Optima Tax Relief Reviews

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Edited by: Tammy Burns

About Optima Tax Relief

Founded in 2011, Optima Tax Relief is a full-service tax resolution firm for individuals and small business owners struggling with IRS or state tax burdens. The company specializes in complex cases that involve wage garnishments, bank levies, liens and other IRS collection actions. It has over 400 full-time professionals, including a team of in-house tax attorneys and licensed tax professionals.

Pros
  • IRS notice analyzer
  • 15-day money-back guarantee
Cons
  • Pricing not published
  • Not available in all states

Optima Tax Relief Reviews

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    Page 3 Reviews 40 - 240
    Customer ServicePriceStaff

    Reviewed Jan. 16, 2025

    Do NOT use Optima Tax, they took $2000 from me and didn't even file my taxes. I have to file bankruptcy to help resolve my taxes. They charge way too much money. How do you call this help when they want thousands of dollars to resolve. Stay away and go with someone else

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    Customer ServicePriceStaffBilling

    Reviewed Jan. 5, 2025

    I gave them 4k in payments. So they can start my file and case. This was the total I was told that was going to take care of everything. Well they come about 2 months after the 4k was paid, asking for more money to freeze my account until they can work on it. I didn't have anything more to give. Had to re-submit again, after that never heard from them again. Just saying that they received my application again. They didn't do anything for me but took 4k away from me.

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    Sales & Marketing

    Reviewed Dec. 30, 2024

    Scam!!!! This company will steal your money and you will be in worst shape before you contacted them. After they are done pretending they are contacting the IRS on your behalf!!! They took 3,500 of my money and the IRS told me that they never spoke to anyone from Optima Tax!! This company should be investigated and put out of business for good. They are playing with fire when it comes down to stealing people's hard earned money and it will come back to them in some form or fashion. THE WORST COMPANY I EVER HAD TO DEAL WITH!!

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    Customer ServiceStaff

    Reviewed Dec. 27, 2024

    This has been a horrible experience. I can safely say they have horrible customer service. Once they have your money good luck getting any answers or help. You can never ask a question. They will tell you they’ll have someone call you within 24-48 hours but they mean business hours so it’s a good week before they call you and if you miss their call though you have to go through it all again. If they can’t help you with a request they simply don’t call you back. I finally got through today after trying for a month leaving numerous messages only to be told they won’t help with a letter to tell my employer they are helping me with my tax issues. Go anywhere else for tax help. Anywhere.

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    Contract & TermsTechBilling

    Reviewed Dec. 12, 2024

    In 2021 I discovered I owed taxes to the IRS. I googled tax relief services and decided to give Optima a try and contracted with them for a sizeable fee. The fee for the service resulted in a payment plan with the IRS which I was told (by the IRS) I could have accomplished on my own. A year ago in another effort for tax relief I signed with another service (and another fee). This time with better results. A previous tax filing was incorrect and had to be resubmitted and eventually an OIC was submitted to the IRS for review. Neither of these issues were addressed by Optima. It's only after being able to compare the quality of service can I recommend that potential clients do some shopping around before contracting with Optima.

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    Customer ServiceSales & MarketingBilling

    Reviewed Dec. 12, 2024

    Failed to deliver on a single promise. Terrible communication and takes so long for absolutely nothing. While I was “protected” by Optima Tax my wages were levied because optima never even contacted the IRS. I set up a payment play with the IRS in 15 minutes. They had over a year. Don’t waste your money on these scam artists

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    Sales & MarketingPunctuality & SpeedBilling

    Reviewed Nov. 25, 2024

    Optima Tax Relief is a total scam. Run as fast as you can from them. They prey on your fear and ability to pay them. I paid them almost 15000 dollars and had one payment left and would not move forward because I can’t make the payment. I lost my job. I’m a senior citizen and this is how they treat people.

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    Punctuality & SpeedRefunds & PayoutsStaffHonesty & Transparency

    Reviewed Oct. 29, 2024

    Completely robbed of 2300! Did not honor their side of the deal. I hired them to amend a tax return only to find out months later they do not provide this service! They offered me 100 as a refund which I declined. Keep your money people. This company lies and deceives and has no obligation to represent their clients in any way. Could have been honest upfront and told me they couldn’t help me but instead told me what I wanted to hear only to pull the rug out once they collected all my money. Literally paid 2300 for absolutely nothing.

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    Punctuality & Speed

    Reviewed Oct. 8, 2024

    This is the most terrible experience I have ever had. Once they have your money, they will not even allow you to set an appointment. Meanwhile, I have to contact the IRS on my own. I have had to resubmit all the documents to the IRS that I submitted to Optima because the IRS says they have nothing from Optima. Optima has caused me MORE STRESS than the IRS audit. Do NOT do it.

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    Punctuality & SpeedRefunds & Payouts

    Reviewed Oct. 1, 2024

    I am writing to formally decline your recent refund offer, as it is wholly inadequate and does not reflect the significant amount I paid for your services. Offering only a fraction of the $9,000 I entrusted to your company, despite failing to provide any meaningful assistance, is unacceptable. I expected your company to resolve my tax issues, but instead, my tax debt has increased due to additional penalties and late fees. A partial refund of $800 is simply not enough given the lack of service and the financial damage caused. Unless a full refund is issued promptly, I will be escalating this matter to the appropriate consumer protection agencies and media outlets to ensure others are aware of your deceptive practices.

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    Contract & TermsPricePunctuality & SpeedRefunds & PayoutsBilling

    Reviewed Sept. 30, 2024

    I paid the initial $495 Investigation fee on Friday. I immediately had 2nd thoughts as Resolution phase was going to cost me over 6K. I paid the down payment fee of 2,039.00. I have requested a refund of the 2,039.00 within 24 hours. Optima informed me that my refund request would have to be presented to the Executive Review Board and the earliest that can happen is 10/8/24. The payment is still processing by my bank. I told them I would be reaching out to my bank. I was then informed that they would dispute the charge!!! I literally just paid them late Friday. This delay tactic is unacceptable. They didn’t waste any time taking that money out of my account. They have not earned a penny of that money. I’ve contacted my bank to dispute the charge.

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    Staff

    Reviewed Sept. 27, 2024

    I paid Optima $7,000 and they did NOTHING for me except cause me grief and anger. They PREY upon people who are down and NEED help and then literally kick you when you are down. They promise to help you and DO NOTHING!! They are a FRAUD and they are HORRIBLE people.

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    Sales & MarketingStaffBillingHonesty & Transparency

    Reviewed Sept. 23, 2024

    What a scam! It's unfortunate that these people prey on fear of the everyday citizen when it comes to the IRS. I ended up owing the IRS for the first time in my life and was scared. This company said they would be able to help and after giving them $1500.00 that I didn't have laying around they did absolutely nothing!!! They set me up with a payment plan that I could have done myself and could not afford. I asked them to submit an offer in compromise and they said the IRS refused it. I asked the reason, and they said that the IRS gave them no reason which was a LIE!! The IRS has checked at least 2 times and have never been submitted an offer in compromise on my behalf and, moreover would let you know the reason for rejection. STAY AWAY!!

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    Customer ServicePunctuality & SpeedStaffBilling

    Reviewed Aug. 16, 2024

    Wow, after reading the reviews before mine, I wish I had done that before I engaged in an 8-month ordeal with them. Optima has taken enough of my money to date for very poor service including scheduling an "appointment" today with an alleged "case manager" for 1 pm only I didn't get a call until 1:47 pm and when I answered it had been "robodialed" instructing me to press 1 and then "wait for the next avail...".

    Frustrated by their extremely poor customer service, I opted to sit on hold for over 27 minutes waiting for an IRS agent and negotiated my own monthly payment-far lower than I was expecting them to accept and surprisingly painless. Optima Tax Relief is a joke and it is frightening that they are allowed to continue in this business operating this way. I am only saddened by the fact that there are no scores less than 1. There should be a zero option. Before you consider Optima call the IRS first...even if the call wait time is long, you'll be glad you did.

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    Eilidh increased rating by 2 stars.
    Customer ServicePunctuality & SpeedStaffBilling
    After a positive interaction with Optima Tax Relief, Eilidh increased their star rating on Feb. 13, 2025.

    Updated review: Feb. 13, 2025

    After 2 and a half years, they’ve agreed to give me half my money back.

    Original Review: Aug. 8, 2024

    I paid this company 2 years ago $2600 to help me with my taxes. They promised to help me and get me on a payment plan. 2 years later, I have called and emailed and the only time I get a response is when they offer to bribe me to take down my bad reviews explaining that they are scammers. I’ve looked into this extensively. They’ve done it to so many people. Stay away from this company. They will offer people help and then ignore them after they cough up the money.

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    Customer ServiceStaffBilling

    Reviewed Aug. 8, 2024

    The one star I gave was me being generous. I went to Optima hoping they would help me with my tax debt. I explained my unique situation and they said they have a team that explores all available options. The only time they called me was when it was time to collect a $2,000 monthly payment. After calling them numerous times for assistance, someone finally called me and the only option they offered was to pay it all back in monthly installments. I paid Optima over 10K for them to give me an option to pay off my full amount in monthly installments. They said my only option was to either take that deal or pay it all off myself. It's such a low budget company. Absolutely disgusting!!!

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    Contract & TermsPriceStaff

    Reviewed July 30, 2024

    I came to Optima to address my tax problem. They did the first inspection of my tax issue with IRS. They used that info to charge me a extreme high fee for services. I have tried to work with them on good faith. They are currently giving me the runaround. Looking a company to help with your tax issue. I would NOT RECOMMEND. Optima Tax Relief ever.

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    Rates

    Reviewed July 23, 2024

    Optima Tax Relief is a sham! They did absolutely nothing I couldn't have done myself with the IRS. I paid them good money (money I could have paid to the IRS) to negotiate back taxes, penalties, and interest and got absolutely none of these reduced!!! They overpromised and totally underdelivered. What a waste of my money and time.

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    Sales & MarketingBillingRatesSales Tactics

    Reviewed July 10, 2024

    Optima Tax Relief engages in high sales pressure tactics by offering false hope to people who are dealing with tax issues. They take actions without consulting you, drag on the resolution process until you pay their exorbitant fees and then they tell you that they can not lower your tax rate but they can set you up with a payment plan to the IRS. DO NOT USE THEM as they will put you further in debt. They make promises they can’t keep, they are worse than a politician!!

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    Customer ServiceSales & MarketingRefunds & PayoutsStaff

    Reviewed July 6, 2024

    I lost my funds to them thinking they were going to help me out, they kept on requesting for extra funds before it could be processed, in the end, I lost all my money. All efforts to reach out to their customer support desk had declined, I found it very hard to move on. God so kind I followed a broadcast that teaches on how scammed victims can recover their fund through the help of expertapexrefund org a firm, I contacted his email provided for consultation, I got feedback after some hours and I was asked to provide all legal details concerning my investment, I did exactly what they instructed me to do without delay, to my greatest surprise I was able to recover my money back including my profit which my capital generated. I said I will not hold this to myself but share it to the public so that all scammed victims can get their funds back.

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    Sales & MarketingTransparency

    Reviewed July 3, 2024

    Optima Ripped this disabled Veteran Off $7,000. They did Nothing in 3 years! SCAM!!! We hired and paid them in 2020 and they have done anything but do a POA. It's now 07/2024 and we're in the exact same place we were in as 2020. They haven't kept up to date on our current taxes. Just a mess!

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    Customer ServicePunctuality & SpeedRefunds & PayoutsStaffBilling

    Reviewed June 18, 2024

    Search engines show them as "the best" because they've paid for their online reputation. In reality, it's a pretty terrible service--a tax mill with inefficient, inconvenient processes. As a busy professional, I spent over 4K for them to address my tax issues, file the documents, and work out a payment plan. I sent them all the documentation they asked for in a timely manner.

    Well, it's a little over year later--and they have yet to present a single outcome---ZERO results. I barely hear from them. I have to chase them down every three months when I remember. Nothing at all. It's almost like the online "dashboard" they offer exists to make customers feel like something is actually moving, when in reality, nothing is really happening other than stall tactics and occasional robocalls. This was a horrible waste of time and money (and super risky for my finances and status with the IRS) for a process I really should have hunkered down and completed myself in much less time and most likely come out with a similar or better deal. Run. Fast.

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    Customer ServiceRefunds & Payouts

    Reviewed April 23, 2024

    I wish that I had read these reviews before I signed up. Every negative review has been reflective of my experience. Save your time and money by just calling the IRS yourself. I don't even have the heart to fight for a refund. $5000 gone.

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    Customer ServiceContract & TermsSales & MarketingStaffBillingTransparencyCommunication

    Reviewed April 18, 2024

    Optima Tax Relief is a SCAM. They over promised their abilities, Lack of communication, Excessive Fees and a constant run around when you do speak to a live person. They DO NOT gather any data from the IRS other than what you supply them. They take that data and enter that into their system to appear to investigate or help with an audit, when in fact there is NOT anyone qualified at Optima Tax Relief to do an audit or know what status your case is unless YOU INFORM THEM BY WAY OF YOUR OWN COMMUNICATION WITH THE IRS. Optima Tax Relief does NOT ever communicate with the IRS on your behalf. They have structured their corrupt business practices in such a way that appears legit but is very much a FRAUD!

    They took my information at intake time, and over a course of one solid year. I never received any flavor of an update that benefited me regarding my taxes and the IRS. At the end of the one year I’ve had to hire a tax attorney to file the necessary paperwork with the IRS in order for me to get a fair chance to reassess my audit and make a payment agreement with the IRS and our findings from our own research and discovery. Optima did nothing more than takes some information down when I first called put it in their computer collected my $8000 and basically at the end of the year come to me and said you basically owe the IRS and it is what it is. I strongly suggest you run from Optima tax relief. Do not believe any of the commercials and do not ever trust them with your IRS problems. I suggest you a legitimate attorney or CPA to handle your situation. Optima is not that kind of facility. Good luck!

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    Customer ServicePriceStaffBillingTimeliness

    Reviewed April 16, 2024

    We started with Optima Tax back in November of 2022. We reached out to them asking if they were able to help us with our 940's for federal. They stated yes but it was going to cost $22,000.00 to do so. We paid our first payment on 11-17-2022. We finished paying them on 8-17-2023. Since we paid them in full in the amount of $22,000.00, we have not heard anything from them. When I would call, they would ask to send them the last 3 months of pay stubs. I have tried numerous times to ask for the resolution from the IRS but no response.

