Complaints

This profile includes complaints for Optima Tax Relief's headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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  Optima Tax Relief

  6 Hutton Centre Dr Ste 300 Santa Ana, CA 92707

  
• 

  Optima Tax Relief

  5530 W Chandler Blvd Scottsdale, AZ 85266

  
• 

  Optima Tax Relief

  450 N 54th St Chandler, AZ 85226-2528

  

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:05/28/2024

  Type:Sales and Advertising Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I started with optima around 2021. I have paid them 24k upfront within three months. I continue to get the run around adding more documents needed. This has gone on now for three years. I have sense lost my job and the last two years barely made enough to survive. I have had to send documents multiple times for reason stating signature wasnt dark enough to they never received ved them when I can see them in the upload section. I feel very very taken advantage of. The 24k I sent them could have just gone to the irs with me dealing with them directly. At the same time I have pretty much resolved my state tax debt. Optima doesnt cover that. The way this has been handled is disgusting. I see friends who dealt directly with the irs and had debts forgiven for free.

  

  Business Response

  Date: 06/03/2024

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

• Initial Complaint

  Date:05/25/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Optima tax guarantee me that they could reduce my taxes and did not provide the service I was promised,I paid them $8,000 dollars in 2018 off of a promise from a representative of optima tax name of **************** that my tax debt would be reduce if I folded the program set up by optima tax after 6yrs and no results I think we been scammed,there a business that has a logo with no results Ive been scammed

  

  Business Response

  Date: 06/18/2024

  Optima ************** will reach out to the client to address their concerns.  We have not yet managed to make contact. 
  

• Initial Complaint

  Date:05/24/2024

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Ive been told for 3 months someone from team 225 would call me back, no call, no nothing, no resolution. Nothing

  

  Business Response

  Date: 05/31/2024

  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.

• Initial Complaint

  Date:05/24/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Could not meet the required full amount of $11,000.00 to start the paperwork for negotiating a payment plan with IRS due to loss of work my account was on hold for a year unable to continue with my $1000 payment to Optima Tax Relief I canceled my on hold contract when asked about a refund I was told it will take about a month for a response back finally received a response stating I'm only entitled to $692 I ask for time to think about the offer being dissatisfied with Optima's amount I decided to take the offer called six times asking for *********************** with no respond back I ask if I could speak to someone in management but I was told that *********************** is handling my case and I cannot speak to anyone else but *********************** an that a email has been sent to *********************** for a call back request no response from *********************** at Optima Tax Relief I'm trying to get my refund and put an end to this if you feel I'm entitled to the full amount of $4615.56 please let me know thank you ***************************

  

  Business Response

  Date: 05/31/2024

  Optima Tax had already been in discussions with the client to address the concerns stated in their complaint.  

• Initial Complaint

  Date:05/24/2024

  Type:Sales and Advertising Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Unwarranted harassment and spam calls.

  

  Business Response

  Date: 05/31/2024

  Optima Tax is unable to locate any account associated with the details provided by the consumer. We encourage the consumer to provide more information that will help us locate their account, or to contact us directly so that we may assist further.  
  
  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.   

• Initial Complaint

  Date:05/22/2024

  Type:Service or Repair Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  On January 7, 2024, I reached out to Optima to inquire about their services. On 01/22/24 I received an email from an employee named *****. I then began to receive relentless calls that to this day, 05/21/2024, have not stopped despite my telling them to remove my number from their call list and to cease/desist immediately. In turn, they began calling my work phone. Once again I told them to remove my number and quit calling. Then, just now, I get yet ANOTHER call. This is harassment. I have also reported them to the **** but they need to cease and desist calling or emailing me PERIOD.

  

  Business Response

  Date: 05/29/2024

  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. 
  

  Customer Answer

  Date: 05/29/2024

  I dont want anyone contacting me again from this company. Theyve contacted me enough. I dont need to be on their call list again. Just STOP harassing/calling. Period. 

  

  Business Response

  Date: 08/27/2024

  Optima Tax relief will no longer contact this client as per request. All lines of communication remain open should the client wish to further engage in discussions. 

  Customer Answer

  Date: 08/27/2024

  
  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

  Date:05/22/2024

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I paid them $5000 to take my case not only did they not do what they could said they would do which was reduce penalties. They did nothing and every time I told them what days I worked what times I could talk on the phone they would always call me during the workday And never get back to me without doing anything because they said that I did not give them the documentation that they wanted which I gave them everything they wanted. They were two years they were looking at the *** took back all the taxes that I received to take care of the first one and I kept telling him it was closed and they kept asking me for money For the 2017 when I told them 2017 was already taken care of. I needed them to take care of 2019. They never took away any penalties. They never did anything for me. I want my money back to this day, I still havent talked to anybody because they said they close my case , they did nothing for me

  

  Business Response

  Date: 05/29/2024

  Optima Tax is unable to locate any account associated with the details provided by the consumer. We encourage the consumer to provide more information that will help us locate their account, or to contact us directly so that we may assist further.  
  
  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.

• Initial Complaint

  Date:05/21/2024

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I paid Optima Tax relief $3,500.00 to help resolve my tax debt to which they have absolutely have done nothing I haven't even been able to speak with them .

  

  Business Response

  Date: 05/28/2024

  Optima ************** is currently reviewing the client's file. The client is scheduled to speak with us on June 19, 2024. We look forward to speaking with the client in hopes of reaching a mutual agreement. 

• Initial Complaint

  Date:05/17/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Optima Tax Relief promised to help me resolve an outstanding federal tax issue in return for a fee of $16,000.00. I paid the full balance of $16,000.00 and the only action they took on my behalf was to file a POA document with the **** They did nothing to help resolve my tax issue or anything at all. A fee of $16,000.00 is unreasonable to only file a form with the **** They closed my case and I have no resolution with my tax issue.

  

  Business Response

  Date: 05/23/2024

  Optima ************** has already been in discussions with the client regarding their concerns. All lines of communication remain open until a mutual agreement is reached. 

• Initial Complaint

  Date:05/15/2024

  Type:Customer Service Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I have hired optima tax relief 2.5 years ago. WHAT A HORRIBLE EXPERIENCE. They have done nothing and charged me $3,000 for NOTHING. We hired them on 08/22/2022 and I continue to call them over and over. I typically get sent to someone outside of the ** and its a problem having someone to contact me in Spanish. Its POINTLESS to hire this company. We have wasted time our interest have increased and were back down to ground 0. I would have already paid them off but now Im negative 3K. I just need the money back so that I can pay them and get this over with. Im desperate. I want to move on and I completely wasted time and money.

  

  Business Response

  Date: 05/29/2024

  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.