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Complaint Details
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Initial Complaint
09/26/2024
- Complaint Type:
- Product Issues
- Status:
- Resolved
In April 2024, I enlisted the services of Optimatax to resolve my overdue taxes, paying over $1600 for their assistance. Despite this, after six months, my case remained unresolved. I made numerous calls, requesting to speak to a manager, only to be reassured that my case was being handled and that my submitted documents were under review by a power of attorney. During this time, I repeatedly received notices from the **** warning me of substantial penalties if my taxes remained unpaid. When I contacted Optimatax again to express my concerns, they advised me to ignore these IRS notices. As a result of their negligence, the *** took action, and now 25% of my paycheck is being garnished. Each time I called Optimatax for managerial assistance, no one was conveniently available. Based on this experience, I strongly advise against using Optimataxs services. They operate like a scam.
Business response
09/30/2024
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. We are reviewing the clients file and will soon reach out to the client to address their concerns.Customer response
09/30/2024
somebody already contacted me. They told me theyd compensate me $100. This is absolutely not acceptable.Business response
10/01/2024
Optima ************** 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.Initial Complaint
09/25/2024
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
I went to then to enter one of the programs they were offering to relieve my debt with the *** only to find out 10months later they have done nothing l still owe lRS the same amount and interest from the start of the this journey. Now l feel scammed.Business response
09/26/2024
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. We are reviewing the clients file and will soon reach out to the client to address their concerns.Customer response
09/26/2024
Better Business Bureau:
I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution would be satisfactory to me. I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
Regards,
**** *******
Initial Complaint
09/15/2024
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
We filed an original complain in 2021 (#********), and there has yet to be an acceptable resolution. We have been waiting for a resolution, and there has been no response. Since 2019, we have been unable to obtain an acceptable refund from OptimaTax for very poor services. We hired and paid in full in 2019 and 2020 to assist us resolve our Federal tax situation with the ***. After collection of our money, OptimaTax failed to provide us with regular updates, didn't answer our questions, and never allowed us to talk to a tax attorney. This is a brief summary of our original complaint. They charged us an exorbitant fee, did not provide any communication or services, and refuse to refund us. This is criminal. See prior claim for supporting documents.Business response
09/27/2024
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. We are reviewing the clients file and will soon reach out to the client to address their concerns.Initial Complaint
09/11/2024
- Complaint Type:
- Product Issues
- Status:
- Answered
The company target black and disenfranchise communities.make it seem as they are help making you wait several months before giving a resolution. After the many months of anguish they ask you to pay 3500 to them. Once paid money was then told it didnt reduce the debt at all. They make payment plan. I was seeking a refund .because I was ultimately able to set up Payment Plan with IRS myself.Business response
09/18/2024
Optima Tax will reach out to the client to address their concerns.Initial Complaint
09/09/2024
- Complaint Type:
- Product Issues
- Status:
- Resolved
ON MARCH 7 ***** WE RECEIVED A LETTER FROM THE *** ASKING FOR A PENALTY OF $ ********* ON 6/30/24 WE CALLED OPTIMA TAX SO THEY COULD HELP US WE PAID THEM THE ORIGINAL FEE OF $ ****** ON 7/8/24 THEY ASKED US FOR $ ******** FOR THEM TO GO FORWARD WIYH THE INVESTIGATION, WE SENT THE AMOUNT REQUESTED SAME DAY 10 DAYS LATER THEY SAID WE NEVER PAID AND SENT THEM COPY OF PAYMENT AFTER 3 DAYS THEY COMFIRMED THEY HAVE IT.******************* SAID WE WOULD GET A CALL FROM RESOLUTION DEPARTMENT AND WE NEVER DID. ON 7/29/24 WE RECEIVED A LETTER FROM THE *** TELLING US WE DID NOT OWE THE MONEY EVERYTHING WAS CLEARED UP.CALLED OPTIMA SAME DAY AND WAS TOLD WE ARE INTITLE TO REFUND AND WOULD GET BACK TO US ON 9/4/24 AND NOW REFUSE TO REFUND MONEY SAYING THE 15 DAYS CANCELLATION PERIOD WAS OVER AFTER THEY DRAG IT ON ON PURPUSE.Business response
09/16/2024
Optima Tax has reached out to the client and will keep 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. Optima Tax will continue their efforts until this matter is resolved. Please do not hesitate to contact Optima Tax with any questions. Thank you.Initial Complaint
09/03/2024
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
We have reached out to Optima since the first complaint was filed. According to their customer portal they have all the documents they require. Our tax returns haven't been reviewed as of this morning. Per Amber ****** she will submit an expedited order but I was told last week that would be the case. We get no return calls or communications from them via email or their customer portal. We have already paid the necessary fee with no resolution with the *** at this point.Business response
