Optima Tax Relief LLC

SUMMARY -
Optima...

Tax's management has been in contact with the client but
we have yet to discuss his concerns in detail.
RESPONSE
-
Optima Tax’s management has been in communication with the
client to address his concerns as outlined in the complaint. However, given the
nature of the client’s profession we have yet to make proper contact with him
in order to discuss his complaint in detail.
As the
client stated, he hired Optima Tax to investigate his tax liability and provide
him in detail the steps we’ll take to resolve his case during our Resolution Phase.
The clients assigned Tax Associate is more than capable in fully relaying the
information we obtain from the IRS to the client. Furthermore, a Tax
Professional will not be assigned to his case until he enrolls into our
Resolution phase. It is unfortunate the client took our email correspondence as
threatening; it is our job as his representative to convey all information to
him in a timely fashion and clearly express the urgency in resolving his case to
avoid any enforcement actions by the IRS.
 Information we obtain and gathered during the
client’s Investigation Phase is crucial and thus, it is very important that we conduct
a thorough investigation as to the status of his liability. The client expressed
that he was already made aware of some of the information we provided as a
result of our investigation. Although this may be the case, it does not take
away from the need for us to conduct a thorough investigation because given our
experience, a client’s tax liability can and will change almost daily. More so,
if the client happened to be in collections we would then have an opportunity
to negotiate a stay of enforcement while we gather important documentation to
assist in resolving the liability as a whole and assist the client in avoiding
compounding tax issues. Additionally, during our investigation we gather all
the set conditions the IRS has to help formulate a strategy to resolve the
client’s case.
The
complexity of the client’s case will determine the cost of our Resolution
representation. Prior to any potential enrollment, the client will be provided
a thorough breakdown of our Investigation and we also provide any documents,
such as transcripts, to our clients to help them understand their case in
detail. It appears that this information was given to the client on or around
February 12, 2016. It’s truly unfortunate that the client feels he received
nothing in return for his payment however, we believe that after a thorough
conversation with our management the client will recognize the importance of
conducting our initial investigation and the benefits of Optima Tax being his
representative in an effort to resolve his outstanding 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 in our response and will
continue to reach out to the client until we come to a mutual resolve. Please
do not hesitate to contact Optima Tax with any questions. Thank you.

The staff at Optima Tax Relief were amazing. Each team member assigned to my case displayed the highest level of professionalism which put my mind at ease during the process. They always took to the time to contact with additional update information concerning my case.
Dealing with the IRS can be very stressful but team at Optima Tax Relief really allow me to have a peace of mind. I am recovering from a heart attack and under doctor's care right now. The team working my case instructed me to focus on getting better and they would focus on taking care of my tax issues. And they did a superb job! I never expected the outcome to be this good. Without posted the dollar amount concerning my case, I will stay they were able to reduce my owed amount by 99.9%. To say that I am happy would be a understatement. I've recommend Optima Tax to 9 friends and family members who experiencing the same benefits. The smartest move I made concerning my tax problems was turning it over to Optima Tax Relief.

SUMMARY - Optima Tax's management has been in contact with the client in an effort to establish a line of communication.   RESPONSE - Optima Tax’s management has attempted to establish contact with the client to address his concerns as outlined in the complaint. As the client stated in the...

complaint, he hired Optima Tax to represent him before the IRS regarding an outstanding liability. After Optima finalized the initial Investigation, we presented the client with our findings, our formulated strategy to help resolve the debt, and the client ultimately decided to enroll into our Resolution services. The services the client contracted Optima Tax to perform included, among other things, Collection Representation and ultimately setting up an affordable payment plan.  Given the complexity of the individual client’s case ultimately dictates the amount of time needed to resolve the case. In fact, Optima Tax clearly disclosed to the client the potential time line for a resolution. Although we appreciate the client’s frustration with having the IRS file a tax lien on his property, this action is a result of the IRS securing its interest in recovering the full amount of the client’s tax liability and not a result of Optima Tax failing to fulfill its obligations to the client. Furthermore, the client went through a voice recorded Verification Call that covers all legal disclosures with each disclosure requiring a “yes” answer before moving forward. During this call the client was informed of the services he contracted Optima Tax to perform and also the fact that the IRS can initiate enforcement action at any time, penalties and interest will continue to accrue until the balance is paid in full, and that the IRS has the right to issue a lien.  Ultimately, although the client may not be happy with the actions the IRS took to secure their interest in the liability, it does not negate the fact that Optima Tax provided its services as outlined in the Client Services Agreement. Furthermore, Optima Tax finalized a resolution on behalf of the client that will prevent any enforcement action such as wage levies or bank and property seizures.    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.