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    Customer ServiceSales & MarketingPunctuality & SpeedStaffBilling

    Reviewed April 15, 2024

    Complete scam of a company. We initially paid them 500 to start their investigation. When they followed up a couple of weeks later I told the “agent “ I was working with we decided to go with someone else because Optima wanted 3000.00 to basically see up a payment plan. I can do that myself and not be 3000 in the hole. Anyway when I told the agent that he hung up on me. Really? I paid 500 and you hang up on me when you hear we are going with someone else? Complete scam of a company. Beware.

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    Customer ServiceSales & MarketingRefunds & PayoutsCommunicationHonesty & Transparency

    Reviewed April 11, 2024

    Optima Tax is a scam. I am currently going the below allegations from their Lawsuit and they refuse to cancel my account and refund me my money. The class action lawsuit against Optima Tax Relief addresses allegations of unfulfilled promises, misleading information, excessive fees, lack of communication, and unauthorized actions on behalf of clients. The plaintiffs are seeking various forms of relief, including restitution, injunctions, and damages

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    Customer ServiceStaff

    Reviewed March 29, 2024

    Don't call Optima. As a matter of fact don't call any of these so call tax relief before you call the IRS yourself. They will take your your money....even if it's the so call up front fee. You'll be able to make a better deal with the IRS yourself. The IRS told me that I owed them $25,000 and they have program to help you. Right after I hung up the phone with them my so call Optima rep called me say I owe the IRS $60,000 and for $9,000 they could help me. I had paid them $295 to do something that I could have done myself. Optima uses gear tactics and sweet sounding agents to get you. I'm from Philly. They are all the way in California so once they get you they know you're not coming all the way on the west coast to do anything about. The IRS told me that they can't do any more than you can do for yourself.

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    Customer ServiceRefunds & Payouts

    Reviewed Feb. 4, 2024

    I provided them with all the information that they ask for and they did nothing. They took my money and did nothing. Every you call you will speak with a new person. I need my money back 3000.00 and some change. You never spoke with the same person. Maybe they did more for others. My experience was very bad. Will never use them again if I ever should need a tax relief service again. I am in a worse shape than I was.

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    Customer ServiceContract & TermsTechSales & MarketingPricePunctuality & SpeedRefunds & PayoutsStaffRatesTransparency

    Reviewed Jan. 30, 2024

    1. FREE CONSULTATION: This can often feel like a classic "sales" call, where the primary goal seems to be convincing you that OTR is genuinely here to assist you. However, it's important to remember that their primary objective is to serve their own interests. It's not fair to fault the individual conducting the call, as they are merely executing their job, which is to "close" and secure the sale. If you've ever watched the movie 'Boiler Room,' you'll understand the comparison.

    2. INVESTIGATION $295: There's a significant discrepancy in the term 'investigation.' In reality, it primarily involves a request for IRS transcripts, which are also accessible at no cost through your IRS account portal. Obtaining these transcripts, even upon request, can often be a challenging endeavor. In my case, I decided to part ways with their services and terminate my contract within two months of hiring them, fortunately making an early exit.

    If you decide to engage in this process with them, it's crucial to insist on receiving copies of the documents as soon as they claim they are ready. As a client, you have every right to possess all materials pertaining to your case. They may mention the size of the file as a reason not to provide them immediately, but you can suggest having the documents mailed to you, if that is more convenient. If possible, wait for the documents to arrive and meticulously review them before committing to a contract with them. Compare the documents you receive with what is readily available on your IRS portal. Should you discover any valuable information, you can then cautiously proceed to the next step of considering their services.

    3. CONTRACT AGREEMENT: If your situation allows for it, consider negotiating the 15-day refund period and having it explicitly included in the contract before finalizing the agreement. It's essential to diligently follow up on any services you've engaged them for during these initial 15 days. It's worth noting that they are unlikely to provide a full refund. For example, if you've paid them $5,000, you may be surprised to receive an offer of only $500 as a refund.

    4. SERVICES: Their document view system is limited to one-way access. You can only see the documents you've uploaded and signed, with no visibility into their activities on their end. A reputable company that has nothing to conceal typically provides transparency in this regard. It's important to be aware that you might not have the opportunity to converse with a 'tax professional' or a dedicated 'case manager.' Most of your interactions will likely be with their front-line customer service agents.

    5. OVERALL EXPERIENCE & RECOMMENDATIONS: It's crucial to maintain meticulous records of all your interactions and communications throughout your engagement. This includes documenting conversations and any relevant details. In addition to sharing your feedback and complaints on review websites, consider reporting your concerns to organizations like the Business Consumer Alliance and BBB.

    If your experience involves clear instances of unethical practices, as mine did, it's advisable to report such valid complaints to relevant government agencies like the FTC and even the IRS, if applicable. Please ensure that your submissions are based on genuine grievances and unethical conduct. It's worth noting that numerous complaints with vague, generic responses from OTR have surfaced, and this issue should be addressed. OTR operates in an arena where consumers are facing significant financial challenges, and it's imperative that their services are administered professionally and with the utmost care. Sadly, in my experience, the IRS provided more informative assistance than OTR did. Links below to submit additional complaints if applicable: **

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    Verified purchase
    Customer ServiceContract & TermsCoverageTechSales & MarketingPricePunctuality & SpeedOnline & AppRefunds & PayoutsStaffBillingRatesHonesty & Transparency

    Reviewed Jan. 16, 2024

    Sorry for the long review, but it is absolutely necessary! Run, don't answer the phone, don't view their website, ignore the YouTube Videos, disregard the advertisements, bypass the paid reviews, don't believe the hype...if this warning is ignored, it will ultimately lead to your own demise. No, this is not an exaggeration or drama. Everything I am saying is factual and can be supported with documentation.

    Today, we were actually personally threatened by the Optima Tax Relief "Brand Protection Team Leader!" Yes, you read that correctly...my husband and I were personally threatened today by Optima Tax Relief's staff. As informed by an attorney, this huge conglomerate is a part of a network of businesses operating under the same umbrella and work hand-in-hand to maintain its pattern and practices of taking money and refusing to provide services resulting in increased tax liability and/or adverse action by the IRS for taxpayers. Isn't that outright theft? Isn't that fraud? Isn't that illegal in the business' home state of California? $8000.00, 4 (four) years of inactivity, adverse IRS action, and over 41% increase in our tax debt due to penalties, fees, and assessments made as a direct result of Optima Tax Relief admittedly doing absolutely nothing on our behalf. And, now, today, Optima Tax Relief sent the bulldogs to silence us. Ain't happening!

    We were threatened today and given an ultimatum after we, the client have met our contractual obligations, but refused to participate in the ongoing deception perpetuated by this entity. We were told directly by the Brand Protection Team Leader that our case would be closed if we did not sign a form which is not in our best interest, remove social media posts and also lie to the BBB stating that our case had been resolved. All of this is documented shamelessly in writing and saved on their own recorded line(s). That is correct...we paid for a service. They received and kept our money. They did not begin, complete or conduct the service. They refused to refund our payment in its entirety.

    As admitted, repeated, and substantiated both on an Optima Tax Relief recorded line(s) and in writing, Optima Tax Relief has failed to provide:
    a. “negotiations with taxing authorities”,
    b. advise of “any and all correspondence with taxing authorities”,
    c. “penalty abatement”,
    d. adherence to it’s OTR “Client Bill of Rights”,
    e. “Honesty in all communication with clear and easy to understand language”
    f. “full and thorough investigation of past, current, and potential future tax
    issues”
    g. Review of “taxes and audits for accuracy”

    h. A “dedicated representative to ‘handle’ our case”

    There are a litany of other promises in their literature, contract, marketing/advertisements, social media, and even the speeches made upon receiving BBB awards for integrity (yes, this is a whole other story). And, the icing on the cake...they threatened us directly today and confronted us with the ultimatum of an insulting refund of $1,125.00 for our trouble, having us sign a suspect form that was not in our best interest, continuing to do nothing by closing our case, OR having us lie directly to the Better Business Bureau and provide falsehoods AND remove any social media posts regarding Optima Tax Relief. And, yes, he said this too on the Optima Tax Relief Recorded line(s) and put it in writing. THEN, and only then, Optima Tax Relief says it would perform the services for which they were hired.... that were already paid for!

    Optima Tax Relief is responsible for our nearly $140,00.00 of IRS debt. Oh, no, they might not be responsible for the amounts charged, the interest rate amount assessed, penalties or fee amounts, BUT they are without a doubt liable for their inaction (this they have admitted) which ultimately resulted in the exorbitant increase in amounts owed, amounts charged, the interest rate total assessed, penalties and fees. No forward movement by Optima Tax Relief directly resulted in our current state. We could lose absolutely everything, next week! Did they ever contact the IRS on our behalf you might wonder? Nope. Did they ever offer to pay the excess amounts owed to the IRS due to their inaction? Nope. Did they ever even offer lip service in the form of an apology? Nope.

    Even after four years, our BBB complaint, and waiting an additional two months of no activity because:
    -the representative was sick one day,
    -out of the office on another,
    -it was the Holiday Season, and
    -the Tax Professionals were busy all day on the phone with the IRS
    (among other "reasons"---I can't make this up),

    Optima Tax Relief still did nothing!

    And, if past behavior and patterns are predictive, this will continue by design, and this must be criminal. But alas, today the Brand Protection Team Leader did his job well! He confronted us directly and without shame, asking us to sign a form, remove honest social media postings, and then commit a dishonest act in an attempt to cover up its actions with the BBB. Who does that?

    Now, in just a couple of days the IRS will do what it does. Levy, lien, and ultimately leave our family without the ability to cover our basic necessities. Anxiety, worry, frustration, stress and outright fear are what we are left with. And absolutely no recourse...unless we file suit. This must be against the law. Thank you for taking the time to read this review, and we hope it is helpful.

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    Punctuality & Speed

    Reviewed Jan. 15, 2024

    As of August it's been 5 years!! Nothing done yet... they are trying to force me to pay 150.00 a month for something I filed identity theft on, taxes that are not mine! Still waiting for the end and nothing has been corrected or done let alone can't get your file straight before they even try to get a hold of you...

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    Customer ServicePricePunctuality & SpeedRefunds & Payouts

    Reviewed Dec. 20, 2023

    Beware of this company. I initiated services with them on 11/22/2023 and had the investigation stage started for a fee of $295. I never received any copies of documents that I had signed in this initial phase, red flag number one. I was sent a text message for a set appointment time of 10am. On 12/08/2023 this appointment was a no show and after 45 min of trying to reach the customer service person named Armondo he informed me I was to confirm the appointment, I then explained to him that no where in the text did it require this he had zero knowledge of the contents of the body of the text, red flag number two. The appointment date was AFTER the 15 day money back guarantee very convenient, red flag number three. I agreed to listen to his proposal for my situation and he informed me it would be $4000, keep in mind I was previously quoted a percentage of what I owed and this amount turned out to be double, red flag number four.

    He then proceeded to explain they want to file my 2023 taxes...really? The end of the year isn't even here and my income can vary, red flag number five. I then proceeded to explain to him that I am self employed and receive 1099's and he had no idea when they are due for those that send them to me. Red flag number six. My situation is not a complicated one nor does it have me not paying just having overdue amounts. After telling him of my dissatisfaction he assured me that he would submit a request of refund on 121/12/2023. Maybe the check's in the mail /s. My suggestion is to run away from this company. Do not walk.

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    Customer ServiceSales & MarketingPriceRefunds & PayoutsStaffBillingRates

    Reviewed Dec. 13, 2023

    This company is the biggest scam. I paid this company $2900 to not do anything with my case but build up interest and offer unrealistic resolutions. Save yourself time and money and do not go with this company. I will tell you what their services provide. For $299 they will tell you how much you owe the IRS, this is something I already knew but they felt the need to bill me for the information. They then billed me $2600 to find a resolution. This resolution took them 10 months, and, in the end, it was me calling them that got answers.

    I was refunded $400 due to their negligence with my POA (they lost the document twice) and the way they handled my case. The resolution steps for them are ridiculous, they wanted me to agree to $400 monthly payments (which I cannot afford) and insisted this was the minimum the IRS would accept. I did not agree, and they closed my case and kept all my money. They did not file my taxes as I filed my own before ever contacting them, they found no resolution for me. I contacted the IRS after my phone call with the "supervisor" and was able to work out an installment plan for $225 and got some fees waived on my own. It took one week after I had already contacted the IRS and Optima called me to see if I was ready to proceed. I let them know I had found a cheaper resolution and that the Optima reps were giving incorrect information that is very important.

    The supervisor from Optima tax said and I quote "if the IRS gave you a better deal than what we offered there is nothing we can do". Why are we paying Optima then? They clearly are not advocates for the customer and want to do no leg work. If I am paying you to speak to the IRS and giving you POA then what is going on here? They had no answers for me but to close my case. I let them know I would be leaving reviews in hope of saving someone money (IRS interest and Optima fees), time and the headache that comes with dealing with shady companies. If I could give negative stars I would.

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    Customer ServiceTransparency

    Reviewed Nov. 21, 2023

    I paid 16k for debt resolution... What I got was that they acted as a power of attorney.... No updates.... I'm sorry to say when you call the (800) number you will feel like you're in third world country repeating yourself asking them what they are saying.... Bottom line you want to lose your money and still have IRS tax debt...perfect place to go.... I wouldn't send my worse enemy there.... YOU GUYS ARE THE WORST... And living in the DC area we are petitioning a law suit how you target people of color!!!!

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    Punctuality & SpeedRefunds & PayoutsStaffRates

    Reviewed Oct. 31, 2023

    I was in debt to the IRS by over $100,000...Optima Tax Relief negotiated 1/10th that amount to get me free from the IRS! After the Optima fees it was 20% of what I owed! I am so grateful to Optima Tax Relief for their help as I was under so much stress with the IRS keeping my tax refunds and adding interest so quickly...Thank you, Optima Tax Relief!!!

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    Sales & MarketingPriceBilling

    Reviewed Oct. 19, 2023

    Pleased be aware of the scam that this company is providing to the public. I have lost a lot of money dealing with this fake company. I will recommend them to anyone not even my dog. All they will do is charge you I mean laterally charge until you are broke, and your case is not solved you will still end up owing the IRS a lot more than you owe because they are not reporting your information to the IRS. People, please listen to me. Just make a payment plan with IRS instead you will be safe with them period.

