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

  450 N 54th St Chandler, AZ 85226-2528

  
• 

  Optima Tax Relief

  5530 W Chandler Blvd Scottsdale, AZ 85266

  

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:12/27/2024

  Type:Product 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.

  Paid $11,000 and received a bunch of promises. There was no reduction, only one tax return was done by them which my own *** did already. And then, when I mentioned it on the phone, a standard, "we looked at what we could". What a waste of $$$ - I could have had a local CPA do that for less than half. At the end Optima did not reduce a single dollar from a 140K tax burden.

  

  Business Response

  Date: 01/03/2025

  Optima ************** will reach out to the client to address the concerns stated in their complaint.  Optima Tax will continue to reach out to the client and will maintain 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. 

• Initial Complaint

  Date:12/27/2024

  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.

  I paid Optima Tax Relief $9290 to help me with a tax debt to ***. I submitted all the forms they asked for. They emailed me and stated they had not received all requested information and was stopping the process. I called and advised all information had been provided but would submit again. They indicated the documents would need to be provided by a certain date, which I did. However, they apparently did not process any of the information i provided. I called them multiple times to inquire as to the status after submitting the second time. No response was ever received from Optima ************* Later I called Optima again and advised them I had paid over $9000 and had not gotten any response or solution. They offered a refund of $899; however nothing was ever received. Had i known Optima was not going to do anything to help me, I could have paid the $9290 to the *** to lower my debt.

  

  Business Response

  Date: 01/02/2025

  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

  Date:12/27/2024

  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.

  I hired Optima tax relieve to help me resolved IRS tax issues. Optima tax relieve charged me close to 10,000$With a monthly direct deposit of 809$ monthly. A portal site created for me to send documents. I sent almost all documents that were required. Optima tax relieve asked me to send documents that was impossible for me to find furthermore optima tax relieve didnt get in contact with IRS it was all a scam. Monthly payments 4/16/2024-pay809$5/6/2024-pay-809$6/16/2024-pay809$7/16/2024-pay809$8/16/2024-pay809$10/16/2024pay809$11/16/2024pay-809$I was told by Optima tax relieve personel that I was going to get only 809$ reimbursement . Please help.

  

  Business Response

  Date: 01/02/2025

  Optima Tax had already been in discussion with the client. Unfortunately,  we were unable to reach a mutual agreement. 

• Initial Complaint

  Date:12/18/2024

  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.

  Began working with Optima Tax Relief in January 2023 to resolve back tax debt from *********. A requirement for representation was to allow Optima to file my 2022 tax returns. I began the process by making monthly payments (after the one-time payment upfront). Total paid for investigation and resolution was approx. $2500. Up front, Optima was great communicating, after signing agreement and starting the investigation, communicating with Optima became nearly impossible in person. I called over 15 times in the year (Jan 2023-Sprung of 2024) and not ONCE did I ever speak with a team member who was assigned to me, always a call rep. ******** were taken, some times days would pass or more before an email or an attempted call back. The bigger issue is after my 2022 Tax Return was filed, Optima said I owed fed $21,700 which is way more than I have ever owed the **** I had my own accountant look into the return last month and she discovered massive errors on Optimas part. They dis not include my children (dependents). They did not include $6000 home improvement expense. They ignored other income submitted via online sales, all told she discovered that my actual amount owed for 2022 was $10,000. Thats an $11,000 mistake. I have been making tax payments of $500 a month since May, to pay off the balance, an amount I should NOT have had to pay. My state return was also wrong with me owing more than I should. Penalties and interest were assessed that should not have been.I ha e reached out to my tax attorney for consultation on hoe to proceed further. Optima Tax defrauded me of an accurate tax return for 2022, coat me thousands of dollars, and tremendous stress and emotional distress. I had to withdraw $8,000 from my 401(k) to help pay this, and borrow the rest. I should NOT have had to do that. Optima Tax can not be trusted to handle any clients tax debt forgiveness. I owed more than I should have by a huge margin.

