Name: Optima Tax Relief
Rating: 3.7

check_circle

Verified Customer

star star star star star

Quincy Odessa, TX

Easy process. I have literally left it all in there hands and haven't had any issues. There has been good communication and good explanation of the steps

4 years ago

Reply from Optima Tax Relief

Thanks for the great feedback and for taking time out of your day to share your experience!

Aug. 10th, 2021

check_circle

Verified Customer

star star star star star

Walter L Johnson Tampa, FL

Very good company and very nice people work for Optima Tax Relief they really taken care all my taxes problems and taken real tax problems I thank them for all their help

4 years ago

Reply from Optima Tax Relief

Thanks Mr. Johnson!

Aug. 4th, 2021

check_circle

Verified Customer

star star star star star

David Jimenez East Chicago, IN

I read them exceptionally high because they are able to help me with understanding how to go about getting together my forms and papers that I need to get sent out to the IRS

5 years ago

Reply from Optima Tax Relief

Thanks Mr. Jimenez - we certainly appreciate hearing your feedback. We're so glad to have helped you.

Jun. 22nd, 2021

check_circle

Verified Customer

star star star star star

Charita Stubbs Tucson, AZ

They worked hard to help me. They stayed on me to get my paperwork in. The customer service representatives always came across in a "wanting to help me" manner.

5 years ago

Reply from Optima Tax Relief

We pride ourselves on what we've done for our clients. Thank you for the feedback!

May. 24th, 2021

check_circle

Verified Customer

star star_border star_border star_border star_border

Ricky S. Magno Las Vegas, NV

I'M VERY DISAPPOINTED. I STARTED WITH IRS AUDIT LAST 12/2021. IRS PENALIZED ME WITH $30K PLUS FOR MY 2017, 2018, 2019 TAXES. SO I SEEK OTR FOR HELP AND THEY PROMISED TO HELP ME LOWER MY LIABILITIES. I SIGNED THE CONTRACT PAYING THE OTR $5K PLUS ALMOST $500 INITIAL FEES. ABOUT TWO MONTHS AGO, I ALSO HAD MY 2020 TAXES DONE BY MY TAS PREPARER LOCALLY AND I WAST ASSESSED TO OWED ABOUT $7,500 FOR 2020 (WITHDRAWAL FOR MY 401K). THEN ON 5/5/2021, OTR INFORMED ME THEY COME UP WITH RESOLUTIONS THAT I HAVE TO PAY THE IRS $45K WITH $670.00 MONTH INSTALLMENTS FOR 6 YEARS. HOW DID I ENDED UP OWING THE IRS MORE THAN I FIRST STARTED. IF ONLY I AGREED WITH THE IRS IN THE FIRST PLACE AND PAY THEM INSTALLMENTS FOR $30K PLUS MY YEAR 2020 TAXES ($7,500) YET STILL THE TOTAL I WOULD HAVE OWED TO IRS IS NOT $45K AND WONT BE $670 MONTH. I'M WILLING TO PAY BUT I EXPECT THE OTR WHO REPRESENTS MY CASE TO AT LEAST HAVE NEGOTIATE WITH THE IRS FOR LOWER MONTHLY PAYMENTS INSTEAD.

5 years ago

Reply from Optima Tax Relief

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.

May. 17th, 2021

check_circle

Verified Customer

star star_border star_border star_border star_border

Donna L Trunk Leicester, NC

I had to pay $5000 up front and I didn’t get any reduction and can’t afford to pay but I’m on a payment plan also when they filed my 2019 taxes they had to amend them in Dec because they didn’t include the healthcare subsidies and I sent them my 1090 i time to file. Also never got a copy of my 2019 state taxes and JUST found out( March 2021) that I was supposed to send the copy in myself but never got a copy. So now I’m waiting for a copy to be sent to me. Just talked to Becky on phone from optima last week. Waiting for the copy. I never got a copy in my portal. I thought they had sent them into state. So if I send the 2019 North Carolina taxes in now assuming I get a copy from optima soon then I might owe fees and penalties. It was not my mistake. I will be calling NC department of revenue to see what I can do about this. A reduction in my taxes with the help of optima would have been helpful since I’m on a low income with medical bills etc. so the only thing I paid $5000 for was some protection from IRS garnishing. I could have worked with them myself. I will not recommend Optima tax to anyone.

