Name: Optima Tax Relief
Rating: 3.8

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Michael

I particularly enjoyed the way Optima Tax relief, specifically Steve Ferris kept communication lines open for me to get started on my goal for resolving IRS issues.

3 months ago

Reply from Optima Tax Relief

Thank you so much for your wonderful feedback about Steve Ferris and Optima Tax Relief! We're thrilled to hear that you particularly enjoyed the way Steve kept communication lines open to help you get started on your goal of resolving your IRS issues.

Open, consistent communication is essential to helping our clients feel supported and informed throughout the process. It's fantastic to know that Steve demonstrated this so effectively and made such a positive impression as you began working toward your resolution.

We'll be sure to share your kind words with Steve - he'll be delighted to know that his commitment to keeping those communication lines open made such a meaningful difference for you. Thank you for choosing Optima Tax Relief and for taking the time to recognize Steve's excellent work!

Aug. 10th, 2025

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Samantha

Everyone has been so helpful. We finally have hope for the first time. Even though we’re very slow with our paperwork, we are trying. We feel like there’s a light at the end of the tunnel.

1 year ago

Reply from Optima Tax Relief

Wow, we appreciate your glowing testimony. We always try to go the extra mile for all of our clients! Thank you for the positive feedback.

Nov. 26th, 2024

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Adielle

On an individual level with team members… optima is great. Technology has been poor … nearly impossible to to schedule an appointment, numerous ongoing appointment requests for dates in past versus future. I’m deeply frustrated with my initial contact Chuck for not including representation for California franchise tax board. This was the PRIMARY resin for me hiring Optima. I’m assured throughout my process I have state representation, yet find out 17 months later in final resolution that I’m fact I DO NOT HAVE STATE REPRESENTATION. furthermore I wait weeks at a time to get updates, and I get verbal confirmation from numerous employees that my state debt is being addressed. It is beyond frustrating and disappointing I have invested 17 months of my life and over $6,000 dollars to find a solution but still find myself on the exact square one I was on when I first called Optima when California franchise tax board was garnishing my wages in the first place. I truly hope I’m not scammed and I hope someone at Optima can uphold up their verbal promises to me.

1 year ago

Reply from Optima Tax Relief

Thank you for your feedback. We would sincerely appreciate the opportunity to speak with you again to further discuss your case, since we take all of our clients' concerns very seriously and strive to address every issue brought to our attention.

Upon receiving your review, we've been diligently trying to locate you in our system but your review didn’t provide enough identifiable information to locate you. We welcome you to call (800) 965-3192 to speak with one of our QA Specialists, whenever you are ready. We will be more than happy to speak with you directly about your concerns. We truly hope you provide us with an opportunity to turn your experience around, and we are looking forward to hearing from you.

Apr. 2nd, 2024

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jose moore Dallas, TX

I am still in process with Optima. So far my experience has been good. But that could change based on the result of my resolution. Their services are pretty expensive and so far it’s been great. One of the biggest components of a good experience is the result of that comes from it. My results are still to be determined. So I can’t give 5 stars just yet. Please take my review as to be determined.

2 years ago

Reply from Optima Tax Relief

Thanks for the kind words! We make it our mission to help each and every one of our clients with their tax burden.

Oct. 18th, 2023

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Samuel Memphis, TN

The portal makes it very easy to send requested documents. In addition, communication is very good particularly when it comes to reminding me that I need to send something that has been requested.

2 years ago

Reply from Optima Tax Relief

Glad to hear you’ve had a positive experience with our team so far. We make every effort to accommodate each of our clients to ensure that they are getting the best customer service!

Oct. 18th, 2023

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Verified Customer

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Perry Weston

Optima was very professional and easy to work with. They were always available and took good care of my matters and answered any questions that I had. I would highly recommend them.

2 years ago

Reply from Optima Tax Relief

Thank you for the recommendation! We are happy we were able to resolve your tax burden.

Jul. 3rd, 2023

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Tim Patrick Wilmington, DE

Things seemed to be going well, however, 2 months ago the IRS put a levy on my bank account and I had to send in paperwork and do a few other steps to have the money put back into my account. Upon finishing this step, I was told by my Optima rep that the levy was lifted and I did not have to worry about that happening again. And then the other day it happened again, when I am away from home doing training for work nonetheless, and I have not been able to get a straight answer from Optima why this happened when I was specifically told nothing like that would happen again. I am now waiting to hear from a tax pro who is supposed to get in touch with the IRS agent so I can have the funds placed back, yet I have been calling for 2 days with no real response to what is going on.