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    PriceRefunds & PayoutsTransparency

    Reviewed Oct. 13, 2023

    I wish I could give negative stars. I’ve been in their system for almost 4 years after paying them $13,000 and have absolutely nothing to show for it except them doing a few years of returns. I’ve chased my case and have been bounced from person to person because they cannot retain people. I actually settled my case with the IRS myself and asked for a refund. They offered me $650…..you can’t get a hold of anyone and I’ve retained a lawyer to go after them to get my original costs and more back. I will update when it’s finally over. This company is by far the worst company I’ve ever dealt with in my adult life.

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    Punctuality & SpeedRefunds & PayoutsStaffBilling

    Reviewed Oct. 12, 2023

    Initial consultation ended with expected max service fee of $1500. Went ahead and paid the "investigation fee" to get ball rolling. One week later, was told my tax liability was almost $34000 which is crazy. My service fee was now $7500. I wish I would have walked then because I couldn't get answers. Stall, stall, stall is all they do while your auto payments keep getting drafted. I have asked so many times for evidence of work they have performed, status of my case, proof of my tax liability, and I can get nothing. Very frustrating. I think they are stretching me along to get more of my money.

    You feel locked in because they refuse to refund, refuse to give answers. They always say they don't share "proprietary" information about how they do it. You don't want to lose what you have invested but at the same time, you feel like they are doing nothing, don't care about you, and won't really help solve anything. I would think twice before falling for it. I am out $2600 and won't get it back. I still have tax liability issues and am basically back to square one $2600 poorer.

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    Customer ServiceStaff

    Reviewed Sept. 29, 2023

    Called and spoke with representative that sounded like he could really not be bothered. Sent my account transcript and never heard back. Guess I should be happy I didn't send any money. Don't waste your time with this company.

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    Customer ServiceSales & MarketingPricePunctuality & SpeedBilling

    Reviewed Aug. 27, 2023

    Optima is not a scam. They will assist you with your dealings with the IRS. However, the experience was not very satisfactory, and they pretty much did little more than prepare a few tax returns. There was no negotiation with the IRS about penalties; they simply sent me a form and told me to submit it after I pay. They did not complete the work within the time frame they themselves gave me. The accountant, Ann, "forgot" our appointment to prepare taxes, and I had to call the company and get them to reach her. They promised to negotiate, but were vague on specifics and no negotiations were conducted. My team leader told me to call him any time I had a question, and I could never reach the guy on the phone. I had to nag them over and over for months to finish the job.

    In the end, they did submit my returns to the IRS and they did provide me with a document that I can submit to negotiate penalty abatement, but I have to do all that myself. I paid $3500 for Optima's services, but I'd estimate the value of services provided at under $1000. I wouldn't even mind overpaying as long as they did the job so that I didn't have to. But in the end, I had to deal with the IRS myself. I can't recommend them. You are better off hiring a CPA to file your taxes, and then contacting the IRS yourself and working out your payments.

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    Sales & MarketingRates

    Reviewed July 25, 2023

    I gave these guys 4200.00 a year and a half ago! Today they told me they didn’t get one cent of my billl taken off! Not a penalty or interest! I have a lien the same lien as when they started! Not one thing changed besides me losing 4200.00 to their scam! Buyer beware! They are the worst!

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    Customer ServiceSales & MarketingPunctuality & SpeedTransparency

    Reviewed July 25, 2023

    My case is ongoing for 2 years. Phone call are a waste of time. I explain that I prefer email as phone call go to spam. That request is not honored and lead to a frustrated client trying to get updates. When I call in they tell me they are waiting for documents, however as I have explained numerous time the customer portal doe not say they are needing documents and have taken screenshot pictures of the customer portal showing no documents required. Last to phone call they promise to email the documents yet they never show up. Today I told them I would stay on the phone until I got the document in my in box and he actually did that for me however It was for a business and not for my personal account. There is a huge problem with the way they communicate the needs of your case to you. I paid them upfront for the service and it has been a terrible experience with terrible explanation and communication.

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    Contract & TermsBillingRates

    Reviewed July 18, 2023

    Bottom line is Optima doesn't have any "tax experts"- they don't fight for you, there is no team.. They stall for a year- do your next year's taxes- hope some money shakes out and if it doesn't they set up a payment plan with the IRS that anybody could do. The positive reviews only outweigh the negative because they offer dissatisfied customers $350 to sign an agreement they can't write anything negative about the company. I spent 3k to Optima and with the penalties and interest due to them stalling I ended up owing roughly 2k more to the IRS than when I contacted Optima. You can read the fake positive reviews but look at the negative reviews-- they all say the exact same thing.

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    Customer ServiceContract & TermsPriceRefunds & PayoutsStaffBillingRates

    Reviewed May 25, 2023

    Paid over $8000.00. They eventually told me after I paid all my money "Some people we help & some people we can't help." They eventually drop me as a client when I refused a $975 payment plan a month. For years? Next 5 to 7 years. They allowed the IRS to run my taxes up from a small amount owed to over $35,000. No offer in compromise or tax relief offer was possible. I am a senior citizen & this is the horror I face for trusting these scammers. They offered me $900.00 in settlement for their poor service. I told them, "Keep the money. I'll seek legal actions first." Their final comments were. "Ok when we hear from the other parties you referring to. Then we will address their concerns, & requested responses at that date & time when ever they inquire." "However, for now we no longer consider you as a client with Optima."

    They close my account & all access once they saw The IRS confiscated my 2022 refund check.. So far as of 5/19/23. IRS have confiscated thousands due to me for a refund & other finance I receive. IRS now demanding I pay more by getting equity from my home. Please. Please if you read this & thinking about using Optima? Avoid them at all cost. Horrible! Horrible! Business. If I could rate them lower I would. I made a costly $$$ mistake. Don't do the same. Hope my review help someone.

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    PricePunctuality & SpeedStaff

    Reviewed April 14, 2023

    BUYER BEWARE. TAX PAYER BEWARE. Optima Tax told me "we don't know whether we'll be able to negotiate a settlement for you or not...." BUT, they DID know. They knew that I'd recently married someone whose income made me ineligible for any reduction whatsoever; yet they charged me $8,000 before they told me that.

    I submitted all but 1 of my returns to them completed by a tax professional; paid the $8,000+ fee and then waited while they re-figured the returns, then submitted the returns and finally told me there was nothing they could negotiate. My problem isn't that I owe the taxes, it's that Optima KNEW from the very beginning that they would be charging me $8k for refiguring 5 years of returns and submitting them with ZERO negotiating with the IRS to be done. They KNEW, and they charged me outrageously.

    Then they said, "We told you we couldn't guarantee a reduction;" ignoring the fact that they knew all along there wasn't the **possibility** of a reduction while charging me exorbitantly for services rendered. Adding insult to injury is listening to their incessant commercials on Sirius XM Radio, with glowing reduction stories.

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    Customer ServiceSales & Marketing

    Reviewed March 15, 2023

    Paid $24K and for two years Optima Tax Relief could not even establish some communication with IRS. My bookkeeper eventually established communication, made deal with IRS and resolved problem. Optima Tax Relief is a scam!!!

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    Customer ServiceSales & MarketingPunctuality & SpeedBilling

    Reviewed Feb. 1, 2023

    Just got off the phone with them and I was told I would have to pay the full amount of what I owed from the original start of this process. It has taken me $10,000 and 1-1/2 years to resolve this. All the while the IRS was adding on late fees and anything else they could think of over that time period. Optima was told upfront what I make for salary and yet said nothing until the last day. They told me I made too much to get any relief from the IRS. I could have used an online tax service for $500 and a month of time to complete. Basically, they will take your money and do absolutely nothing but to tell you to have patience while the IRS is running up your bill. In my opinion this is a scam company.

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    Customer ServiceStaff

    Reviewed Jan. 29, 2023

    When you use Optima you are just throwing your money away. You call them, you get no answers. The money you pay them you could send to the IRS. I spoke with a IRS representative on the phone. They are easy to talk with, very polite and she told me people that use tax relief agencies are just throwing money away. The IRS does not negotiate back taxes. You owe what you owe. I did get a one year abatement on penalties from the agent over the phone. Call them first to work out a plan. Don't throw money away using optima.

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    Price

    Reviewed Jan. 7, 2023

    The cost of Optima tax is over 1200.00 per month plus the settlement being proposed is another 4700.00 dollars! I will be homeless in about a month! It would have been cheaper to deal with the IRS directly. Do not use Optima!!!

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    Customer ServiceSales & MarketingPriceRefunds & PayoutsStaffBilling

    Reviewed Nov. 10, 2022

    Around March 2018 I started working with Optima to resolve my tax issue. I would advise you avoid them as they are unhelpful, uncaring, and only concerned with your money. First they charge you an absurd amount of money for services that you can do for free. Second, they are impossible to get a hold of, until you miss a monthly payment or want to pay them to perform another service. And last those extra services you pay for, in my case, they were never performed. I asked Optima to apply tax forgiveness and an offer in kind and paid $495 each time. Only to contact the IRS and find out no one ever filed on my behalf. So after hearing this I called and demanded a refund. I paid around $4500 over the course of 4 years working with them and offered me an amazing $350 refund, which is laughable. And the latest insult is now they won't release the refund until I remove a negative review which is very illegal in California.

    I reached out to other people who had similar experiences with Optima and here is what I discovered. They are a "pay up front" scam, the only reason they avoid legal trouble is because they charge just below the legal limit of fraud. For, example is the limit for fraud is $5000 in California then they'll charge $4995. Also they only set up payment plans with the IRS, which I said before you can do for free, and if you have liens setting up a payment plan and making 3 monthly payments will qualify you for the Fresh Start program which would remove them. Any reputable law firm will tell you that you can do this for free before accepting any money.

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    StaffBilling

    Reviewed Oct. 14, 2022

    I owe lots of money to the IRS and I went to Optima to help me resolve some of this hoping for some kind of reduction!! But nothing!! I ended up owing more after almost 3-4 years processing. Due to the pandemic it took longer!! I paid them 4k for these services...I basically ended up in a 850.00 never ending monthly payment plan. I'm feeling defeated at this point like there's no end in sight for me!!

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    BillingRatesTransparency

    Reviewed Sept. 23, 2022

    This company has no business integrity or accountability; it is a waste of time consulting this firm, consequently, the interest on your debt with the IRS continues to grow...DON'T DO IT!!! It has been almost 2yrs I consulted the service of this company and made all the payments: almost $4k in total including consultation fee of $495, yet NO RESOLUTION! I barely get any case update or feedback from them, but constant request for bank statements which is very annoying. I certainly will not recommend Optima Tax Relief to anyone...No doubt, taking this route was one of my BIGGEST MISTAKEs!

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    Customer ServicePunctuality & Speed

    Reviewed Sept. 15, 2022

    For 3 years I have been on pins and needles waiting on a positive outcome for my tax issues with the IRS. I end up having to pay more to the IRS. This was a waste of my time and money. When calling you are put on hold for a long time and calls are not returned. I would have been better off talking to the IRS myself.

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    Verified purchase
    PricePunctuality & SpeedRefunds & PayoutsBillingHonesty & Transparency

    Reviewed Sept. 12, 2022

    Optima Tax charged me $8140 in December 2021 and did absolutely nothing until I was issued a levy letter in August 2022. I received multiple letters over the time frame about representation being established with the IRS, progression of the case, taxes being prepared, etc. to be told by the Optima RO team those messages were system generated and nothing had been done on my case since full payment in December. There was a rapid attempt to get involved at that point. I moved forward with the IRS on my own so I would not lose everything I have. I had to have another company file my taxes etc.

    I requested a refund and was told I was entitled $1100. They also misrepresented the company to the BBB when I filed a complaint and stated they reached out to me for resolution after the initial insult of refund. Hindsight is perfect, I have been told by the IRS and other tax companies that this is common practice for Optima. I want my money. They did nothing for refunded.

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    Customer ServiceCoverageRefunds & PayoutsMaintenanceStaffBilling

    Reviewed July 31, 2022

    Signed up with this den of thieves 11/07/19 to fix my tax problems. Sent in all required paperwork, initial fee $595.00 and $10,000. So after 1 year and 10 months 2 tax returns, 2 extensions were completed with a installment plan amounting to $895/month. What a joke! What kind of help is this? You can call the IRS and set that up yourself. Since they did not resolve my case to my satisfaction. I FIRED THEM!! This sorry excuse of a tax resolution company will not refund my money. They will want their fees upfront. Suggestion: Get on a monthly payment plan so if they do not resolve your case you can cut your losses. BEST SOLUTION: DO NOT USE THESE GREEDY PIGS AT ALL!!

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    Verified purchase
    Customer ServiceSales & MarketingPunctuality & SpeedRefunds & PayoutsStaffResolution

    Reviewed July 23, 2022

    I have requested their services about a year ago, to help to reduce or alleviate my current tax debt. Even after paying them $4,680.00 for their services, which could of been better used to pay down my IRS debt instead. As of the date of this review, I have not received any good results in my favor. I am being requested that I upload a completed 433-d form which I did so I can start paying $200 a month which is exactly what I was doing prior to contacting Optima Tax relief in the first place.

    I have requested an escalation on my case many times, I requested a callback from a Manager with no avail. I had numerous meeting scheduled by Optima Tax Relief that no one ever responded to. This whole experience has been a joke. They haven't done anything for me or for my case that I couldn't have done for myself. All they do is take your money. DO NOT USE OPTIMA TAX RELEIF!!!!

    Continuation... After leaving the above review, I was contacted by Optima Tax Relief by the "Executive Review Board team" immediately to pretty much tell me that they want to close my case and terminate the relationship and as a courtesy wants to refund $950 of the $4650 I paid them to do nothing... I took a picture of the email received and posted it to this review.

    After doing some research I have found that this a normal practice and I am not the only one that has fell victim to this scam. Do your research folks. Go to the BBB and look at all the 1000 of bad reviews that have been posted about OTR. you can also go to dirtyscam.com and see many more. There is even a Facebook Group dedicated to Optima Tax Relief SCAMS!!! Remember to look at my picture of the email received for verification. I will be obviously escalated this to get my money back... I will be opening/filing a case with the BBB as well. Can you say Class Action Lawsuit!!!