5 years ago

Reply from Optima Tax Relief

Hi Ms. Trunk, thank you for reaching out and we want to let you know that we take everyone's experience with our company very seriously, and we work hard to provide the best possible resolution for all of our clients. Please give us a call at (800) 965-3192 to provide us the opportunity discuss your concerns further. A dedicated member of our team has already been made aware of your concerns and is ready and waiting to speak with you with additional steps we can take to further assist you with your case. We believe our clients have the right to "be treated like an individual, not a number," and we plan to commit to these actions in our follow up call with you. Your concerns are especially important to us, and we aim to make any experience with us a total success. We are extremely proud of our staff and the amazing work that they do in helping thousands of people solve their IRS problems every month. We have received the Torch Award for Ethics from the Better Business Bureau as well as many other awards recognizing our adherence to the highest ethical standards, consumer-first business practices, and community service. We have devoted tax attorneys and enrolled agents possessing the certifications required to negotiate directly with the IRS on our clients' behalf and resolve their tax issues, and we are also officially approved by the IRS to provide continuing education courses. Our success is made possible thanks to our dedicated staff - hundreds of the hardest-working tax professionals you can find - who pour their hearts and minds into helping every one of our clients, every day. We are ready to help resolve any and all of your concerns, and we thank you for providing us with that opportunity by reaching out. We look forward to speaking with you soon.

Mar. 25th, 2021

check_circle

Verified Customer

star star star star star

Taase K Faumui

Very happy with the service from the day one I found out about the company and continue with the service till now it still going until it completed, so I'm satisfied.

5 years ago

Reply from Optima Tax Relief

Thrilled to hear your positive feedback! Thank you so much for sharing.

Dec. 23rd, 2020

check_circle

Verified Customer

star star star star star_border

Charlie Williams

They're a very good company and took a lot of the stress off my shoulders by not having to deal with the IRS on my own. They explained each phase thoroughly and I knew what to expect.

5 years ago

Reply from Optima Tax Relief

Thanks Mr. Williams! We take pride in taking care of the difficult stuff so our clients don't have to.

Dec. 3rd, 2020

check_circle

Verified Customer

star star star star star

Maria

They do has a promise and relieve you of a lot of stressThey are professional and then make the process very easy for you doing the best to get the best outcome to serve you

5 years ago

Reply from Optima Tax Relief

Thank you Maria, we appreciate your feedback. Congrats on a great resolution!

Nov. 24th, 2020

check_circle

Verified Customer

star star star star star

April Goodman

They were very persistent with my case, they made sure I understand the process, they were very effective, I am grateful for their services, I would recommend them

5 years ago

Reply from Optima Tax Relief

Excellent, thank you for the positive feedback Ms. Goodman. It's important to us that all of our clients experience success.

Nov. 24th, 2020

check_circle

Verified Customer

star star star star star

Nanette Kruse

Their helpful and make me feel hopeful answer any questions I have and keep me informed. They tell me what's happening and what documents I need to send.

5 years ago

Reply from Optima Tax Relief

We appreciate your honest feedback. It's been a pleasure to work with you, Ms. Kruse!

Oct. 20th, 2020

check_circle

Verified Customer

star star star star star_border

Ilhan Pere

They took on our difficult tax job however we are complete with it yet so I gave them 4 instead of 5 stars. We need to have a good outcome to add the other star. All other aspects have been great.

5 years ago

Reply from Optima Tax Relief

Glad to hear you received an incredible resolution!

