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Optima Tax Relief Review
Reviews 2,904
Optima Tax Relief
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Optima Tax Relief
Optima Tax Relief
Excellent
Reviews 2,904
Michael Graw
Mar. 11, 2021
1 min read
Michael Graw
Optima Tax Relief summary
Optima Tax Relief is a national tax relief service that can help you resolve issues with the IRS or state tax agencies. The service offers a free initial consultation and its prices for working on your case are in line with the industry average. Optima Tax Relief can help with a variety of situations, including tax liens, back taxes, and audits. The company has an A+ rating with the Better Business Bureau and has resolved over $1 billion in debt.
Pros
  • Free initial consultation
  • Pricing is in line with industry average
  • Dedicated case manager
Cons
  • Pricing varies widely by case
  • No in-person offices

Optima Tax Relief at a glance

4.4
Editorial score

Online experience

Has learning resources, access to rates, mobile app
5.0

Customer services and support

Multiple ways of reaching lender, wide range of hours, assigned case manager
4.0

Variety of tax issues

Covers a wide range of tax issues
5.0

Fees for services

All fees provided including estimate payment ranges
5.0

Minimum debt

Minimum debt of $10,000 required
3.0

Optima Tax Relief Optima Tax Relief View Rates

Why Go with Optima Tax Relief

Optima Tax Relief is a fast-growing tax relief service that has resolved over $1 billion in debt since launching in 2011. The company has an A+ rating with the Better Business Review and customer reviews are very positive. Additionally, Optima Tax Relief was listed on Inc 5000 Magazine’s Fastest Growing Companies in America list for 6 consecutive years. 

Optima Tax Relief offers a free initial consultation to get a sense of what the service can do for you. The service handles a wide range of issues and can help resolve tax liens and penalties, address back taxes, negotiate a settlement with the IRS, or assist you through an audit. Optima Tax Relief’s pricing is in line with the industry average, although how much you’ll pay depends on the specifics of your case.

What’s Offered

  • Free initial consultation
  • Dedicated case manager
  • Online account portal

Highlights

Optima Tax Relief can help with a variety of tax issues and offers a free consultation to help determine what the company can do for you. If you proceed with discovery and resolution, you get a dedicated case manager, an online account portal, and access to phone and email support. Optima Tax Relief’s team is made up of in-house tax attorneys and enrolled tax agents with experience working with the IRS.

  • Free initial consultation
  • In-house tax attorneys and agents
  • Online account portal and phone support
  • Works with a wide range of tax issues

Types of Debt Covered

Optima Tax Relief works on most types of state and federal debt issues. This service can help you remove a tax lien or end wage garnishment, negotiate a settlement with the IRS for back taxes or underpayment, and can defend you during an audit. The company also works with small businesses to help you negotiate a payroll tax settlement with the IRS. Optima Tax Relief does not guarantee results, although the company tries to set clear expectations during the initial consultation and discovery process and offers a 15-day money-back guarantee after you sign up with the company.

Site Security

Optima Tax Relief’s website is secured by SSL (Secure Socket Layer) encryption. The company doesn’t require you to enter any personal information on the website other than your contact details. The online account portal is encrypted by SSL and TLS (Transport Layer Security) to keep your financial documents secure. In addition, Optima Tax Relief takes your privacy seriously and does not share your information with third-party services.

Help & Support

Optima Tax Relief offers support by phone and email from 8:30am to 5pm PST, Monday to Friday. When you sign up for the service, you are assigned a dedicated case manager who you can contact directly for updates about your case. In addition, all current clients have access to an online portal where you can monitor the status of your case and upload documents.

Phone: 800-536-0734

Address

Optima Tax Relief, 3100 S. Harbor Blvd., Suite 250, Santa Ana, CA, 92704

Summary

Optima Tax Relief is a tax relief service that has resolved over $1 billion in debt for its clients over the past 10 years and earned an A+ rating from the Better Business Bureau. The service works on a wide range of tax issues and offers a free initial consultation to help you understand how the company can help with your case. Clients have access to an online account portal and a dedicated case manager, making it easy to stay up to date with the progress of your case.

Methodology

This review was created using information from the Optima Tax Relief website and customer reviews from the Better Business Bureau.