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    Customer ServiceContract & TermsPricePunctuality & SpeedRefunds & PayoutsStaff

    Reviewed May 18, 2022

    I would steer clear of this company. My experience with them started in August of 2021. I uploaded all my tax transcripts, and financial documents. This initial review cost $295.00. No big deal. The IRS was threatening to garnish my wages. I did not get any movement on my case until the week the IRS stated they would enforce collections. This took me contacting Optima, to get some movement. They then charged me $9995.00 to move to a resolution phase. I did not hear from them again until January of 2022. I entered an installment agreement. Which cost me a $225,00 feel (IRS). I paid the agreement early each month. Then the IRS stated I defaulted on my agreement, by not paying my 2021 taxes on time. I presented evidence from my bank, and from my IRS transcripts, that I did pay it on time. April 18, 2022.

    Optima called me and stated that the IRS has reinstated my agreement, and I needed to pay the $225,00 again. I asked them to protest, the default, but the "Tax expert," told me, I had defaulted. Though evidence shows I did not. Another person called, by the way, not until I had paid Optima completely, to tell me they really couldn't do anything to decrease the amount owed. Thanks for not telling me earlier. I would have rather used the money I paid them to go towards my debt. Bottom line...I paid over $10,000.00 for them to make a few phone calls, and fill out a few publically available forms. I could have done all of this my self, but I was a fool. The IRS has independent tax experts that can help do this for free, Please, use my expensive mistake to save yourself money and frustration. I do not recommend working with this company. A tax attorney would have been cheaper.

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    Customer ServiceContract & TermsSales & MarketingBilling

    Reviewed Feb. 6, 2022

    DON'T DO IT. Optima was attentive and present with us until we paid the required legal fees. Then they basically ghosted us unless we contacted them. Many times we did not even get a callback or response on our inquiries. We were told we were being protected from any I.R.S. threats or levies for nearly 2 years but never given a status on what or was not being done or negotiated on our behalf. We continued to receive and uploaded to Optima threatening notices and documents we were getting from the I.R.S. It was as if we were not being represented by Optima.

    Make sure your account is managed by a licensed practitioner because obviously ours was not since they dropped the ball on our installment agreement that left us unprotected for 3 and half months enabling the I.R.S. to levy our first two 2022 retirement annuities for 2 months. After this happened, we were then informed by Optima that we made too much money to be eligible for any federal program that would absolve all or a portion of what we owed ($18,000). But what they could do was to reinstate an installment agreement with the I.R.S. that once in effect our annuities would no longer be levied as long as we made payments on that agreement. This is something we could have done ourselves. Optima did not represent protect or negotiate on our behalf with the I.R.S. It's a SCAM and we regret doing business with them.

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    Customer ServiceStaff

    Reviewed Nov. 4, 2021

    I paid a lot of money to have Optima Tax Relief help me settle my debt with IRS. They did my taxes. I had an email account closed on my that had all the information for them. I called several times, emailed a few times and was asked to give a time when an agent would call. I did that but, they either did not call or they called at another time when I could not talk to them. I talked to several people there but, I believe I just got the run around. I lost a lot of money to them.

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    Customer ServiceBillingTransparencyTimeliness

    Reviewed Sept. 23, 2021

    Be careful with these guys. I am a service comnected disabled female veteran and this is NOT OK! Their responsiveness and communication is great until you make your final payment to start the resolution process then boom! Crickets. I've filed a BBB complaint about these folks and am trying to battle finalizing my tax issue with the IRS myself, even though I paid them $1500 and absolutely NO RESPONSE WHATSOEVER. Jennifer ** should be ashamed of herself for handling a client like this. I have multiple notices from the IRS and have no way of even getting an update from anyone with this company on what I'm supposed to do or not do. After making numerous phone calls I finally got someone on the phone who tells me I was reassigned to a Devin **. He is also "unavailable" just like Jennifer **. This is completely unacceptable.

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    Customer ServicePricePunctuality & SpeedStaffBillingRatesFollow-ThroughHonesty & Transparency

    Reviewed Sept. 21, 2021

    I am writing this review as a warning to all possible future clients of Optima Tax Relief. This is all the stuff they will not tell you. They prey upon you because you're in a bad spot and you want to be protected from the IRS. Let me tell you what my experience was with this company. They say they have a 2-phase process; it really has three phrases. The 1st phase is to collect your money for themselves. So, in my case I owed the IRS quite a bit of money, over 100k. They offered to take my case for around 10k, which I had to finance. I filled out a power of attorney for them to represent me with the IRS. Then nothing happened with my case until I had paid the full amount. Which took about 14 months to pay.

    They say they will protect you from liens and garnishments, but what they really mean is we can protect you from those actions after you have entered a payment plan with the IRS. Which they won’t really pursue for you until they get all their funds. The result of their protection is I had a lien placed on my house from the IRS for the full the amount I owed them. In fact, at one point, they asked for my tax documents so they could do my taxes for me or go through them, it was never clear what they wanted to do. At any rate they never followed through with any kind of analysis of my tax situation or nor did they ever do my taxes. After the 14 months they told me I had to enter into a 2900 dollar a month payment plan with the IRS, because that is what the IRS wants me to pay. I asked, "Aren't you guys supposed to negotiate an affordable plan for me?"

    They said, "We must accept the payment plan the IRS offers based on your financial situation, all calculated by the IRS." Now mind you this is all something you can do for yourself. Once you get into a payment plan with the IRS then apparently is when the Optima Tax Relief magic happens. But to be honest this is where all my confidence in the process left me. I struggled to get them to call me back, I spent far more time on hold than actually speaking to people. I struggled with being told things I felt they could not deliver on.

    All they kept saying to me is accept the payment plan and then we can protect you. I got the opportunity to refi my home and decided to roll the IRS into that refi to remove the lien. All I needed was payoff statement from the IRS to get this completed. I asked Optima to provide this for me. Seven calls and two weeks later I got so fed up trying to get this from them. I called the IRS directly and asked for this document, fifteen minutes later I had the doc. Call the IRS, see if you qualify for hardship or fresh start programs. The IRS wants to work with you, they want their money and realize every person is different. Save yourself the money and hassle of dealing with these guys. I wish I had.

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    Staff

    Reviewed June 30, 2021

    My experience with Optima Tax Relief has been extremely positive. They treated me with respect and advised me on everything I needed to complete for each step of the process. Every question I had was answered, and every expectation was explained. Dealing with the IRS and tax law can be very difficult. The professionals at Optima helped me understand what needed to be accomplished and when. I would suggest their service to anyone that has outstanding tax Debt.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you David! We understand working with the IRS can be a difficult and time-consuming experience, so we're proud to have stepped in for you! Congrats!

    Customer ServiceSales & MarketingStaff

    Reviewed June 28, 2021

    I had saw the commercial and ads for Optima long a long time before I decided to give them a call and I’m so glad I did, the best decision of my life. I owed almost $20,000 to the IRS. They help me put this behind me and I didn’t have to pay the IRS anything. Thanks Optima.

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    Optima Tax Relief
    Response from Optima Tax Relief

    We're so glad you finally called us, Rita! So many of our clients say they "wish they had called sooner!" Thank you again.

    Customer ServiceStaffHonesty & Transparency

    Reviewed June 28, 2021

    I paid Optima Tax relief $5000 to literally do nothing for me but take my money get my wages garnished and mis-filed my taxes. To top it off, when I filed a complaint with the State of CA, the response from Optima Tax relief was far from the truth on all accounts. They even disagreed with me claiming the fact I am a single mother of 4, embellished my income and stated absolute lies. I am now dealing with my tax issues on my own and trying to recover from the financial destruction Optima Tax Relief created. Don't get sucked into their trap. They will financially obligate you to pay them instead of your taxes, they do not speak with the IRS or taxing authorities and they do not help you. My fight with them is not through.

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    PriceStaffBilling

    Reviewed June 28, 2021

    I was 100% satisfied with my experience at Optima. They took the time to work with me on a one on one basis to resolve my tax issues. I feel that they were an affordable and effective solution to my tax problem. They filed old returns that needed to be taken care of and helped me with the legal side of dealing with the IRS. I could not of done this on my own. They were instrumental in getting me a good settlement and payment plan.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you Dennis! We work one-on-one with our clients to ensure an excellent experience. Congratulations on a great resolution.

    Customer ServiceStaff

    Reviewed June 28, 2021

    Optima Tax Relief is a very professional service and I would recommend anyone to them. They have made my life a lot easier by handling my Tax problems with the IRS, it was very difficult to deal with the irs with calls and dealing with the paperwork but Optima tax relief handled all that for me and I couldn't have been more pleased.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thanks Monica, it's been great to work with you!

    PriceStaffBilling

    Reviewed June 17, 2021

    Optima Tax was able to help us through our tax situation. My family was faced with a situation where we did not file taxes for several years. Optima was able to file the back years and get us one payment for all. It is pricey, but they were able to get the job done.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you Thomas! We understand that was a difficult situation, and we are glad to have helped you and your family through that situation.

    Staff

    Reviewed June 16, 2021

    Stress relief and confidence knowing that our tax problems were about to resolved by a team of great professional who cares about other people in need of help with their tax problems just knowing someone cares about others.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you for the kind words, Sarah. We're always here if you need us!

    Customer ServiceStaffCommunication

    Reviewed June 16, 2021

    Optima helped me a great deal. It took some time but at the end I was very satisfied. They called at least once a month to keep me informed on my progression of my status and the IRS off my back. The end results .... Great.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Glad you're enjoying the results, Travis. We're proud to have brought you to a phenomenal resolution, and we always prioritize communication to keep our clients informed every step of the way.

    Customer ServicePriceStaff

    Reviewed June 14, 2021

    The customer service was great and very informative. Although the process was little long it was very well worth it. Thank you Optima for resolving my tax issues. I would refer your services to my friends and family.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you Williams, we're proud to have brought you to an excellent resolution.

    PriceBillingValue

    Reviewed June 13, 2021

    Optima was a pleasure to work with! I was a little apprehensive about hiring them at first. However, they were able to negotiate with IRS and get me on the Fresh Start Program with affordable payments. This company has saved me tons of headaches and were able to reduce penalties so the expense was worth every penny.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you, Brian! Glad our service was worth every penny, as we reduced enormous penalties for you. Thanks!

    Customer ServicePricePunctuality & Speed

    Reviewed June 10, 2021

    I finally reached out to the experts at Optima Tax Relief to resolve many years of tax problems. With increasing fees, late charges and constant threats from the IRS of garnishing my income or taking my home, I could not endure the stress I was experiencing. Optima Tax Relief provided the expertise, communication and resolution to make my financial tax headaches go away. Thank you Optima Tax Relief!

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thanks Kathleen! It's great you no longer have to deal with the stress of your situation. We understand what a difficult scenario you were in, and we're proud that our expertise was able to save the day!

    Customer ServiceHonesty & Transparency

    Reviewed June 7, 2021

    I was extremely scared and worried about what would happen to me. I heard about Optima Tax Relief on the radio and decided to give them a call. I heard of other places but I don't know why I felt as if this company was super legit and they were. They did all the work. I just had to be completely honest and let them know what was going on. To this day I am free of tax debt and would highly recommend this company to anyone facing tax issues.

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    Optima Tax Relief
    Response from Optima Tax Relief

    We do all of the work so our clients can relax! Thank you for choosing us and continuing to recommend us, Joseph!

    Customer Service

    Reviewed June 1, 2021

    I went to Optima Tax Relief because I had a huge burden of a a large amount that I owed to the IRS. I was hesitant at first because I thought, "Oh this is another company that will just take my money." I was so wrong, I owed the IRS over 60,000 and Optima got that reduced so much and I do mean way low that I can now relax and live with the weight of the world (IRS) off of my shoulders. I would highly recommend Optima Tax Relief to anyone that owes the IRS. They will work hard on your behalf and be right by your side throughout each step. I'm glad that I made that call to them.

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    Optima Tax Relief
    Response from Optima Tax Relief

    That's an incredible resolution, worth sharing with everyone! We're proud to have been an award-winning resolution firm, reputable with our clients. Thank you for continuing to recommend us and we're so glad you called us as soon as you did!

    StaffTransparencyCommunication

    Reviewed May 30, 2021

    I owed quite a bit on taxes. Optima help me out answer all my questions was always polite and very helpful. They always kept me update and was very helpful to make sure I had help filling out what paperwork. I highly recommend Optima.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you, Samuel! We appreciate that you took the time to share your thoughts with us. Our team puts our clients first, every time. It's second nature for us to treat our clients with kindness and respect, so we're glad you felt that!

    Staff

    Reviewed May 28, 2021

    To tell you I was worried is an understatement. Letters upon letters kept me up at night with the fear of garnishment or possibly more. You hear the commercials all the time, but think that'll never be me! Well it was me. I didn't know where to turn, so what did I have to lose?? From the beginning, Optima made everything easy to understand. You talk and deal with a number of people, but the one who stands out and was always there to help and take my questions was Catalina. Without her help, I think I would have just given up. I never got to thank her at the end, so I'd like to do that now.

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    Optima Tax Relief
    Response from Optima Tax Relief

    We understand that you were in an incredibly difficult predicament. Thank you for sharing your journey with us. We're so proud to have provided you with an amazing resolution, and we're passing on the kind words to your team!

    Customer ServiceStaffTransparency

    Reviewed May 26, 2021

    Optima Tax Relief maintained professionalism adequately. They were beyond precise with their explanations; with continuous guidance & communication. My issues are now under control. Now I can concentrate on advancement & progression. Thanks.

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    PriceValue

    Reviewed May 19, 2021

    This company was a godsend to my difficult tax situation. I highly recommend this company to anyone. It was worth every penny of my upfront fee. The offer in compromise was more than I expected. My case manager

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you for your great feedback, Brenda! We're so happy to have assisted you in a difficult situation.

    Staff

    Reviewed May 19, 2021

    Optima Tax was very professional and resolved my tax issues. From the beginning they were professional and in the end the IRS owed me money. It was one of the best experiences I have had with a company of this type.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you for the great feedback Michael! It was a pleasure to work with you.

