Optima Tax Relief LLC

SUMMARY - Optima Tax's management has been in contact with the client since receiving...

the complaint and is actively working towards a mutual resolve.    RESPONSE - Optima Tax’s management established communication with the client and addressed his concerns as outlined in the complaint. It’s unfortunate that the client did not express his concerns to Optima Tax prior to filing the complaint because we feel as though this situation could have been easily resolved. However, once communication is established we’re confident that we’ll come to an amicable resolve. As the client stated in the complaint, he hired Optima Tax to conduct a thorough Investigation into his outstanding liability. Once we completed the initial Investigation, the client was presented our formulated strategy to help resolve his case. During the initial consultation, the client was presented with a quote of the costs associated with our Resolution Phase based on the information the client provided his Tax Associate. However, after completing the Investigation it was discovered that the client’s case is more complex then initially believed which required an adjustment to the quoted price in order to resolve his case.   After thoroughly educating the client on our process and the fees associated with our Resolution Phase, he now has a better understanding as to the reason for the increased cost of the Resolution Phase. The client’s case is currently being reviewed by management in an effort to present any potential options that will bring this matter to a close and in good standing with 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 will continue to keep an open line of communication with 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
his concerns as...

outlined in the complaint and we’re still working towards a
resolution.
RESPONSE
-
Optima Tax’s management has made contact with the client to
discuss their claim as outlined in the agreement. We are still working towards
a resolution and, their concerns are being addressed accordingly. As part of
our representation, it is our job to build a case and present it to the IRS
and/or state tax authority in hopes of negotiating a favorable resolution. Part
of our process consists of gathering important financial and tax documents in
order to determine the best available services that we can provide to the
client. Unfortunately, during this process the IRS expressed serious concerns
with certain filings that the client had previously made prior to engaging our
services. The client could not locate the tax documents unfortunately and this
resulted in a delay of servicing.
It’s
unfortunate that the client feels that the actions taken by the state taxing
authority were a direct result of Optima’s representation, or as they stated
the lack thereof. However, the actions that the state taxing authority took
were a result of collection activity that the state had begun prior to the client
contacting Optima Tax Relief. In contrast to what was stated in the complaint,
Optima Tax does not guarantee that engaging our services will prevent any and
all collection activity from being initiated by the IRS or state taxing
authority. This is clearly disclosed to the client and each client acknowledges
this, in writing and verbally, prior to beginning our service. Although the
client did eventually provide us with the documents we requested from them, unfortunately,
the documents they would provide were sporadic and often incomplete.  The delays we experienced in receiving the
requested documents from the client prevented us from having an opportunity to
prevent any action being initiated by the state and/or IRS.
Furthermore,
the IRS and/or state taxing authority will often take several months to process
tax returns. As a result, this required us to ask the client for updated
financial information in order for us to negotiate with the IRS and state
taxing authority. We are disappointed that the client feels that this is due to
poor servicing on our behalf because we always strive to keep the client
informed of the progress on 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
will continue their efforts in resolving this unfortunate dispute until a
resolution is met. Thank you.

I have nothing but a great review from Optima Tax Relief. I was impressed from the initial call to the final phase of the process. The Optima Tax representatives are very professional and prompt to answer any questions I had. Furthermore, the Optima Tax team kept me informed through the entire process.
Optima Tax reduced my tax bill by over 78%. Their experience, knowledge and know how provided me a great relieve from the IRS.
Thank You Optima Tax!!!!!!

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. Dear Ms. [redacted]:This e-mail is to request that you rescind my complaint against Optima Tax Relief  LLC dated 8/7/2015. We have successfully resolved the issue and are mutually satisfied. Please forward this notice to Optima Tax Relief in order that they understand our position. Thank you in advance for your assistance.   
Regards,
[redacted]

My wife and I had several tax issues with the IRS dating back to 2001. We tried a different tax relief agency in 2009 who did absolutely nothing for us except drain our savings account. We heard about Optima, read the reviews and decided to talk to them. From day one they actively acted on our behalf and in our best interest. It ultimately took approximately 11 months but they got our $70K + tax debt completely eliminated and for the first time in many years relieved a lot of stress and anxiety from our lives. Our only regret is not contacting them sooner. A lot of tax relief company's promise a great many things and do nothing but Optima does what they say they will.
If you have tax issues, don't try and deal with the IRS alone. Believe me, they will eventually come after you and without professional help you will be overwhelmed. If you need help, call Optima. We did and we highly recommend their services.

Optima Tax Relief from the first call answered all my questions accurately and professionally. I am grateful to have utilized their services, and they have successfully fulfilled my needs.

SUMMARY -
Optima Tax's management had already
made contact with the...

client
regarding the concerns stated in her complaint prior to receiving the RevDex.com notification. [redacted] has indicated she is pleased with the outcome of that conversation and will
continuing utilizing Optima Tax services to satisfy her overall tax liability.
 