Michael Graw
Written by
Michael Graw
Michael Graw is a Bellingham, Washington-based writer focusing on finance, tech, and science. His work has been featured in print magazines and high-impact websites. He writes for BestMoney and enjoys helping readers make sense of the options on the market.‎
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See what some costumers are saying about Optima Tax Relief
Optima Tax Relief
Excellent
Reviews 2,904
on
Excellent
79%
Great
11%
Average
1%
Poor
1%
Bad
8%
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christopher walker
6 days ago
Help me the right way
John mash was very helpful for my situation very open minded listed to everything I had to say thanks!
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murphy
11 days ago
I can’t load the page
I can’t load the page
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rodolfo de la torre
22 days ago
GREAT SERVICE
GREAT SERVICE
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customer
25 days ago
Heart team
Getting the job done
c
customer
a month ago
Optima Tax Relief for the Win!
It took some time but Optima Tax Relief was able to resolve my case to my complete satisfaction. I would recommend them to anyone who's behiond in taxes and owes the IRS more than they can afford to pay back.
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david
a month ago
Highly Recommend!
Optima Team is exceptional! Excellent communication! Fantastic experience!
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customer
a month ago
They pretty much do it all for you to…
They pretty much do it all for you to me that is a plus and they keep you up dated step by step Charles Dennis
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dion and harriet wafford
a month ago
This is an excellent company
Helped me and my husband to the fullest. I couldn't have asked for a better way. Optima stopped all phone calls from the IRS, and they did the rest. Love this company.
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klinton mcmanus
a month ago
Tax Relief…
The first thing is, they did everything they could to make my case go as smoothly as possible. Didn’t charge me an arm or a leg for the service. The professionalism and prompt response and information about my case was impressive , Nailed it .. !! I felt, like they really cared about me and my family, and my future..
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hugh swan
a month ago
Once they have your money and you’re screwed
Optimal Tax can you please tell me what you did with my $10,000 I had to hire someone else to do my taxes because you don’t know what a per diem is wow can you just give me some idea why you won’t refund my money what did you do with it, can you explain what you did for $10,000
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customer
a month ago
Have not received resolution yet
Have not received resolution yet
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rodney backholm
a month ago
Start the year right, choose not to use Optima Tax Relief for tax assistance.
Start the year right, choose not to use Optima Tax Relief for tax assistance. I have posted numerous negative reviews about these crooks. For over 18 months after firing them, I still have not received a refund for the $10,000 that I paid them to resolve my case. Why did I fire them? (1) Did not stop the garnishments. (2) Did not reduce tax burden at all. (3) Did not come up with an affordable payment plan. (Could of come up with with a better plan talking to the IRS myself.) (4) Slow with information about my case. (5) Contacts were changed several times. (6) Do not care that you need the money they will not refund you. (7) They are nothing but criminals. I wish I had never contacted them.
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w keith midgette
a month ago
Poor customer communications, poor attention to detail, poor customer support
Optima not only failed to fix my 2017 taxes that I originally came to them for, they screwed up my 2020 taxes by failing to include a W2 and 1099R. I don't think they did anything on my behalf for my 2017 taxes other than submit the same paperwork that I could have done as I received no break in penalty fees. And even though they completed my 2020 taxes incorrectly, they said they have no responsibility because I submitted them. I would not have submitted them had I been able to discuss the return with them. In the month before April 2022, I called them between 30-40 times, almost always placed on hold, almost always for 20-30 minutes. Then, either I was hung up on or disconnected. As a result of my interaction with Optima, I now owe the IRS penalties for two returns, still haven't got my 2020 taxes straightened out, and have lost my job because of the indebtedness. DO NOT USE OPTIMA TAX SERVICE.
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manuel torres
a month ago
Victory
Every question I had, someone from Optima was available to answer, the service was outstanding, considering the fact that Covid did interrupt, but I would like to say that Optima stood their ground and in the end I am very satisfied with the outcome of my case, great job to all those who helped and thank you all and have a Happy New Year.
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j e woodard
2 months ago
Optimal made a difficult situation so…
Optimal made a difficult situation so much less painful. There was no judgement, just support. The customer service has been great. They have great patience.
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woody
2 months ago
My fiance did not want to get married…
My fiance did not want to get married until I settled my unfiled taxes. The great team at Optima never judged, just got down to getting me current. Not only did they get me current, they got me money back. My wife and I are very grateful.