Oct. 6th, 2020

check_circle

Verified Customer

star star star star star

Brad Engen San Clemente, CA

Very helpful. There was some miscommunication at the beginning which made our time together drag out quite a bit but otherwise everyone was extremely helpful

5 years ago

Reply from Optima Tax Relief

We appreciate your honest feedback Mr. Engen. We're proud to have righted that situation and that you're happy with the result.

Sep. 1st, 2020

check_circle

Verified Customer

star star star star star

Angelo Gonzales Pasadena, TX

When I started out I was very afraid of the consequences of dealing with the IRS . Optima gave me peace at mind . I was finally able to get good Night sleep .

5 years ago

Reply from Optima Tax Relief

Thanks for the feedback - glad we provided you relief!

Aug. 18th, 2020

check_circle

Verified Customer

star star star star star_border

Michael jemison

Optima made me feel comfortable. Optima teams kept me updated on all actions taken. I rated them 4 star because it's not over yet. I wouldn't want anyone else to help me with tax relief

5 years ago

Reply from Optima Tax Relief

Thanks Mr. Jemison! We look forward to your future feedback.

Jul. 22nd, 2020

check_circle

Verified Customer

star star star star star_border

Donald Johnson Dallas, TX

Just want more communication..i don't talk to anyone for weeks and sometimes months and I feel that someone should be updating on a regular basis and I think my team and I should know eachother on first name basis

6 years ago

Reply from Optima Tax Relief

Thanks Mr. Johnson! Can you please reach out with your phone number? We'd like to follow up with you and ensure you're being taken care of!

Jul. 1st, 2020

check_circle

Verified Customer

star star star star star

Preston fells Hempstead, NY

Precise n caring for the clietakes care of all ur problems at ur convenience will a understanding of not computer literacy they work with for ur well being

6 years ago

Reply from Optima Tax Relief

Of course! There aren't bots behind the screens, only real humans. We've enjoyed working with you and helping you tremendously, congrats on your resolution!

Jun. 23rd, 2020

check_circle

Verified Customer

star star star star star

Robert Banta Hinesville, GA

Very helpful,returned calls promptly,has done a great job for me i would not hesitate to recommend them to anyone................................................

6 years ago

Reply from Optima Tax Relief

Thank you for continuing to recommend us to your family and friends!

Jun. 9th, 2020

check_circle

Verified Customer

star star_border star_border star_border star_border

Kristin Tanner

They have frequently not called me back or kept up with my case. I hired them in August of 2018 and finally just got my “resolution report” and they had me owing thousands more than I did when I went to them. I looked at a few things and they didn’t do the proper work!!! Incredibly disappointing. I’ve asked for a full refund and they were supposed to get back to me by the end of April. I still haven’t heard back and I have called multiple times to ask what is happening with no answers and no call backs. Do not put your trust in this company. They also charged me over $4,000 for crappier tax representation than I have ever received or heard of someone receiving. Do not waste your money!! H&R Block is likely better.

6 years 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.

May. 20th, 2020

check_circle

Verified Customer

star star star star star_border

Dennis Palmer Jenison, MI

The Optima Team Seems To Work Very Well With Each Other, .. I would Rate Them Five Stars If They Were Just A Little Quicker To Respond, Though This Could Be Due To The Time Zone Difference Between The East And West Cost.

6 years ago

Reply from Optima Tax Relief

We're happy to hear that Mr. Palmer, and we're taking your feedback into account.

May. 5th, 2020

check_circle

Verified Customer

star star star star star

Frances Monteiro Suwanee, GA

Everyone that I came in contact with was professional and very knowledge. I received returned calls promptly . The customer service representatives were always so pleasant .

6 years ago

Reply from Optima Tax Relief

Glad to hear it! Our customer service is something we really focus on improving all the time. We take our clients very seriously.

May. 5th, 2020

check_circle

Verified Customer

star star star star star

PASCARELLA PAMELA Thomasville, NC

Very professional and the work is done in a timely manner. The resolution department will keep giving you reminders to finish sending the documents needed.

