Optima Tax Relief LLC

I finally contacted Optima Tax Relief to help me I had been putting it off because you just don't believe anything anymore Well I wish I had called sooner The people were wonderful We followed all of their instructions Then the next phone call I received from them was "now that you no longer owe any back taxes" I couldn't believe my ears The biggest weight was lifted from our shoulders I couldn't be more pleased with this company

After trying to get my tax nightmare resolved with another company and failing miserable after spending $I heard an ad on the radio about Optima TaxThat phone call was the best thing I could have ever doneThey stopped the harassing phone calls and finally helped me negotiate a solution which Io was comfortable withI no longer have to walk around worrying about my $25k debtThat's all over nowTheir staff was knowledgeable, very informative and definitely professionalThey always kept me up to date with the status of my case from start to finishI would definitely recommend Optima Tax Relief

SUMMARY - Optima Tax's management has been in contact with the consumer and addressed their concerns accordingly RESPONSE - Optima Tax’s management has been in communication with the client so we may formally address their concerns as outlined in the complaintAlthough we have various clients that reach out to Optima Tax with a resolution in place, at no point do we advise our clients to cease making their payments to the IRSHowever, if there will be an additional balance for a tax year that is not already included in the clients resolution they are advised that it will default and a new resolution will need to be negotiatedIn this particular case, the clients did have an additional tax year that had an unpaid balance, which resulted in their original Installment Agreement being defaulted As a result, Optima Tax was able to establish a new Agreement on their behalf which included this additional balance and will protect them from future enforcement actions being taken by the IRS Upon completing our review, the client inaccurately states the amount that was paid to Optima TaxIn fact, the amount that the client contractually agreed to pay and ultimately paid to Optima Tax is less than half of the amount that the client states in the complaintIn addition, in contrast to the client’s claims that Optima Tax did not do anything, it is Optima Tax’s belief that it has performed all of its obligations as outlined in the AgreementOptima Tax provides each client with clear disclosures as to the services that it will perform in order to establish a clear expectation from our clients on what they can expectAt no point does Optima Tax use misrepresentations or fraud to induce clients to engage our services In regards to the client’s statement that we did not prepare his tax returns, it appears that Optima Tax was prepared to file the client’s tax return and requested the appropriate information from the clientOur records indicate that the client decided to prepare his own taxesHowever, upon the client’s request, Optima Tax did review his tax return for him to ensure complete accuracy It’s unfortunate that the client feels as if Optima Tax did not service his case as outlined in the agreementWe fully respect his opinion but based off our review, his case had been worked as outlined in the agreementHis assigned team worked towards the best resolution possible given his financial circumstances and based off the IRS guidelinesAlthough the client had the ability to contact the IRS on his own to work out an arrangement, the fact of the matter is, he hired Optima Tax to perform the services on his behalf, which it successfully completedWe are pleased to say that we were able to come to a mutual resolve with the consumer 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 was fantastic solving my IRS issues They had an entire team assigned to my case and I could have never asked for more professional team They did what they said they would do and moreFrom the time I made the first call, they made me feel at ease, and assured me they would be able to help I would recommend Optima Tax Relief to anyone who has to face the IRS

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 complaintAt no point will Optima Tax ever us any type of unethical tactics to persuade our client’s to hire us for representationWe are completely transparent in our approach and provide our client’s with full disclosure of our service terms Prior to accepting payment for services, each client will receive the Client Services Agreement so they fully understand the services that Optima Tax will provide during each phase of our Two Phase approachAdditionally, each client will go through a voice recorded Verification Call that covers all legal and contractual disclosures with each disclosure requiring an acknowledgement of understanding before moving forwardAfter reviewing both Verification Calls the client gave each Phase an rating with being the highest rating of his understanding to the services Optima Tax will provide for each phase After going over the services that Optima Tax had been providing, the client has a better understanding of the direction Optima Tax was taking on his caseMore importantly, we were able to come to a mutual resolve that satisfies both the client and Optima Tax Relief 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

SUMMARY - Optima Tax's management has contacted the client and this matter is resolvedMs [redacted] has indicated that she is pleased with Optima Tax with regards to her refund inquiry RESPONSE - Optima Tax’s Management made contact with the client regarding her concerns upon receiving the Better Business Bureau notificationOptima Tax’s program is broken down into two phases, an Investigation Phase and the Resolution PhaseOptima Tax not only conducted a thorough investigation on the client’s case but was also able to successfully achieve the resolutions that were presented to herUnfortunately, and as the client indicated in her posting, she experienced some frustrations with the program, which we were disappointed to hear aboutHowever, after discussing the case in detail with Ms [redacted] she has a clear understanding how Optima Tax achieved the end result of her case as well as being satisfied that her complaint to the Revdex.com was acknowledged by the Company 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