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hugh swan
2 months ago
Please don’t be a fool
Please,have an attorney look at your paperwork before you sign. do not pay them anything until they do the work I just lost $10,000 to Optimal Tax two years and they still haven’t done my taxes I had to hire someone else and I was not refunded they wanted to settle for $1200. Yes, I am a fool don’t you be one too (Optima tax relief is a scam. Do not pay them until they do the work.)
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henry ventura
2 months ago
Crazy
Wow, I guess some of the reviews on here are just what I want to write. I paid them over 2500 and the result at the end for almost a year was the same as I would’ve done if I would’ve called the IRS to do payments nothing was lowered. I didn’t get help for nothing. It was just a waste of a whole year for them to just told me my monthly payments, and still had to pay the same thing. I highly recommend you look for someone else. They take your money they make you wait for months to say here’s your monthly payment and you still have to pay the same amount you owe the IRS.
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w keith midgette
2 months ago
Inattention in tax preparation, poor customer service, do not stand behind their services
I had Optima resolve a 2017 tax issue from another company incorrectly filing out the return. As part of the agreement, I agreed to let them complete my 2020 tax return. My penalty for 2017 remained what it was, and the IRS Rep I called stated they had never heard from Optima on my case. I submitted all of the documents for 2020 in the February-March timeframe and basically never heard from them again until I started calling them in April. Between 1 April and 15 April I made between 30-40 telephone calls. I either got a busy signal, got through to be put on hold which usually lasted between 10-30 minutes. Once taken off hold, the first time I actually got to talk to a real person, I was told they were still working my return and would contact me when it was done. The next time I called, I was put on hold for 20-30 minutes and then a person picked up the phone, I could hear discussion in the background, and then I was hung up on. On two occasions I was told my tax preparer was with other customers and would contact me. No return call. I was never was able to contact the tax preparer to discuss the return before my return was submitted and of course, it was submitted incorrectly. When I got the letter from the IRS stating that my return was missing a W2 and a 1099DIV, I called Optima and emailed them a copy of the letter. In talking to an Optima Rep, she told me that it was not their fault that the return was incorrect, they had left out a W2 and a 1099DIV which I had provided, and it was their responsibility to discuss the return with me before it was submitted. I have filed a Return Preparer Complaint Form 14157 with the IRS, submitted a complaint to BBB of Santa Ana and to California Consumer Protection. Do not use their services, you can do better negotiating with the IRS yourself.
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jojo rush
2 months ago
The say they can help you with IRS…
The say they can help you with IRS problems. They milk you until it to late with no results while paying thousands of dollars to this company. Anyone using this company beware.
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daria washington
2 months ago
Bills
To whom concern on my tax paper indicate that I may qualify for up to 99%tax debt relief the only letter I get from unemployment benefits guide! That all I get
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rodney backholm
3 months ago
A few words that descibes OPTIMA TAX RELIEFS business model.
Here are a few words that describe what I think of OPTIMA TAX RELIEF. They still have not refunded my money for no service. So, here is my short list of words that descibes OTR. Criminals. Crooks. Gangsters. Swindlers. Bandits. Heisters. Hoodlums. Scoundrels. Thieves. Pilferers. Cheats. Ripoff Artists. Conmen. Fraudsters. Grifters. Connivers. Misfits. Miscreants. Cretins. Imbeciles. Morons. Evil. Bad Guys.
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bart b
3 months ago
SETTLED
Adriana handled my tax issue and did a supurb job negogiating with the IRS to settle my tax issue. It took a long time because of the pandemic at the time, but finally got it settled. I recommend Optima and Adriana to handle all your tax issues. Friendly, professional, and kept me up to date with the current situations.
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johnathan
3 months ago
Helpful
Very kind and organized team.
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customer
3 months ago
They talked the talk and walked the walk.
During my free phone consultation, I was informed of what the next steps were and a timeline of when to expect things to happen. The explanation was very clear and easy to understand. I was left with no questions at the end of the call. My expectations were exceeded when I got a phone call when I was promised. I can’t wait to see how this proceeds.
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n/a
3 months ago
Do not use this tax service
Do not use this tax service! Paid thousands of dollars, months went by got no where, now they won’t refund me the money I’ve spent.
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jacqueline salas
3 months ago
Great experience…
We’ve had a great experience with Optima Tax Relief. Marissa and staff have been very helpful and informative, keeping us updated on all our needs.