    Reviewed May 13, 2021

    Thanks to Optimal Tax Relief my burden is gone. Since 1993 I owed the IRS a lot of money but thanks to optimal tax relief my burden was erased. I've owed IRS and child support for years which put undue burden on my finances. My head was spinning doing side work and a full time job. It was so exhausting and I had to do something about it and thanks to optima tax relief I can breathe again.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Resolving our client's stress is our priority - we take on your burden and make it OUR burden! We're proud to bring you the "relief" in Optima Tax Relief. Congrats!

    Punctuality & SpeedStaff

    Reviewed May 7, 2021

    I had over $10,000 in unpaid IRS taxes and late fees. Optima representatives contacted IRS and made repayment plans suitable for my fixed income. Every Optima representative has been courteous and professional.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you for taking the time to share your feedback, Joyce. It has been wonderful to assist you in your tax resolution, and we're happy to hear you found the team to be "courteous and professional!" Our team enjoyed working with you - please don't hesitate to reach out if you need anything else!

    Contract & TermsPriceRefunds & PayoutsBillingHonesty & Transparency

    Reviewed May 3, 2021

    My husband and I hired Optima in Sept 2018, it is now May 2021. They blatantly lied to me on many occasions. The new firm that hired said the reconsideration they told me several time was NEVER filed. They also said that Optima has an entire department dedicated to giving refunds in exchange for removing bad reviews.

    In the end I asked for proof that the reconsideration was actually filed 3 or 4 times and, though promised, they never sent it. They were trying to get me to agree to a payment plan for the full amount the IRS said I owed. They told me it was only for my protection and that when the reconsideration decision was made, I would get refund of monies paid over the amount IRS determined I still owed. They lied! If I would have done this, I would have owed the original amount determined by the IRS.

    They also told me that the collections department of the IRS does not communicate with the audit department that reviews reconsiderations. Yet another lie. I received several notices that the IRS was going to place a levy, because they never filed a Power of Attorney after the 1st one was retracted due to a bankruptcy my husband had to file. They retracted first Power of Attorney and were supposed to file a new one that applied to only me until the bankruptcy was discharged, they didn't. They also did not file a new one once bankruptcy was discharged like they said they would. Bottom line, they are manipulative and just tell you what they think you want to hear. Not saying they are not successful in simpler cases. Mine is complicated, but Optima almost cost me $32,000!

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    Customer ServiceContract & TermsPriceRefunds & Payouts

    Reviewed April 23, 2021

    Please save yourself thousands of dollars and endless hours of aggravation. There is not enough room here to fully elaborate on my horrible experience. I paid for months and got nothing. I finally was against a deadline and had to pay someone else to file my current taxes properly as the way they were going to file was costing me thousands more dollars. You can't reach a human unless they are collecting your money. The robo calls were awful. I basically had to do all of the other years of unfiled taxes myself. They never contacted the IRS on my behalf. They never fulfilled any of their obligations to me and refused to refund the $1500 I had already paid them. They offered me $300 as a courtesy. As if!

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    Optima Tax Relief
    Response from Optima Tax Relief

    We would sincerely appreciate the opportunity to speak with you again to further discuss your case, since we take all of our clients' concerns very seriously and strive to address every issue brought to our attention.

    Upon receiving your review, we've been diligently trying to locate you in our system but your review didn’t provide enough identifiable information to locate you. We welcome you to call (800) 965-3192 to speak with one of our QA Specialists, whenever you are ready!

    Sales & MarketingPricePunctuality & SpeedMaintenanceStaffBillingRates

    Reviewed March 27, 2021

    I waited a couple of weeks to write this, as I was so angry (and still am) about this entire process. I had one year of a tax filing that needed to be explained, and it took them 9 months to tell me that they basically couldn't do anything but get me a payment plan. I paid them almost $7,000 for this service, plus, I get to pay all the penalties and interest that accumulated while they dragged their feet. Oh yes, the IRS continued to add interest to my account while we waited on Optima. I've not read anyone paying what I paid, and guaranteed, I could have gotten this deal myself. It is nothing but a payment plan. They don't negotiate your penalties and interest. You have to fill out a form and do that yourself. They don't offer any suggestions or help with this at all.

    So, basically, I filed my taxes for that tax year, and waited on Optima for 9 months to get something done, and did not get one break..., not one. All taxes have to be paid in full, plus penalties and interest..., oh, but I did get a payment plan. All for the low cost of $7,000. I would certainly do more research and check out other firms first if I had to do it all over again. But having never been in this situation before, I was truly naive. Please don't make the same mistake I made. This is the biggest scam ever.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you for your feedback. Upon receiving your review, we've been diligently trying to locate you in our system but your review didn’t provide enough identifiable information to locate you. We welcome you to call (800) 965-3192 to speak with one of our QA Specialists, whenever you are ready.

    PriceBilling

    Reviewed March 8, 2021

    Be very leery of any service that requires full payment up front. I did not have a good experience and I lost thousands of dollars with no results to show for it. I finally had to pay more money for a tax attorney.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you for your feedback. Upon receiving your review, we've been diligently trying to locate you in our system but your review didn’t provide enough identifiable information to locate you. We welcome you to call (800) 965-3192 to speak with one of our QA Specialists, whenever you are ready. We will be more than happy to speak with you directly about your concerns. We truly hope you provide us with an opportunity to turn your experience around, and we are looking forward to hearing from you.

    Customer ServicePricePunctuality & SpeedOnline & AppRefunds & PayoutsBillingTimeliness

    Reviewed March 1, 2021

    They will promise the moon and the stars to get you to sign. I would love to give 0 stars! Our experience was TERRIBLE! They will charge you thousands of dollars and not do any real work. Our personal experience and the experience of many others, as found on the Better Business Bureau website is that they will never do any work. We have been with them for over a year and they have not made any progress or reduced any penalties and the payment plan that we set up ourselves with the IRS, is still the same payment plan. They stated that they would file the current taxes and that was a year ago. Of course, they never filed the taxes.

    We finally had to go to HR Block because the IRS was threatening us with additional fees. Do not sign up with this company. They will take your money and get nothing accomplished. Just review them on BBB. org. The numerous complaints listed are textbook Optima. You will never get serviced. Optima's playbook: Step 1: They will take all your money (thousands), contact you numerous times requesting the same docs, stating that they never received them, although you have your confirmations.

    Step 2: You are now outside of a window of when they claim you are eligible to receive a refund. Step 3: It's been months and no response from them, and you are growing weary and feeling defeated. Step 4: You see no results and want a refund. Oh wait, you are outside of their refund window and they offer you a very small amount to go away. Step 5: You take the money so that you can at least recover something and not lose all your money! Do not sign with this company.

    Fyi: Beginning of February 2021, I told them I would bring awareness to their unethical business practices, through our personal experience. Since then, a lot of positive reviews have populated, especially on the BBB website; however, you should review the reviews prior to that timeframe to get to the truth!

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you for sharing your feedback. We want to assure you that we strive to provide the highest quality of customer service as well as obtain the best resolution for our clients. In light of receiving your comments, we have notified our QA team and expedited your case to those solely dedicated to addressing and resolving your specific concerns. We encourage you to continue working with us so that we can address your concerns to your complete satisfaction.

    Customer ServiceSales & MarketingPunctuality & SpeedRefunds & PayoutsMaintenanceStaffTransparencyHonesty & Transparency

    Reviewed Feb. 18, 2021

    I contacted Optima Tax Relief for assistance with correcting a problem with the IRS. They listen to my problem and assured me they could help correct it. I believed them because their advertisements guarantee they will fix your problem or refund your money. That was lie. They took my money and just reviewed all the documents I sent to them. The only time I heard from them was when I called. They never call or send emails. You have to contact them for updates and then you get excuses about your case. I waited almost a year for them to tell me "Well it looks like we cannot do anything to fix your problem, so the best for you is to pay the IRS the money back." Almost $3,000 just for that. They are not an accredited company. They don't even call or contact the IRS for you. If you want a refund, they will give you back a small portion just try and please you. They have false advertisements that say they are the best. They are the worst.

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    Mindi increased rating by 3 stars.
    Customer ServiceTechPunctuality & SpeedRefunds & PayoutsStaffBillingFollow-ThroughHonesty & Transparency
    After a positive interaction with Optima Tax Relief, Mindi increased their star rating.

    Reviewed Jan. 23, 2021

    I contacted Optima Tax Relief on or about October 2020 and spoke to a representative named Nik who made me false promises and talked me into giving them over 90% of my SSI per month for 7 months to help me with an IRS problem. I then had MAJOR issues getting assistance or help and never heard from Nik again. I was later put in touch with Leah who said my case had been passed to someone else who supposedly "left me a message". I asked to cancel my services because I did not get the assistance I was promised. I was told that I could cancel but I would only get back around $1200 but I paid them over $2000. I was told they could not help me unless I was available all the time by phone but Nik said emails were fine since I am disabled.

    I was LIED to and now I have been told I have until 1/28/2021 to make a decision to keep the services or accept the offer of $1200. Optima tax relief has done NOTHING to help me with my debt at all. They are NOT available for one-on-one help as promised and in fact very condescending and threatening to me. I feel as though I have been taken advantage of to the highest degree by vultures, using my disability against me as well as taking almost all of my income during Covid-19 and refusing to reimburse me all of my funds. If you go to the website for Business Consumer Alliance and look up the complaints, they are all VERY similar to mine and Optima Tax relief refunded all those people their money in full but not me.

    I feel like they took advantage of my mental handicap and are trying to strong arm me into signing a contract for settlement or continuance. They said they received my complaint from the BCA but would NOT offer me a full refund as they did all the others. That is discrimination at the highest level and I will NOT give up my rights or my SSI payments to them when they can't be bothered to keep promises.

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    Customer ServiceContract & TermsSales & MarketingPunctuality & SpeedRefunds & PayoutsStaffTransparency

    Reviewed Dec. 9, 2020

    Optima put me in a very difficult situation. I engaged in an agreement with them to support me in a tax situation and file amended tax returns for 3 years. My taxes had been filed as income (37%) and not long-term capital gains (15%) from a sale of a business which created a large amount owed. In working with Optima, they updated my returns and they were signed by my wife and myself to file on our behalf. I have emails to support this communication with Optima. Three years later I received a notice from the IRS stating I owed a large amount with penalties attached. I contacted Optima and again received confirmation, via email and phone, that the returns had been filed. I then contacted the IRS and I was told they had not been filed. I contacted Optima with this information and they retracted their original statement that they we indeed filed. They issued me a full refund.

    I did not know at the time that you cannot go back over 3 years to file an amendment. This resulted in a very messy situation in which I had to obtain another tax attorney and we are still sorting this out. The IRS is threatening to take my house and any other asset they can get. I would advise that you get a group that allows you to talk to actual attorneys and not representatives. It has put us in an unbelievably difficult situation. Be very careful!

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    Customer ServiceTechPriceStaffBilling

    Reviewed Dec. 7, 2020

    I contracted with Optima tax relief and made the initial down payment and two monthly payments and then COVID hit. I explained to them I was very limited in working and I could afford lower payments. They were kind enough to give some months without payments until my situation improved. I had paid over 2500 into this company already, for what? I asked several times what they did for $2500 besides maybe sending the IRS a letter starting to work out my situation. The customer RETENTION Dept called me which is a joke...because there is no retention at all telling me in Oct they were going to cancel my account and the IRS would move forward in collecting back taxes.

    The gentleman Branden ** I spoke with a few times and told him I could make some lower payments, but he stressed several times they could not lower my payments until I paid another $1000.00 and then could look at lowering my payments. I explained I could not make a $1000 dollar payment at this time and is there any other alternatives....no of course there was not..$1000 or they would cancel,,,, which they did. Now I am out $3000, the IRS has sent me letters saying I would be turned over to a collection company, and I am no further along than I started with Optima but $3k down. My recommendation is you go with another company and do not waste your time with Optima...they are all about getting as much money from you as possible and when you cannot they drop you right in the middle of your resolution.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Upon receiving your review, we've been diligently trying to locate you in our system but there is not enough identifiable information to locate you. We welcome you to call (800) 965-3192 to speak with one of our QA Specialists, whenever you are ready. We will be more than happy to speak with you directly about your concerns. We truly hope you provide us with an opportunity to turn your experience around, and we are looking forward to hearing from you.

    Profile pic of the author.
    Contract & TermsTechPricePunctuality & SpeedRefunds & PayoutsStaff

    Reviewed Dec. 3, 2020

    I cannot warn you enough to stay away from Optima Tax Relief (OTR) as a tax resolution service provider. There are other (better) choices out there... I suggest you engage a company closer to where you are located instead of engaging OTR in California. My "resolution" took well over two (2) years to complete and only then did it get finalized through my direct intervention and taking control back from their inept staff who only acted as a postbox between myself and the IRS.

    Just one of my many issues with them was the fact they filed my 2017 Tax Return and a year later I received a Notice from the IRS that I filed incorrectly and owed additional taxes, fees and penalties totaling more than $27,000. OTR has acknowledged their culpability as they've offered a "partial refund", but nothing close to the additional amounts they've cost me through their errors, omissions and negligence. And that is the least of my problems with OTR! I am already discussing my options with legal counsel... Yes, they were THAT bad! Please do not engage OTR... They will NOT deliver for you and only cost you more money, time and frustration! Don't do it! Good luck!

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    Optima Tax Relief
    Response from Optima Tax Relief

    Thank you for your feedback. We would sincerely appreciate the opportunity to speak with you again to further discuss your case, since we take all of our clients' concerns very seriously and strive to address every issue brought to our attention.

    Upon receiving your review, we've been diligently trying to locate you in our system but your review didn’t provide enough identifiable information to locate you. We welcome you to call (800) 965-3192 to speak with one of our QA Specialists.

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    Sales & Marketing

    Reviewed Oct. 8, 2020

    This organization is a scam. They are completely and utterly inept at managing detailed tax returns. Their ultimate goal is to leave you hanging until every dime is squeezed out of your bank account. Optima can only handle those types of returns that utilize BASIC formats. You remember, the same forms you alone could easily complete to account for part time employment during your high school and/or college years! I am so happy I caught on to their thievery!!!

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    Optima Tax Relief
    Response from Optima Tax Relief

    We sincerely appreciate the feedback you provided. We want assure you that we strive to provide the highest quality of customer service as well as obtaining the best resolution for our clients.

    In light of receiving your comments, we have notified our QA team and expedited your case to a Specialist dedicated to addressing and resolving your specific concerns. They will be reaching out to you ASAP, and we encourage you to continue working with us so that we can address the issues.