SUMMARY - Optima Tax's management has contacted the client and this matter is resolvedMs [redacted] has indicated that she is pleased with Optima Tax with regards to her refund inquiry RESPONSE - Optima Tax’s Management was already in contact with the client in an attempt to address the client’s concerns prior to receiving the Revdex.com notificationOptima Tax’s program is broken down into two phases, an Investigation Phase and the Resolution Phase, which is described in the Client Services AgreementOptima Tax conducted a thorough investigation on the client’s case and concluded that there were multiple resolutions that may apply to the client’s unresolved tax situation Unfortunately, the client did not feel it was feasible to move forward with the Resolution Phase based on how it was structuredPrior to the Revdex.com complaint, Management had presented all possible resolutions to the client, however; the client felt that it would be in her best interest to go another route to resolve her current tax matterAs a good faith gesture and without admitting any wrong doing, Optima Tax agreed to not dispute her charge back filed with her bank 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

The work done by optima is amazingThey take the time to explain what makes absolutely no senseThey also make it easy to get a hold of them if any questions should randomly pop up which of course they doI filled out my survey online and within minutes I had a rep respond and call meWith all the stress involved with dealing with I.R.Sproblems they made me feel like I was in good hands

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 prior to receiving the complaint and we are working towards a mutual resolve RESPONSE - Optima Tax’s management has been in communication with the client to address his concerns as outlined in the complaintAs the client stated, he paid for services that he feels were never renderedWe did educate the client that there is a fair amount of internal work done on his case but since his case was prolonged from his initial complaint, he has yet to allow us the dedicated time to investigate his case and present him with a formulated strategy to resolve his case as a wholeWe also informed the client that negotiations and further discussions with the IRS do not commence until he decides to enroll into our Resolution Phase of our two Phase approach It’s truly unfortunate the client feels the way he does, however we are pleased that we were able to reach a mutual agreement with him and amicably resolve this matter At Optima Tax we strive to uphold the philosophy that "clients come first" and all of our representatives go through rigorous training to assure we abide by that 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 would really like to take the time and thank Optima Tax Relief for all that they have done for me Since 2001, I started getting into debt with the IRS I was really young and naïve, made a few mistakes, which led me into owing the IRS up to about $15,I was lost and had no where to turn As skeptical as I was, which I am about most things, I called OTR and moved forward with my tax resolution This process didn't happen over night, but in the end it was all worth it OTR was able to help me qualify and get an Offer in Compromise, in which we settled for $ Plus a few other requirements Although everyone's situation is different, I highly recommend OTR to help you with your tax situationI also owe a huge gratitude to [redacted] and the rest of the team, they helped me move through the process with not a whole lot of stress and ease Once again thank you A tax debt that has been looming over my head for about years is now settled, and I can now move on Thank you OTR!

It's was a very competitive experience the one I had with Optima Tax they was always there for me when I needed or when I have a question ,they realy brought me back my tranquility of be free of the fear I was living ,thanks to them I can sleep at night now and the result was the best I can imagine

My experience with Optoma tax relief is very positiveEveryone was knowledgeable and easy to talk to They solved all of my problemsi would recommend them to everyone

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 resolvedDear Ms***:This e-mail is to request that you rescind my complaint against Optima Tax Relief LLC dated 8/7/We have successfully resolved the issue and are mutually satisfiedPlease forward this notice to Optima Tax Relief in order that they understand our positionThank you in advance for your assistance Regards, [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 below When I signed up for Optima to handle my irs issues it was Then I was told it would be another this is when I got madthey assured and guaranteed me if I went with there program that they could and would save me much more then the total of the So at that point of the conversation I did agree now that there unable to save me anything I feel like they did a BAIT AND SWITCH on me promising me a service and not being able to deliver NOW IM OUT Cash that I have paid out ON a DEBT OF 10,SO THIS WILL END UP COSTING ME OVER 15, Regards, [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 below Upon closer examination of your proposal, I cannot agree to the terms as they are written I feel that I have been taken advantage of and I paid for services that I did not receive I stand firm in my belief that if I were told up front, in the very beginning that I'm only eligible for you to work out a payment plan with the IRS, I would have never agreed to pay you $2,000.00! I am not incompetent and I believe I was intentionally misled and misinformed In addition, I cannot keep quiet about what happened to me I am outraged and I feel I need to share my experience on media websites and to my colleagues Putting me on a payment plan with the IRS is not worth $2,000.00! Your company has been in business long enough to know when a client is eligible for reduced tax debt, a payment plan or C & R! You should be forthcoming with your clients and spell it out for them completely! In addition, I am confident I could have done the same thing (as I had done in the past) and it wouldn't have cost me a dime! I had to make sacrifices to make those payments to you and I don't feel I received the services to justify me paying you two thousand dollars! I wish I could get an itemized breakdown of the services rendered This is not ok! Regards, [redacted] ***

