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Optima Tax Relief Review

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Reviews 2,329

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Michael Graw
Michael Graw
May. 03, 20214 min read

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 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 byMichael 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.‎

Optima Tax Relief
Optima Tax Relief
ExcellentReviews 2,329
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ExcellentReviews 2,329
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  • author
    Norma Mercado
    12 hours ago
    I received good advice In a timely and…

    I received good advice In a timely and professional manner. They were prompt with their responses. I am very happy with the outcome of my tax issues.

    ...

  • author
    Inisha Kendrick
    19 hours ago
    I can’t wait into we it

    This is so good because I and good though it right and now

    ...

  • author
    Jeff Tarnowski
    19 hours ago
    were very helpful.

    were very helpful.

    ...

  • author
    Rodney Backholm
    a day ago
    LIARS!!!!!!!

    In Optima tax reliefs response to a bad review they say the following. We strive to provide the highest quality of customer service as well as obtain the best resolution for our clients. LIARS!!! They provided zero quality of customer service and absolutely no resolution at all. To continue, we encourage you to continue working with us so that we can address the issues to your satisfaction. LIARS!!! The only satisfaction I want now is a refund of my $10,000 these crooks have. THEY WILL NOT GIVE IT BACK!! To continue, our goal is to provide a successful experience for every client and we work tirelessly (OH PLEASE) until we can provide that for you. LIARS!!! Their has been nothing successful about this experience. DO NOT WASTE YOUR MONEY ON THESE VERMON!!

    ...

  • author
    Reyna Johnson
    2 days ago
    I suggest any body that this interested…

    I suggest any body that is this interested in this company this is company they are the worst lawyer in the world They're Liars they're thieves and they rob you legally. I paid this company $500 who starred on a case for me. They told me no refund back contact me back with a lot of lies and bogus information and told me that I owe the IRS more than what I owe the IRS and they would not refund my money and I did not deal with them because I knew they was Liars. I want a refund of my $500 you all took from me.

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  • author
    customer
    4 days ago
    Excellent service!

    Excellent service!! Took all my worries away!! And Optima gave me back my peace of mind!!

    ...

  • author
    Charlene H. Williams
    4 days ago
    My interaction with Z at optima tax relief …

    I was so satisfied with Z because she listened to my concerns and addressed them setting my mind at ease as to the process. Zekia (Z) was friendly and attentive to each of my concerns. There should be more representatives like "Z" that take the time to explain the process to customers. The previous representative Christie was not attentive and talked too fast and did not allow me to ask the questions that i wanted to raise. Z was a welcomed difference from the previous rep who left me feeling anxious and upset, where Z left me feeling at ease and in good hands. Thank Z for taking the time to explain the process and setting my mind at ease.

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  • author
    Natasha Hoiuston
    4 days ago
    A job well done

    I was hesitant to call but when I did, I spoke to a delightful lady named Liberty Ordinario. She was welcoming and put my fears at ease. She was very informative and explained every stage of the process. Every time I had an issue , it was immediately address. I would also like to thank team 125. Whomever I worked with on that team was patient, kind and worked vigilantly to help me with my tax issues. I am forever grateful.

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  • author
    Harry wyatt
    May 12, 2022
    Optima tax relief took care of the…

    Optima tax relief took care of the problem I had with my tax

    ...

  • author
    Darrel
    May 12, 2022
    Top Notch!

    Simply put...THEY GET THE JOB DONE!

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  • author
    Eddie Koonce
    May 12, 2022
    great service

    it was a very long process but very well worth it in the end... I couldn't had done it with out Optima Tax Relief's help.

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  • author
    PATRICK GAMBOA
    May 11, 2022
    Optima tax relief was very helpful…

    Optima tax relief was very helpful through its whole process. Took care of what I needed and at an affordable payment

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  • author
    James C Otis
    May 11, 2022
    Optima Tax - Yazmin

    Overall, I did not have a great time working with my Case Manager, Yasmin Rosas. Her advise and tone at times generated anxiety rather than some form of relief. Not saying Yazmin is not a nice person, but it was not a good mix between client and Optima. Last month, I had a trying phone conversation where Yazmin was talking over me and raising her voice a bit. I had the feeling that she didn't understand or know anything relevant to my insistence that my filed 2021 Federal Tax Return had the correct P & L statement. She kept dwelling on a previous draft which at the time of our conversation was purely moot. I requested to be assigned to another case manager. Subsequently, I have been assigned to a great case manager, Dylan Townley, who is very professional and understanding. We're almost done with my resolution. Thanks. James Otis

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  • author
    Satisfied Customer
    May 10, 2022
    Optima Tax Relief Services

    Optima Tax Relief provided great service for me. Everyone that I communicated with turned out to be friendly and helpful. Optima Tax Relief went above and beyond to satisfy my needs, and I couldn't be more grateful.