6 years ago

Reply from Optima Tax Relief

Your resolution is a priority to us, so we always send out reminders to our clients to send in their info in a prompt manner!

Apr. 6th, 2020

check_circle

Verified Customer

star star_border star_border star_border star_border

Thomas Mack

I hired Optima Tax relief to resolve a tax problem. The IRS stated I owed $9,800.00 for taxes in 2017. They also charged me $1,960.00 in penalty and $884.00 in interest. I paid Optima $2,740.50 to resolve this issue. The representative from Optima told me last week we owed the entire $12,664.00. They could not even negotiate to remove the penalty. So I paid almost $3,000.00 for absolutely nothing. My expectation was that Optima would negotiate on my behalf to at la minimum remove the penalty and interest. Optima has done absolutely nothing on my behalf. I have completely wasted 0ver $2,740.50 hard earned dollars. This company is a SCAM!!!

6 years ago

Reply from Optima Tax Relief

We sincerely appreciate the feedback you provided. Rest assured that we strive to provide the highest quality of customer service as well as obtaining the best resolution for our clients.

With that said, we have full confidence in our staff to deliver excellent service and results. Our team truly goes out of their way for every client who hires us. We are extremely proud of our staff and the amazing work that they do in helping thousands of people solve their IRS problems every month. We have resolved over a billion dollars in tax debts for our clients. We have received the Torch Award for Ethics from the Better Business Bureau as well as many other awards recognizing our adherence to the highest ethical standards, consumer-first business practices, and community service.

We would sincerely appreciate the opportunity to speak with you directly and we are looking forward to your call.

Mar. 4th, 2020

check_circle

Verified Customer

star star star star star

Larry Young

Very helpful, professional,and exceptional service... I could not have figured out how to get all those back years completed. I needed help immediately.

6 years ago

Reply from Optima Tax Relief

We hear you Mr. Young. We're proud to have assisted in an excellent resolution on your behalf. Congrats.

Feb. 11th, 2020

check_circle

Verified Customer

star star star star star

William Grieb

Great communication. They walk you through each step of the process and make sure you understand where you are in the process and what the next steps are going to be.

6 years ago

Reply from Optima Tax Relief

Thank you Mr. Grieb, we're proud to have provided an invaluable service to you!

Jan. 27th, 2020

check_circle

Verified Customer

star star star star star

Wanda Lewis

Explain the process well and each person I spoke to was very polite and willing to listen to what you are going through and try to get the best options for you.

6 years ago

Reply from Optima Tax Relief

Hi Ms. Lewis, thanks for your feedback! We appreciate how much you liked the team. We really do look out for our clients and want the best for each one.

Nov. 19th, 2019

check_circle

Verified Customer

star star star star star

Delacy W. Sanford

I was very pleased with their services. They listen to my situation and I believe they got the best reslts possible for my situation. I was pleased with the results.

6 years ago

Reply from Optima Tax Relief

It's a priority for our team to listen to our client's unique situations as carefully as possible! Glad we got you the best results possible for your situation!

Nov. 19th, 2019

check_circle

Verified Customer

star star star star star

Jess Parker

These people are very patient and very understanding and really really want to help you out. Ever since I contacted them I've had better sleep and less anxiety

6 years ago

Reply from Optima Tax Relief

Thank you Ms. Parker! We're so thrilled you've had "better sleep and less anxiety" - that's the perk of allowing us to resolve your tax debt for you!

Nov. 19th, 2019

check_circle

Verified Customer

star star star star star

Frank Danso

overall Best Tax company I have ever dealt with. They kept me updated on a weekly basis regarding my case. I will definitely recommend this company to friends.

6 years ago

Reply from Optima Tax Relief

Hi Mr. Danso! Thank you for the feedback. We'll continue to keep you updated.