They professional, the people that work there are friendly to work with, they are courtesy and proactiveOptima Tax are there to help you all the wayI recommend they to everybodythank you optima tax

SUMMARY - Optima Tax's management has attempted to make contact with the client but they have yet to return any messages or emails RESPONSE - Optima Tax’s management has made multiple attempts to reach the client both by phone and by email without a responseAs the client stated, she contacted Optima Tax regarding her outstanding tax liabilityHer assigned Tax Associate educated the client as to our process and why we must conduct a thorough investigation into her case and the client ultimately agreed to move forward During our recorded compliance calls, which every client goes through, the client is asked a serious of questions covering all disclosures and all details of the program they are enrolling intoDuring the call, we inform the client that some of the information we obtain from the tax authority during our investigation of the client’s tax situation may be information the client already knows ofAfter all disclosures are made and the client clearly expresses they fully understand the terms of their program enrollment we then continue moving forwardIn this particular instance, the client agreed to move forward after full disclosures were made and they had a clear understanding of their program details Subsequently, Optima Tax conducted and completed their investigation servicesThe information we obtained from the IRS is used to formulate our strategy to help resolve the client’s outstanding liability The information we gathered and relayed to the client came directly from the IRSThis also includes the possibility of the year she mentioned in the complaint having a different balance than she originally anticipatedAfter going over the details of our summary and proposed services to help resolve her liability the client explained to us that she felt she had to do some research on the year she thought had a lower balanceAt that point the client ceased all communication with Optima TaxHer assigned agent followed up with her on multiple occasions, but the client stopped respondingUntil her balance reaches zero, the IRS will continue to add on penalties and interest 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 their efforts to make contact with the client until a resolution is metPlease do not hesitate to contact Optima Tax with any questionsThank you

It is unfortunate the client feels statements made by Optima Tax were not as they seem because the statements made by Optima’s management in our initial response are true and correct facts of the caseWe have contractual documentation, IRS documentation and verbal evidence that we can provide to further support our statements The client mentions in their rebuttal that Optima Tax has two programs availableTo be clear, we do not offer any type of programsWe offer a service that helps various tax payers resolve their outstanding tax liabilities with the IRS by providing our representationWe do, however, work in a two phase approachPhase one being our Investigation Phase and phase two being our Resolution PhaseFor the record, Optima Tax has fulfilled all contractual obligations pertaining to both phase one and two Although the client did at one point have an Installment Agreement payment plan in place with the IRS for $270.00, when they contacted Optima Tax on March 23, no such Installment Agreement was in placePer the Compliance call Optima Tax had with the IRS in May of 2015, the IRS agent Optima spoke with confirmed that the client was in collections and that they were in active collectionsTo gain a full understanding of the client's current tax liability we had ordered their IRS transcriptsPer the IRS transcripts the client was at one point making a monthly installment payment of $270.00, however, the last payment received by the IRS was on December 10, Per the same transcripts the IRS cancelled this Installment Agreement on March 16, Coincidently, the client contacted Optima Tax on March 23, shortly after the payment arrangement previously set up had defaulted, which led client to seek the assistance of Optima Tax It’s unfortunate that the clients feel that Optima Tax did not earn the fees paid towards servicesWe understand and sympathize with the client that their goal is to have their debt with the IRS completely eliminatedHowever, what the client does not realize is that they never qualified for a complete reductionThe client was thoroughly informed that they did not qualify for a complete reduction before our Resolution Services commenced and client was fully aware of these facts when they decided to move forward with Optima TaxFurthermore, based off our negotiations and efforts, we saved the client roughly $2,per month in payments to the IRS, protected their assets, and they are on a fixed plan that will prevent any future collection activity as long as the clients remain complaint with their resolution We appreciate the opportunity to address all of the clients' concerns and hope we were able to provide further clarification on the matter

I am and was a client with optima tax and I am and was very, very pleased with the attorneys friendliness and most of all the professionalism I was givenany questions I may have had were answered in hours or less, most of time lessI have and will in the future refer anyone to optima tax relief! I MUST say the TEAM that works closely with the attorneys are friendly and professional and funThey make a bad day GOOD!!!! THANK YOU VERY MUCH!!!!! OPTIMA TAX