Optima Tax Relief LLC

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 complaintOptima 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 outcomeIn 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 reductionConsidering 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 IRSThis 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 caseAdditionally, the communication issue had been addressed and resolved as of last yearAt 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 philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima 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 resolvePlease do not hesitate to contact Optima Tax with any questionsThank you

In 2012, I felt completely overwhelmed and thought there was no way out of my situation - that I would be forever in debt with the IRS because I was a dumb, young kid Joining Optima Tax Relief was one of the best decisions I made when I decided to take control of my lifeThe harassing phone calls stopped and the liens on my bank account stoppedRemoving that stress right from the ggot me excited about this organization Now after a few years, Optima Tax helped me handle '07, '08, '09, '10, '12, 'debts that amounted to over $25,I am happy to say I am paying a mere fraction of that in order to become compliant Thank you Optima Tax and more specifically, [redacted] , for helping me turn my life around - ***

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

Optima Tax Relief LLC was a very professional company to deal with, communication with them was top notchIf 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 mannerThey took control of my Tax situation and guided me down the path that I needed to be headingI recommend this company to anyone who has an IRS related issue 100%

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 representativesUpon 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 hours for the system to be updated to reflect the requestOptima 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 requestAdditionally, 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 philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima Tax believes it has addressed the client's concerns appropriately and considers the matter closedPlease do not hesitate to contact Optima Tax with any questionsThank you

II would recommend Optima Tax because they do exactly what they say, they keep you informed and the service is professional ,honest,and accurate

It is deeply regrettable that there was a misunderstanding about the scope of our servicesAs we stated in our previous response however, our records - both voice recorded calls as well as a Resolution Addendum (contract) - clearly state that the client had hired Optima for IRS representation onlyFurthermore, when the client voiced her concerns in June of 2014, we had repeatedly explained the scope of our services, however, out of courtesy, we had informed the client that we will only provide limited guidance on her state tax issuesAn email was also sent confirming what was discussed during that conversation After relaying this information to the client, she believes that there may have been a misunderstanding on her part regarding the actions Optima would take on her behalfIn light of such mutual understanding, we are asking the client to sign the necessary paperwork, and send in the required documents to submit for a resolution In an effort to ensure clear understanding of the terms just explained, we are waiting for the client to execute an agreement with us as well Once we receive all the documents, including the agreement with Optima, we will package and mail the documents to the state on her behalfOnce the documents are mailed out, any and all service that has been provided on client’s behalf will effectively endThe client has confirmed she is satisfied with this proposal and considers the matter closed

Optima Tax Relief provided me with great serviceThey were able to get my tax liability down to almost nothing and in a short period of timeThey were courteous, friendly, helpful and at no time did anyone make me feel that I was at faultI have absolutely no problem recommending them to anyone who may need help with their tax problem(s)

owed $19,paid $in an offer of compensation am very happy now

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 complaintAlthough the client had expressed frustration over the secondary fees and labeled them as hidden fees, he was more than aware that after we conclude our Investigation of his case and if he decides to move forward on to our Resolution Phase, there will be additional feesThis information is relayed to the client during their initial consultation, in the Client Services Agreement and during the client’s verification callThe verification call completed with the client covers all terms of their enrollment with Optima Tax, including the additional fee for our Resolution Services, to which each client must acknowledge that they fully understand and agree to Once the client confirmed that he understood and acknowledged all legal disclosures, Optima Tax then begin to provide services as promised to the clientWe conducted and completed our investigation into his tax liability and subsequently presented the client with our findings as well as our strategy to help resolve his case After a thorough conversation and reiterating what the client contractually agreed to, he confirmed that the cost associated with our Resolution Services were not feasibleHowever, we are pleased to say that although the client is not moving forward with Optima Tax, we have come to a mutually satisfying agreement that will allow us to part ways on a good note 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 philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima Tax believes it has addressed the client's concerns appropriately and we consider this matter closedPlease do not hesitate to contact Optima Tax with any questionsThank you

I paid a total of $to Optima Tax ReliefMy case manager told me that I would have to set an installment agreement with the IRS for $265/mostarting on May If I had known earlier that it would boil down to setting up an installment agreement with the IRS, I could have done this last year on my own and not have to pay the $

SUMMARY - Optima Tax's management has made multiple attempts to make contact with the client but the client has been unresponsive RESPONSE - Optima Tax’s management has made multiple attempts to contact the client in order to discuss his claims as outlined in the complaintUnfortunately the client has yet to respond to any of our attempts and we have not been able to come to a mutually satisfactory resolutionPrior to the client making his complaint with the Revdex.com, we had mutually agreed to a resolution that addressed the client’s dissatisfactionThereafter, the client stopped responding to our attempts to finalize this resolution which ultimately led to the client’s complaint with the Revdex.comThe client claims that he was never given any supporting documents related to our InvestigationIn contrast, Optima Tax Relief provides all clients with a complete summary of our findings upon completion of our InvestigationAfter reviewing our records, it is clear that the client was provided with a thorough breakdown of our findingsIn contrast to the client’s belief, Optima Tax is capable of preparing payroll tax returns for our clientsHowever, upon completion of our investigation the client inquired into whether we could provide bookkeeping for himAt this point, Optima Tax Relief thoroughly explained to the client that we do not perform bookkeeping servicesMoreover, our contract clearly specifies the services that we were to perform for the clientUnfortunately, we believe that the client may have misunderstood this information when it was conveyed to himAs the client mentions in his complaint, Optima Tax has a limited money back guarantee which is clearly stated in our contractHowever, the client was beyond this guaranteeAs a commitment to our philosophy that “clients come first,” we offered the client a rebate even though we performed all of our contractual obligationsUnfortunately the client refused our offer and has not responded to our attempts to come to an amicable resolutionAt 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 philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima Tax believes it has addressed the client's concerns appropriately and made considerable amount of effort to contact the client with no successAt this time we will consider this matter closed however, all lines of communication will remain openThank you

