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Optima Tax Relief, LLC complaints

6 Hutton Centre Drive, Suite 300
Santa Ana, CA 92707
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(800) 536-0734

http://www.optimataxrelief.com

Monday-Saturday: 7:00 AM-6:00 PM

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Total Amount in Dispute:
$614,347.00

Total Amount Settled:
$0.00

Complaint Experience

98%

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

Our complaint history for this company shows that the company responded to and gave proper consideration to most complaints. However, one or more complaints are unresolved meaning the company failed to properly address the complaint allegations or their response was inadequate.

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Complaint Closing Statistics

81 complaints against Optima Tax Relief, LLC closed in last 3 years.
Complaints Type of response
0 Making a full refund, as the consumer requested
0 Making a partial refund
58 Agreed to make an adjustment
7 Refusing to make an adjustment
16 Refuse to adjust, relying on terms of agreement
0 Unanswered

81 complaints against Optima Tax Relief, LLC

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11/1/2023

RESPONSE: Refuse to adjust, relying on terms of agreement Amount in Dispute: $7,500.00 Amount Settled: $0.00

Customer Complaint

10/16/2023

In 2019 paid optima tax solution $7500.00 to settle tax concerns with the IRS for tax years 16,17,18 we were promised by David Wydonnie that our tax concerns would be taken care of the first payment was $499.00 And they acted concerned for about a week then told me to resolve my tax concerns would cost me $7500.00 I paid them ( NO RESULTS ) I've been professionally scammed I turned over power of attorneys to them no results I really do not even believe they've spoken to the IRS on my case or a lot of other clients cases. If only I looked into this ( 4 ) years ago I would be $7500,00 richer,I have an appointment to meet with the IRS on the 8th of NOVEMBER while I'm representing myself there still spending my money. Resolution Sought Please mail my money back to me $7500.00 or show me what you did to earn it,

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Company Response

10/19/2023

Optima Tax management will reach out to the client to address the concerns stated in their complaint. Optima Tax will continue to reach out to the client and will maintain open lines of communication until a mutual agreement is reached. At Optima Tax we strive to uphold the philosophy that “clients come first” and all of our representatives go through rigorous training to assure we abide by that philosophy. We take all complaints very seriously, and we do our best to turn them around when possible.

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10/3/2023

RESPONSE: Agreed to make an adjustment Amount in Dispute: $2,100.00 Amount Settled: $0.00

Customer Complaint

9/15/2023

I called optimal I think in February I originally told them I had no paperwork but I could try to get some they said they could help me I said ok I said I had no computer nor could I use one they walked me through a contract over the phone I didn't have my reading glasses I agreed to it but when I couldn't get the paperwork they just kept asking for it and taking my money I set up 4 different phone appointments they did not call on any where we could have ended this then they called and left a message saying they were parting ways when I called they offered me 350.00 in a refund after doing nothing and admitted they missed calling me back if not a full refund it should atleast go back to the first phone appointment where this could have ended they gave me the worst customer service I have ever had and they felt that they have done nothing wrong Resolution Sought Give me a refund if not full, at least back to the first phone appointment they missed

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Company Response

9/20/2023

Optima Tax management immediately reached out to the client to address the concerns stated in their complaint. At this time, Optima Tax will continue to make good-faith efforts to work with the client to reach a mutual agreement. At Optima Tax we strive to uphold the philosophy that “clients come first” and all of our representatives go through rigorous training to assure we abide by that philosophy. We take all complaints very seriously, and we do our best to turn them around when possible. Optima Tax will continue their efforts until this matter is resolved. Please do not hesitate to contact Optima Tax with any questions. Thank you.

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