Optima Tax saved me thousands. They are professional, polite, efficient and know how to deal with IRS. Highest Recommendation

I would like to say I was very satisfied with the results. There is a lot of paperwork that was needed thru out the process but the end result was well worth it.

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 has been in contact with the client and
we are working towards...

a mutual resolve.
RESPONSE
-
Optima Tax’s management has been in communication with the
client to address their concerns as outlined in the complaint. Optima Tax makes
it a point to educate our clients of the process of dealing with their tax
liability and we take every step to ensure that our clients fully understand
that ultimately the IRS makes the final decision regarding their outstanding
tax liability owed.  For this reason, we
do not make any specific guarantees to any specific outcome. In regards to
possibly obtaining a reduction for the client, at this point the client has yet
to allow us to explore all potential options available for them, which includes
a potential reduction.
Considering
the fact that the client’s case was at the highest level of collections with
the IRS prior to the client contacting Optima Tax, there was a very high
likelihood the client would endure penalties from the IRS.. This does not mean the
impending penalties cannot be removed or reduced once a resolution is in place.
Although the client could not provide certain necessary financial documents in
the two years they have been with Optima Tax we were still able to work with
the assigned IRS agent and present the client with three options to resolve
their case. Additionally, the communication issue had been addressed and
resolved as of last year.
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 mutual resolve. Please do
not hesitate to contact Optima Tax with any questions. Thank you.

Great help in resolving a tax problem, excellent follow up and communication
skills. Well worth the financial investment given the end result.

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 their concerns as outlined in the complaint. As the client stated, he hired Optima Tax for representation as they had outstanding IRS tax liability balances for various years. Our approach to each case we assist with has remained the same. The first phase, Phase one, we investigate the client’s liability, gathering information from both the client and the IRS, and analyze and formulate a strategy to help resolve the case and present it to the client accordingly.   Once we completed our Investigation the client received a thorough breakdown of our strategy and decided to hire Optima Tax as their representatives to help resolve their case. Thereafter, the client's assigned team went to work immediately and finalized his case as outlined in the Client Services Agreement provided to the client.   While reviewing the complaint, the client stated that he can submit a hardship letter that could reduce the fee. We are assuming the fee he references is our Resolution Retainer to take on his case. Although we have an option that we can offer our client’s that find themselves in a position where affordability ultimately is the deciding factor to move forward this is in no way unethical. This is an option the client can take advantage of if it brings financial relief.   Additionally, based off our Investigation the client was never on a payment plan with the IRS prior to contacting Optima Tax as they have claimed. Furthermore, the client was deep into collections activity with the IRS which required Optima to negotiate a hold on the collection activity. Although the client did not have a lien in place the IRS at any time can file a lien against a tax payer to protect their common interest in the outstanding balance. Considering the client’s balance exceeded a certain threshold it is likely for the IRS to issue a lien in these situations.   Lastly, the client was thoroughly informed of the services Optima Tax will be providing. The Resolution Addendum Agreement was provided to the client before any payment was drafted from their account. This Agreement thoroughly explains the services to be provided and outlines all details of the client's enrollment. To ensure that the client had a full understanding of the services Optima Tax was to provide they went through a voice recorded Verification Call that covers all legal disclosures. After each disclosure is given the client must respond with a yes answer acknowledging they fully understand the disclosure before they are able to move forward. When we disclosed the services Optima Tax will provide, the client promptly answered with a yes. Those disclosures also state that a reduction is possible but not guaranteed. Again, the client answered with a yes and continued moving forward. For the record, Optima Tax submitted the necessary paperwork to the IRS in an effort to reduce any penalties associated with the balance and achieve the best possible outcome for 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. It’s unfortunate that the client is dissatisfied with our services but we worked their case as agreed upon. We do take all complaints very seriously, and we do our best to turn them around when possible. Optima Tax believes it has addressed the client's concerns appropriately and will continue to reach out to the client until we come to a final resolve. Please do not hesitate to contact Optima Tax with any questions. Thank you.