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  • author
    Keith Cobb
    May 10, 2022
    Don't waste your time with these people!

    If I could give this company a negative rating I would. Mark my words, DO NOT USE THIS COMPANY!! They charged me close to $5,000 to file 3 tax returns and I ended up owing MORE to the IRS. They offer or have no more knowledge or information than the average tax professional. AND, don't belive them about the First Initiative program. It's a scam!

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  • author
    Deloris Carter
    May 10, 2022
    Not a relief

    Optima Tax advertisement indicates that they can lower tax debt, prevents liens, and resolve IRS matters quickly. The challenges I have with the company is initially the communication is consistent in the free consultation phase, then you are given a fee , communication remains consistent. After we agreed to accept the services and paid approximately $6000 and submitted quickly all the requested documents the communication on their end was almost nonexistence. I was leaving messages and emails. After numerous calls I was contacted by an Optima Tax representative who acknowledged they were having challenges getting back to customers as they had a lot of customers, a new process was identified grouping customers into team, we were grouped with team 225. Finally, I we did receive written communication from the resolution department regarding payment arrangement with the IRS, we went back and forth a couple of times as we could not afford the suggested amount. We eventually agreed to the amount hoping to move the situation forward with lowering the amount of the debt. Lastly, Optima Tax suggested we request an abatement of interest and fees to the IRS which was denied. Optima Tax close the case, indicating that we could still reach out for assistance/support with the tax year in question 2015. I have reached out to them by email and phone on occasions receiving confirmation that I would receive a phone call back and have yet to receive a call back. In conclusion, I did not expect to do the amount of work I did researching the rules of IRS as I paid for a service with Optima Tax; however, I started to question the integrity of the company due to their lack of consistent communication. In addition, I was correcting the forms they sent as the year involved and other information was incorrect on the forms. This is a process that you can do on your own or with an accountant for less money and I think maybe using a company that is located locally would have made our situation less complicated and a more supportive/personal experience. The process for us was about 2 years and it is still not finish as the desired results were not attained. In closing I have reached out again, maybe I will get a return phone call. Normally I do not complete reviews, but I don’t want someone else to go through this.

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  • author
    G. Harris
    May 10, 2022
    I am elated about the results Optima…

    I am elated about the results Optima Tax Relief bought to me. Handing over the Power of Attorney to Optima to manage my case was the best decision I could have made for the situation I was in. Optima took the weight of worry off my shoulders and "Relief" is an understatement! I am so grateful, relieved and able to sleep again. Is it a process? YES it its! Does it take time? YES it does! But trust and believe, Optima's trained professionals handled their business.....they really delivered! I Highly recommend Optima Tax Relief.

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  • author
    customer
    May 09, 2022
    Great job

    Great job. Very informative.

    ...

  • author
    Freda
    May 09, 2022
    I previously owned a business that went…

    I previously owned a business that went bankrupt; consequently, I amassed a fortune in back debt owed to IRS. I felt hopeless and didn't know where to turn. I saw Optima Tax Relief's ad on TV and although I was very skeptical of the claims from people just like me who were in serious trouble with the IRS, I figured I had nothing to lose, so I gave them a call. This turned out to be the best financial decision I have made in years. I was able to turn the whole thing over to them; their tax wizards took over, reviewed my case and documents, contacted IRS, conferred with IRS on my behalf, and was able to negotiate my debt down for only a fraction of what I owed. I am mentally and financially so much better off from having contacted Optima Tax Relief. All I can say is give them a try; you won't be sorry!!!

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  • author
    Mick Rose
    May 07, 2022
    I was in an absolute tax mess

    I was in an absolute tax mess. I owed the Federal Government a sum that I could never repay in 2 lifetimes. Every person I spoke to at Optima was professional, polite and I felt they truly cared about my individual case. They took their time to ask important questions, or answer mine. They made sure I understood what they were doing, and what they hoped to accomplish, and variations to expect along the way. They were quick to respond whenever I reached out to them. They worked to deal with the IRS and found a solution that put me in a situation that made it so I would not face any IRS actions. They filed my taxes to make me current and will work with me to keep me so. I could not be more grateful to EVERYONE at Optima Tax Relief!