  

  Business Response

  Date: 12/26/2024

  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 Answer

  Date: 01/02/2025

  Desire to Re-open Complaint To Better Business Bureau Against Optima Tax Relief

  
  

  12/31/24

  From ***** H *****

  124 ***** Drive 

  Ragley, LA 70657

  ************

  
  

  Complaint ID: 22706481

  
  

  Original Complaint on :

  Began working with Optima Tax Relief in January 2023 to resolve back tax debt from *********. A requirement for representation was to allow Optima to file my 2022 tax returns. I began the process by making monthly payments (after the one-time payment upfront). Total paid for investigation and resolution was approx. $2500. Up front, Optima was great communicating, after signing agreement and starting the investigation, communicating with Optima became nearly impossible in person. I called over 15 times in the year (Jan 2023-Sprung of 2024) and not ONCE did I ever speak with a team member who was assigned to me, always a call rep. ******** were taken, some times days would pass or more before an email or an attempted call back. The bigger issue is after my 2022 Tax Return was filed, Optima said I owed fed $21,700 which is way more than I have ever owed the **** I had my own accountant look into the return last month and she discovered massive errors on Optimas part. They dis not include my children (dependents). They did not include $6000 home improvement expense. They ignored other income submitted via online sales, all told she discovered that my actual amount owed for 2022 was $10,000. Thats an $11,000 mistake. I have been making tax payments of $500 a month since May, to pay off the balance, an amount I should NOT have had to pay. My state return was also wrong with me owing more than I should. Penalties and interest were assessed that should not have been. I ha e reached out to my tax attorney for consultation on hoe to proceed further. Optima Tax defrauded me of an accurate tax return for 2022, coat me thousands of dollars, and tremendous stress and emotional distress. I had to withdraw $8,000 from my 401(k) to help pay this, and borrow the rest. I should NOT have had to do that. Optima Tax can not be trusted to handle any clients tax debt forgiveness. I owed more than I should have by a huge margin.

  
  

  Disputed Amount/Original Cost: $2,950

  
  

  -Why you are rejecting the business' response

  Optima Tax Relief has NOT responded directly to me in any way, via email, phone call or directly to the BBB message centre to offer any form of resolution.

   

  -Mention any additional concerns you would like the business to address

  BBB closed my complaint saying they considered this mattered resolved although Optima Tax Relief has NOT responded in any manner directly to me to attempt 

  to resolve this complaint. They did respond via BBB message centre in the complaint that they would reach out to me, the client, but have not.

  
  

   -Restate your desired resolution

  I desire a full refund for services rendered. I acquired their services to REDUCE my tax debt, but instead owed MORE than I did before I began using their services. 

  Part of the agreement in working with Optima Tax Relief was that I was REQUIRED to have them prepare my tax returns for 2022, which they totally got wrong. They made several mistakes in preparing my tax return for 2022 and because of those mistakes, they said I owed $11,000 more than I should have, as well as more than I should have for my state return in *********. My accountant has documented the mistakes they made and we have filed amended returns with the *** and State of ********* to correct these issues. Because of their errors, I have been paying $500 per month since early summer 2024 to pay back an amount I should have not had to pay. I still show that I have an unpaid balance with the *** because ofOptima Tax Reliefs mistakes. This is money that my family needs, and it is wrong and irresponsible of Optima Tax Relief to have caused this burden on me and my family.

  I would like a FULL refund for services provided. 

  
  

  -If applicable, please send me any documents that support your rebuttal statement

  Documentation has been attached. Here is a copy of the message from my accountant:

  
  

  From email message 12/16/24

  From: ************************************************************************************************************************************************************************************************************************

  To: **************************************************************************************************************************************************************************************************************************

  
  

  *****,

  Listed below are the changes I made to the original 2022 tax return that was filed previously:

      

      1. No dependents had been claimed on your return causing you to not received the Child Tax Credit. On the amended return, claiming the dependents you can is giving you a $ 6,500 nonrefundable credit that is going towards your tax liability.

  
  

  2. All of these changes will come from the Schedule C for the business:

  
  

  A. Income from "Trading Card Sales" of $9,956.77 was not previously reported so it had to be added in income along with the 1099 amount already on return. Total income to report on Schedule C is $104,057.

            

  B. All business miles were not reported. The amount previously reported was ***** but from the tax source documents the tax payer sent in, amount to report was ***** business miles. The new standard mileage deduction is $5,092.