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

contact with the client and 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. Although the client feels that the initial investigation of his tax matter was not necessary, it’s imperative that we perform this service to ensure we have a clear understanding of the client's liability and in order to formulate the best possible resolution strategy for the client. Furthermore, if the client happened to be facing IRS collection efforts the investigation would reveal this information and give us the ability to work with the IRS in an effort to cease collection activity. Once the Investigation Phase was complete, the client was presented with our findings and our formulated strategy to resolve their tax liability.   Per his complaint, the client feels that Optima Tax took unnecessary steps to resolve his tax matter however, he agreed to the terms of our approach after all details were thoroughly explained to him and thus, we moved forward accordingly and ultimately resolved his case. Additionally, we are pleased to announce that we have come to a mutual agreement that will allow us to part ways 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 we consider this matter closed. Please do not hesitate to contact Optima Tax with any questions. Thank you.

I had several years of back Federal and State Taxes due because of the economic set backs and when it finally come time to actually deal with the issue I started checking out "assistance" sites because the IRS forms and requirements and website was overwhelming. I chose "Optima Tax" and my end results of 3 years of back taxes, came down to owning only $100.00 plus my returns for the last two years - great job

Easy to work with. Good results.

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.

My situation was resolved to my satisfaction, and I would not have been able to reach that resolution without the help of Optima. Each Team Member were Professional at all times. Sincere thanks to all case mangers and attorneys at Optima Tax Relief !

I give Optima a 5 star rating. From the first phone call I placed to them, to the resolution of our case, I had full confidence in the work they did for us, We were 10yrs. delinquent filing our taxes and very worried about the outcome of our case. The first person we spoke to at Optima was able to reassure us within a week, that we were in a compliance issue and not criminal action. We had difficulty getting all of our data together for our case workers, due to having a house fire and losing most of our documents. Even with this Optima went to work and were able to 6 years of taxes forgiven and left us with 4 years of taxes and penalties to pay. Long story short, we have now paid our taxes and just received a notice from the IRS, that we will be getting a refund of $240.00. It doesn't sound like much to get back, but to come out compliant and get a refund seems unbelievable to us. We will always be grateful to Optima and strongly recommend them to anyone with tax problems. It was definitely a very positive experience and outcome. I give 2 thumbs up, plus our unending gratitude for their concern, patience and definitely professional expertise in resolving our problem. THANK YOU, OPTIMA!!!!!!!!

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.

SUMMARY -
Optima Tax's management contacted the client to address his concerns and was able to reach a satisfactory outcome with the client.  
 
RESPONSE -
Optima Tax’s management has made contact with the client to address his concerns as outlined in the complaint. Prior to receiving...

the complaint, one of Optima Tax’s Quality Assurance representatives made multiple attempts to contact the client regarding potential frustrations but unfortunately the client did not respond to our attempts before filing the complaint. Once we received the client’s complaint he was more responsive to allow Optima Tax to address his concerns. The client unjustifiably labeled our firm as a “rip off” based on the fact that we simply posed the question that, “if Optima Tax was able to do a price match, would he allow Optima Tax to finish the job that we started.” Unfortunately, the client misinterpreted the offer to mean that the initial quoted price for resolution services did not relate to the complexity of the client’s tax issues and that we were simply trying to get the highest price possible. After discussing the proposed price match option, which would have required Management’s approval, as well as the details of client’s case, the client understood that our suggested offer was in an attempt to help accommodate the client. Further, he acknowledged that Optima Tax was not a “rip off.” We ultimately parted ways on good terms and more importantly, the client understands that Optima Tax is a legitimate company that cares about its clients.
 