    ...

  • author
    Barbara Stein
    May 06, 2022
    After many,many calls I finally got…

    After many,many calls I finally got someone to call me back...customer service on that point was poor.

    ...

  • author
    MICHAEL BARNEY
    May 06, 2022
    I had been in tax arrears for 10 yrs…

    I had been in tax arrears for 10 yrs $40K in debt, after contacting Optima tax, they found a way for a settlement of $7K. I could not be happier.

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  • author
    henrypoole
    May 05, 2022
    The rep was very helpful she explained…

    The rep was very helpful she explained and answered every question.

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  • author
    Sheryl
    May 05, 2022
    Very helpful

    Very helpful, answered questions and explained things very well. My only complaint is sometimes it would be hard to reach a person but I imagine that's a testament to how many people are reaching out to Optima Tax for help.

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  • author
    customer
    May 05, 2022
    The best in the game!

    Optima Tax Relief put my mind at ease from start to finish. Everyone I worked with was very knowledgeable, understanding and kind. I would definitely recommend them to anyone who may be experiencing issues owing back taxes. Optima Tax Relief is by far the best ones in the game!

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  • author
    joe eagon
    May 04, 2022
    Good experience

    Overall I had a good experience using optima. I felt there could have been a little more communication via phone rather than email/portal. But hey they got my taxes up to date and got the irs to settle for much less than I owed.

    ...

  • author
    K.Hardy
    May 04, 2022
    Excellent job

    Excellent job. Helped me drastically with my tax scenario. They are still working on further reductions. The staff were thorough. Overall A grade. Thanks Marissa..

    ...

  • author
    Gwendolyn Haywood customer
    May 03, 2022
    I thank your company for their…care and commiteo

    I thank your company for their intervention and my complaints with your service is it took almost 3 years to complete the process, the same documents were requested many times I explained to a number of team members I did not have access to a computer and I needed to fax or mail everything. My major complaint is that my SSI retirement had a lien placed on! This caused a great hardship and I am still behind in my bills ! Also the resolution was in my favor but it seems I still owe the government back taxes should I ever get any large sum of money! I think! I do thank God for your service because just the emotional stress was getting to be too much especially once I retired. Thank you again for your care!

    ...

  • author
    customer
    May 03, 2022
    Adriana Lopez an her crew did an…

    Adriana Lopez an her crew did an amazing job getting me set rite with tax issues. Not only did they handle the problems in a quick an effect manor, their ability to calm their client down when bumps came on was phenomenal. Thru care, and professionalism they guided me thru the legal mess and taught me in perfect detail how to avoid any issues in future. I would highly recommend them to anybody that seeks tax help without hesitation. With tremendous gratitude I thank Adriana Lopez and her crew.

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  • author
    David Bobick
    May 03, 2022
    Fantastic experience in the end result…

    Fantastic experience, and the end result was better than I expected,I’ve learned a lot about my taxes I’ve learned a lot about the 1099 form. very educational.. Very professional I never thought I would say I was walking away happy but in this case … I am

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  • author
    David Bobick
    May 03, 2022
    Professionally done kept in touch with…

    Professionally done kept in touch with me throughout the process the end result was Better than I expected..

    ...

  • author
    customer
    May 02, 2022
    Very helpful customer service

    Very helpful customer service. experience the knowledgeable in their field. From the very first person I talked to to the very last everybody was polite and upfront with what was going on nothing was ever a surprise. If I needed to use the service again I absolutely would.

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  • author
    customer
    May 02, 2022
    Everyone that I talked to was just…

    Everyone that I talked to was just great and took time to explain my options and walk me threw certain steps

    ...

  • author
    Rich
    May 02, 2022
    Not all stories have a happy ending

    All of the representatives I spoke with were very professional. My case didn't get resolved till 2022 for tax year 2017. Not sure why it took so long. I should have just paid the IRS back in April of 2018. My initial tax owed for tax year 2017 was $14 K. With the services of Optima and 4 years of compounding interest the the amount I owe is now over $26K. At the "Graduation" I was in the hole well over $12K more than what I owed, plus Optima's fees.

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  • author
    Vanessa Cook
    May 02, 2022
    She (Arielle) was very helpful and…

    She (Arielle) was very helpful and answered all my questions concerning my situation. I believe she had my interest at heart.

    ...

