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Find a Location

Optima Tax Relief has 3 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Country
    Please enter a valid location.
    • Optima Tax Relief

      6 Hutton Centre Dr Ste 300 Santa Ana, CA 92707

      BBB Accredited Business
    • Optima Tax Relief

      5530 W Chandler Blvd Scottsdale, AZ 85266

      BBB Accredited Business
    • Optima Tax Relief

      450 N 54th St Chandler, AZ 85226-2528

      BBB Accredited Business

    Business ProfileforOptima Tax Relief

    Tax Return Preparation
    HeadquartersMulti Location Business
    BBB accredited business
    The Complaints and Reviews shown on this HQ profile may have been submitted against either the HQ itself or one of the corporate-owned locations found under "Find Locations".

    Additional business information

    Additional Info:
    If the consumer requires additional assistance from Optima Tax Relief, please contact them directly at 1-800-965-3192 or by emailing them at [email protected].
    See all additional business information

    At-a-glance

    Customer Reviews

    3.7/5stars

    Average of 1,027 Customer Reviews

    Customer Complaints

    698 complaints closed in last 3 years

    227 complaints closed in last 12 months

    BBB Rating & Accreditation

    Accredited Since: 6/18/2012

    Years in Business: 13

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    This business offers a full-service tax firm offering multiple product lines.   

    Business Details

    This is a multi-location business.

    Find a Location

    Optima Tax Relief has 3 locations, listed below.

    *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

      Country
      Please enter a valid location.
      • Optima Tax Relief

        6 Hutton Centre Dr Ste 300 Santa Ana, CA 92707

        BBB Accredited Business
      • Optima Tax Relief

        5530 W Chandler Blvd Scottsdale, AZ 85266

        BBB Accredited Business
      • Optima Tax Relief

        450 N 54th St Chandler, AZ 85226-2528

        BBB Accredited Business
      Headquarters
      6 Hutton Centre Dr Ste 300, Santa Ana, CA 92707
      BBB File Opened:
      9/18/2013
      Years in Business:
      13
      Business Started:
      6/2/2010
      Business Incorporated:
      7/26/2011
      Accredited Since:
      6/18/2012
      Licensing Information:
      This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
      Type of Entity:
      Limited Liability Company (LLC)
      Alternate Business Name
      • Optima Tax Relief LLC
      • Tax Relief Partners
      • Optima Tax Express
      Business Management
      • Mr. Harry Langenberg, Managing Partner
      • Mrs. Kristen Bemis, Legal Counsel
      • Mr. Jesse Stockwell, Managing Partner
      • Mr. David King, Chief Executive Officer
      • Mr. Nick Hashimi, Manager
      • Ms. Marilynn Baca, Manager of Quality Assurance
      • Mr. Enrique Arreguin, Associate Director Brand Protection
      • Mr. Customer Reviews and Complaints, Contact
      • Mr. Charles Hughes, Director of Business Development
      Contact Information

      Principal

      • Mr. David King, Chief Executive Officer

      Customer Contact

      • Mr. David King, Chief Executive Officer
      • Mr. Customer Reviews and Complaints, Contact
      Additional Contact Information

      Phone Numbers

      Email Addresses

      Industry Tip

      BBB Tip: How to choose a tax preparer in the U.S.

      Customer Complaints

      698 Customer Complaints

      Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

      File a Complaint

      Most Recent Customer Complaint

      04/03/2024

      Complaint Type:
      Customer Service Issues
      Status:
      Answered
      In October 2023 I reached out to Optima Tax Relief in an attempt to resolve unfiled taxes with the *** for several years. The payment amount to Optima was over $6,000 and was sent in full. The agreement was for collection protection services, tax preparation, and resolution setup. I sent over all required documents and they did prepare the taxes for me to sign and send back. I was told that I would receive the finished taxes with preparer signature through the mail but this never happened. In January they switched me teams to work on the resolution and collection protection. Since then I have not heard from them and have called several times. In March I began to receive notices from the *** for collection. When I have called I got through to an operator who could see my previous calls and on several occasions tried to connect me to my team with no success. A message was left for my team but I never received a call back. I used the "Contact Us" section of the portal to send a message as well. The portal also has an ******************** that used to allow me to schedule a date and time to meet with a team member but since January this section of the portal no longer gives me this option. I need to file 2023 taxes and have yet to receive the finalized tax documents nor has the resolution and collection protection services been provided to me that I paid for in advance. I am very unsatisfied with this lack of communication and follow up. I have seen several complaints through the BBB for Optima that seem to mirror my complaint and this does not seem to fit the A+ rating that has been assigned to this business. I am still looking to get this resolved with the *** and am just asking that Optima Tax Relief follow through on their original commitments.
      Read More

      Customer Reviews

      1,027 Customer Reviews

      What do you think? Share your review.

      How BBB Processes Complaints and Reviews

      Start a Review

      Most Recent Customer Review

      Jerri J

      1 star

      04/19/2024

      I've paid a total of over ***** to get assistance with my back taxes owed. Optima was very attentive while they were collecting the fees and the investigative phase. My resolution phase has been over 265 days, and I don't hear from the case manager, nor do they have contact info. I upload my documents from IRS, to the portal and never hear anything back from Optima, even after they say, to expect a response within 7 days. I contacted Optima and their customer service has the same response, "they will make a note in my file and expedite." I'm still waiting and feel scammed and duped! I could have applied this *****.00 to my back taxes in retrospect. They should cease and desist, any advertisement on any mass media platforms!

      Optima Tax Relief Response

      04/23/2024

      We hear you and we thank you for sending in feedback. We want to emphasize that we take our client's concerns very seriously and we seek to solve all issues brought to our attention immediately, such as yours. In fact, delivering excellence to all our clients is central to our mission, and we would truly appreciate the opportunity to speak with you directly so that you can provide us with additional details. One of our dedicated ***************** Specialists has already been made aware of your concerns, has taken the initiative to review your case, and will be reaching out to you to further assist you with your case. But if you prefer to speak to us at your convenience, please feel free to give us a call at **************. 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.

      Local BBB

      Better Business Bureau Serving the Pacific Southwest

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