Optima Tax Relief LLC

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

SUMMARY - Optima Tax's management had reached out to the client multiple times prior to receiving the complaint, in an attempt to address their concerns RESPONSE - Optima Tax’s management has been in contact with the client since May of to address their questions and concerns as outlined in the complaintAs the client stated, the client hired Optima Tax Relief to represent him before the IRS due to an outstanding tax liabilityPrior to engaging Optima Tax’s services, the client was provided with a breakdown of the services to be provided and the cost associated with such serviceThereafter, the client made the voluntary decision to utilize IRA funds to pay for Optima Tax’s servicesAlthough the client may have incurred additional penalties for early withdrawal of retirement funds, Optima Tax did not require the client to use IRA funds Although we understand and appreciate the client’s concerns, at no point did Optima Tax delay providing our services on the client’s caseWhile the client was enrolled in Optima Tax’s services, Optima Tax informed the client that we had to wait for the IRS to process certain documents that had been filedAs a result of the client’s tax circumstances, the processing of these documents by the IRS would take several months to be completedOptima Tax conveyed this information to the client on numerous occasions, and informed the client that we were preparing options to protect the client from continued collection activity from the IRS in the interim while the documents processed Moreover, the client’s statement that Optima Tax “scared and bullied” the client is falseOptima Tax’s respoinsibility is to fully inform our client’s of the various actions the IRS can and will take to collect on any outstanding tax liabilityAs an example and as the client stated in the complaint, the IRS can place a lien against a tax payer to secure their interest in the debtTherefore, the client’s claim that we were using scare tactics in order to persuade the client to entering our services is falseOptima Tax merely provided the client with all relevant information in order for the client to make an informed decision about engaging our services Optima Tax employs numerous tax professionals, whom represent our client’s before the IRS and establish tax resolutionsIn addition to our tax professionals, each client is provided a Case Manager, who acts as the liaison between the client and the tax professionalThis provides our tax professionals with the efficiency to review the case and establish the best resolutions for our clientsTherefore, although the client was not able to directly meet with the Tax Professional, Optima Tax was more than accommodating to arrange in-person meeting between the client and the Case Manager In conclusion, we fail to see how the client determined that there was any misrepresentationOur advertisement is clear as well as our contractTo ensure that there is a complete understanding to the services our clients sign up for, each client will go through a voice recorded Verification CallIn this particular case, the client went through the Verification process that covers the contracted services as well as various legal disclosures with each disclosure requiring a “yes” answer before moving forwardAfter reviewing the Verification Call the client answered “yes” to each disclosure and gave us a rating to their level of understanding of the contracted services with 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 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

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

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

SUMMARY - Optima Tax's management has reached out to the client prior to receiving the complaint in an effort to address their questions and concerns RESPONSE - Optima Tax’s management attempted to address the client’s concerns before the complaint was filedUnfortunately the client did not give us an opportunity to do soAs the client stated, they provided Optima Tax with various documentation to help resolve his tax matter before the IRSOnce Optima Tax received these documents, Optima Tax reviewed these documents as well as obtained important tax information from the IRSWith this information, Optima reviewed the client’s tax liability and formulated a strategy to resolve the client’s tax liability Upon completion of this initial investigation phase, Optima Tax presented the client with our formulated strategy to help resolve their case in the Resolution Phases of our two phase approachAfter presenting the client with our strategy, the client made the decision to enter into our Resolution Phase whereby we would establish the proposed resolution that was presented to the clientTherefore, the client was fully informed of the cost associated with our services and the services that the client would receiveAt no point did Optima Tax ever guarantee or warrant that the client would receive a reduction in his tax liability The client’s claim that Optima Tax is engaged in bad business practices is without meritAs previously stated, the client was fully informed of the services that Optima Tax would provide and the cost for such servicesThereafter, the client voluntarily entered into our services and Optima Tax was successful in establishing a tax resolution on the client’s behalf as provided for in our Client Services AgreementDespite Optima Tax completing the services, Optima Tax is committed to addressing the client’s dissatisfaction 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

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 belowOPTIMA OFFERED ME 150.OO DOLLARS TO WALK AWAY EVEN THOUGH I WAS AT FAULT OPTIMA DID NOTHING FOR THE DOLLARS THEY STILL WANTED DOLLARS TO REVIEW MY CASE THAT IS ALL I HAVE TO REPORT [redacted] I TALKED TO OPTIMA THEY SAID THAT IF I GAVE THEM DOLLARS THEY WOULD HANDLE MY CASE IF NOT TO SETTLE MY COMPLAINT THEY WOULD GIVE ME BACK EVEN THOUGH I WAS AT FAULT I REFUSED THAT IS WHERE THE CASE IS NOW [redacted] Regards, [redacted]

When I first heard of Optima on the radio I was skeptic but after calling and talking with them I was convinced they could help me so I signed upThey always called to update me on my situation and progress and to a if I had any questions or concerns at that timeAnd after all was said and done I went from owing more than 55,to less than 3,I would recommend to everyone that has tax problemsThey changed my life by helping me get it back on track

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 resolveThe client alleges that Optima Tax is not diligent in its operations because it requested documents from the client multiple timesWhen Optima requests documents from the client it instructs the client on the specific requirements that are required by the IRS for each documentOnce we receive requested documents from the client, we provide them to the IRS accordinglyThe IRS agent receiving the documents will review them and make the final decision of whether to accept the documentsIn the event that the agent decides not to accept a document, Optima Tax must ask the client to resubmit the documentGiven 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 responseThis 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 scrutinyMoreover, 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 timeIn 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 clientWe have no record of the client returning her callsThe agent also sent out a non-responsive email urging the client to contact us to discuss his concernsUnfortunately 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 philosophyWe take all complaints very seriously, and we do our best to turn them around when possibleOptima Tax will continue its attempts to make contact with the clientWe are hopeful that we can come to a mutual resolve if the client returns our attempts to reach himThank you