              

   C. Cost of Goods Sold in the amount of $23,164 was not reported. This amount includes instore & online purchases of $20,712, Selling fees of $1,245, Shipping/Postage                   fees of $827, Packaging/Material/Supplies of $233, and Art Supplies of $148.

              

  D. Legal & Professional expenses paid to ******* Accounting in 2022 for $1,474 was not deducted on the return.

              

   E. Not sure if all Office In Home expenses were used to calculate an Office In Home deduction to be reported on ************ the last return we would have on file (2021), the office in home percentage to figure the deduction is 8.67%. The expenses reported to calculate the total OIH deduction was mortgage interest ($6,764), real estate taxes ($1,210), repairs on a/c ($6,642), utilities ($3,373), and depreciation on home ($456). The total deduction reported was $2,105.

  
  

  Amending the original return and incorporating the changes stated above has resulted in a new outcome of:

             

  Original:  Fed *** Due: 21,786

                State *** Due: 3,506

  
  

   Amended: Fed *** Due: 10,003

                    State *** Due: 2,980

  
  

  Sincerely,

  ****** ****

  ******* Accounting, Inc.

  **************************************************

  ************ Phone

  ************ Fax

  ************************************************************************************************************************************************************************************************************************

  
  

  

  Business Response

  Date: 01/10/2025

  Optima Tax management  will reach out to the client to address the concerns stated in their complaint.  Optima Tax will continue to reach out to the client and will maintain 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.

  Customer Answer

  Date: 01/13/2025

  Optima Tax HAS NOT attempted to contact me in ANY way. They have not called, emailed, texted or written a letter. They are stalling this complaint because they KNOW they have done wrong. I have checked all of my emails daily (both unbox and junk folders). I have no voicemails or missed calls from them. I have even checked my Client Portal with Optima Tx and have not received any request for Documentation or furtherance from them. They are manipulating this situation and it is unacceptable. 

  

  Business Response

  Date: 01/25/2025

  As was stated in previous our correspondence, Optima ************** has been reviewing the client's file. We apologize for the delay in contact, but we ensure that we contact attempts have been made. At this time, we have informed the assigned representative to continue to reach out to the client to address their concerns stated in their complaint. We appreciate your patience and we look forward to working with the client towards a mutual agreement.  

  

  Business Response

  Date: 02/13/2025

  Optima Tax last contact with the Client was on 1/30/25. Our ********************** Team reached out to address the Client's concerns and made good faith attempts to reach a mutual agreement. Unfortunately, we were not able to come to an agreement with the client. 

  At this time, the Client has requested that Optima Tax no longer contact them - preventing further discussions towards a mutual agreement. We will honor the Client's request to cease contact, so we encourage the Client to reach out to us at their convenience.

• Initial Complaint

  Date:12/18/2024

  Type:Product 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.

  Unsuccessful In January of 2020, my husband and I contracted Optima for a tax resolution. Then the insanity began. There was little contact from them. Calling is a complete joke. Someone who knows nothing (at all) would answer (if the call was answered). Our cost was $8185 for a solution. I was unemployed due to injuries and broken bones from an accident. I was under strict orders from my doctor, if I wanted to heal and be able to walk again, I needed to sit still. So I did. Thats when we reached out for help. I was hired in August 2020, which helped, but almost all of the payments had been made. We had a case manager (the first of many) who was clueless. Each time its was we need more documents from you I gave them everything the asked for. In January 2021, I was advised that the tax professional was talking to an RO from the ***. Why our case was escalated with the **** we still do not know. Our income was vastly lower than people who have an RO assigned to us. This went on for 2 years. They waited so long, that my case was in collections and when its in collections, you cannot make a payment plan with the ***. Our wages were garnished (without any word from Optima). The *** was taking 1/2 of my husbands income. So now we are in another holding pattern. Finally, with more pressure from the ***, we stopped using them (as if they did anything at all anyway) In July 2024, 4.5 years after we had paid fully. I have emails and voicemails to back up everything and more, so I do not want to hear We tried to help. We want our money back or we will take this further. I dont want a scripted apology, I want our money back so we can pay the IRS.There is so much more that would make your toenails curl, but I dont want to waste one more minute of my time on Optima. DO NOT USE THIS COMPANY, THEY LIE AND DO NOT PRODUCE SOLUTIONS.4.5 years and nothing, just more trouble with the ***, no solution. $8185 no solution=FULL REFUND posting on every platform.