  • author
    customer
    May 01, 2022
    Every one was very helpful and went out…

    Every one was very helpful and went out of their way to make me feel comfortable and answer all questions I had regarding my situation. Steve, Patrice Bragg, Gabriela Flores, and Lind Le God bless them all

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  • author
    Wayne K
    Apr 29, 2022
    Helped me from beginning to end…

    Helped me from beginning to end understanding the process and procedures needed to get my tax situation taken care of thanks

    ...

  • author
    Kevin A.
    Apr 29, 2022
    I wanted to state every person that…

    I wanted to state every person that helped me achieve my goal to settle my taxes, but the whole Optima team played a part in this win. The commercials I hear or online advertising does a perfect description of your ability to get the job done. I will always refer friends and associates to Optima. Thanks for everything

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  • author
    customer
    Apr 29, 2022
    Everything was very helpful and…

    Everything was very helpful and understanding

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  • author
    customer
    Apr 28, 2022
    Very kind and responsive to my…

    Very kind and responsive to my questions.

    ...

  • author
    Richard Kreiner
    Apr 26, 2022
    Just OUTSTANDING all the way…

    Just OUTSTANDING all the way around.........GREAT customer service, Optima did a great job resolving my tax issue and they were terrific to work with. I am on the east coast which already presents challenges regarding contacting me plus I am a fitness instructor part time (retired Federal IT manager) who teaches classes most mornings and some evenings so it presented challenges and they were terrific being patient with me. And....everyone.....so, so, so, darned nice........outstanding people. Can't thank them enough and would highly recommend them to anyone with tax issues. Hats off to the entire Optima Team!!!!

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  • author
    Michael C
    Apr 25, 2022
    Optima took care of my tax problem

    Optima took care of my tax problem I’m very satisfied

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  • author
    William Hardy
    Apr 20, 2022
    They worked with us letting us know what is needed

    They worked with us letting us know what is needed and they were good in listening to our needs and helped a great deal on our taxes to where we pay a fraction of what was needed. Thank you all that helped and worked on our case..

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  • author
    Melissa Tremble
    Apr 20, 2022
    They steal your money and leave you…

    They steal your money and leave you paying a fortune to the irs for years. Double digit thousands i 12n with no services rendered. When you wite a review they send the same automated response as shown below. It literally takes an hour after you post to get a response. You pay thousands and they won't call you back and ruin your life.

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  • author
    Ninette Howell
    Apr 19, 2022
    Excellent customer support from…

    Excellent customer support from beginning to end of the process. The representative customer service represents among the highest level I have experienced. Information was accurate, answers were clear and where necessary detailed enough for me to make informed decisions quickly. The service was very smooth and straightforward. My advisor was very professional, knowledgeable, great personality. She really went above and beyond; I would give her 6 stars if I could!

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  • author
    Bill Harris
    Apr 17, 2022
    Made everything very easy for me to…

    Made everything very easy for me to just continue on with my daily activities while they dealt with irs. Thank you for your help Bill

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  • author
    customer
    Apr 16, 2022
    The rep was 200% helpf

    The rep was 200% helpf

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  • author
    MARY ARMIJO
    Apr 15, 2022
    I want to thank everyone at optima tax

    I want to thank everyone at optima tax, for all their help especially, a Dylan Townly..for his excellent customer service..

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  • author
    J. Del Villar
    Apr 15, 2022
    From the very first call I have…

    From the very first call I have received nothing but professional and prompt attention to my needs and have had a most wonderful experience dealing with each and every person handling my case. They truly provide what their name states, Optimum(a) Tax Relief!!! It is a huge weight lifted not having to deal with the IRS directly. Worth every dollar I spent with them! Highly recommend 😊

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  • author
    customer
    Apr 14, 2022
    Customer Service Agent Atia

    On Wednesday 4/13/22 I called Optima Tax and a young lady by the name of Atia . When Atia answered the line I was very nerved up about a letter I received in the mail from the IRS after reading the letter to her she calmly explained to what the letter meant and reassured me that I didn't have to do anything that my receiving the letter was apart of the process. By the end of the call , I felt so much better and confident that All was Well . Optima Tax is on the job." Bravo Atia Bravo "

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  • author
    Tim Seltzer
    Apr 13, 2022
    My experience with optima was great

    My experience with optima was great. All the folks that I worked with were awesome. The only exception to that would be the people that answer the phone when you call. Most of them seemed to be put out,and or couldn't wait to get off the phone. I dealt with a guy named Ty at one point, he was very friendly and professional. Maybe the phone answering people could better understand that the clients, like myself, in many cases are scared about this whole process. You all have taken a giant weight off my shoulder's and for that I am eternally grateful. Please thank your teams for me from the bottom of my heart. Forever grateful, Tim.

