Optima Tax Relief

Optima Tax Relief Reviews

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Overall Rating1.4 out of 5
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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 & Cons

    Pros

    • IRS notice analyzer
    • 15-day money-back guarantee

    Cons

    • Pricing not published
    • Not available in all states

    Bottom Line

    If you owe taxes, Optima Tax Relief can help with a free consultation and a 15-day money-back guarantee. Anyone can use the company’s app to analyze an IRS notice or file a free extension.

    Featured Reviews

    Verified
    Greenwood, IN

    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. Ever...

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    Verified
    Rocky Mount, NC

    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 ret...

    Read full review

    What is Optima Tax Relief?

    Optima Tax Relief has offices in California and Arizona and works with individuals and small businesses to solve tax issues. It also offers three protection plan levels for those who want tax preparation help to avoid future IRS issues. It has membership with the National Association of Enrolled Agents (NAEA) and the National Association of Tax Professionals (NATP).

    The company also has an app through which you can:

    • File a six-month extension with the IRS for free
    • Take a picture of your IRS notice and have the app analyze your risk level and explain what IRS notices mean
    • Request a free tax consultation

    How does Optima Tax Relief work?

    You can start working with Optima Tax Relief with a free consultation. Once you sign up, Optima Tax Relief has a two-phase resolution program.

    The first phase is when your tax professional puts out any immediate fires, such as wage garnishments or bank levies. In this phase, the Optima team contacts the relevant taxing authorities to do a 360-degree view of your tax issues.

    In the second phase, your tax professional chooses which tax resolution approach to take. For some, this might mean an installment agreement, while others might need an attorney to do a collection appeal or to help them with audit representations.

    Optima Tax Relief services

    Optima Tax Relief offers a variety of tax solutions and assistance, including tax liability investigation and resolution proposals, tax preparation and compliance, and tax settlement and negotiation.

    Here are a few services available for tax debt clients:

    • Offer in compromise (OIC)
    • Penalty abatement
    • Installment agreement
    • Tax lien discharge
    • Wage garnishment release
    • Bank levy release
    • Innocent spouse relief
    • Currently not collectible
    • Statute of limitations
    • Collection appeal

    Optima Tax Relief costs

    Optima Tax Relief does not publish pricing on its website for either tax relief services or its tax protection plans.

    Optima Tax Relief FAQ

    How long will it take for Optima Tax Relief to solve my tax issues?

    The company says many tax debt cases are resolved within two to 12 months. However, each tax case is unique, and you will get a better idea of how long your situation will take after a consultation.

    Does Optima Tax Relief offer a money-back guarantee?

    While Optima Tax Relief does not guarantee any of its services, clients can request a refund within the first 15 days of service. This is only applicable to the investigation phase — it’s not for clients enrolled with an immediate action team.

    Does Optima Tax Relief file taxes?

    Yes, it has a full team of tax preparation professionals who can help with state and federal tax returns for both individuals and businesses. It can also help with filing overdue taxes, reducing penalties when possible.

    Does Optima Tax Relief have a debt minimum?

    Optima Tax Relief does not publish if it has a tax debt minimum. Its consultation intake form allows potential clients to select a tax debt range of $0 to $9,999.

    Is Optima Tax Relief legit?

    Optima Tax Relief is a legitimate company with physical offices in California and Arizona. It says it has resolved over $1 billion in tax debt for clients. Its tax resolution services are available in most states, and the 15-day money-back guarantee can help clients feel more confident about pursuing services.

    Optima Tax Relief Reviews

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    Page 1 Reviews 0 - 10
    Price

    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 & MarketingPriceStaff

    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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      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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      Transparency

      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 & MarketingPunctuality & SpeedStaff

      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 & MarketingPriceStaff

      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 ServiceTransparency

      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 & TermsPriceStaff

      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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      PriceStaff

      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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        Optima Tax Relief Company Information

        Company Name:
        Optima Tax Relief
        Website:
        optimatax.com

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