09/10/2024
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. We are reviewing the clients file and will soon reach out to the client to address their concerns.Initial Complaint
08/27/2024
- Complaint Type:
- Product Issues
- Status:
- Answered
I signed up to get tax relief and all they did was take my money. As soon as they got me to the resolution stage they went completely silent. I tried to schedule 2 separate appointments with them and have yet to hear from someone. I called for an update and all they did was ask me to verify my information and say someone will be in touch with me within 2 weeks. Its been over a month since the last call and I have heard NOTHING. I just received a letter in the mail from the *** saying that I have a payment due in a couple weeks. Complete waste of money with no help at all. DO NOT WASTE YOUR TIMEBusiness response
09/03/2024
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. We are reviewing the clients file and will soon reach out to the client to address their concerns.Customer response
09/03/2024
a refund is the only solution that I am looking for. I am no longer looking to continue services. The lack of communication throughout this process gives me no hope that it will be resolvedBusiness response
09/12/2024
At this time we are working with the client towards reaching a mutual agreement. All lines of communication will remain open until a mutual agreement is reached.Initial Complaint
08/26/2024
- Complaint Type:
- Product Issues
- Status:
- Answered
I paid Optima Tax Relief 3.395.00 to resolve a tax issue with the **** Months and Months went by without a resolution. So I decided to make an appointment with the **** The *** informed me that I did not owe them any money. So I asked Optima to Refund my money. Their refund department only offered me 300 dollars.I want my full refund of 3.395.00 back. Optima did nothing for me, they knew when they took my money, that I paid upfront, that I owed nothing to the *** .Business response
09/03/2024
Optima Tax regrets that we were unable to reach a mutually agreeable resolution in this matter. Our courtesy offer will remain on the table should the client wish to accept.Initial Complaint
08/19/2024
- Complaint Type:
- Product Issues
- Status:
- Answered
OPTIMA TAX HAS CHARGED ME 295 FOR MY TAX SOLUTION BUT THEN NO BODY FROM OPTIMA TAX EVER CALLED ME TO DISCUSS MY PROBLEM. I NEED MY 295 BACKBusiness response
08/26/2024
Optima Tax had already been in discussions with the client to address the concerns stated in their complaint. Optima Tax had reached out to address the concerns stated in their complaint.Initial Complaint
08/17/2024
- Complaint Type:
- Product Issues
- Status:
- Resolved
Optima Tax Relief was contacted in September of 2021 to negotiate an agreement with the *** to reduce the tax liability from a 2019 audit. (offer in compromise) Upon reaching out to them, I explained, in detail, my situation to the Optima Tax Representative, *****************************, and Optima Tax made statements that they could reduce the amount owed to the *** through methods used at the company. They failed to deliver such results. Instead, they continued the case for over 3 years, resulting in increased penalties to me from the *** and increased amounts due. After filing all returns for the preceding years, and having all refunds taken for the tax liability owed to the *** plus the penalties incurred, I reached out to Optima Tax Relief in disgust of their malpractices. I immediately requested a full refund of the over $3,000 in payments that were taken in installments from me. In lieu of a suitable compromise regarding my refund request, Optima Tax Relief offered me $150 as a refund amount. Optima Tax Relief had ample time and information to file at least 3 forms on my behalf to show work on my account and they did neither. Form 843 for abatement of penalties was never filed. Forms 656 and 433 (OIC) were never filed. Each of these actions would have only taken 7-10 business days to complete but Optima Tax Relief failed to submit anything on my behalf and instead, extended the time by sending out a series of requests via email and explaining that there was always a wait for someone to review what was sent and work on the account. ******************** Tax how now cost me more than what I owed before reaching out to them and I am now requesting my full refund of all monies paid via installment payments returned to me immediately. I do not want to be contacted with substandard resolution offers, yet I want to receive a FULL REFUND for the monies paid to them for work they never fulfilled and now, cannot fulfill since my tax refunds have been taken from me due to their malpractices.Business response
08/28/2024
Optima Tax has reached out to the client and will keep 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. Optima Tax will continue their efforts until this matter is resolved. Please do not hesitate to contact Optima Tax with any questions. Thank you.Customer response
08/29/2024
Better Business Bureau:
I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution would be satisfactory to me. I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
Regards,
*********************************
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Get a QuoteCustomer Complaints Summary
757 total complaints in the last 3 years.
319 complaints closed in the last 12 months.