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  • author
    Rodney Backholm
    Apr 13, 2022
    Modern day highway robbery

    To this day OTR has not refunded my $10,000 for lack of service and resolution of my case even after I contacted them by phone and email. After my first review here OTR said they want to resolve the matter. They do not want to settle anything. All they want to do is steal your money for no service!! Does it sound like 2 tax returns and a installment plan for $895/month is worth $10,000. Absolutely not!!!!

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  • author
    customer
    Apr 12, 2022
    Very helpful

    Very helpful

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  • author
    Allen Sawyer
    Apr 12, 2022
    Only time will tell

    To this date an moment its a wait and see. Hold out hope in keeping the faith ; that time will tell the end results , to be a favorable disposition.

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  • author
    customer
    Apr 11, 2022
    Optima is the best to work with when…

    Optima is the best to work with when having issues with back taxes. They are wonderful and very polite. They make sure all the problems are solve before closing the case. I would recommend them to anyone.

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  • author
    Keith H
    Apr 10, 2022
    Optima has been great they have helped…

    Optima has been great they have helped me through my tax situation fast friendly and knowledgeable and I would recommend to anyone who needs tax help.

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  • author
    Nadia Verret
    Apr 09, 2022
    Tax Problems? No problem!

    The team at Optima Tax were thorough, timely and communicative. Every person through the process made the process very smooth and we are especially satisfied with the continued monitoring that we elected after the process was completed. The graduation department did a great job ensuring we knew all steps to follow and completed our issues with ease. Definitely made this process seamless!

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  • author
    John Wymetalek
    Apr 09, 2022
    was helpful

    was helpful, explained to me why what they asked for was needed. my only negative was that it took over a year to resolve, but may have been the IRS's fault too. glad to have that behind me. thank you

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  • author
    Susan
    Apr 08, 2022
    Optima cleared up a tax-related issue…

    Optima cleared up a tax-related issue saving me about 15,000.00.

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  • author
    customer
    Apr 08, 2022
    Sleeping better at night now

    Sleeping better at night now. Wow they really did an amazing job. My heart dropped the moment I opened my mail and saw a letter from the IRS. I, without hesitation called Optima and they immediately started on my case. I can not stress enough how helpful they are. They worked out a payment plan and then just a few short months later was able to settle my tax debt for $100. I know each case is different but you have nothing to lose by calling them. Thank you Alex!!!

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  • author
    customer
    Apr 08, 2022
    Everything went as advertised!!!

    Everything went as advertised!!!! Communication, Feedback, Negotiations

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  • author
    Marshall Reynolds
    Apr 07, 2022
    Absolutely a "LIFESAVER"

    Absolutely a "LIFESAVER". My tax issues were depressing me and Optima helped with an easy payment plan for their services (which were reasonable) and made the IRS and me "FRIENDS” again. They negotiated a payment plan that allowed us to have a normal life and pay our back taxes.

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  • author
    Tammy Rose
    Mar 30, 2022
    I am extremely disappointed in Optima…

    I am extremely disappointed in Optima Tax Relief. My husband and I paid them $15000 to get help with outstanding tax debt that he had accrued during a previous marriage. They assured us that they would help us with eliminating penalities and interest and get a reasonable monthly payment or a settlement. As soon as Optima recieved their final payment. They set up an installment of $4000 a month!!!! And told me they would reassess the situation in 30-45 day, however I received a phone call 3 day later. They stated they were closing the case, and that we were responsible for paying that payment until the full balance is paid. They did not help with a single thing. If I had known that I could have kept my $15000 I paid to optima and gave it to the IRS. Worst service ever!!!!