Nov. 15th, 2019

check_circle

Verified Customer

star star star star star

Celso Fernandez

Very responsive and attentive. If I have any questions they do not hesitate to return my call. If I'm tied up and miss an appointment very courteous in rescheduling.

6 years ago

Reply from Optima Tax Relief

Our clients are our number one priority, so working with their schedule is of utmost importance to us! Thank you Mr. Fernandez.

Nov. 5th, 2019

check_circle

Verified Customer

star star star star star

Sandy Roberts Independence, MO

Quickly handled my issues. Immediately responded to requests and questions. Easy-to-use client portal for uploading documents and obtaining information.

6 years ago

Reply from Optima Tax Relief

We're glad to know that you find the portal "easy-to-use!" We built that for our clients with the intention of them finding our process that much easier, so we certainly appreciate it!

Oct. 8th, 2019

check_circle

Verified Customer

star star star star_border star_border

George Watson San Francisco, CA

Everything was fine until Ms Nancy Gomez call me and said everything was fine. She said Optima stop any levy's or liens against me. She said a payment installment plan was arranged. One week later, two week before the installment was supposed to begin. The IRS still hits me with a levy. The worst part is once I informed her all contact stopped.

6 years ago

Reply from Optima Tax Relief

Thanks for reaching out. One of our dedicated Quality Assurance Specialists has already been made aware of your concerns and is ready and waiting to speak with you with additional steps we can take to further assist you with your case. Please feel free to give us a call at (800) 965-3192 at your earliest convenience. We are ready to help resolve any and all of your concerns, and we thank you for providing us with that opportunity by reaching out. We look forward to speaking with you soon.

Aug. 19th, 2019

check_circle

Verified Customer

star star star star_border star_border

James Pert Warren, MI

You would have a 5 star rating if you would ever follow up on my final disposition. Do I receive any of the returns that were filed for me? I paid for the initial set-up and then additional funds to complete several years of unfiled 1040's. I haven't heard a peep since.

6 years 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.

Aug. 13th, 2019

check_circle

Verified Customer

star star star star star

Tony Perry

True to their claims. They gave me a clear and concise layout of how things were expected to work, and as far as I 'm concerned they worked out well beyond my expectations.

6 years ago

Reply from Optima Tax Relief

Glad we exceeded your expectations! We have enjoyed working with you tremendously, Mr. Perry!

Aug. 5th, 2019

check_circle

Verified Customer

star star star star star

Stephan Picou

The staff was very professional. They kept in touch with me every step of the way. I could call them anytime I need. They did what they said they would do.

7 years ago

Reply from Optima Tax Relief

Thank you Mr. Picou, we have enjoyed working with you - glad you enjoyed your results!

Jun. 26th, 2019

check_circle

Verified Customer

star star star star star

sam anderson

They did what they said they could for me. I'm a believer and always will be. From 61K to 25$ !!! So so thankful for their hard work and dedication to my case.

7 years ago

Reply from Optima Tax Relief

What an incredible resolution! Your story is not uncommon but always amazing to hear. Congratulations and we were happy to provide whatever you needed for your case!

Jun. 10th, 2019

check_circle

Verified Customer

star star star star star

Jennifer Lerma

Every person I talked to was friendly, caring and wanted to help me. They even knew who I was when I called. They literally helped me every step of the way!

7 years ago

Reply from Optima Tax Relief

Of course we'd know you, Ms. Lerma! Happy to hear you had a great experience with us, and don't hesitate to reach out for anything else!

Jun. 10th, 2019

check_circle

Verified Customer

star star star star star

Julie McLey

Because they take care of everything. I just waited for there calls or emails followed my instructions..they kept me informed of the progress. I never worried about anything.

7 years ago

Reply from Optima Tax Relief

We pride ourselves on an effective and efficient team. Thank you for the honest feedback!