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.   RESPONSE - Optima Tax’s management has been in communication with the client to address his concerns as outlined in the complaint. In May of 2016 the client had expressed the same concerns...

as outlined in his recent complaint. After previously addressing his concerns then and educating the client on the terms of our services he contractually agreed to, which did not include a guarantee of a tax reduction, we presented a reasonable resolution that the client accepted. Additionally, it was made clear to the client then that Optima Tax does not guarantee or promise that every tax payer will receive a tax reduction or any specific outcome. Furthermore, the agreement with the client and the voice recorded Verification Call the client completed prior to enrollment also cover the services Optima Tax will provide, as well as all legal disclosures. During the voice verification call in order to continue moving forward the client must respond with a yes answer to all disclosures and services that will be provided, illustrating that they are fully aware of all terms and agree to them. After reviewing the client's call the client responded with a yes to all disclosures and services to be provided.   After reviewing the client's case, the amount owed since the client first enlisted our services is virtually the same. At the discretion of the IRS, they have the right to add penalties and interest until the balance is paid in full. Although it was previously made clear to the client that we have established proper authority to represent the client before the IRS and that the IRS is fully aware that we are in fact representing the client, IRS documents will not stipulate such until a final resolution is met. Since the client is the tax payer, the IRS' obligations are to send their tax payers proper notices on any outstanding balance directly to the tax payer. Furthermore, because the client is unwilling to sign IRS documentation to finalize his resolution, unfortunately he is susceptible to collections until this is done. The resolution that Optima Tax has successfully negotiated on behalf of the client falls in line with IRS' procedures and protocols. Based off our financial analysis in comparison to the IRS allowable living standards, the payment plan achieved for the client is more than affordable. However, we also understand that financial circumstances can change and if that is in fact the case, the client never presented Optima Tax with any such new information regarding financial changes.   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 immediately
reached out to the client to discuss his concerns outlined in the complaint....

The
client has confirmed he is satisfied with the outcome.
 
RESPONSE -
Optima Tax’s management reached out
to the client to address his concerns as outlined in the complaint. Unfortunately,
the client felt that the only service he received from Optima Tax was obtaining
transcripts from the IRS.   However, Optima Tax was able to reiterate and
explain the types of services that were provided to the client. Optima Tax’s
program is broken down into two phases - an Investigation Phase and the
Resolution Phase. Our Tax Associates fully explain the details of each phase to
clients, and during each Investigation Phase, Optima Tax utilizes a number of dynamic
methods to provide a detailed analysis of each client’s tax situation.  After speaking with the client in detail and
making him fully aware of our efforts made on his behalf, the client expressed
appreciation of our efforts but, decided to take a different approach to handle
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'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 their concerns as outlined in the...

complaint. Although there were various possible resolution options explored with the client, it was made clear to them through our Client Services Agreement, program addendums, and multiple verification calls with the client that no specific outcome can be promised or guaranteed.      To further ensure our clients have a clear understanding of the services Optima Tax is to provide, each client will go through a voice recorded Verification Call that covers all terms of the client's enrollment and all disclosures. After each disclosure is given the client must respond with a Yes answer acknowledging they fully understand the disclosure before we can continue moving forward. During the Verification Process we did inform the client that although a reduction may be possible, ultimately only the Tax Authority may accept or approve any resolution request. After reviewing the client’s file it is evident they were adequately informed of this information and based on their responses it is clear they fully understood and acknowledged all disclosures prior to choosing to enroll with Optima Tax.  As such, Optima Tax firmly believes the client was properly informed of all the terms and services encompassed in their Optima Tax program and that all services were provided in full.   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.