RESPONSE -
Optima Tax’s Management made contact
with the client regarding her claim
and addressed all her questions accordingly. Unfortunately there was some
miscommunication regarding our strategy to resolve her tax debt. Ms.
Nordenstrom understands what we need from her as we continue to work on pursuing
the best resolution we can achieve on her behalf.  Ms. Nordenstrom is a valued client and we
look forward to continuing our work with
her.
 
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.

Contrary to the client’s statement, Optima Tax has made multiple attempts to resolve his concerns dating back to July 12, 2016. Once we proposed what we felt is more than a fair resolution, the client became unresponsive until we received the complaint.   As stated in our initial response, the client was presented with our strategy to help resolve his case. That information was conveyed to the client verbally on or around December 10, 2015. Immediately thereafter, the client was given our formulated strategy in writing to which the client signed and dated our Client Services Addendum that clearly outlines the services Optima Tax will provide during our Resolution Phase. Moreover, the client went through a voice recorded verification call which specifically outlines all the services we will provide in our Resolution Phase and includes all legal disclosures about the program. Throughout this call the client was asked whether he understood each disclosure and the offered services, which requires an affirmative “Yes” before moving on to the next item. In this case, the client acknowledged each disclosure affirmatively and had no questions before entering into our Resolution Phase.   In the client’s second statement he pointed out the timeline to resolve his case. In that timeline it does not specify that we promise that all collection activity will cease. Yes, we do initiate a stay of enforcement but as stated in our initial response, the decision to stop the collection activity is approved by the IRS only.   The letters the client received prior to contacting IRS falls in line with the collection activity the IRS implements when there is an outstanding liability. The IRS will give the taxpayer an opportunity to rectify the liability before the initial enforcement action. Considering the client’s tax problems prior to contacting Optima Tax Relief, the IRS had the right to enforce its collection activity against them. Although Optima Tax has had success in negotiating the removal of certain penalties that are assessed to a client’s overall balance, in this case the client did not give us an opportunity to look into this option before they cancelled the services.   Unfortunately the client stated some of the facts incorrectly. At no point did we say we cannot contact the IRS when a lien was issued. We thoroughly informed the client that he must be fully compliant with all tax years in order to establish a final resolution of the case. However, our initial Phase, Investigation Phase, allows us to establish communication with the IRS, gather all the pertinent information from both the client and IRS so we may strategize accordingly, and if possible, obtain a stay of enforcement on collection activity.   As the client stated, they agreed to have Optima Tax filed their 2014 and 2015 tax returns. Before submitting any tax returns to the IRS we ask every client to review for accuracy before signing and returning to Optima Tax to submit. If there are errors they are corrected before submission. Shortly after all tax returns were submitted, the client cancelled our services preventing Optima Tax from negotiating a final resolve with the IRS. Now that the tax returns have been filed it makes sense that the 3rd party company was able to negotiate a payment arrangement on behalf of the client. Moreover, Optima Tax would have been able to achieve the same result if the client had not cancelled prematurely. As for the penalties associated with the tax liability, once a resolution was established Optima Tax would have drafted and sent in the appropriate paperwork in an effort to remove certain penalties.

It took over two years for Optima to reach a resolution I could afford, but they were steadfast in the pursuit. The quoted price did not change at all. I could not be more pleased with the end result. They were always just a phone call or email away.

They worked very hard and took almost 2 yrs to finalize But they did a very good
Job and saved us almost $20,000 in taxes. The time and money was well
Worth it I would recommend to anyone.

Optima did a great job helping me with my tax problems. They had to go years back find pay info. It took a While but while my offer was in compromise I did not have to worry about the I R S leaving me bank accounts. I am very satisfied with the results.
Stanley [redacted]
[redacted][email protected]
([redacted]

SUMMARY -
Optima...

Tax has made contact with the client to discuss his concerns
in detail. The client has confirmed that he is satisfied with the outcome and
will continue his relationship with Optima Tax Relief.  
 
RESPONSE
-
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 a thorough review, multiple representatives at
Optima Tax made attempts to contact the client to discuss his case. Unfortunately,
the number we had on file had been incorrect. The Optima representative
informed the client of the multiple dates that we attempted to reach him. The
client was more than understanding and provided us with his current contact
information, and accordingly, communication will not be an issue moving
forward. More importantly, the client agreed to have Optima Tax continue
representing him so we may help resolve his tax debt.
 