Mar. 13th, 2019

check_circle

Verified Customer

star star_border star_border star_border star_border

Never Again. San Diego, CA

1. Not honest. Told me they would stop all Tax liens on my account and negotioate a settlement. Then after I paid them they told me "sorry, we don't handle State of California issues. After they Negotiated I STILL had a lien. 2. Poor response and inability or unwillingness to anwer Tax questions. I waited often a month or more for a response to a question. Most of the time the answer was "we can't give any tax advice". 3. They told me that it WAS MY RIGHT as a client to talk to the person negotiating my tax issue. I was denied my request to talk to the person negotiating my case over 12 times! Not honest. I do not believe they negotiated anything. They simply wrote letters to the IRS agent, and waited for their reply and then did what the IRS wanted. I asked for a new Case manager more than 5 times and was told each time that I would get one. 5 years later... yes FIVE years later i still didn;t get one. My IRS Offer In Comprimise had inaccurate information on it. I was told that if I changed it the offer would be rejectected and I would not get another offer. I requested to, through the case manager AND 3 customer service reps to talk to the persone negoitiating my case to make sure the correct information was on the form. I was denied and it was not corrected. I was continually asked to provide the same information. By the commercials you would think that they are calling the IRS everyday working your case. Not so, I asked for a weekly email or call to monitor the progress of my case. I waited months sometimes for a reply and when I would call they would tell me "you just have to be patient sir". They told me when I signed up my TAX issus would be solved in 3 months. 6 at the longest. It was FIVE YEARS. After the offer in Comprimise was accepted by ther IRS I was told that all liens would be removed from the IRS. I reminded them. for the 5th time that I had sent them emails, faxs, left messages and talked to several supervisors (because my case manager was seldom available when I'd call) I reminded them that there was an outstanding lien still in place and that it was crossed off on my contract and initialed by the IRS agent. They assured me that it was covered and all liens were resolved. It was not. I still have not received answer from them. They told me I could make payments on the debt and not to worry. They did'nt tell me until the offer in comprimise was signed and legally binding that I had five months to pay the $30,000 debt...a month after the acceptance date. I had to hire a CPA to figure out what I really owe. He told me that he could have done everything Optima did for under $500 and resolved my issues quicker. I paid Optima $10,000. That money would have gone a long way to paying the debt and it would not have accumulated Tax penalties and fines for fie years. I could go on and on...Thinking of Optima? You deicide. I get angry everytime I hear their stupid commercial.

7 years ago

Reply from Optima Tax Relief

Optima is the leader in the Tax Resolution industry because we take our clients concerns very seriously.

We have tried to locate you in our database using your screen name and the content of your review, but unfortunately you did not provide enough information for us to be able to identify you as a client. If you are an actual client, we would be delighted if you gave us a call at (800) 965-3192 so that we can address your concerns.

Jan. 24th, 2019

check_circle

Verified Customer

star star star_border star_border star_border

Amy (Johnson) Gallego San Rafael, CA

They were able to negotiate an Offer In Compromise. My issue is that they did not communicate with me, or eachother. This ended up in a lot of my time spent explaining to them what was happening and what they had received. Bad communication with customers, bad follow-up (I always had to contact them for an update, never the other way around), and terrible communication in-house. I paid thousands of dollars for a service that wasn't worth $500 when it comes to customer service.

7 years ago

Reply from Optima Tax Relief

Hi Ms. Gallego, we certainly appreciate your feedback. We want to assure you that we take everyone’s experience with our company very seriously, and we work to ensure the best possible resolution for all our clients. Optima is the leader in the Tax Resolution industry because we take our clients concerns very seriously. Not only have we resolved over a half billion dollars in tax debts for our clients, but we have received the Torch Award for Ethics from the Better Business Bureau as well as many other awards recognizing our adherence to the highest ethical standards, consumer-first business practices, and community service. We have a small army of qualified tax attorneys and enrolled agents possessing the certifications required to negotiate directly with the IRS on our clients’ behalf and resolve their tax issues, and we are also officially approved by the IRS to provide continuing education courses. Our success is made possible thanks to our dedicated staff – hundreds of the hardest-working tax professionals you can find – who pour their hearts and minds into helping every one of our clients, every day.