2 years ago

Reply from Optima Tax Relief

We hear you and we thank you for sending in feedback. We want to emphasize that we take our client's concerns very seriously and we seek to solve all issues brought to our attention immediately, such as yours. In fact, delivering excellence to all our clients is central to our mission, and we would truly appreciate the opportunity to speak with you directly so that you can provide us with additional details. One of our dedicated Quality Assurance Specialists has already been made aware of your concerns, has taken the initiative to review your case, and will be reaching out to you to further assist you with your case. But if you prefer to speak to us at your convenience, please feel free to give us a call at (800) 965-3192. It's always our goal to resolve every issue for our clients to the fullest possible extent, so thank you for providing that opportunity. We look forward to speaking with you and hope to resolve any concerns you may have.

May. 26th, 2023

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Melissa New Orleans, LA

This company is absolutely fantastic!!! Everyone is very professional and kind. I have recommended them to friends and family who have issues with their taxes. Thank you so very much for all of your hard work!!!

2 years ago

Reply from Optima Tax Relief

Thank you for the recommendation! We are happy to hear that we were able to relieve your tax stress.

May. 17th, 2023

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Verified Customer

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Cecil Howard Atlanta, GA

I think they're doing very professional job by everything done as to where my farther wouldn't have been able to OptimaTax really stepped in and took charge of the situation Thanks Teams

2 years ago

Reply from Optima Tax Relief

Our top priority is making sure our clients have a full understanding of what’s going on with their cases. We’re happy to hear that we were able to assist you.

Dec. 8th, 2022

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Christian Chaparro Deerfield Beach, FL

Representatives are very helpful and knowledgeable. It would be easier if I had a designated person to reach out to for assistance. Every time I call or receive a call I am speaking to a new rep. Also my 2021 taxes income portion was not input correctly so I have to wait for it to be corrected.

3 years ago

Reply from Optima Tax Relief

Thank you for taking the time to leave us a review. We wish you well!

Oct. 20th, 2022

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Raul Barrera McAllen, TX

They are doing a good job on my case and costumer service is great no problems letting me know how's my case is going so I don't have any complaints whatsoever fro optima tax..

3 years ago

Reply from Optima Tax Relief

We are overjoyed to hear that we were able to resolve your tax burden with the IRS!

Oct. 9th, 2022

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Verified Customer

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Alex Noriega Tulare, CA

Optima Tax Relief has been a life saver without them I do what I would have done their good at what they do if you owe baa as ok taxes file or not they are the ones to call I do Recommend

3 years ago

Reply from Optima Tax Relief

Dealing with the IRS can be a headache! We are overjoyed to hear we were able to resolve your tax burden.

Sep. 29th, 2022

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Harriet Wafford Seneca, SC

Didn't know what I was going to do with my taxes until I spoke with Optima Tax. The best company I have ever worked with, I called them and they handled everything for me. I haven't heard from the IRS since.

3 years ago

Reply from Optima Tax Relief

Stupendous! We are overjoyed to hear that you had such a great experience with our team. Thank you for sharing your experience and we wish you well moving forward!

Sep. 29th, 2022

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Verified Customer

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Herbert Ruckett Silsbee, TX

They have always taken my case personally and always willing to aid me whenever I had problems getting information to them that they needed to carry on the progress of my case.

3 years ago

Reply from Optima Tax Relief

Owing taxes to the IRS is a nightmare! We are happy to hear we were able to help resolve your tax situation.

Apr. 21st, 2022

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Jose Perez Denton, TX

Amazing . Great customer service . We had the longest conversation of the past 5 years . They were really understanding and with much respect for little. Thank them to this day .

3 years ago

Reply from Optima Tax Relief

Amazing to hear! We are so happy to have helped you resolve your tax burden with the IRS. Thank you for sharing your experience.

Mar. 22nd, 2022

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Phil clough Las Vegas, NV

They are polite, they are professional, they are diligent. They keep me on track for the paperwork that I need to turn in they understand if I'm a little slow at ,And they are patient .I'm very grateful for them

3 years ago

Reply from Optima Tax Relief

We make it our mission to assist our clients in any way possible. We're happy to hear that you had such a positive outcome with your tax burden!