  

  Business Response

  Date: 12/30/2024

  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 Answer

  Date: 12/30/2024

  An agent called and basically begged me to sign a new POA, as we have retained an actual tax lawyer who negated our POA with Optima. Prior to retaining the legit tax lawyer, I, myself, called the ** LISTED ON OUR CASE. I explained that our case seemed like it was being used to train new **s. The actual ** released the lien and lifted the garnishments within 24 hours. I did that after Optima just kept telling me Your case manager is on the phone with your ** right now. Bold faced lies over and over from plebeians with no US tax backgrounds. 
  I told the agent 4.5 years ago we paid in full our fees to Optima. Why on earth would we let them take over our case again as our debt when we began was $45,000it is now $95,000. Four years will do that. The agent apologized over and over and begged us to sign the new POA. I told her she would have to show me a detailed plan on how they would accomplish a settlement with an acceptable and realistic solution. 
  all she did was send a request for us to sign a new POAno plan accompanied it. We are tired of being bullied and ignored. We are victims of lies and thievery.  Optima, your agents lied to us, stole our money, (that could have gone to **** taxes), and left us out to fend for ourselves after we fully paid upfront. 5-12 months is what you lied about. We want our money back; NOT A SCRIPTED FAKE APOLOGY DEFENDED YOUR LACK OF DUE DILIGENCE! ALL OF IT

  

  Business Response

  Date: 01/09/2025

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

  Customer Answer

  Date: 01/10/2025

  
  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:12/17/2024

  Type:Order 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.

  In 2021, we hired Optima Tax Relief to complete our tax returns from 2006 to 2020, paying $990 for an investigation fee and $11,895 in resolution fees. Despite submitting all requested information via their online portal, they never completed our returns and failed to communicate with us. After several phone calls, we were told our account had been canceled in October 2023 without any prior notice. In May 2024, Optima requested an additional $990 for a second investigation fee to reinstate our case. After paying this fee, they then demanded another $3,700 to complete the ********* returns, even though our original agreement was for the ********* returns. When we contacted them again, they informed us that we would need to sign a Waiver and Release Agreement to reinstate our account, but at that point, we chose not to sign and will not be signing. At this point our ********* tax returns have not been completed by Optima.

  

  Business Response

  Date: 12/30/2024

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

  Customer Answer

  Date: 12/31/2024

  I am writing to formally address an issue with the services provided by Optima Tax Relief. On or around October 18, 2024, a representative of Optima, ******* *******, stated over the phone that a partial refund of approximately $1,700 (12.5% of the total amount we paid) would be issued which we declined because, this amount does not seem fair or sufficient given that the service we initially signed up for and paid for has not been provided. 
  As of today, Optima Tax Relief has failed to fulfill its contractual obligations, and the agreed-upon services have not been performed. We are disappointed with the lack of progress and would like to request a full refund for the amount we paid, as the service has not been rendered as promised.
  Please advise on the next steps to resolve this matter, or let us know when we can expect the full refund of $13,875.
  Thank you for your attention to this matter.
  

  

  Business Response

  Date: 03/24/2025

  Our mission at Optima Tax is to uphold the philosophy that clients come first and all our representatives go through rigorous training to assure we abide by that philosophy.

  
  In order to properly address your complaint, we have assigned a member of our Team to review your file. Upon review, our team will reach out soon to discuss the matter further and attempt to provide a mutual resolution. Should you find yourself unavailable at the time of contact, please don't hesitate to suggest a more convenient time for us to connect. Your satisfaction is important to us, and we are committed to addressing these issues promptly. Optima tax appreciates your patience in allowing our resolution team to provide support, we look forward to speaking with you soon

• Initial Complaint

  Date:12/15/2024

  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.

  I contacted Optima tax relief and 4 months later I have no changes in my tax situation.

  

  Business Response

  Date: 12/23/2024

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

• Initial Complaint

  Date:12/12/2024

  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.