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, so long as I stop receiving sales and marketing emails from your firm.  As you have already had 12 days, I will wait an additional 5 days for your business to perform this action and, if it does, will consider this complaint resolved. 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. As the client stated in the complaint, he hired Optima Tax to represent him in reference to an IRS matter. While Optima Tax made numerous attempts, both verbally and through email, to establish contact with the client prior to receiving the complaint, we were unsuccessful in such attempts because it had been brought to our attention that we had the wrong phone number on file. The client also advised us that he could no longer access his emails.  Although the assigned representative advised the client that Optima Tax would be closing his case as we could not establish contact, we also mentioned that all lines of communication will remain open if he chooses to reach us at a later date and time. However, now that communication has been re-established, the client’s concerns were addressed accordingly and we ultimately came to a mutual resolve 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 considers the matter closed. Please do not hesitate to contact Optima Tax with any questions. Thank you.

They professional, the people that work there are friendly to work with, they are courtesy and proactive. Optima Tax are there to help you all the way.... I recommend they to everybody.... thank you optima tax...

From start to finish, my team at Optima Tax Relief was phenomenal! They were extremely professional, compassionate, and helpful. They walked me through each step of process in a very timely manner and the whole process was completed within 2.5 months. Their guidance and professional knowledge were invaluable in resolving my tax issues. What is also amazing is that we did this while we were geographically 3,000 miles apart. Anytime I spoke with one of my Optima team members they were polite, kind, interested, yet professionally focused. My issues would never have resolved in such a positive way if I had picked up the phone and called Optima. I truly thank them for their caring and assistance. I recommend them most highly to anyone who needs to deal with the intricacies of working with the IRS.

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.
I emailed [redacted] from optima on Friday May 5th. Letting her know that I am currently out of the country and the only way I can communicate is by email for the most part. I haven't heard anything or no one has tried to get in contact with me since. I don't believe they are taking the matter too seriously or they probably don't care.
Regards,
[redacted]

Optima Tax's management...

has
taken action to prevent any further calls being placed to the customer.   
RESPONSE
-
Optima
Tax has taken action to prevent any further calls being placed to the customer.
As stated in the complaint, the customer submitted information on our website
and as a result he opted into receiving phone calls from our representatives. Upon
receiving notification from the customer that he would like to discontinue receiving
any future phone calls, Optima Tax notified the customer that the request was
submitted and to please allow for up to 24 hours for the system to be updated
to reflect the request. Optima Tax always strives to provide effective customer
service and we are truly saddened that the client experienced disappointment with
our processing; however, Optima Tax believes it took reasonable measures to
effectuate the customer’s request. Additionally, Optima Tax is taking action to
increase the effectiveness of its system to prevent future occurrences and we
reiterate our disappointment with any inconvenience this caused.
 
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 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. To clarify, Optima
Tax approaches each case in a two phase approach. Phase one being the
Investigation Phase and Phase two being the Resolution phase. Per the initial
intake call, the Client Services Agreement, and the voice recorded Verification
Call, the client confirmed and acknowledged their understanding that Optima Tax
does work in two phases and each phase requires a separate set fee.
Although
the client claims that Optima Tax did nothing regarding his case, this is an
inaccurate statement. Upon enrollment, Optima Tax immediately made contact with
the IRS and began the Investigation services the client contractually hired
Optima to conduct. Once we completed our Investigation the client was presented
with our findings as well as our formulated strategy to help resolve his case.
At no point is the client obligated to sign up for our Resolution services. In
fact, the client is more than welcome to close out their case with no
obligations and utilize the information we obtained to help resolve their
liability as a whole. It’s unfortunate that the client never informed our
management of his concerns prior to filing the complaint but, we do understand
that this is a stressful time and we will do what we can to provide our
assistance.
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 has reached out to the client to address his concerns as outlined in the complaint and we’ll be working towards a mutual resolve.   RESPONSE - Optima Tax’s management has reached out to the client to formally address the claims outlined in his complaint. As the...

client stated in the compliant, he had hired Optima Tax Relief to represent him before the IRS. Although the client feels that his assigned team was not adequate enough to handle his case, this was not the case as Optima Tax has diligently worked his case as outlined in the agreement. Moreover, Optima Tax finalized a resolution on behalf of the client. The agreement we successfully negotiated coincides with the services that are outlined in the Resolution Servicing Addendum.   Although reductions in our client’s tax liabilities may occur, we clearly disclose to each client that we do not promise, guarantee or insinuate that every client will receive a reduction. Each client, however, will go through an in depth financial analysis to see if they potentially qualify. Upon our review, the client was given clear expectations as to the resolution Optima Tax would achieve. To ensure that Optima Tax maintains a high level of transparency the client went through a voice recorded Verification Call that covers the services that are outlined in the Resolution Servicing Addendum as well as all legal disclosure. After reviewing the Verification call the client answered “yes” to each legal disclosure and gave us a nine out of a ten rating to his understanding of the services Optima Tax would provide with ten being the highest rating a client can give.   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. 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.