Mar. 22nd, 2022

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Verified Customer

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Dottie Rucker Shelbyville, KY

I was in despair on what to do and how to get started on my back taxes, I called and they listened they broke everything down to me on how they could get me back on track than we went to work.

3 years ago

Reply from Optima Tax Relief

Amazing to hear! Our team has a passion for resolving tax debt and we are happy to hear that we were able to help you out.

Mar. 10th, 2022

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Ricardo Hernandez Santa Ana, CA

The personal experience is wonderful, the resolution team assigned to my tax problem gives me confidence and hope that I will have a positive outcome and put this nightmare behind me.

3 years ago

Reply from Optima Tax Relief

We appreciate your positive review and look forward to helping you resolve your tax burden with the IRS.

Feb. 9th, 2022

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Verified Customer

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Reginald Sams Philadelphia, PA

They are very reliable any Information that I needed I received and I was also able to send any information I had . They also call you to keep you up on details of your case.great team work.

3 years ago

Reply from Optima Tax Relief

Falling behind on taxes can happen to anyone! We are so happy that you chose Optima to resolve your tax situation. We appreciate you sharing your story.

Feb. 1st, 2022

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Verified Customer

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Michael Hill West Hartford, CT

Denitra was amazing and super helpful she was extremely patient with our specific situation. She was very professional and made this hole first half of the process a pleasure considering the circumstances.

3 years ago

Reply from Optima Tax Relief

Wow, we appreciate your glowing testimony. We have appreciated working with you and value you as a client!

Dec. 21st, 2021

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Verified Customer

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Holly Hagerty Bridgton, ME

Optima has been there from the start. They explain everything so that you are able to understand your options. They take care of you in the best possible way so you can relax and not worry.

3 years ago

Reply from Optima Tax Relief

We are overjoyed to hear that we were able to resolve your tax problem with the IRS!

Dec. 21st, 2021

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Ethel Lowery Waldorf, MD

This is a great company! Headache saver! I would have given them a 5++, but in the beginning it was challenging getting anyone to respond back timely. I had to reach out to customer service too often before anyone responded. Other than that, they are great!

4 years ago

Reply from Optima Tax Relief

Dealing with the IRS can be a headache! We are overjoyed to hear we were able to resolve your tax burden.

Nov. 16th, 2021

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Frederick Johnson Charlotte, NC

I think they are a good company we haven't finalized everything yet so I can't give a complete review of the company in my experience with them the only thing or concern that I had was not the amount of the fee but the amount of time they gave you to pay it I would have much rather had more time to pay the $4,000 fee at a less amount each month

4 years ago

Reply from Optima Tax Relief

Thank you for the positive review and we appreciate the feedback!

Nov. 1st, 2021

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Verified Customer

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Jackie Hawkins Las Vegas, NV

Stopped threats and calls. My blood pressure was through the roof. I didn't feel like I could handle another obstacle during the pandemic. There has been tragedy after tragedy in my life. I thought there would be no end..

4 years ago

Reply from Optima Tax Relief

Falling behind on taxes can happen to anyone! We are so happy that you chose Optima to resolve your tax situation. We appreciate you sharing your story.

Nov. 1st, 2021

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Eve Carter Phoenix, AZ

I'm really really hoping there will be with done in reducing the total amount of back taxes due. I'm happy with the installment agreement amount of $108 however if the total amount isn't decreased I feel I'll be paying them forever.

4 years ago

Reply from Optima Tax Relief

Stupendous! We are overjoyed to hear that you had such a great experience with our team.

Nov. 1st, 2021

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Verified Customer

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Jaletha Smith River Rouge, MI

They helped with all of my tax needs, questions and concerns. The staff was friendly and helped me with all of my needs regarding turning in documents and answering all of my questions.

4 years ago

Reply from Optima Tax Relief

We are so happy to hear that we were able to resolve your tax debt with the IRS and take away your stress! Thank you for the positive review!

Sep. 27th, 2021

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Verified Customer

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Ory Wiggins

Optima was and has been very kind and helpful. If I needed an answer to a question or didn't understand anything they took time to explain. I appreciate everything they have done for me.

4 years ago Edited January 10, 2024

Reply from Optima Tax Relief

Thank you for the shout-out! We understand dealing with tax debt can be extremely tough and we are glad that we were able to assist you.

Sep. 7th, 2021

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C. Sales Shepherdstown, WV

They were really knowledgeable and courteous. They took on my case and made me feel at ease once it was under their care.I am so very grateful to have found this firm and surely glad I decided to " make that call!"