    Refunds & PayoutsStaff

    Reviewed Sept. 3, 2020

    Optima helped me out with my tax problems. I highly recommend Optima to anyone that has any tax problems. I thought I owed back taxes but Optima got me a refund which was great. They communicated with me thru the whole process.

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    Reviewed Sept. 3, 2020

    When I first found out about my IRS problems I was devastated. Optima walked me through all the troubles that I had no idea how to do. I recommend Optima to all the people that feel they have nowhere to go. Optima is the place for safety from the IRS.

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    Customer ServiceStaff

    Reviewed Sept. 3, 2020

    I was doubtful Optima could help my overwhelming situation. Looking back, they provided excellent professional service, and treated me like a human being. My case manager's name was Deshon **. She reassured me throughout the process that things would work out fine. When I got the settlement call, it was such "Good News" I asked Deshon to "HOLD THE PHONE" while I did a happy dance, and I did!! I will gladly recommend the service to anyone in need of tax help. Keep Thriving Optima!!

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    Customer ServiceStaff

    Reviewed Sept. 1, 2020

    I am pleased to say that Optima Tax Relief can really help you with your back taxes. They helped me settle my tax debt with the IRS. No more phone calls or piles of letters in the mail. It was a easy process and they made me feel like they really cared. I would recommend Optima Tax Relief if you need a team of good caring people to help you settle your Tax problems.

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    Staff

    Reviewed Aug. 31, 2020

    I use Optima Tax Relief for a tax problem that I had they were very professional and very supportive they looked out for me and didn't keep me hanging in the Wind. The support and work that I received from them was A+, I would definitely use again.

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    Customer ServiceStaff

    Reviewed Aug. 31, 2020

    Well I was very frustrated about my taxes over the last ten years. So I was looking up a company to help me with my tax problems and when I searched for the BEST company to help me, Optima was ranked #1. So that is when I called them and they listened to my complaining and when they replied, I was beginning to smile when I heard them saying how they would be able to help me. Now, if I hear a friend talking about their situation in taxes, I will discuss this with them and give them the phone #...

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    Price

    Reviewed Aug. 27, 2020

    I knew that I couldn't handle the IRS alone. So I contacted Optima because of numerous letters from the IRS. Within in minutes of taking my information, I began to feel at ease. I tell you that I haven't received any more letters from the IRS. And they handled ALL my tax issues and even the final settlement with the IRS was very, very affordable. Thanks Optima.

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    StaffBilling

    Reviewed Aug. 27, 2020

    Omg. Optima Tax really blessed me... The IRS wanted me to pay 700 a month after optima tax preparedness my taxes. I only had to pay 258 a month .. What I love about this company is you really do nothing. Really. They work hard for you and all you have to do is relax and they have great payment plans that will match your budget and even after my taxes was done optima tax still contact me to make sure I’m ok and if I had any questions ... if you need anyone to help you with back taxes go to optima tax. You won’t be disappointed.

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    Customer ServicePriceStaffBilling

    Reviewed Aug. 26, 2020

    My experience was none other than pleasant and professional every step of the way. I originally received a payment that was not affordable for me. A representative called me to discuss my case and informed me of my payment amount and it was an affordable one.

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    StaffBilling

    Reviewed Aug. 25, 2020

    I was having some tax problems and was on the verge of being garnished. Optima Tax took care of everything and was able to sort it all out and got me a payment plan that better suited me. Very knowledgeable and very friendly. I would recommend to anyone.

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    Customer ServiceContract & TermsSales & MarketingRefunds & Payouts

    Reviewed Aug. 24, 2020

    My wife and are older. When all the papers came from the IRS, we panicked. I had seen an ad in the TV about Optima Tax Relief and decided to make a call. We were treated kindly and professionaly. Within weeks, we had made arrangements to pay back taxes owed in a way we could handle. Nice people.

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    Maintenance

    Reviewed Aug. 24, 2020

    I highly recommend Optima Tax Relief. I tried handling my tax situation myself at first but boy was that a mistake! I would not suggest going up against the IRS alone. It will not work out in your favor. After I signed up with Optima Tax Relief, they handled it from there and finally I had my tax situation resolved. I was very pleased with the result.

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    Reviewed Aug. 24, 2020

    I was swimming in tax debt! I contacted Optima Tax and they saved me from incurring additional penalties and fees. I would have been in serious trouble with the IRS had they not stepped in and intervened. Thank you for a job well done!

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    Staff

    Reviewed Aug. 21, 2020

    Optima Tax Relief has been very professional and easy to work with. They explain everything, through every step of the process and make it easy to understand exactly what's going on. They resolved my tax issues by working with the IRS on my behalf, I'm truly grateful.

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    PriceStaffBillingHonesty & Transparency

    Reviewed Aug. 21, 2020

    Regarding my experience with Optima Tax. There are times in your life where you have to make a decision and move forward where you are unsure of the outcome. Taxes can be complicated but dealing with the IRS by your self is a losing situation. We chose Optima Tax to help us with our tax situation based on three criteria. 1) Honesty, 2) Professionalism and 3) Results. There are other Tax companies out there but Optima is the best. Easy to work with, easy payment solutions and affordable. Do your self a favor and contact Optima Tax today. You'll be happy you did. Regards, M. Hudson NC

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    Customer ServiceTechPunctuality & SpeedStaff

    Reviewed Aug. 20, 2020

    I was scared to death and worried beyond belief over our back taxes. We contracted Optima Tax to help us with settling with the IRS. They handled EVERYTHING for us... the things we needed to do came within easy to follow instructions and guidance available. Each stage was handled with as much speed as possible and they even finished it DURING A PANDEMIC!! We could not be happier!! Don’t lose any more sleep worrying about liens etc.. CALL THEM!

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    Customer ServiceStaff

    Reviewed Aug. 20, 2020

    Top flight professionalism. Excellent attention to detail. Outstanding customer service. The team that I was assigned really gave me a sense of humor ash and comfort. I am thoroughly satisfied with my experience with them.

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    Staff

    Reviewed Aug. 19, 2020

    Optima was there for me throughout the entire process acting on my behalf to resolve my tax issue beyond my expectations. I highly recommend them. Every time I felt overwhelmed Optima stepped in and guided me through the process.

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    Customer ServiceStaff

    Reviewed Aug. 18, 2020

    After years of owing the IRS, Optima Tax listen explained what the best solution was for me. I was worried about the letters I received, but when I explained it to them, they said they could help. They took care of it all. they lifted a large weight off of my shoulders. If you need help do not be afraid to call Optima Tax. You will definitely be pleased.

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    PriceBilling

    Reviewed Aug. 14, 2020

    Contacted them to work with IRS on debt. After 8 months of switching case manager after case manager and they finally get a payment plan set up. This did not stop check levy and now cost more per month.

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    Optima Tax Relief
    Response from Optima Tax Relief

    Hi Bill, we sincerely appreciate the feedback you provided. We want assure you that we strive to provide the highest quality of customer service as well as obtaining the best resolution for our clients. In light of receiving your comments, we have notified our QA team and expedited your case to Specialist solely dedicated to addressing and resolving your specific concerns who will be reaching out to you ASAP.

    Customer ServiceStaff

    Reviewed Aug. 13, 2020

    Optima Tax listen explained what the best solution was for me. I did not to worry about anything. They took care of it all. I owed IRS a large sum of money. If you need help do not be afraid to call optima tax. You will definitely be satisfied.

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    Staff

    Reviewed Aug. 4, 2020

    Optima Tax Professionals helped us through a very stressful situation. We were afraid and didn’t know what to do. They stood by us every step of the way. Optima was able to negotiate a resolution that worked for us. I would highly recommend OTP!

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    Resolution

    Reviewed July 30, 2020

    I was behind in filing my tax returns for 3 years. Optima Tax Services caught me up and brought my stress level down 90%. The process seemed like it took a long time but they resolved my issues with the IRS. Thank you Optima.

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    PriceStaff

    Reviewed July 29, 2020

    I was unsure what to expect and how the interaction would be. They are a group of highly qualified professionals, they seamlessly guided me through the process. The experience was fantastic, they were Detailed and took charge at a time I felt helpless! Highly recommended.

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    Customer ServiceSales & Marketing

    Reviewed July 28, 2020

    I owed the IRS over 16,000.00 I was scared, nervous and saw no way out finally. I saw a commercial on TV about Optima Tax. I wrote down the number. Call the number. My first conversation was very reassuring. From then on it has been smooth sailing. They kept me informed all the way. I would highly recommend their services no matter how small or large the amount you owe. Won't be disappointed.

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    Staff

    Reviewed July 23, 2020

    OTR, what can I say other than thank you. Their agents, caseworkers and tax pros pulled off a miracle. Saved me tons of $$. They worked pretty hard to get the result they did. Kudos to everyone @ OTR.

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    Staff

    Reviewed July 23, 2020

    We hadnt paid taxes since 2009 and due to a fire had no paperwork. They answered all our questions, were very helpful and friendly. They took care of everything so now we are right with the IRS. We owe nothing - a big weight off our chest.

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    Customer ServiceStaff

    Reviewed July 22, 2020

    Was in such a mess after not filing taxes for years. The mental anguish was growing into a huge problem.. Called OPTIMA TAX and right away was relieved. Simple easy to follow steps and before you know it I was in compliance with the IRS. I recommend this company to anyone who has tax problems. They are very professional.

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    Staff

    Reviewed July 22, 2020

    After many sleepless nights I reached out to Optima regarding my tax situation. It was the best decision I made. They helped me tremendously and relieved a very stressful situation. I would recommend them to anyone. Thank you Optima!!

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    Customer Service

    Reviewed July 21, 2020

    So happy that I decided to call Optima Tax Relief when I did. Felt like I was backed into a corner with no way out. So I called and they took my case and turned my situation around for the better. The Best Call I Ever Made!!!

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    Reviewed July 21, 2020

    Everyone was pleasant to work with during this difficult time. Even when I felt defeated and hopeless. They gave me strength to continue to and move through the process. I would recommend this company, without hesitation.

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    Reviewed July 21, 2020

    You can communicate from the comfort of your own home. They walk you through the steps of the process and make you feel confident that you made the right decision. You are assigned to people that are specific to where you are in your case.

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    Staff

    Reviewed July 21, 2020

    Optima helped me with my tax issues and I am now compliant. They were professional, courteous, and worked hard to assist me. I highly recommend them to anyone facing IRS issues. They listened and gave me valuable information and insights in resolving my problems.

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    Customer ServiceStaff

    Reviewed July 16, 2020

    We are pleased with Optima Tax Relief and its employees, especially Ronnie, our tax preparer. Ronnie went the extra mile to make sure our tax needs were met even during an unprecedented public health crisis. Expertise, attention to detail, and a customer service oriented approach are the hallmarks of Optima Tax Relief. We are safely sheltering in place with tremendous peace of mind because we are in good hands with this wonderful company. The sky is the limit now that our tax preparation is in the good hands of the people at Optima Tax Relief. This is a human centered company who truly cares about helping other human beings when they need it most!

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    StaffBillingCommunication

    Reviewed July 16, 2020

    They were very thorough and very good about keeping me informed. They even did my taxes. The payment plan they set up with the IRS is fine and it removed a huge source of stress in my life. I no longer fear those letters. Highly recommended.

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    Customer ServiceStaff

    Reviewed July 11, 2020

    Very professional people. Eager to help. Always attentive. Made everything easy. So glad I made the call. Heard about them on the radio for years but never called until a couple years ago. Staff cared about my needs & always had answers to my questions.

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    Customer ServiceStaff

    Reviewed July 10, 2020

    The best associate who helped me at Optima was Lisa M, a Tax Prep Support Specialist. She is very amiable and always willing to help. When I call Lisa I am confident I will get friendly and quality service. Thank you Optima for hiring Lisa!

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    Contract & TermsSales & MarketingPriceHonesty & Transparency

    Reviewed July 7, 2020

    I am a 24 year military vet on a fixed income. After failing to file my federal taxes for three years, I became delinquent on a federal debt. I made an agreement with IRS and was paying a $150 monthly installment. After viewing, what I now realize, were bogus and misleading ads from Optima Tax relief, I made a costly error. I agreed to have them represent me, which had a cost of over $3600 and a struggle having to pay. After months of them “representing me”, their settlement is for me to now pay IRS $220 month, $70 more than I was paying on my own and I paid Optima $3600 for them to have my installment increased. My point being, “PLEASE DON’T FALL INTO THE SAME TRAP”. IF IT SOUNDS TOO GOOD TO BE TRUE, GUESS WHAT?

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    Staff

    Reviewed July 1, 2020

    Really thankful for Optima Tax Relief, and they work with me through some tough times.. Taxes are really important to me and staying caught up on them is essential... and Optima has helped me every step of the way.. Thanks.

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    Customer ServiceStaff

    Reviewed June 30, 2020

    The staff was very responsive and professional. They help me tremendously and once they became involved my worries went away. Whenever I reached out to them with questions, the responded and my worry eased. It was a great experience.

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    Customer ServicePricePunctuality & SpeedRefunds & PayoutsStaffBilling

    Reviewed June 29, 2020

    Optima Tax Relief help me. I'm a truck driver, few years ago, I decided to lease a truck, You know having the freedom of having your own way to go anywhere you want. And really make it my home on wheels. Anyway, with a truck payment and not getting the miles that I needed to make payments and other bills I had to pay for, I found myself getting behind, especially coming up on taxes. The more I tried to make more money the further I got behind.

    Well, by a couple more years I tried to make it, Now I am desperate. I couldn't even buy any food for the week. Then when it came to do taxes I was already late, I had back taxes to do. I decided to leave the truck behind and find a different job. OK so I was still owed back taxes. I was wondering how I was going to pay taxes. I heard about Optima Tax. Well gave them a call. Optima Tax help me with my back taxes. After settling my case, I didn't owe much to the IRS. Optima Tax Relief help me save money. And now I am back up on my feet. Optima Tax help me, They can help you. Thanks. Optima Tax.

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    Customer ServiceRefunds & PayoutsStaff

    Reviewed June 27, 2020

    Optima was a great help with helping me finally be current with the IRS. I can sleep better at night and actually received a couple of refunds. Optima walked me through some complicated issues. Never deal with the IRS alone, please call Optima, you will be glad you did!