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  • author
    Marjorie Zamora
    Mar 26, 2022
    OIC accepted

    I was going to give Optima a 4 star only because my case took longer than it should have to settle. But I decided on a 5 star because we are in a pandemic and I realize that this was not Optima's fault. I hired Optima in September 2020. I was not behind at all in my payments to the IRS but I owed roughly $19,000 and making payments was not helping with interest and penalties and I knew at that rate it would take me the rest of my life to pay it off. I took a chance with Optima. They got me into a currently not collectable status that would require me to show proof to the irs every so often and the debt I owed would still be owed and interest still racking up. They told me I could try to do an OIC or keep the currently not collectable status. I chose to try for the OIC. Well, last Sunday after almost 2 years, I opened my mail box and found an envelop from the IRS. They accepted my offer for $800 and I have five months to pay it. This will remove all interest and penalties and liens. I have to file all future taxes on time for the next five years and pay what I owe (if anything). but at least my mind is at ease now that I no longer have a $19,000 tax debt. I will start making payments soon and will have the amount paid by the deadline. All in all, I am happy with the service Optima has provided. I have seen a lot of unhappy people who say that they can do their own OIC with the IRS for free and that may be true but the paper work involved to file it was not something that I was willing to do. I don't necessarily think that the work they did was worth the almost $3000 I paid but that was their fee. Adriana was great and helpful and she put up with my crazy emails to her when I would worry. I appreciate Optima a great deal. Thanks guys.

    ...

  • author
    Rodney Backholm
    Mar 16, 2022
    Make a lot of money and not work that hard.

    I signed up with this group so called experts 11/07/19 to fix my tax problems. Sent in all the required paperwork, initial fee and $10;000. So after 1 year and 10 months 2 tax returns were completed with a installment plan amounting to $895/month. What a joke! What kind of help is this? You can call the IRS and set that up yourself without these professionals. Since they dId not resolve my case to my satisfaction, I FIRED THEM! This sorry excuse of a tax resolution company will not refund my money. They will want their fees upfront. Suggestion: get on a monthly payment plan so if they do not resolve you case you can cut your losses. THE BEST SOLUTION WOULD BE NOT TO USE THESE GREEDY LAZY PIGS AT ALL!!

    ...

  • author
    gh
    Mar 10, 2022
    This place is a total rip off

    This place is a total rip off . My wife and i used their services and were charged 6000$ . Til this day i have yet to receive ANY papers in the mail regarding my case . I know nothing about my taxes and how they were handled . I have to wait HOURS to just wait to speak to someone to then just get disconnected . Nobody ever seems to know what is going on because one person will say one thing and the next person will totally contradict the last . I have literally lost all hope when dealing with these people. As someone who is truly trying to fix their taxes it literally just feels like i screwed myself even more then when i started . This place is awful and i wouldn't recommend them to my enemy .

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  • author
    Francisco
    Mar 07, 2022
    Quick to Respond

    The folks at Optima are very quick to respond and very helpful

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  • author
    John Coats
    Mar 07, 2022
    “Relief” both Thoroughly and Professionally!

    I was in a bad place with my taxes and Optima Tax Relief assisted me both thoroughly and professionally.

    ...

  • author
    Gary Esslinger
    Mar 03, 2022
    I am highly satisfied with the service…

    I am highly satisfied with the service rendered, questions answered and expert advice.

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  • author
    Anthony
    Mar 01, 2022
    After 7 years hiding they helped us fix…

    After 7 years hiding they helped us fix it. Many thanks

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  • author
    ray hall
    Mar 01, 2022
    Extremely disappointing no…

    Extremely disappointing no communication whatsoever will not answer any of our questions It has been over a year no result they took our money and blew us off. I would rather pay double with somebody else,than to go with optima No customer service at all

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  • author
    Marc Espinosa
    Feb 28, 2022
    10/10 would recommend

    From the very beginning they were very helpful and kind. They answered all of my questions and were available to help me through this process. Even after my case was closed they kept in touch to ensure everything wrapped up as planned. I would definitely recommend them.

    ...

  • author
    Richard Rosenberger
    Feb 28, 2022
    Bait and switch operation

    Despite explaining my tax situation in great detail through every step of their process. I paid for an investigation which they then said they could help, collected even more money that I did not have, then their only solution to my tax problem was to solicit cooperation from my ex spouse which was the culprit in my delinquent tax situation in the first place. In addition they claimed they would be filing subsequent tax returns but never requested any documentation causing even more issues with the IRS. After a year of back and forth and very little communication they sent me a letter canceling their services.

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  • author
    Sharon Blackwood
    Feb 26, 2022
    I was not treated fairly by Optima

    I was not treated fairly by Optima. They took my money and delivered nothing.

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  • author
    Tom Riley
    Feb 23, 2022
    I found myself behind on taxes and was…

    I found myself behind on taxes and was on a Hampster wheel of high interest loans trying to make ends meet. It did not work. Once I was under Optima's umbrella of help evrything turned around.