4 years ago

Reply from Optima Tax Relief

Thank you for thinking of our team as "knowledgeable and courteous." We make it our mission to get people out of collections and compliant with the IRS!

Sep. 7th, 2021

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Paula Norris Chesterhill, OH

The staff I talked with were very professionali . They appeared to have my needs correctly stated I just could not finish after the initial phone meeting I did not feel comfortable going on. I started getting negative information from people that had used Optima. When I looked into them at the BBB they were rated high

4 years ago

Reply from Optima Tax Relief

Thanks for the feedback!

Aug. 25th, 2021

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Patti Land O' Lakes, FL

Always helpful, kind and understanding what a customer is going through. And if they did not know they answer, they looked into it and called back. I’m very grateful that I have used them

4 years ago

Reply from Optima Tax Relief

Wow! Thank you for your kind words. We understand that owing the IRS can be extremely stressful and it makes us so happy to hear that we were able to resolve your tax debt.

Aug. 25th, 2021

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IMOGENE beasley Garland, TX

very helpfully and solve my tax problem in a timely matter I was happy with the time it took to solve my tax problem I HAD TRIED other tax company and was a waste of my money never got my tax problem solve thanks to optima problem got solve

4 years ago

Reply from Optima Tax Relief

We’re so grateful to have had you as a client! Thank you for your kind words.

Aug. 25th, 2021

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Verified Customer

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James Lavin Woodside, NY

In the very beginning I was extremely nervous about the outcome of what I might have owed but in the end I was 100% satisfied with all of their efforts to help me resolve my tax debt. I was so pleased.

4 years ago

Reply from Optima Tax Relief

Thanks Mr. Lavin! Glad we resolved your fears regarding the situation.

Jul. 21st, 2021

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Johannes Poulard Michigan City, IN

If you have problems with the IRS, Optima Tax is the firm to hire. These people know what they are doing and are with you all the time. They saved me from a lot of financial hardship.

4 years ago

Reply from Optima Tax Relief

Wow, thank you! Tremendous recommendation and we are here for you whenever you need us.

Jul. 21st, 2021

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Verified Customer

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Brenda Jean Begeman Nashville, TN

Since moving to next stage of this process there has been no contact made with me outside of the Portal Hard to tell if message are standard from the system or if someone on the other end is requesting or needed something. Nothing has been personalized, no phone calls VM left since going to this stage. The first stage was very interactive and felt personalized for me and as if Optima wanted my business and to help me.

4 years ago Edited January 10, 2024

Reply from Optima Tax Relief

Thank you for letting us know, Ms. Begeman. We've passed on this information to our team!

Jun. 10th, 2021

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Verified Customer

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Ricky. B. Midway, UT

They care about their clients. My case has been drawn out for years and they stay in constant contact with me. It’s reassuring to know that someone’s thinking about your IRS problems.

4 years ago

Reply from Optima Tax Relief

Thank you Ricky! We truly do appreciate your great feedback - we treasure our relationships with our clients.

May. 18th, 2021

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Verified Customer

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Cynthia Olivehurst, CA

Great people .. Helpful whenever I had a question.. Patient with me because I am not very techy. Phone calls were helpful and they out of their way to mail me things when I couldn't do things by computer or phone internet.

4 years ago

Reply from Optima Tax Relief

Thanks Cynthia, that's so important for us - we gladly support our clients through the whole process!

Apr. 5th, 2021

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Verified Customer

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Tarraino Smith Detroit, MI

They really came through to help me get this issue resolved, keep me updated with what was going on and provided me with the best options. Had me extremely confident with securing my information.

4 years ago

Reply from Optima Tax Relief

Thanks Mr. Smith, we will always work with you to get your issues resolved!

Jan. 22nd, 2021

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Verified Customer

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Mark Bonner Indianapolis, IN

I like how they take care of business you find so Tax Relief companies it's all about the money they charge you. Optima tell you what you they follow up on it there response back to you is very important and quick

4 years ago

Reply from Optima Tax Relief

Thank you so much Mr. Bonner. Our clients are always our priority in our business.

Jan. 4th, 2021

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Verified Customer

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Jon Clayton

It seems very slow going. We are going on 4-5 months now with no resolution and very little communication about the progress being made. I know both OTR and the IRS are extremely busy right now, but status updates would be nice, so I don't feel as though I have been forgotten. My ratings are sort of middle of the road because I can't comment or provide higher scores until after my case has been settled at which point I would probably give them higher marks.