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oscar loza
3 months ago
Great very understanding
Great so far, just happy to have a solution to my debt!
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monique thomas
3 months ago
OPTIMA TAX RELIEF IS A FRADULENT…
OPTIMA TAX RELIEF IS A FRADULENT COMPANY. THEY WILL NOT WORK ON YOUR CASE AND THEN WILL ONLY OFFER YOU A PERCENTAGE OF THE MONEY YOU PAID THEM BACK FOR A REFUND. YOU ARE BETTER OFF CALLING THE IRS YOURSELF AND MAKING A PAYMENT ARRANGEMENT OR TRY SETTLING THE DEBT YOURSELF. AGAIN DO NOT USE OPTIMA TAX RELIEF THEY ARE A FRADULENT COMPANY. THEY TAKE ADVANTAGE OF PEOPLE THAT ARE AT THEIR LAST WITS ENDS. I USED OPTIMA AND GAVE THEM $1500, PAYING $295 DOWN AND $427 A MONTH. MY BANK CARD EXPIRED SO I CALLED TO GIVE THEM THE NEW BANK CARD. ONLY TO FIND OUT I HAD BEEN PAYING THEM AND THEY WERE NOT WORKING ON MY CASE. I SPOKE WITH A FEW PEOPLE AND THERE HAD BEEN SOME RESTRUCTING WITH IN THE COMPANY AND MY CASE FELL THRU THE CRACKS. SO IM OUT OF $1500 DOLLARS AND I HAD TO CALL THE IRS MYSELF TO TRY AND FIX MY DEBT. SOMEONE CALLED ME BACK AND TOLD ME IT WAS PASSED THE 15 DAY MARK OF A FULL REFUND. HAD I KNOWN NO ONE WAS WORKING ON MY CASE I WOULD NOT HAVE CONTINUED TO PAY EVERY MONTH AND WOULDVE REQUESTED MY REFUND BEFORE 15DAYS. SO THEY OFFERED ME $200 DOLLARS AT FIRST AND WHEN I DIDNT ACCEPT IT. SHE CALLED BACK 10/31/2022AND SAID THEY CAN ONLY GIVE ME $500 DOLLARS. IM STILL NOT ACCEPTING IT . I AM OWED A FULL REFUND MINUS THE $295 INITIAL SIGN UP FEE. I FEEL THIS IS HOW THEY MAKE THEIR MONEY STEALING FROM CUSTOMERS THAT ARE LOOKING TO THEM FOR HELP. I THOUGHT THIS WAS A REPUTABLE COMPANY TO MY SURPRISE THEY ARE STEALING MONEY FROM PEOPLE THAT ARE LOOKING TO THEM FOR HELP. THIS IS WHY THEY HAVE A 15 DAY REFUND POLICY. THEY KNOW THEY WILL NOT DO WHAT THEY ARE BEING PAID TO DO, AND YOU WONT FIND OUT UNTIL WAY PASSED 15 DAYS. THIS IS A WAY FOR THEM TO STEAL MONEY. Update I called optima again and I advised them the contract was breached and they sti refuse to do the right thing and give me back the money they stole. Offering only 500 dollars from the 1500 I paid into a program they did nothing on. Worst experience NEVER USE THEM .
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customer
3 months ago
very professional Thank You for your…
very professional Thank You for your Help.
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gail reddick
3 months ago
Everyone was so polite and displayed…
Everyone was so polite and displayed excellent customer service Each department took the necessary time to throughly explain their process and answer any questions that I had.
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steve ramos
3 months ago
Exceptional customer service and great…
Exceptional customer service and great communication. Completely satisfied with a team of experts to resolve my case.
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jon s bellevuecustomer
3 months ago
Good camunication always kept in the…
Good camunication always kept in the loop noligable people friendly and helpful and accommodating
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rodney backholm
3 months ago
They do not have that many good reviews.
They do not have that many good reviews. Clearly they have staff writing good reviews under made up names.I have done research on Optima with other tax relief agencies. All of them have given me extremely poor reviews on Optima Tax Reliefs business practices consistently. Check it yourself. I fired them over a year ago and they have not refunded my $10,000. They did not resolve my case and these crooks will not return my money!!!
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billcustomer
3 months ago
Very Transparent and Extremely helpful
Very Transparent and Extremely helpful
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margaret lowery
3 months ago
Communication....
Communication was and is still continues to be non replaceable. The team has been effective in there communicative efforts by remaining flexible amist my hectic schedule....I really appreciate them.
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daniel lambdin
3 months ago
Alex was well informed and explained…
Alex was well informed and explained everything I needed to know
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violet gould
3 months ago
Being patient with me not knowing…
Being patient with me not knowing computer stuff
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april b.
3 months ago
The customer service that I received…
The customer service that I received was great. The representative was knowledgeable and patient.
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customer ralph p. smith
3 months ago
for 6 year my wife and I kept puting…
for 6 year my wife and I kept puting off what we both realized was inedable after the church changed my employment status. I came here as a self employed missionary for the 39 years, and the changed was put Effie and I in serious tax trouble.However, we heard faverable things about your tax relief organization and after contacting you our joy was restored, you saved from loseing our minds,house,car, and a houst of other things. To sum it up, your staff gave peace of mind and a new path. With all my heart I want thank you! By the way I will be refering others to your company
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customer tyree satterwhite
3 months ago
Optima agent let me know that they…
Optima agent let me know that they would handle everything with the IRS.they called me every time they needed information.God sent you to me to complete this mission. Tjank-you so much
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charles thorn
