Complaints for Optima Tax Relief, LLC in Santa Ana, CA

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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9/11/2025

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.

3/3/2025

RESPONSE: Refuse to adjust, relying on terms of agreement Amount in Dispute: $4,800.00 Amount Settled: $0.00

Customer Complaint

2/14/2025

Subject: DEMAND FOR FULL REFUND – Optima Tax Relief's Fraudulent Conduct I paid Optima Tax Relief $4,800 over two years and received absolutely nothing in return. My suspicions grew when I called in December 2024—on a regular working day—only to have an officer yawning on the phone. No response when I emailed a formal complaint. A week later, I called again, and another officer fed me nonsense about "working through layers." Really? My case requires a simple three-line submission. To cut through the lies, I went directly to the IRS—twice. I confirmed there had been zero communication from Optima Tax Relief regarding my case. When I confronted them, they initially offered me a pathetic $700 refund—without explaining why they were keeping the rest of my money. Later, they bumped it to $1,200, still dodging any proof of actual work done. Out of sheer frustration, I told them they could keep $2,000 as an acceptable loss for dealing with a company like theirs. But on February 11, they called, offering $1,700 while THREATENING me to remove my BBB complaint. Once again, I demanded documentation of any work they had done to justify keeping my money—they had none. I now demand a FULL refund—immediately. Optima Tax Relief had every opportunity to complete an incredibly simple job and failed spectacularly. I strongly urge everyone to bypass these middlemen and deal directly with the IRS, which offers multiple direct solutions. This complaint serves as both a warning to consu Resolution Sought Full refund of all amount paid

Company Response

2/18/2025

Optima Tax had been in contact with the Client prior to receiving this complaint. On January 22, 2025 Optima Tax reached out to clarify the work that had been done for his case. Optima Tax follows a set process for addressing Client accounts. First, we ensure all tax returns are accurately filed, all audits were correctly assessed based on available substantiation, and all IRS under-reporter assessments were correct. Once this process is complete, we review the Client's financials for possible hardship, or whether the best resolution is an installment agreement. From there, we present options to the Client and determine how they wish to move forward. We only contact the IRS after the Client agrees on a plan of action. We do not contact the IRS prior to this time as there is nothing that can be accomplished. This process is not quick. In complicated cases, this process can take a year or more . Ultimately, substantial work was performed for the Client's case and Optima Tax was ready and willing to complete the work. Any failure to do so was based on the Client's decision to part ways with our company. Although it is not typical for us to offer refunds outside of our cancellation period, a generous courtesy refund was offered. The Client has declined our offer. Optima Tax believes it has addressed the client’s concerns appropriately and considers the matter closed. Optima Tax regrets that we were unable to reach a mutually agreeable resolution in this matter.

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