5 years ago

Reply from Optima Tax Relief

Hi Mr. Clayton, thank you for your feedback. We really do appreciate hearing from you and look forward to improving your experience.

Dec. 3rd, 2020

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Verified Customer

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Sandra C. and Curtis C. Gober.

Once they had all of our information that they needed to negotiate with the IRS, they went right to work and turned a large amount (for us) owed into a refund. Very impressed with the whole team. Thanks.

5 years ago

Reply from Optima Tax Relief

Congrats on an incredible resolution! We're happy to have helped.

Nov. 24th, 2020

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Verified Customer

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Ira Fair

I am a very happy customer! They perform brilliantly and they really take care of their clients. I'll make a commercial for you if you'd like and I would not do that for any other company I know of.

5 years ago

Reply from Optima Tax Relief

Wonderful! Thank you so much Ms. Fair. We'll keep you in mind!

Oct. 20th, 2020

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Verified Customer

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Natausha Jones

From start to finish, the Optima Tax team attacked the situation and kept me in the loop the entire time. I'm almost done and can't wait to exhale from having six tax years completed and and reasonable resolution in hand.

5 years ago

Reply from Optima Tax Relief

Wow, we really appreciate hearing your perspective. Congrats on an awesome resolution!

Oct. 6th, 2020

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Verified Customer

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Jason

Great staff. Polite, professional and timely in every conversation. They do exactly what they advertise; they get the problem solved. Not very many companies these days live up to their ads: Optima does

5 years ago

Reply from Optima Tax Relief

Fantastic to hear, and glad you found us when you did! Thanks Jason.

Sep. 23rd, 2020

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Verified Customer

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Javan Duluth, GA

The personal touch. All my calls get answered or returned within the hour. They make sure that whatever documents are asked for they just dont stop instead leaving continuous alert until they have received them

5 years ago

Reply from Optima Tax Relief

Thank you, your feedback is very important to us. It's our a priority of ours to ensure we are doing the best we can for our clients. Thanks!

Jun. 9th, 2020

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Verified Customer

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Mark Segermeister Boca Raton, FL

Very professional very much on task.They answer all my questions they are very methodical on reviews of documents. I really appreciate the customer service I have been receiving

5 years ago

Reply from Optima Tax Relief

Hi Mr. Segermeister, thank you for your feedback! We truly appreciate you writing in. We enjoyed working with you, thanks again.

Jun. 3rd, 2020

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Lee Tyner

I need real help and they were very patient with me and have been thorough so far. I am still waiting to see what they are able to do for me, but I am encouraged that they will do a good job.

5 years ago

Reply from Optima Tax Relief

We appreciate that tremendously! Thank you!

May. 26th, 2020

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Candace Garton-Mullen San Francisco, CA

I did not use the service because I felt it was extremely overpriced. I feel that the quote they gave me for services was based on my income rather than my case. I ended up hiring a very reputable law firm for less than a third of the price. I'm very happy I did not use Optima. I give it 3 stars, because my case handler, Andy, was awesome and very transparent.

5 years ago

Reply from Optima Tax Relief

Thank you for your feedback Ms. Garton-Mullen.

May. 11th, 2020

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Verified Customer

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Christa Dirrane Santa Clarita, CA

OTR helped me resolve my ongoing tax issues. Their tax team is professional, efficient and helpful. They guided me with expert advice from start to finish. I highly recommend them.

5 years ago

Reply from Optima Tax Relief

We love hearing from our clients, so thank you for sharing Ms. Dirrane! We appreciate your recommendation.

Apr. 28th, 2020

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Verified Customer

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Anonymous Pooler, GA

Results! I received straightforward initial council, was told the entire price for the services and was given a fair payment plan. The result was an overall savings of approximately $35,000.00!

5 years ago

Reply from Optima Tax Relief

That's fantastic to hear! Congratulations!

Apr. 9th, 2020

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Verified Customer

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Big Fred

So far fantastic, communication, call backs, feed back, have been exceptional. Communication with irs must work because it's haven't been sending anymore letter once optima got involved

5 years ago

Reply from Optima Tax Relief

Thank you for the feedback, Fred! We make it a priority to have effective communication with our clients.

Mar. 10th, 2020