3 months ago
Well Done
Optima handled my tax case professionally ,and kept me informed about the process. Good communication. Thanks C.T.
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kathryn arias
3 months ago
Relief and Protection
Optima Tax Relief did a great job helping me with my IRS problems. They got me the best possible option. Without them I would have never been able to fix this. I 100% recommend Optima Tax Relief for any IRS problems! They are a trustworthy company.
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customer
3 months ago
Great service
He helped me with every question, held my hand the whole way, and explained every little computer clock i needed and didn’t mind
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bob b
3 months ago
Absolutely professional very friendly…
Absolutely professional very friendly and knowledgeable team. They took all the worries away from me, and are working with me to resolve my tax issues. I’m extremely grateful, so far everything has been working out perfectly. I highly recommend Optima Tax relief to anyone.
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ruben silva
3 months ago
UNFILED IRS TAX RETURNS
I was living in fear since I had not filed State & Federal Taxes in over 20 years. Optima Tax Relief contacted the IRS and filed my returns for 2016 thru 2021. IRS only required the past 6 years and I also received 3 years in refunds. Optima Tax Relief is awesome and I highly recommend them.
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terance
3 months ago
Very polite
Very polite, helpful and patient. Thank you young man
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anthony wesley
3 months ago
Customer service
My first call to Optima Tax gave me comfort that my case could be resolved with their expertise. They provided specific steps for me to take to make this a smooth resolution. Specific dates were given for follow up and they have always met those deadlines. Each Optima team member provided the same friendly and knowledgeable service for my case.
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wes s
3 months ago
Worthy of business
Worthwhile protection!
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kent
3 months ago
How much is financial peace of mind worth.
Optima steadily and resolutely helped me resolve my entirely self-inflicted tax liability mess. With kindness and great respect we made it!
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arnold alvarez
3 months ago
Was very courteous was helpful with…
Was very courteous was helpful with what I needed :)
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bridgette eaton
3 months ago
My matter was resolved
My matter was resolved. There were a few communication gaps, but all in all, everything worked out.
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mzd2bd1
3 months ago
Optima Tax Relief staff have been respectful and professional.
Optima Tax Relief staff have been exceptional, it doesn’t matter who I speak to they are respectful and professional. I’m still in the process, and it has been a great experience.
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eric fleming
3 months ago
Everything got answered that I had…
Everything got answered that I had questions about within a timely fashion
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toni barno
3 months ago
Optima Tax knows the tax laws and…
Optima Tax knows the tax laws and guidelines of the IRS.
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customer duane
3 months ago
Communication was the key and Optima …
Communication was the key and Optima does a great of it.
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barry gibson
3 months ago
The day I call optima
Very good experience everybody u talk too they seems like they care about u and not telling u what u want too here but being honest with u
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cheryl in missouri
3 months ago
The relief of fear of what the IRS…
The relief of fear of what the IRS could do, the fear of loosing everything was insurmountable. During my husbands illness and three transplant procedures, caring for my mom until she passed, trying to work, just keeping my head above water, and sometimes wanting to give up, I needed help, and needed to find protection from loosing everything. Although I was not always timely as I should have been, Optima's people always stayed kind and diligent. I am thankful to the Lord I reached out to Optima.
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skel
3 months ago
Experience was good
Experience was good. Took longer the we expected, not by anyones fault. Its was the process. Keep clients informed what might be taking so long. I understand I was not the only client for you or IRS to get this resolved. Very happy with the final outcome.
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ronald zimmerman
4 months ago
The professionalism of Johnathan.
The professionalism of Johnathan.
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richard jean pierre
4 months ago
When you get off work tired hungry…
When you get off work tired hungry thinking about what's tomorrow going to be sometime you feeling crazy even worst when you open your mailbox you find an irs letter wow wow wow it's like I stand in a fire but grace of God I found optima tax ever since things that I already set up with them optima tax stop them now I'm just waiting on optima result now thank you lord thank you optima tax God bless
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customer
4 months ago
To early to tell right now ,
To early to tell right now ,
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customer kenneth brown
4 months ago
Keep me updated on what is needed