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  • author
    Donna Lou Bishop
    Feb 20, 2022
    I was very pleased with Optima Tax…

    I was very pleased with Optima Tax Service..I was very worried about the steps the IRS was taking towards me.. Optima settled my taxes with the IRS with a monthly payment I could afford..They kept me updated on all their corespondents with the IRS..A Big Relief!!..Thank You Optima Tax Relief!

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  • author
    Robin Nash
    Feb 20, 2022
    Needed help with some back taxes

    Needed help with some back taxes. Optima tax was a great choice. They’re very friendly and knowledgeable. And now I am debt-free

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  • author
    Terri D
    Feb 19, 2022
    Grateful but disappointed

    I’m grateful to Optima tax and the representatives are very friendly and helpful but, I would wish that there was more transparency in their terms. The outcomes are very misleading on initial presentation.

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  • author
    customer
    Feb 14, 2022
    Tax problems

    Everything was nice

    ...

  • author
    Randy
    Feb 14, 2022
    I must say I was disappointed

    I must say I was disappointed with my experience with Optima until I heard from Kateri Drewes. Initially, I paid my money to Optima and then heard very little about my case. This went on for more than a year. After I threatened to contact BBB, I heard from Kateri. She gave me the status of my case and seemed committed to resolving it. She did a great job.

    ...

  • author
    Leleao B Toa
    Feb 12, 2022
    Good communication and customer service

    Good communication and customer service

    ...

  • author
    Christine Gordo
    Feb 11, 2022
    Our Journey with OPTIMA

    During our journey in working out our tax problems with Optima, we were praying that Optima will resolve our problems as soon as possible and we were amazed how they work and did our paper works so organized! We appreciated a lot and thank you very much for helping us! Optima Tax !!! You’re the best!!!

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  • author
    Gary P Gibson
    Feb 11, 2022
    Shinning light at the end of a very dark tunnel...

    There is nothing worse than finding out the Fed IRS/State IRS putting a lien on your bank account. They tell the banks 2 weeks in advance but the banks tell you nothing. That was me 3 years ago at a Denny's trying to figure out why my account was minus 5k. Everyone I asked for advice told me not to deal with it myself, but to find some tax professionals to handle it. The IRS letters are brutal, the calls are worse. They more or less will take everything you have if you let them and it seems you cannot stop them yourself alone. Then my family's Financier told me to call Optima. Within a month the calls stopped, the letters slowed down to a trickle and I had someone to call or email when they did show up. I cannot tell you how much your peace of mind would cost when you are looking at rock bottom, but with Optima handling my case, every penny was worth it. My case is a little special, but I didn't have to pay the Feds a penny for as long as I am a good taxpayer moving forward. Amazing, Outstanding, truly Life-saving! Thank you Optima for looking out for us little guys! -Gary G.

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  • author
    Veronica
    Feb 11, 2022
    Dealing with IRA= stress

    Dealing with IRA= stress Having Optima help= relief

    ...

  • author
    T Low
    Feb 10, 2022
    My experience with optima tax relief…

    My experience with optima tax relief was one of the best helpful experience of my life i recently was over the last year was in a tough financial bind with the irs when i received threatening letters from the irs to seize my bank account and take my property,but when i reached out to optima tax relief they put a stop to all liens& seizing.they worked with me,gathered all my information and explained all of my options that best fit my situation. And if it haven't been for optima tax being patient,caring& full support for me i wouldn't have gotten out of my financial situation. So for anyone thats dealing with the irs on financial obligations or need assistance for tax filing etc.Please call optima tax relief so they can lift the burden off your shoulders it will be the best decision you've ever made.If you need help take it from me call OPTIMA TAX RELIEF!

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  • author
    THERESA
    Feb 11, 2022
    Very unprofessional

    Very unprofessional, I personally handled everything I needed taken care of in 3 hours when Optima had been doing for 3 years. They drag everything out to add more charges. Still waiting on my call about a possible partial refund. I won't hold my breath. Well it's been 2 days after Optima's response and still no phone call, and what's worse is no answer when I try to call them. Good thing I didn't hold my breath. Is it possible to give negative stars?

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  • author
    myjobhelper.com
    Feb 08, 2022
    I felt very relax with Optima Tax…

    I felt very relax with Optima Tax Relief, they did a good job keeping me relax because I was very stress out with all my problems. they told me not to worry and when I need help or if they need information from me. they would call me quickly. I have friends that have tax problems and I will strongly recommend them to Optima Tax Relief.