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

My experience with Optima Tax was very positiveThey always kept me informed on their progressI would recommend Optima Tax services to all in need

Optima Tax’s management made contact with the client immediately upon receiving the Revdex.com notification to address his concerns as outlined in the complaintAfter 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 clientAs a result, while the client understands that there are no specific guarantees of any outcome, he is excited to continue moving forward with Optima TaxOur representative assured the client that there will be more effort in utilizing a channel of clear communication between the partiesConsequently, 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 TaxAt 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

I am so disappointed that I hired this company to do absolutely nothing that they said they wouldThey charged me $and after their investigation, said there was nothing they could do for me because my income was too highThat was totally disclosed with IRS documents and verbally before they took my caseThey said all they could do was set up a payment plan for me with the IRS and the stateI told him I can set that up myselfI hired them to do principal reduction that they said they were going toThey said my income was too high after the results of their investigationAgain, that was disclosed from the first conversation and the first set of documents I sent them but I was still told they were going to do the principal reductionTotal scam

My husband [redacted] and I are pleased with the results we have gotten from Optima Tax Relief LLC

There was a bit of a communication issue when I found out half way thru the process that Optima would not be taking care of my delinquent state tax issuesThat being said my Federal tax issues were resolved with a greater than 99% savings with acceptance of my offer of compromiseMy Federal tax issues were resolved beyond my expectations and I would highly re commend Optima for your Federal tax needs

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 complaintOptima Tax’s program is broken down into two phases - an Investigation Phase and the Resolution PhaseDuring the Investigation Phase, we were informed by the IRS that a lien was already in place against the clientDuring the Resolution Phase, the client informed Optima Tax that he either wants to reduce his tax liability or pay the full balance, depending on his ability to payAfter a discussion with the client, particularly as to why a lien had been in place, the client decided to continue his services with Optima Tax and is satisfied with the outcome 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

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 resolvedWould like to say they gave me 50% of my money back if you could note that for us Regards, [redacted] ***

SUMMARY - Optima Tax's management has been in contact with the client since 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 her 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 her with our formulated strategy on how we can help resolve her case Prior to the client enrolling with Optima Tax and the investigation of the client's tax situation taking place, the client was quoted a price based off the information she provided her Optima Tax AssociateOnce Optima Tax completed the investigation of the client's tax file it was revealed that her case was more complex than initially explained, which consequently added to the services Optima Tax would need to provide during our Resolution Phase We understand that pricing can ultimately weigh in on the client’s decision to move forward onto our Resolution PhaseOptima Tax strives to be very transparent in our approach to each case we take on and this is why we feel the client was fully aware that there would be secondary cost associated with our Resolution Phase and that these costs are contingent upon the complexity of the client's 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 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

SUMMARY - Optima Tax's management had already addressed the client’s concerns listed in his rebuttal in our initial response, however we are happy to further clarify hereRESPONSE - Optima Tax management's initial response to the complaint was clear, accurate and preciseContrary to the client's claim, at no point did we fail to file his tax returnIn fact, due to filing the return that included an outstanding balance, this is the only reason why his Installment Agreement amount increasedWe have made it very clear to the client that Optima Tax had no influence on the increase of his payment plan and the decision to increase his payment amount is strictly up to the IRSThe IRS has certain protocols in place that we cannot override nor ignoreThe client was thoroughly educated as to why his payment increased but he refuses to accept the facts of his caseFurthermore, and as the client stated, he was previously set up on an Installment Agreement for with the IRS that he negotiated prior to contacting Optima Tax ReliefWhen the IRS accepts any agreement there are certain stipulations that the tax payer must follow to ensure the agreement stays in tackPart of that agreement is the tax payer must file their tax returns on time and pay any outstanding balances or the agreement will become null and voidSince the client had a balance for his original agreement was cancelled and Optima Tax established and negotiated the current agreement that is in place on his behalfTo provide further reassurance and proof to the client we provided the client with the name and employee ID number of the IRS agent we were woking with on behalf of the clientTo claim that we did not provide this information is another inaccurate statementAdditionally, the client breached the agreement in June of that unfortunately caused a long term delay on his caseOnce we resolved the matter in October of 2015, Optima Tax began working his case as outlined in the agreementOnce the client reached back out to Optima Tax after his unfortunate health issues, he requested that we continue servicing his caseWe presented him an option regarding his resolution that the client acceptedWe are also pleased to say that we were able to reduce the client’s liability as wellOptima Tax is happy to address any further questions or concerns that may arise regarding this matter

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 complaintIn fact, this is exactly how Optima duped me as a consumer - very clear and repeated verbal promises were made, based on which I agreed to proceed with the servicesYet as soon as the company received my money, they promptly changed their position and since that time they have been hiding behind "if you do not have it in writing, then you are out of luck !"Furthermore, in an attempt to achieve a resolution, [redacted] (from Optima) and I agreed that the company would obtain a tax penalty abatement, the amount of which would then be deducted from the disputed amount of $10,000.00, and the balance would be refunded to meUnfortunately the IRS refused to extend any penalty abatement, and although I repeatedly approached Optima after this resolution, all my emails have gone unanswered, as well as my last two messages that I have leftBased on Optima's response to this complaint, it is very clear that the company has no interest in resolving the issue, and at this point I see no other alternative than to pursue a public media campaign and legal action in an attempt to put a stop to Optima's fraudulent business practices Regards, [redacted] ***

Optima Tax Relief helped relieve a lot of stress with owing unpaid taxes! They stopped all liens and garnishments and resolved all my issues in a timely mannerThey were very professional and patient throughout the entire process! I will definitely use them again in the future!