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    Customer ServiceStaff

    Reviewed June 26, 2020

    I was having tax problems and couldn’t seem to to get over the hump so that’s when I called Optima Tax Relief for more guidance. Would recommend them to anybody who is having tax problems and looking for results.

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    Staff

    Reviewed June 24, 2020

    Optima provides total peace of mind. Highly recommend. From the initial consultation to the final negotiation, a very simple process. They stay in touch, requests for information are easily handled, very communicative. Professional advocates working on your behalf against an impossible government agency. It doesn't get any better than this. Let Optima take on this worry so you don't have to.

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    Customer ServicePricePunctuality & SpeedStaffHonesty & Transparency

    Reviewed June 16, 2020

    The Resolution team and taxpayers called and scheduled appointments with me and went over every step of the process in detail. I was told from the beginning what it would quote if I accepted the help. There were no hidden fees. The Resolution team also gave me some tips to make sure I continue to pay taxes accordingly.

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    StaffCommunication

    Reviewed June 16, 2020

    A huge Thank you, Goes out to the Optima Tax Relief team for all your help. It was easier than I thought, they treated me like a person not like a failure. From start to finish they keep me informed, on every step of my process. Thank you again.

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    Staff

    Reviewed June 15, 2020

    Optima helped me get a fair resolution to my issue. Every person I spoke with with extremely professional and helpful. I would recommend them to anyone looking for help with tax concerns or questions.

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    Customer ServiceStaff

    Reviewed June 9, 2020

    I was on my to believing that there was no way out for me, until I hired Optima Tax. From the first phone call they were very professional all the way. I will forever be eternally grateful. Thank you.

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    Punctuality & SpeedStaffEase of Use

    Reviewed June 3, 2020

    Optima Tax Relief is easy to work with. They took our case and quickly. They asked for all the documents needed upfront and the website was so easy to use. They helped us with a garnishment situation and we are so thankful.

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    PriceStaffBilling

    Reviewed May 31, 2020

    I owed the IRS a lot of money. Optima Tax Relief helped me to resolve my tax issues. They stopped the collection letters and provided me with an affordable payment plan. The staff was very courteous and professional.

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    Refunds & Payouts

    Reviewed May 29, 2020

    I could not pay them back so I contacted Optima Rax Relief. They were able to get me a Non-Payable Status because I Could not pay back the $12,000. Optima Tax Relief was there for me from beginning to end. They did not harrass me but instead, worked with me all the way. I would highly recommend them to everybody and anybody who is struggling to pay back IRS. Try it for yourself because you will have someone right there beside you ALL THE STEP OF THE WAY! MS REGGI **

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    Customer ServiceStaff

    Reviewed May 28, 2020

    If you are having tax issues and don't know where to turn, call Optima Tax Relief. They have a team of experts that will assist you step by step with your tax liabilities and get you the help you need.

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    Customer ServiceStaffTransparency

    Reviewed May 28, 2020

    From the very first phone contact that I had it was very informative, professional and guided me through the entire process of how they would assist me with my IRS debt. I received bi-weekly updates along with correspondence informing me of the progress that was being made.

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    Customer ServiceContract & TermsBilling

    Reviewed May 28, 2020

    When I was at my wits end with threatening letters from the IRS, I called OTR. They set me up with a great team that stayed on top of my account from start to finish. Also, I appreciated the monthly payment agreement OTR offered.

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    Customer ServiceStaffTransparencyCommunication

    Reviewed May 28, 2020

    Great customer service, easy to understand information presented by knowledgeable associates. Everyone that I spoke with explained all the details of the process and kept me updated with any new information that was obtained on my behalf.

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    Customer ServiceFollow-Through

    Reviewed May 26, 2020

    I would highly recommend them. They did what they said they were going to do. Always answered my phone calls and emails. I give them an A++++. They made sure that I had given the proper paperwork and always followed up with me.

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    Sales & MarketingStaff

    Reviewed May 22, 2020

    SCAM! INCOMPETENT AND UNPROFESSIONAL - they will take your money and never resolve anything, they have taken over $26,000 And have given me nothing but the run around, run away from this company unless you’re looking to waste your money.

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    StaffFollow-Through

    Reviewed May 19, 2020

    I trust Optima Tax Relief. They do what they say they’re gonna do and that get you out of the pit and back on track with your taxes. I’m a loyalist and I believe in power of give and you shall when the effort/help is REAL. I was able to get each year of infilled taxes done/completed and in return they did the work I paid them for and I got returns. Thank you OPTIMA TAX.

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    Staff

    Reviewed May 9, 2020

    I dealt with Optima Tax Relief and they went beyond my expectations. Thank you OTR. Very pleasant and they listen well to your issues. OTR. They helped me out with my tax issues and I am very pleased.

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    Customer ServiceStaff

    Reviewed May 7, 2020

    Optima Tax helped us with our tax problems and are in contact with the IRS since its so hard to reach them. This is true company with real people in Santa Ana, California. Through all the process you will talk and exchange emails with a lot of employees and they all so very helpful and nice people. Recommended 100%.

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    Contract & TermsPricePunctuality & SpeedStaff

    Reviewed May 4, 2020

    Unfortunate divorce forced me to spent monetary reserves. This escalated my tax liability. The Optima staff led me through several stages. The IRS cooperated but initiated incorrect agreements via the process. The case manager was able to resolve and establish the correct agreement, with manageable costs. They also were able to get the IRS to remove the late fees and fines that have accrued so far. They are now working on reducing my overall balance. The process takes a while, but works.

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    Resolution

    Reviewed April 29, 2020

    Optima Tax Relief worked with the IRS to completely resolve my debt. I couldn't be more pleased. They first gathered all of my financial information such as bank account info, list of all my creditors. Then I filled out forms to to show my expenses on a monthly basis. They took provided information to the IRS and were able to resolve my issues.

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    Staff

    Reviewed April 28, 2020

    They provided me with awesome service, answered all my questions & was very friendly. I am satisfied with my final outcome. I highly recommend Optima for your Tax problems. I will definitely continue having them handle my future Taxes.

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    StaffBilling

    Reviewed April 17, 2020

    My experience with Optima Tax Relief was very helpful with my taxes for 2014 because I knew I owe IRS a lot of money plus the penalty for not filing in 2015. Optima Tax Relief negotiated with IRS to only have to pay what I owe and put me on a payment plan.

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    Staff

    Reviewed April 17, 2020

    Optima Tax Relief helped me to become compliant with the IRS. My tax was redone and they were able to put me on the non collectible status with the IRS. I feel good about the services I received from them and recommend Optima Tax Relief to you to solve your problems with the IRS.

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    Customer ServiceStaff

    Reviewed April 14, 2020

    I got into a situation I never thought I would see. Well my friend Called Optima Tax. Spoke with a consultant. We went over process. Which till you go through it, You do not understand. They took the time to study my case go over every detail and got me taken care of Do it the fact, they know what they are doing. Would refer them to anyone needing help.

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    Customer Service

    Reviewed April 14, 2020

    We had a great experience with them from the beginning to the end and are happy with the resolution. The process was explained in detail to us and at each stage our account manager would call to give details.

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    Staff

    Reviewed April 13, 2020

    Optima - One of a few companies that all employees or team members I spoke to were on the same page. They all were Extremely Professional, Attentive, Experienced, Efficient, Sympathetic and very Responsive to all my questions and concerns. The team members that helped me that I would like to thank is Becky, Sylvia, Ashanti, Otto, Eileen and Alex. I would Highly recommend Optima Tax Relief to any one who needs help. Mark R.

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    Staff

    Reviewed April 13, 2020

    Thank you for helping me in getting my tax issue resolved and a reasonable repayment plan. They took the time to make sure I understood the process and even offered services for when my case was closed to make sure nothing changes.

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    Staff

    Reviewed April 11, 2020

    Optima Tax Relief helped me get on track with my tax problem. Feel relieved this is finally behind me. Staff was caring and very nice throughout the process. The staff was very patient with me even when I did not understand what was taking place. I appreciate their hard work. I can breathe again knowing I have support and no longer have IRS problems.

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    Staff

    Reviewed March 31, 2020

    My experience with Optima Tax Relief was very positive. Over a fairly long period, with Optima guiding me through the tax resolution process, many different employees helped me with their specialties. They were all very knowledgeable, professional and personable. Their people are awesome. In the end, I had a very positive resolution. Tax issues are never fun, but having great people guiding you is so helpful. I would recommend them to anyone with tax issues.

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    Contract & TermsStaff

    Reviewed March 30, 2020

    I had heard about Optima Tax Relief on the radio. The morning show hosts set a lot of great things about Optima tax and I decided to give them a try. Spoke with an agent who was very thorough and after verifying that he could help me with my problem went to work right away. The team at Optima tax relief stayed in constant contact with me throughout the whole process. And when the process was completed we reached an agreement that basically saved me from financial ruin. Thank you Optima tax!!!

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    Customer ServiceSales & MarketingPunctuality & SpeedRefunds & PayoutsMaintenanceStaffLoan Process

    Reviewed March 27, 2020

    I've had tax issues for 20 plus years. I feared everyday I would get a collection call, garnishment, bank and/ or home levy. Can you imagine?? I'm a church leader. How could I, a leader talk about rendering to Caesar whats due Caesar and yet I'm not paying my taxes. I felt if my congregation knew, my reputation and life would be ruined. Because I knew I was very very delinquent, I felt like the "scum of the earth" and a "dead beat" citizen. Not paying my taxes made me not able to apply for a desired house loan.

    I saw the Optima TV advertisement and kept saying the ad was speaking to me. The ad was so convincing. Yet I was feeling I was a case they could not help. I made that call. The person I talked to made my guilt roll away. I heard they could and would help me. I procrastinated over a year in getting the requested documents to Optima. How could I mess up a second chance? I ignored the courtesy calls and emails from Optima. One day I called them wanting to see if I had a chance to get back on track. They welcomed me, helped me get my documents and actually made me realize they were there just just waiting on me.

    Optima was quick after they received my documents; they started on my case right away. They sent emails confirming they had my documents and a completion timeline. OMG!!!! the day came when they called and said I owe NOTHING. I could have fainted.....NOTHING???? Break it down, "NOT A THING" No more guilt, shame or dodging. Everyday since, I can stick my chest out knowing my taxes are paid. Thank you Optima you have turned my life around.

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    Customer ServiceStaffBilling

    Reviewed March 25, 2020

    From the minute I called Optima Tax Relief to the end of my journey, all professionals I encountered assisted me with respect and understanding. I owed the IRS several years taxes due to financial difficulties after a divorce. What I owed was way beyond what I could pay but the professionals at Optima worked with the IRS to come up with a payment plan that I can afford. Thanks.

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    Customer ServicePunctuality & SpeedStaff

    Reviewed March 25, 2020

    Optima Tax Relief helped me resolve my IRS debt. I received aggressive notices from the IRS. I tried to resolve on my own and it was very stressful. I heard about Optima on the radio. They quickly took control of the situation. My case manager was very informative and always responded to me questions at a timely manner. I would recommend anyone who is having any IRS issues to contact Optima. They were very helpful. Thank you Optima!

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    Staff

    Reviewed March 25, 2020

    Each step of the process there are questions, there is always someone there to answer those questions. It makes a scary time in life much more manageable. Each team member was very professional and wanted to make this as easy as possible. They all do great work.

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    Customer ServicePunctuality & SpeedStaff

    Reviewed March 3, 2020

    From the 1st call I put in to inquire about their services I was put at ease. They really know what their talking about and explain everything so you fully understand what will take if you use their services. Quick and efficient. Try to find the best solution possible for you. Everyone I spoke to was polite and friendly. Highly recommend their services.

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    Reviewed Feb. 28, 2020

    I was having problems with IRS. I owed them a lot of money and I just couldn’t come up with what I owed them. Optima Tax Relief to the rescue. Yes. They saved me thousands of dollars. They kept me informed as to what was going on and saved me many restless nights. Now I tell anyone that is having problems with the IRS about Optima Tax Relief and how they took a major burden off my back. Thanks Optima Tax Relief for not only saving me thousands of dollars but also getting the government off my back. James Argus **

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    Sales & MarketingRefunds & PayoutsStaffBilling

    Reviewed Feb. 27, 2020

    They are professional and kind. They did everything for me that they advertise! I love you Optima! I had not paid taxes for a few years because I was taking care of my mom because she had strokes and was hospice. I used every penny I had to pay for her expenses because her wishes were to die in her home. Optima saved me from the IRS and got me my money back when they cleaned out my account and got me low monthly payments.

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    Staff

    Reviewed Feb. 26, 2020

    Optima tax was amazing for me. They saved me from being in debt for a long time. They will guide you through the whole process as it happens. If you need tax help please give them a try and you will not be dissatisfied.

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    Reviewed Feb. 25, 2020

    I would say that my situation was one of pain and suffering from mental and physical gloom. I didnt know where to turn or what to do but saw those T.V. commercials concerning tax relief. I was scared because being over 19,000 in tax debt was not easy to deal with. But I took the chance with the company and was really impressed with the way they relieved my debt. I would recommend this company to any and everyone. Optima gets the job done.

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    Reviewed Feb. 20, 2020

    Thank you from the bottom of our hearts for the Relief you have given our Family. If anyone is having doubts about what Optima can do for you don't think twice about putting your trust in this company. Thank you again!

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    Customer ServiceContract & TermsTechPricePunctuality & SpeedOnline & AppStaffBillingRatesHonesty & Transparency

    Reviewed Feb. 11, 2020

    We contracted with Optima Tax Relief based on all the positive reviews. It cost us over $7500, not the $4500 stated on their website. I supplied copies of all the receipts, invoices etc. for the schedule C's. I had to resend all the documentation twice! Received a call from a lady named Ruby, asking me if I can reduce my overall legal fees claimed, in spite of providing substantiation. I replied that she is asking me to lie, the expenses are true and correct. She was going to speak with her supervisor and get back to me. 6 months later, I still haven't heard back from her.

    Optima was also supposed to complete the 2018 tax returns, to date, the returns are still outstanding and 2019 tax returns are almost due! I didn't hear back from Optima for months, had to call and email in order to receive a response. I was told that we have adequate substantiation and stand a good chance of passing the IRS audit. I again was asked to upload all the receipts, proof of invoices!!