Keep me updated on what is needed And their always available when I call
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jamal
4 months ago
Professional
The time, professionalism, knowledge LeAnn, offered
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walter jackson
4 months ago
The tax relief professional
Optima tax relief are very professional all they ask is for you to get them all the information they need to handle your case in a timely manner
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j. graafstra , customer
4 months ago
I was thrilled that they were able to…
I was thrilled that they were able to come to an resolution with the IRS. It definitely allowed me now a peace of mind to sleep peacefully t night.
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jicarria clay
4 months ago
everything and everyone
What made my experience great with optima tax is everyone is great they been there with me since I first called them every time I call my needs is met not only by the resolution time but everyone like terence and linda take their time get accurate information and let me know what to expect what they can do and they do it my Not only is helping me I feel like they're family how much I call them 😂😂 I appreciate optima tax relief so much
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s. eason
4 months ago
I dropped the ball with my tax prep documents
Although I dropped the ball with providing additional information for my case, my account was in a deactivated status. The service rep made sure to communicate that this was not a problem to reactivate. I appreciate that I have an advocate that will help me stay accountable during this process.
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george w. preston jr.
4 months ago
Everyone was great communicated and…and help me get on the right track.
Everyone was great communicated and helping me with my tax problem, keeping inform as to where we were in the process and still stay InTouch with to see how thing are and letting me know that they are still there if i have any questions.
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pete
4 months ago
Very great Representation.knowledgeable
Very knowledgeable. Great communication. Made me feel at ease during my trying times.
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valeria nash
4 months ago
Optima tax relief definitely took care…ME
Optima tax relief definitely took care of my situation and informed me of everything step by step. I was concerned and they eased every worry I had. I have 0 complaints about them...I cry Happy Tears
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lee jett
4 months ago
The individual who recently helped me…
The individual who recently helped me was excellent. She was professional, considerate and knowledge of my particular case. However, my overall review of Optima to this point is poor. Overall, I would not recommend their service.
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shane
4 months ago
Very thankful.
My experience has been great so far with Optima Tax. I was in touch with a representative quickly with my first call. They were understanding and put my mind at ease.
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joey
4 months ago
Fixed my Problems with the IRS
It did take a while with the Pandemic and all, But they saved me a BIG Chunk of money. I hope I never need them again, but if I did I wouldn't hesitate to call them up.
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kenneth mulnix
4 months ago
I really like what Optima Tax has been…
I really like what Optima Tax has been doing for me and my family. Customer service has been very helpful, polite, and informative. Hopefully I will be able to give a much better review after our case has been resolved.
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annie davison
4 months ago
Excellent
Service was more than I expected. They really when to the bat for me. I am so happy I chose Optima Tax Relief.
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gregory schroeder
4 months ago
I was so thankful for Optima Tax
I was so thankful for Optima Tax. We needed help and optima handled everything. We utilized the portal for everything needed. Received calls and responded for items required. We have settled with IRS and have scheduled taxes for next year. Thank you OPTIMA
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victoria hauck
4 months ago
The only downside is the cost
The only downside is the cost. Other then that its been a good experience so far. I'm anxious about the outcome. Sometimes it was hard to get ahold of someone.
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dennis daley
4 months ago
Great service
Great service, friendly people
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stephanie geddings
4 months ago
Everyone has been patient
Everyone has been patient, very knowledgeable and kind. I definitely made the right choice!
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cheryl
4 months ago
I need my tax and it’s great fast
I need my tax and it’s great fast
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patricia ray-jackson
4 months ago
I was call to do my monthly expenses…
I was call to do my monthly expenses the lady I talk to was very an upfront to explain things I didn't understand I appreciate her patience tolerance her kindness to she was someone I was able to explain myself I felt very comfortable talking with her A+ 5 stars thank you
I
i'd like to display everything
4 months ago
Excellent
I liked the way he talked and the way he was planning to me how you're at work and I think he was a good talker and I really really liked him thank you
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shaukathaya feroz
