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Optima Tax Relief, LLC complaints

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6 Hutton Centre Drive, Suite 300
Santa Ana, CA 92707 | Get Directions

(800) 536-0734

http://www.optimataxrelief.com

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

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Total Amount in Dispute:
$271,962.00

Total Amount Settled:
$0.00

Complaint Experience

100%

Complaint Resolution Index (CRI)

Complaint Resolution Index (CRI) Explained The Complaint Resolution Index (CRI) is an indicator on how responsive a company is in addressing and resolving customer complaints brought to their attention by BCA. If they are considering doing business with the company, consumers can use this indicator to forecast the likelihood of having their issues addressed if a problem arises. CRI measures the company's customer satisfaction abilities through BCA’s complaint mediation process.

A variety of factors are considered when calculating CRI. This includes how quickly a company responds to complaints, the number of complaints against a company, whether the company addressed complaint allegations, and the outcome of the complaints. CRI is just a subset of the overall rating for the company. Consumers are encouraged to take into consideration the company's CRI, their overall BCA letter rating and other relevant information about the company so they can make a well-informed purchasing decision.

BCA's Summary and Analysis:

Our complaint history for this company shows the company gave proper consideration to complaints presented to them.

Complaint Closing Statistics

30 complaints against Optima Tax Relief, LLC closed in last 3 years.

Complaints	Type of response
0	Making a full refund, as the consumer requested
1	Making a partial refund
19	Agreed to make an adjustment
0	Refusing to make an adjustment
10	Refuse to adjust, relying on terms of agreement
0	Unanswered

30 complaints against Optima Tax Relief, LLC

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9/21/2025

RESPONSE: Agreed to make an adjustment Amount in Dispute: $8,900.00 Amount Settled: $0.00

Customer Complaint

9/5/2025

Asking for a refund, Optima Tax did not resolve my IRS issues, I have asked for a refund, I was told a ticket would be opened , now it's like they have disappeared, I have resolved my own issue with the IRS, all Optima Tax did was take my money. Resolution Sought Refund me.

Company Response

9/8/2025

Optima Tax management had already been in contact with the client to address the concerns and requests stated in their complaint. While we remain committed to upholding our service agreements and policies, Optima Tax Relief will continue its efforts to connect with the client and reach an amicable resolution for this matter. It is important to note, as outlined in our Client Services Agreement, the Client was made aware and confirmed their understanding of our 15-day cancellation period, during which the client would be eligible to receive a full refund should they choose to cancel. Although, the client was well outside the refund period, we took the client’s concerns seriously and offered a generous courtesy refund in light of the work that had been performed. It is important to note this refund amount was offered despite all services that were completed in full with no error or wrongdoing on Optima’s part.

9/15/2025

RESPONSE: Refuse to adjust, relying on terms of agreement Amount in Dispute: $22,000.00 Amount Settled: $0.00

Customer Complaint

8/27/2025

We paid them the $495 retainer fee and now am not able to get through to the person we started with, Traci King. All of a sudden my emails are being returned with a "cannot be delivered" message and we have left several messages to date. The voice mail says it is Traci King but its a computer generated voice- you can never get a live agent. Total rip off, I'm reaching out for legal advise. Resolution Sought I want my 495 refunded

Company Response

8/29/2025

At Optima Tax Relief we are committed to prioritizing our clients. We take every complaint very seriously and aim to resolve all concerns efficiently. Our Resolution Team has attempted to make contact via phone and email, on 8/28 to connect and assist with the concerns you have raised in your complaint. Unfortunately, we have yet to successfully make contact. Please don't hesitate to suggest a more convenient time for us to connect. Our team will continue to reach out and maintain open lines of communication until we are able to establish contact.

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