I am very satisfied with the service Optima Tax Relief provided for me They worked diligently to represent my in reducing my taxes I would and do recommend Optima Tax Relief to anyone with IRS issues

As I have previously stated, this company used dishonest and harassing sales tacticsThey send me advertising as spamming emailsTheir email provided what was described as a removal link, to tell them that I wished to be removed from their emails and prevented from receiving any more advertising from themWhen I clicked on this link, in fact it was a bogus link not providing me any way of no longer receiving advertising as was statedThis link took me to a page where I was then taken to the next step with questions to proceed with their offer for their servicesAll this, when I was led to believe I was being provided a means to be removed from their advertising spamming emailsThis was deceptive and fraudulent

I found Optima Tax to a very refreshing businessThey do what they say with no hidden costsThey are up front with you every step of the wayThey took a lot of stress out of my life dealing with the IRSI would recommend them to anyone needed their help Kevin [redacted]

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear belowI do not agree with Optima's responseWe've have had on going emails back and forth The statements, email, names & dates I have provided to Optima in all of my replies remain trueThe documented evidence Optima speaks of in this response was never provided to me Optima received this letter addressed in c/o [redacted] from the IRS back in July 28, but I was never provided a copy until Mr [redacted] sent me a copy on January 28, The IRS letter only covers a settlement which included only 2010,2011,2013, & There is still the matter of Contrary to the statement made from Optima, on several occasions I provided Optima with my tax returns which contained a balance owedInformation and emails discussing my taxes where made with Optima on the following dates: Email 1/29/– email sent informing your investigating department & [redacted] of the uploaded documents and explanation into the tax returns that were also uploaded Email 1/30/– Acknowledgement of documents received by [redacted] Email 1/26/– Email from [redacted] in which it states that Optima was going to prepare my & tax returns Email 4/2/– Email from [redacted] in which she attaches my prepared tax returnsAnd guess what even those taxes that [redacted] prepared showed I owed the IRS an estimated tax of $and $to the stateWOW!!!!! And to think you keep saying I didn’t owe anythingWhat an it! Email 4/3/- An email I sent to [redacted] informing here that I did not need my taxes prepared because I already had them doneI once again included in this email my Tax returns forms that show I owed the IRS $3031.oo and form showing I owed the State $ So for Optima to make these statements to the Revdex.com is all false This same information I am providing here, I provided to Optima but they have been to lazy to research the dates, emails and names to who these emails where sent to So on February 4th, 2016, I forward copies of these same emails with all attachments to Mr [redacted] As for my not notifying Optima of the documents I received from the IRS demanding payment & enforcing action, this is also completely as wellThe following emails dates and names are the emails sent to Optima with attachments of the documents I was receiving from the IRSAgain, this same information was provide to MR [redacted] as proof but as mentioned before he is to lazy to conduct any investigation or research into these dates or timeline I have provideSee below: Email 11/10/– email to [redacted] with attachments of all the IRS notices I received Email 12/16/– sent the email from 11/10/because [redacted] couldn’t find it along with an additional notice from the IRS I received AS I stated from the start, I do not want nothing more to do with Optima to resolve the current position Optima has but me in with the IRS I provided Optima with all the information from the start of my association with Optima As I have presented all of the proof and fact, Optima failed to do their partThey claim that I will not allow them to validate my claim but yet I have provided Optima with emails, dates, names to look up and yet have done nothingI do not trust Optima's business ethics any longer, I want nothing to do with them anymoreAll their statements have been falseTheir answer to the current problem with the IRS is that I failed to make my payments For all of these reasons I have stated above, I DO NOT want their assistance any longer All I want is matter settled and my refund for $that I requested from the start 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 his concerns as outlined in the complaintTo clarify, Optima Tax approaches each case in a two phase approachPhase one being the Investigation Phase and Phase two being the Resolution phasePer 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 statementUpon enrollment, Optima Tax immediately made contact with the IRS and began the Investigation services the client contractually hired Optima to conductOnce 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 servicesIn 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 wholeIt’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 philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima 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 resolvePlease do not hesitate to contact Optima Tax with any questionsThank you

Optima tax literally saved me financiallyI'm a single mom with two kids and was without a job for months, so had to dip into my retirement just to live until I found new employmentTo my surprise, when doing my taxes for that year, I found out that I owed the IRS almost $15,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 helpTo initially get into their program there is a fee, but from that point on, I did not pay a cent for their servicesThey 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 compromiseI had frequent contact with the providers at Optima TaxThe process is not quick, but there was always somebody there to answer my questions or they are really good about returning callsI was able to get a settlement with the IRS and am so thankful to the people that worked hard for meDon't know where I would be without themI would rate them an A

The team at Optima Tax Relief LLC, were with me every step of the way They handled everything that the IRS threw at meI would use Optima againThey came highly recommended by [redacted] ***

Optima tax was wonderfulThey were very caring kept me informed every step of the wayIt took some time, and, they stayed positive and kind the whole timeEveryone was always helpful and I gave them everything they asked forI have had a huge weight lifted off me, being a single mom, and being very sick these lasr two yearsThanks Optima for everythingI highly recommend Optima Tax Relief