4 months ago
My case is still in progress.
My case is still in progress. Service so far has been excellent. Thanks
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customerjay
4 months ago
Truly Blessed
Had and incredible time with ya really and truly felt welcomed! Optima T A BiGG Hell Yea!!! Ms. Lisa and the rest of staff ya did the Griddy!! Waiting for the Commercial now?
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michael stogner
4 months ago
excellent straight forward
excellent straight forward
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leonard porter
4 months ago
Recent contact with Mr. Fredrick Morgan
Recent contact with Mr. Fred Morgan, who was highly knowledgeable and reassuring of my overall situation. As my wife and I decline in health, we appreciate the advocacy and follow up of Optima on our case.
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edb
4 months ago
Overall Optima Experience
The overall experience with Optima was good. They thoroughly explain their services and products and they take the time to help you understand their process. Easy to get set up and get going plus they provide a client portal so that you can keep track of documents etc. There were a few snags with timely communication but that was resolved when I brought it to their attention. I'm in good standing with the IRS now and have a great installment plan to repay back taxes. Thanks Optima!
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cynthia
4 months ago
Excellent
Excellent service always keeping me informed on what going on with my account .
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john
4 months ago
Trying to call back and talk to the…
Trying to call back and talk to the person that called you is next to impossible. Taking 30 min to reach someone after a message is left. Calling at a time before the given call back time. Exp. After 3 pm, and calling at 10am.
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tracy baggett
4 months ago
VERY DISAPPOINTED!
UPDATE- It's been 4 weeks since I posted this review and OptimaTax responded saying someone would reach out to me, but no one ever did. We ended up paying $2,500 more than we had to. They didn't help reduce taxes at all. We could have used that money toward taxes instead of paying Optima to set up a payment plan. VERY DISAPPOINTED!! 3
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david scott
4 months ago
Hung Up on Twice
I called Optima Tax Relief to try to understand what they could do for me regarding my tax debt. After completing the form, I was immediately called by one of the ta associated. I was pleasantly surprised by the level of responsiveness and was eager to understand what they could provide me. I told them that while I was looking at doing an installment payment with the IRS, I was open to what they could do for me. But as soon as I asked what they can do for me. The person on the other end got irate and started yelling at me. After quietly listening to me, I asked him why he was irate and that my question was a fair one - why should I hire them? Whats the advantage? WHat could I hope to achieve? The guy blew up again and then hung up on me. Shocked, I actually called them back. He picked up again and I said "sir, did you hang up on me." and he admitted to it. Then I tried to explain that I was simply asking why I should work with him. He yelled at me again and hung up again. This sounds like a good business but with really poor customer service. How does someone like this have a favorable review on the Better Business Bureau?
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rodney backholm
4 months ago
I fired this want-to-be tax relief company almost year ago.
I fired this want-to-be tax relief company almost a year ago. They still have not refunded the $10,000 I gave them to settle with the IRS. They did not even try to help me as a client. All they did do was set me up with an unaffordable payment plan. I told them to take a hike and refund my money. They will not refund my money. So now I have no money and a IRS bill. They did not even come close to earning the money I gave them. BEWARE, DO NOT USE THESE THIEVES!!
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daniel kosak
4 months ago
Terrance was very cordial
Terrance was very cordial. He had great patience because I do not hear very well
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eugene shelton jr
4 months ago
Great program
Through the entire process Optima personnel preformed in a highly professional manner. Everyone I spoke with were knowledgeable and truly professional. All questions asked were answered in a timely manner. They kept me informed and obtained a favorable outcome in my favor. Will recommend Optima Tax Relief to anyone.
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monica charles
4 months ago
Review
The process was costly, everyone was nice it was a lot of paperwork to submit. I am in the final stage with the IRS.
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eugene gaul
4 months ago
services
Very helpful
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earlie hill
4 months ago
My representative was very happy…
My representative was very happy helpful to me on today 9/25/22and I’m very appreciative…
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amanda
4 months ago
Robert was knowledgeable and HELPFUL
Robert was knowledgeable and HELPFUL. Walked me through every question/concern. These teams will find the answer if they don't have the answer! Great working with someone who cares! Thanks!
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customer
4 months ago
Very Helpful
Looking forward to working with the company. Very polite over the phone.