    ...

  • author
    Roy Morris
    Feb 04, 2022
    Thanks to optima tax personnel this…

    Thanks to optima tax personnel this experience was unbelievable how fast they me inform with every move. I can't thank everyone + team 25. Thank you. God bless.

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  • author
    Raven
    Feb 04, 2022
    Optima Tax Relief is very professional…

    Optima Tax Relief is very professional and reliable! I highly recommend them to anyone, because they do a really great job with helping your financial needs.

    ...

  • author
    rebecca yates
    Feb 03, 2022
    All in all I'm happy with what they…

    All in all I'm happy with what they did. It didn't lower what I owed, I know their help kept from seizures etc so I'm grateful for that. Everyone was helpful and there was a lot I had to do but I'm reasonably happy with the outcome.

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  • author
    Ron Haws
    Feb 03, 2022
    I was looking for a settlement and all…

    I was looking for a settlement and all you did was postpone it. So I was mislead. I wish that I didn't have you guys mess it up. This was a total waste of time and money. Then you try to up sell me in the end. Not at all what I expected and will advise everyone not to use your service.

    ...

  • author
    Daniel Metzgar
    Feb 02, 2022
    Very helpful.

    Everybody was very helpful and very knowledgeable. The process was easy and quick.

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  • author
    Darryl Davis
    Feb 02, 2022
    Efficient!

    I had a problem and Optima solved it. Now I have a steady, periodic payment to the IRS that won't break the bank.

    ...

  • author
    customer
    Feb 02, 2022
    They were able to get me a good deal…

    They were able to get me a good deal with the irs , overall it worked my only complaint is the lack o communication at some points of the process, most of the people that I spoke to were very professional and attentive to my needs

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  • author
    cynthia williams
    Jan 31, 2022
    The representatives gave awesome…

    The representatives gave awesome service and was very helpful with any and all questions or issues that I had.

    ...

  • author
    Deshon Price
    Jan 31, 2022
    Manageable Installment Payments

    Optima wasn't able to cancel my tax bill but they were able to arrange for me a manageable installment agreement which relieved a lot of stress.

    ...

  • author
    customer
    Jan 29, 2022
    Everything was fine

    Everything was fine

    ...

  • author
    Mark
    Jan 27, 2022
    Armand/Ed vargus review

    I am extremely fortunate to have Armando and Ed Vargus fighting for me to resolve my tax bill. Within 5 minutes of talking with Armando or Ed is like that 30 seconds do nothing ad, just listen to the calming water. I was extremely stressed out, naturally, but Armado and Eds Professionalism with articulating their process totally removed all my stress, and never came back. So far, I am totally satisfied. They have a game plan exactly like Rush said. I urge anyone in a pinch to call Optima, helping people seems to BE their goal. Total props to Armand and Ed for being the professionals that you always hope to have on your side, God bless both of them, I know that he will, Thank you Optima. Mark Jay Fairall

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  • author
    Linda Quinn
    Jan 27, 2022
    I wanna thank everyone that has been…

    I wanna thank everyone that has been part of Optima tax relief from the introduction to the graduation portion of our experience with Optima tax relief we started this program right at the beginning of Covid it’s been a long haul but you were with us all the way to the finish and so thankful I do it for you to all my friends

    ...

  • author
    GERRICK
    Feb 04, 2022
    Communication is abysmal!!

    UPDATE: I have been in contact with Optima and they have issued me a suitable refund. I'm satisfied with how this has worked out, and have amended my rating accordingly. I contracted with Optima about 3 years ago after my late husband left me with a huge tax mess. At first, they were on top of things - filed late returns, and kept me apprised of what the IRS was doing. Then Covid hit, and that was the end of their support. It was IMPOSSIBLE to get someone on the phone to talk with!! The person who was assigned to my case left messages that were so garbled, I could not understand what she was saying. When I finally did get through to them, I was told someone would call me back. I couldn't ask questions about the actions the IRS was taking against me, nor could I speak with someone about the forms Optima needed from me when I had questions. The person I spoke with sounded like she was reading from a script, and had no clue how to help me. A lien was placed on my home, and Optima did nothing to prevent it. I keep getting recorded phone calls or garbled messages from them, and have moved on to another company who is MUCH more accessible and helpful! I would NOT recommend Optima!! They are very expensive and don't do what they promise to do!

    ...

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