Please note that we have made repeated attempts to work with you, and we would appreciate it if you gave us a call (800) 965-3192 to provide us the opportunity discuss your concerns further. We look forward to speaking with you soon.

Jan. 17th, 2019

check_circle

Verified Customer

star star star star star

Christine Oakland, CA

I was behind on my tax debt in a bad situation and trying to rebuild my life. They were understating and got me through everything. I can't thank them enough.

7 years ago

Reply from Optima Tax Relief

Tax debt is such a difficult situation. We are glad to have helped you through a hard time, and we wish you the best moving forward. Thanks for the feedback!

Oct. 17th, 2018

check_circle

Verified Customer

star star star star star

so many i dealt with , all good Manassas, VA

very good and fast with my returns kept me in formed of my tax returns , returned my phone calls very fast , got the information i needed all the time

7 years ago

Reply from Optima Tax Relief

Thanks, we are so happy to have helped! We are glad you appreciate our services.

Oct. 17th, 2018

star star star star star

Steven

As I write this, I forget if I've already responded to the survey request. :-) Stephen Ferris has been professional, friendly, and empathetic to work with. While we are still reviewing how to make the fee payments, Stephen has nevertheless stayed in touch and continued to provide counsel.

10 months ago

Reply from Optima Tax Relief

Thank you so much for taking the time to share your experience! We're delighted to hear that Stephen Ferris has been professional, friendly, and empathetic throughout your interactions. Stephen is a wonderful member of our team, and we're pleased that his dedication to providing ongoing counsel and support has made a positive impression.

We appreciate your understanding as you work through the fee payment options, and we're glad that Stephen has remained engaged and available to assist you during this process. That level of continued support is exactly what we strive to provide every client.
Your feedback about Stephen's approach means a great deal to us, and we're grateful for your patience as we work together toward the best solution for your situation. Please don't hesitate to reach out if you need any additional assistance.

Thank you for choosing us, and don't worry about the survey – your thoughtful review here is much appreciated!

Aug. 27th, 2025

star star star star star

Lori Breitenbruck New York, NY

It has been very easy to work with Optima! The process takes a little longer than I expected. I wish the Irs would see how I've lived in poverty all these years struggling, that's why I became behind on my tax debt. I'm still struggling and am scared of what my retirement will be! I wish the IRS would go after the big fish and help people like me! I feel with Optima on my side, everything will be ok! Thank you!

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.

Jul. 19th, 2023

star star star star star

Donna Anna, TX

Optima Tax Relief communicated with me as they walked me through the process. I very much appreciate their time, answering questions, and all of the assistance they gave to me. The phone conversations helped me to understand and begin to feel a tremendous peace of mind! No matter who I spoke with, they knew my case and guided me through each step. Thank you so much, OTR! Donna B.

3 years ago

Reply from Optima Tax Relief

Sensational! It always makes us happy to hear that our team was able to provide clarity and assistance on your case! We appreciate your positive review.

Mar. 13th, 2023

star star star star star

Robert Tampa, FL

"AWESOME" Optima Tax Relief was able to save us from the IRS from taking everything we own . The person I paid to prepare my taxes made a $11,000.00 mistake on my return but I was blamed for the mistake but "Optima Tax Relief came through like the professionals they are. Thanks to "Optima Tax Relief" we are IRS Debt Free. Thank You Optima Tax Relief Bob Littleton

3 years ago

Reply from Optima Tax Relief

We are completely dedicated to assisting taxpayers resolve their tax problems! Thank you for the compliment.

Jan. 19th, 2023

star star star star star

Derek Whitefield, NH

We are a small company, optima was there to guide us through this process and was very responsive and helpful for us. We had no idea how to tackle this on our own, and optima showed us step by step how to get ourselves out of the hole we are in. I got into business to be able to provide a life for my son and my wife, and without optima I doubt I would still be in business. Thank you for all that you've done, I am eternally grateful.

