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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:
$392,639.00

Total Amount Settled:
$0.00

Complaint Experience

100%

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

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

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Complaint Closing Statistics

46 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
34 Agreed to make an adjustment
2 Refusing to make an adjustment
9 Refuse to adjust, relying on terms of agreement
0 Unanswered

46 complaints against Optima Tax Relief, LLC

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8/18/2024

RESPONSE: Agreed to make an adjustment Amount in Dispute: $4,000.00 Amount Settled: $0.00

Customer Complaint

7/23/2024

I joined Optima tax relief to help me with my tax debt. Initially they told me that they could absolutely help me resolve this debt. I told them I need it to be significantly decreased as I could not afford the payments. Optima changed me over 3500 dollars which is now paid off, last year I received a call telling me that my case came to a resolution and I was thrilled. 6 months pass and I reached out to optima. I got a completely different story, that they couldn't guarantee my case would be resolved and that's after several attempts to get in touch with them, they never call back. So months of this. Sending paperwork, and multiple attempts to speak with someone, months later I get another call telling me that my options have expired. NO ONE called me to review this. They told me I had to pay 400 or so a month, which is the payment plan I could have set up myself with the irs. ;for FREE! I said no one called me. And that hadn't, I reach out often with no calls back! So 2 weeks ago this call was telling me I had no options as they expired, again, no one called. Carlos told me that they had my income at over 7000 a month, this is not accurate. I have already provided ALL MY DOCUMENTS! So I sent in more check stubs. He said if you don't hear from us in 72 hours, call them. Oh wouldn't you know I have requested a call twice now and nothing, NO RETURN CALLS!!!!! It's been well over one year, I have paid them thousands, this feels like a scam at this point they have done nothin Resolution Sought I want my money back from optima.

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Company Response

8/6/2024

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. Our team is currently reviewing your case and will be making contact with client to address their complaint.

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8/11/2024

RESPONSE: Agreed to make an adjustment Amount in Dispute: $2,500.00 Amount Settled: $0.00

Customer Complaint

7/17/2024

I hire optima tax relief, to negotiate my taxon my behalf, I was charged $2,500, however, nothing was done for me , almost 2 years now, the interest on my taxes has doubled Resolution Sought I will like them to address the issue, because they are advertising false information on wtop radio, that they can negotiate for reduced taxes

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Company Response

8/7/2024

Optima Tax management immediately reached out to the client to address the concerns stated in their complaint and are happy to report that we have come to a mutual agreement. Although it is not typical for us to offer refunds outside of our cancellation period, a generous courtesy refund was offered. The client has accepted our offer.

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Customer Rebuttal

8/8/2024

Optima tax, has agreed to partial refunds, there4 we can settle the dispute and I agreed and accepted the partial refund of $375 , out of $2500

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