has not been
any indication that there was a problem with our faxes. If the client had
returned our initial phone calls we could have better ascertained the issue and
possibly forward it to our Information Technology team to fix any technical issues.
In light of client’s nonresponsiveness, however, we have no choice but to close
this case per his request but we will continue to make contact with the client
to address his concerns.
 
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. We will continue our efforts in reaching the client.
Thank you.

Optima Tax's management has continued to make contact with the
cliet to discuss and fully resolve his concerns as outlined in the complaint. Although
initially the client may not have agreed with our first response, we have
documented evidence to support our response and its accuracy. After further explaining
the situation in detail to the Client, we are pleased to say that all issues
have been resolved by Optima Tax and a mutual resolution has been reached with
the client.
As the
client stated, he submitted a request for a new Case Manager to which we
complied with even though the client had yet to make a payment for three months
and was on a payment hold. Although the client was still on payment hold, we
went beyond the scope of our normal protocol, and continued to service the case.
The new Case Manager made repeated attempts to gather the necessary financial
documents from the client. Unfortunately, the client could not provide us with
the necessary completed financials which ultimately hindered our ability to
work his case.
Please
note that Optima Tax never refused to send copies of client’s tax returns to
him. In fact, the tax returns we had on file were copies and the client had the
originals in his possession already. Regardless, we still mailed out additional
copies of the returns to the client for his records. Optima Tax makes it a top
priority of ours to address any concerns our clients may have. We are pleased
to say that we have come to a mutual resolve with the client and consider this
matter closed.

SUMMARY -
Optima Tax's management has been in contact with the client prior to receiving the complaint 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. As the client stated, he paid for services that he feels were never rendered. We did educate the client that there is a fair amount of internal work done on his case but since his case was prolonged from his initial complaint, he has yet to allow us the dedicated time to investigate his case and present him with a formulated strategy to resolve his case as a whole. We also informed the client that negotiations and further discussions with the IRS do not commence until he decides to enroll into our Resolution Phase of our two Phase approach.
 
It’s truly unfortunate the client feels the way he does, however we are pleased that we were able to reach a mutual agreement with him and amicably resolve this matter.  
 
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’s management made contact with the client immediately upon receiving the Revdex.com notification to address his concerns as outlined in the complaint. After performing a thorough investigation into the client’s tax matter, it was determined that a certain outcome could potentially be...

achieved, however, we needed to adhere to applicable policies and regulations set by the Internal Revenue Service (“IRS”). There seems to have been an unfortunate misunderstanding in communicating the guidelines set by the IRS, however, such misunderstanding has been rectified through our ongoing communication with the client. As a result, while the client understands that there are no specific guarantees of any outcome, he is excited to continue moving forward with Optima Tax. Our representative assured the client that there will be more effort in utilizing a channel of clear communication between the parties. Consequently, the client has indicated that he is satisfied with the outcome of his dealings with our representative and that he looks forward to resolving his IRS debt with Optima Tax. 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 Relief LLC was a very professional company to deal with, communication with them was top notch. If I made a call to Optima I had not a worry in the world that they would get back to me in the fastest possible manner. They took control of my Tax situation and guided me down the path that I needed to be heading. I recommend this company to anyone who has an IRS related issue 100%.

Optima tax literally saved me financially. I'm a single mom with two kids and was without a job for 5 months, so had to dip into my retirement just to live until I found new employment. To my surprise, when doing my taxes for that year, I found out that I owed the IRS almost $15,000. I looked into Optima Tax which I was a little leery about, but saw that it was approved by the Revdex.com, so I decided to give it a try for help. To initially get into their program there is a fee, but from that point on, I did not pay a cent for their services. They did make it known up front with honesty that every case is different, but they would work hard to work with the IRS on a compromise. I had frequent contact with the providers at Optima Tax. The process is not quick, but there was always somebody there to answer my questions or they are really good about returning calls. I was able to get a settlement with the IRS and am so thankful to the people that worked hard for me. Don't know where I would be without them. I would rate them an A.