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.

Jan. 19th, 2023

star star star star star_border

Tom H Portland, OR

I owed (with interest and penalties ) about $23,000. Optima charged me $4000, not $999, which I had to pay up front, and could only because my dad died and left me a small amount of money. The IRS wanted to set up an installment plan, but the plan they proposed was not manageable given that I was living on Social Security and couldn't even keep up with medical bills, even with Medicare. It took about 2.5 years, but in the end my debt was forgiven except for $250 and a pledge to file accurate taxes—and pay them on time—for five years. So, my total cost for clearing $23,000 off the board was $4,250.

6 years ago

Reply from Optima Tax Relief

Hi Tom, thanks for the feedback. We know that resolving tax debt isn't an easy process, and we're glad to have helped in an otherwise overwhelming situation. We have appreciated working with you and we hope others benefit from your experience.

Sep. 13th, 2019

star star star star star

Bob Petoskey, MI

Our experience with Optima has been quite positive. Their communication and follow-up regarding our tax matter has been very professionally. In addition, the way in which share documents and updates via their portal has been quite effective. Recommend that you reach out to Optima if you find yourself in a similar situation. You will be happy you did!

6 years ago

Reply from Optima Tax Relief

Hi Mr. Bob, we sincerely appreciate the feedback you provided. We want assure you that we strive to provide the highest quality of customer service as well as obtaining the best resolution for our clients.

In light of receiving your comments, we have notified our QA team and expedited your case to Specialist solely dedicated to addressing and resolving your specific concerns who will be reaching out to you ASAP. We encourage you to continue working with us so that we can address the issues to your satisfaction, our main goal is to provide a successful experience for every client and we will work tirelessly until we can provide that for you. If you prefer to get in touch with us at your convenience, we welcome you to give us a call at (800) 965-3192. We look forward to speaking with you.

Jun. 13th, 2019

star star star star star_border

Ms. Montgomery Capitol Heights, MD

In 2017 I contacted Optima because I obviously received notice from the IRS. I initially paid Optima $500 at which point the gentleman I was working with requested additional fees prior to doing anything on my case. I asked for an explanation and breakdown of the additional amount but was not given anything in writing but instead more conversation that was muddied with terms and figures I didn't understand. Nothing was ever resolved as I stopped receiving communications from them and wasted $500. Terrible customer service! My case is still pending with the IRS owing this huge amount of money and Optima kept my money. Needless to say I reached out to them due to all the positive feedback I read but did ignore lots of the negatives just to give them a shot. Very disappointed and out of $500. My name is Ms. Montgomery. UPDATE 6/28/19: Within a few days of writing my initial review, I was contacted by a really nice woman at Optima who read my review and was very interested in my issue and wanted to resolve it as soon as possible. I explained to her in great detail what my issue was and went to work very quickly by offering me the opportunity to work with them again to resolve my tax issue or a refund. Time has gone by so I ended up resolving the issue on my own. I opted for the refund. I understand that there are times when one employee's negative attitude or mistake should not define the overall ethics and commitment a company makes to its clients. After speaking with this woman on a few occasions, I'm willing to bet that this is the case for Optima. I am very pleased at her persistence to make things right for me. If ever I needed help again in the future(I hope not), I would probably give them another shot. Thank you Optima!

7 years ago

Reply from Optima Tax Relief

Hi Ms. Montgomery, first, thank you for sharing your feedback with us. We understand your concerns and we would like the opportunity to continue working with you, and we aim to do so as soon as possible when we have a dedicated Quality Assurance Specialist reach out to you today. Delivering excellence to all of 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, as well as review your case so as to determine what additional assistance we are able to provide. Our team will be reaching out to you with additional steps we can take to further assist you with your case, but you may also call us at (800) 965-3192 at your convenience. 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.

Jun. 13th, 2019