  From what I can gather, no action was taken from this company. I still owe the full amount to the IRS, yet they took approximately $4,300 from me. I could have simply given the $4,300 directly to the government and arranged my own payment plan. I was told from a representative the company would handle the late fees, but that did not happen. I suspected this would be a scam, and now it seems my fears were justified. I deserve to have my money returned so I can pay the IRS directly.

  

  Business Response

  Date: 12/18/2024

  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 client’s file and will soon reach out to the client to address their concerns. The client is scheduled to speak with Optima Tax management on 12/26. 
  

  Customer Answer

  Date: 12/18/2024

  I think they need to add to their response.. They should include, "We strive to take money from people, even when providing NO service."

  

  Business Response

  Date: 12/27/2024

  Optima Tax management has reached out to the client. At this time, we are still working with the client towards a mutual agreement. We have recently attempted to reach out to the client on 12/23, but was not able to touch base. All lines of communication remain open until an agreement is reached. 

  Customer Answer

  Date: 01/01/2025

  "Their statement, 'We have recently attempted to reach out to the client on 12/23 but were not able to touch base,' is inaccurate.
  

  I spoke with Alejandro (apologies for any misspelling) at 12:00 PM EST on 12/23 for approximately 21 minutes. I then called him back the same day at 4:46 PM EST for approximately 7 minutes. Despite these conversations, no ethical settlement was reached—they offered me only $400.
  

  I am extremely dissatisfied with the so-called work or service they claim to have provided. They charged me $4,290 to amend a tax return, yet I was the one who set up the payment arrangement with the IRS, not them. I feel like I have been robbed of my hard-earned money."

• Initial Complaint

  Date:12/11/2024

  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.

  Began a contract in 2021 with optima tax , sent forms , paid 7k for process , through which optima promised to file taxes forbyears 2022, 2023 never sent documentation, copies of taxes or resolution while requesting tax documents, ect. Never ending the process. Was contacted (1) week ago by a member of team 225 Mr **** who while seeking some information informed me that NOTHING was done, nothing processed no resolution of taxes, no taxes filed for 2022 or 2023. I requested the original contract and someone to help me but was told that I was not in compliance because 2022& 2023 taxes weren't filed me ..IVE BEEN Scammed BY OPTIMA TAX. I'm seeking my money back , my taxes s filed(2022&2023), an explanation bto the *** in my defense and the payment of penalty incurred and a resolution response. Because the same commercial is still playing with that promise of resolution.

  

  Business Response

  Date: 12/17/2024

  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

  Date:12/10/2024

  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.

  I started working with Optima Tax Relief on 9/27/23 because I needed assistance with my tax liability. It was estimated 4-6 mths to resolve the case. I pd them in full in May and still no resolution. Ive rc'd levy letters from the *** that were uploaded to portal and still no response. They only contact me for other docs. Im in the resolution phase and no one from the team has contacted me. I want them to do what I paid for. I feel like they are misleading me to get more money. I've rec'd letter from *** stating intent to levy my bank accounts and uploaded to portal and still havent heard back. I contacted the *** and told them I'll start a pymnt plan with them since Optima has abandoned me. I was told by the *** that I could have setup a *** for free and didnt have to hire Optima. I feel Optima preys on the vulnerable and takes advantage of those in need. They have not responded. Ive reached out via email and phone; left several messages for a call back from the resolution team. I have not been able to speak with anyone who knows about my case. When I call, Im told I will receive a return call within 48 hours and no one calls. I spoke with ******** ******* in the ********************** on 10/23/24 who assured me that they would expedite and escalate my case. As of today, 12/9/24, my case is still in a holding pattern and no one has reached out to me to setup payment arrangements. They have the customer support team trying to get me to sign additional documents for another tax year. I will not be signing anything else with them.I want all of my money back because this company is not what they advertise to be. They are still charging a $39 monthly fee for doing nothing. I will be contacting the Attorney General and reporting this company for fraudulent *********** firing Optima Tax Relief and will work with the *** directly. My experience with this company has been disastrous and has cost me thousands of dollars that I could have applied directly to ***.

  

  Business Response

  Date: 12/16/2024

  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.