    I informed the person appointed to my case that the MN IRS department, provided the name and contact details of the IRS agent, is willing to withdraw our file from auditing if we could send her all the receipts to substantiate deductions. Twice I asked Optima to contact her and provide the copies of invoices, receipts etc. Optima never reached out the IRS agent wiling to assist us. About 2 weeks ago, I received a call from the audit department, stating we didn't have adequate substantiation, didn't show a profit in year 3 and our case being transferred to the audit department for negotiation with the IRS!!!! This all took more than one year!!!

    The audit department can't "make any promises," their goal is to negotiate on our behalf with the IRS and reach a payment plan and perhaps a reduction in penalties and interest. What a waste of $7500 and time!! I would have been better off hiring a tax attorney to accompany me to the IRS offices. Please don't waste your time or money, go somewhere else!

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    Customer ServiceStaff

    Reviewed Feb. 6, 2020

    I was very pleased with the professionalism and personal attention I got from Optima Tax Relief and I would recommend them to anyone who has a tax situation that needs professional attention. I owed the IRS $51,000 and they got it down to $1,368. They were able to stop the IRS lien on me and stop the IRS from calling me. They are differently who you want in your corner to deal with the IRS. If you have a tax situation you need to call Optima Tax Relief.

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    PricePunctuality & SpeedStaffBilling

    Reviewed Jan. 31, 2020

    Optima Tax turned a disastrous personal year that I had in 2018 into a wonderful ending. In 2018 I had an infection that entered my spinal column that ended up causing me additional back surgery. The same infection then entered my left knee replacement causing operation number 2 and was followed by operation 3 with putting the knee replacement back in. I also suffered an accident while preparing to go to the hospital that caused me to lose a finger. I suffered almost 10 months of that year and ended up selling my eleven year old business for half of what it was worth. I used that money to pay off business debts. However, I was left with a large debt to the IRS and some business credit card expense I could not pay. I was forced to retire a year early just to have an income to survive. I decided to use Optima based on what I have heard about them and I’m so glad that I did.

    The point is this, OPTIMA TAX RELIEF CARED ABOUT ME AND MY SITUATION. They made sure that legally the IRS was informed of my circumstances. It was a long wait but we eventually got to the point of making an offer in compromise. The offer in compromise was recently accepted by the IRS and a HUGE tax debt was forgiven by them.

    I remember the day I received that letter from the IRS, I was shaking before I opened the envelope. I had gone through so much medically that changed my life so dramatically that I was hesitant to open the envelope. I opened that envelope on that day to see that the IRS had accepted the offer in compromise. I can never remember in my life a time when I cried from happiness. I cried so hard only topped by the day I lost my wife to cancer 9 years ago. I could recommend Optima Tax Relief any higher for the way they handled my situation. Believe me the credit card companies could care less about life changing events. OPTIMA TAX RELIEF CARES ABOUT YOU!

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    Staff

    Reviewed Jan. 31, 2020

    We were being audited for one year and the next thing we knew it was another and another and another! The person we trusted to do our taxes had pretty much destroyed us. Knowing we should have paid more attention after the fact we were left just not knowing what to do. Optima Tax Relief gave us hope and kept us optimistic. They were always available, even on the weekend and helped us every step of the way. We highly recommend them to anyone feeling overwhelmed with tax debt!

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    Customer ServiceCoveragePricePunctuality & Speed

    Reviewed Jan. 30, 2020

    I have been working with Optima Tax for over a year to relieve the burden of 2 separate tax year liens I owed IRS. Optima Tax Team has been with me every step of the way. I have my own personal contact person so whenever I receive correspondence from IRS or collection agency, I contact her, issues are followed up and corrected. I have peace of mind knowing that I am covered by Optima Tax team of experts. I can see the light at the end of the tunnel and it's a wonderful feeling. One lien from 2007 expired last year and the 2nd lien from 2009 is scheduled to expire this year in June. Thank you Optima Tax Team for saving me from IRS. The cost for services rendered cannot compare to the money you saved me. Anna

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    Staff

    Reviewed Jan. 30, 2020

    I worked with several different people during the different phases of my tax issues. Everyone was professional and courteous. They brought me out of collections, helped me avoid garnishments and tax liens and brought my unfiled tax year in compliance with the IRS. I am very pleased and will continue to use them through 2020 for my 2019 taxes.

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    Punctuality & SpeedStaff

    Reviewed Jan. 29, 2020

    These guys are the real deal. I had to access money from my IRA due to a financial emergency in my life - knowing that this would trigger an early withdrawal penalty- and thus a taxable event. I owed the IRS a lot of money and there didn't seem to be a way out of financial debt suffocation. Cue - Optima Tax Relief. They helped me negotiate an Offer-in-Compromise with the IRS and now I am debt free. Thank you Optima Tax Relief!!

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    Customer ServicePunctuality & SpeedStaffBilling

    Reviewed Jan. 29, 2020

    This is the second time I've used Optima Tax Relief. Originally I heard them about them through a friend. So I decided to use their services. I owed the IRS for multiple tax years. I was struggling to make payments and penalties kept adding up. Luis **, who Optima assigned as my tax professional, was very helpful and understanding. He made the process seem very simple and made sure that I understood every step of the way. Having great customer service is very important to me and on top of this, Luis's response time to any email, document submitted or phone call was very prompt.

    Another great aspect about Optima is that they have a web portal that allows you to keep up with your case and any requests that may be pending. This allowed me to make sure I was doing everything correctly and on time to help speed up the process of getting my case resolved. At the end of the day, Optima's team was able to negotiate with the IRS to get my penalties waived and set up a great payment plan that I was comfortable with. If you have tax issues, please don't wait and let them pile up. I recommend Optima Tax Relief if you are looking for great customer service, easy account access, savings and tax resolutions.

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    Customer ServiceStaffRatesCommunication

    Reviewed Jan. 29, 2020

    Although I didn't qualify for a reduced tax rate with an offer of compromise, Optima worked with the IRS to get me in compliance. My advisors looked at my total financial picture and came up with the best solution. I am very pleased as there were no garnishments, seizure of assets or threatening communications. Optima took care of all communications, keeping me informed every step of the way. I especially like the client portal, where you can upload documents and message the team.

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    Customer ServiceStaff

    Reviewed Jan. 28, 2020

    Going into calling Optima Tax I admit I was a little weary but I was soon seeing that they really care about you as a person not just a job. They are really polite and are willing to get the issue solved. I am forever thankful for optima tax!!!!

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    Customer ServiceSales & MarketingStaff

    Reviewed Jan. 24, 2020

    After hearing an ad on the radio for Optima Tax Relief my husband and I gave them a call knowing we owed the IRS for a previous year. We were not only scared but skeptical and at our last resort. Today I am thankful we made the call as Optima tax relief helped stop the IRS from sending us letters trying to collect and got our debt to the government under control. Thank you Optima tax relief!

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    Customer ServicePunctuality & SpeedRefunds & PayoutsStaffBillingHonesty & Transparency

    Reviewed Jan. 23, 2020

    Buyer beware of their tactics - canned responses and no follow up. Waiting from December to hear back from their management staff regarding how we've been treated. Got the first return call today 39 days late - waiting since last year. Their Sr. Account person - zero customer skills - what a waste of time. They will not accept any responsibility for their poor customer service. The person was rude and unprofessional. I've detailed our reasons for our dissatisfaction & provided to Optima's rep. last year (found out he quit). Nobody calling us to informed us nobody calling back responding to our hope somebody cared. Provided our details reason(s) for our dissatisfaction - only to be threaten by their "Sr Rep."

    Stay away. Optima will lead you to a place where they keep you engaged until you've paid for their services. No tax relief - just a whole lot of money spent for a IRS payment plan. Use the money and see a tax attorney - not Optima. People seek these services because they're in need. Optima will gladly take your money and lead you down a path and tell you a payment plan is the only way and cut you loose. No extra effort from them and representatives who talk and respond like their reading from a scripted response sheet. Stay away. Stay away. Requested to speak to a more senior person at Optima. They said "no way". This is as high as it goes - which is another lie. Please pass this along.

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    Customer ServiceStaffRates

    Reviewed Jan. 20, 2020

    When I decided to choose a tax company to help me with my tax debt situation, I wondered if I should choose a company in Texas. I decided on Optima Tax Relief because of their high ratings from the BBB, individuals and other entities. Upon my first phone call with them, I felt immediate comfort in the kindness and professionalism exhibited by the personnel. Their patience and communication is A1. My computer skills are not strong, so when I had to provide paperwork to them, I was encouraged to use their “portal”. This caused me great concern but they patiently walked me through every step of the way. And when I still couldn’t use this method, they were very kind in allowing me the “old fashion way” of snail mail. They were sincerely trying to help me in every way possible in creating an easy and stress - free environment in a situation that can be very stressful. When it was all finished, the end result was better than I had expected. I am truly happy that I choose Optima and I encourage anyone considering a tax relief company to choose Optima.

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    Punctuality & SpeedStaff

    Reviewed Jan. 14, 2020

    They were very helpful and explained everything every step of the way. I was admittedly hesitant with turning my information over in the beginning. But that feeling was quickly diminished with a trusted friend's recommendation and how thorough and informative they are. I'm still going to have to pay the IRS but at least I get to keep my paycheck :).

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    Price

    Reviewed Dec. 19, 2019

    I owed taxes 2 years in a row. I feared getting waged garnished, my stress levels were very high. One day I saw an Optima Tax Relief commercial and decided to see if they could help me. I probably sound like the people in the commercials, but they were able to help me. They kept my monthly IRS payments lower than what I expected to pay and Optima's fees were not expensive. I am definitely pleased with the results.

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    Reviewed Dec. 16, 2019

    I had a great experience with Optima Tax Relief. They made the whole process extremely smooth and I was never left in the dark. What a stress relief! My tax issues were taken care of and I feel I received the best results possible.

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    Customer ServiceStaffTransparency

    Reviewed Dec. 14, 2019

    Optima provided a first rate experience and resolved my issue in a very satisfactory manner. The process was an extended test of patience but Optima's team provided quality communication and professionally resolved my issue in a very satisfactory manner. All members of Optima's team were cordial when communicating and provided realist and honest feedback. This was an excellent decision to call Optima and I was personally blessed by the experience. All tax issues resolved and overall a job well done by Optima's team.

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    Staff

    Reviewed Dec. 10, 2019

    I was relieved with Optima's help as it took a burden from me, that I was struggling to overcome but was not equipped for. They help me through my filing issues, with minimal fuss, I just needed to provide the documentation required. This they help identify and send to them. They represented me to the taxing authority and this gave me confidence that someone knowledgeable in the arena was there for me. Do not go it alone. There is just too much you do not understand. Go with professionals, such as Optima, you will not have the stress and uncertainty that you will have alone.

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    Customer ServiceStaff

    Reviewed Dec. 9, 2019

    They were extremely helpful and provided great customer service to me and my questions and and was surprising knowledgeable in the field. I will recommend them in the future to my friends and family. Thanks you!!!

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    Customer ServiceStaff

    Reviewed Dec. 7, 2019

    Optima has been very helpful in getting the IRS satisfied and instructing me on what to do. Hopefully optima will be able to get the amount I owe lowered or the irs will accept a lower amount. All it took was one phone call and optima went to work handling my case.

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    Reviewed Dec. 6, 2019

    I was in deep trouble with the IRS so I called Optima Tax Relief. I owed the IRS over $140,000 and they settled my debt for only $250! I was blown away. Optima truly saved me from a lifetime of impossible debt to pay back. I can’t thank Optima Tax Relief enough for what they did for me.

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    Staff

    Reviewed Dec. 5, 2019

    Optima Tax Relief did a great job. They helped us to resolve with our tax issues. We owed $11,000.00, didn't know what to do. They work it out with IRS and to protect our identity. They were professional, knowledgeable, and courteous. We definitely recommend Optima tax relief.

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    Staff

    Reviewed Dec. 5, 2019

    I was nervous about my tax issues, but luckily I came across a ad for Optima Rax Relief. They took care of everything and before I knew it my overdue balance was at 0 and all my past returns caught up. Thanks so much to all the employees at Optima Tax Relief.

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    Customer ServiceStaff

    Reviewed Dec. 4, 2019

    Let me start by saying that I had used a competitor of Optima Tax Relief a few years back. I spent several thousand dollars and got absolutely nowhere. So I was very skeptical in the beginning about signing on with Optima. The “other” tax company is no longer in business and I still had the same IRS tax problems except now the IRS was getting very serious about me paying my back taxes. In the beginning I owed almost $35,000.00 dollars in back taxes. After a couple of conversations with the people at Optima, I started to feel comfortable with their process. I explained in detail the nightmare I had experienced with the “other” tax company and the reason for my skepticism. The “other” company had been nationally known and even had national TV ads. They were very aggressive in what they everything but guaranteed they could do for me.

    I eventually signed on with Optima, and everything went as planned! Everything that went wrong with the “other” company was totally the opposite with Optima. For example:

    • I wouldn’t hear from anyone with the “other” company – Optima kept me informed from the beginning, every step of the way.
    • I would call in to the “other” company and no one could find my file or it had been reassigned to another agent, who is not available – with Optima I always knew who had my case and I always had contact information, and everyone was always so polite to deal with.

    • The “other” company would make decisions about my case without ever consulting with me – With Optima I was involved with every decision every step of the way.

    In the end my case was settled for $1800.00 dollars!! Above and beyond my wildest expectations. I can’t promise you that Optima can do for you what they did for me. But I honestly feel they are your best choice for help in resolving any back tax issues you may have. I would definitely recommend Optima Tax Relief to any of my family or friends with IRS back tax issues.

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    Customer ServiceStaffTransparency

    Reviewed Dec. 4, 2019

    Hello, I found myself in tax trouble & realized I needed professional help. So I called Optima Tax Relief & explained my situation to them & they assured me that they could provide the help I needed. Please be ready to discuss your tax situation in detail & be honest. The process can be lengthy due to time in response from the IRS regarding your case. But the peace of mind in knowing you're in good hands with the professionals at Optima Tax relief for me relieved me of tremendous stress that I didn't need. I can assure you that if you give them the opportunity, you will be treated with Respect, Understanding, Compassion & Outstanding Service. Thank you Optima Tax Relief for helping me see the light in an otherwise dark time for me!

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    Optima Tax Relief Company Information

    Company Name:
    Optima Tax Relief
    Website:
    optimatax.com