Complaints

This profile includes complaints for Optima Tax Relief's headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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  Optima Tax Relief

  6 Hutton Centre Dr Ste 300 Santa Ana, CA 92707

  
• 

  Optima Tax Relief

  450 N 54th St Chandler, AZ 85226-2528

  
• 

  Optima Tax Relief

  5530 W Chandler Blvd Scottsdale, AZ 85266

  

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:03/01/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Optima Tax was paid $5900 to resolve an issue with the *** from 2019. Here in 2024, the problem has yet to be resolved, and after much back and forth, inconsistencies, and lies, this company is refusing to give my money back.

  

  Business Response

  Date: 03/08/2024

  Optima ************** will reach out to the client to address the concerns stated in their complaint. Optima Tax will continue to reach out to the client and will maintain open lines of communication until a mutual agreement is reached.
  
  At Optima Tax we strive to uphold the philosophy that clients come first and all of our representatives go through rigorous training to assure we abide by that philosophy. We take all complaints very seriously, and we do our best to turn them around when possible. 

• Initial Complaint

  Date:02/28/2024

  Type:Sales and Advertising Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  We began working with Optima in 2021. I was advised last year that they were filing an extension of my 2022 taxes while they gathered the **2's, and we trusted that the taxes had been filed. As I am trying to complete FAFSA forms for my daughter I discovered that our 2022 taxes were never filed, so we are again out of compliance with the **** I had NO idea this was not done! We have paid them well over 5k for resolution of our IRS debts, we did not receive any of the Covid relief checks beyond the first one, and I find out today trying to apply for my daughter's school loans that they filed an extension on my 2022 taxes but never filed the taxes? What did we pay 5k for? They have not resolved anything and now we are out of compliance and have to file late and get even more penalties! This is NOT what they advertise and promise people and certainly NOT reflective of an A+ BBB Company. They have consistently "overlooked" every piece of documentation that we uploaded for them until we called to tell them that they had it, we get very little communication, and we were just taken for a 5k ride that has not resolved anything. I want our 2022 taxes filed immediately with Optima being responsible for any late filing fees.

  

  Business Response

  Date: 03/04/2024

  Optima ************** reached out to the client to address the concerns stated in their complaint.  Contact attempts were made on 3/01.  Optima Tax will continue to reach out to the client and will maintain open lines of communication until a mutual agreement is reached.
  
  At Optima Tax we strive to uphold the philosophy that clients come first and all of our representatives go through rigorous training to assure we abide by that philosophy. We take all complaints very seriously, and we do our best to turn them around when possible.
  

  Customer Answer

  Date: 03/14/2024

  
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution would be satisfactory to me.  I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
  
  Regards,
  
  ***********************
  
   
  

• Initial Complaint

  Date:02/27/2024

  Type:Service or Repair Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  My husband ********************* was using them for his stuff. But when he found out that to do phase two would cost a series of 8 $425+ payments he notified them that we would not be able to afford to proceed and that we sought to have our money refunded back for phase one. My husband owes the irs less than $15.000 so it should not be this troublesome. We told optima we will get help elsewhere where we can afford. They told my husband that they will call him in ***** hours thursday last week thursday February 22nd. It's next week and beyond the time limit and still we have gotten no call or replies to our emails or calls. Now that we want a refund it's like they have shut us out. We would like for them to refund our money like they said they would. This is poor business.

  

  Business Response

  Date: 03/04/2024

  Optima ************** will reach out to the client to address the concerns stated in their complaint.  Optima Tax will continue to reach out to the client and will maintain open lines of communication until a mutual agreement is reached.
  
  At Optima Tax we strive to uphold the philosophy that clients come first and all of our representatives go through rigorous training to assure we abide by that philosophy. We take all complaints very seriously, and we do our best to turn them around when possible.
  

  Customer Answer

  Date: 03/04/2024

  They say they will reach out to my husband regarding his case but never actually do. He wants his money back. I made this report on his behalf. *********************

  

  Business Response

  Date: 04/17/2024

  Optima Tax has established communication with the client upon receiving the complaint and reached a mutual agreement.

  Customer Answer

  Date: 04/17/2024

  
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution would be satisfactory to me.  I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
  
  Regards,
  
  ********************* Hash
  
   
  

• Initial Complaint

  Date:02/26/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I hired optima tax relief to help me with a tax issue and they are not providing me the assistance I need. When I call to get help they hang up on me.

  

  Business Response

  Date: 03/04/2024

  Optima ************** reached out to the client to address the concerns stated in their complaint.  Contact attempts were made on 3/01.  Optima Tax will continue to reach out to the client and will maintain open lines of communication until a mutual agreement is reached.
  
  At Optima Tax we strive to uphold the philosophy that clients come first and all of our representatives go through rigorous training to assure we abide by that philosophy. We take all complaints very seriously, and we do our best to turn them around when possible. 

• Initial Complaint

  Date:02/24/2024

  Type:Order Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Optima Tax Relief did not perform any duties or provide protection. After my last payment of ******, It was very hard to get a hold of team 125. When we did finally talk, I got asked if I was being garnished yet. I was very upset after this. I also got told to pay ****** per month to remain protected until they figure out the next move. Knowing that this would put me in more of a bind, I would not agree to pay and called the *** myself. After talking with them, they took some of the interest off that had accrued and had my payments at 188 per month. After calling Optima back they stated they would pay me 300 dollars and I also declined. That means they get ******* for not even talking to the *** or protecting me. When I declined, they wanted proof that I even talked to and made a deal with the ***. I sent them copies and faxed Sofi directly my agreement and never heard from Optima again. This is not an establishment that cares after they get the money. I am very disappointed in the way I was mistreated. I am not rich and every dollar counts. Would not recommend this service to anyone.

  

  Business Response

  Date: 03/04/2024

  Optima Tax reached out to the client to address their concerns. Unfortunately, we were unable to reach a mutual agreement with the client.  Our courtesy offer will remain on the table should the client wish to accept.
  

  Customer Answer

  Date: 03/05/2024

  Respectfully, I am not satisfied with 300 out of the 3200 dollars you took for doing absolutely nothing.  I am following all steps to be within the means of reconciling but I will not be pushed around by one more big business that's done me wrong in hopes that I don't have the time or knowledge to take said issue further.   Thank you, but no thank you.

  

  Business Response

  Date: 03/15/2024

  As previously stated, Optima Tax has reached out to the client upon receiving the complaint and made good-faith attempts to reach a mutual agreement. Optima Tax remained ready and willing to continue services despite the client requesting to cancel. Unfortunately, we were not able to come to an agreement with the client.  Although it is not typical for us to offer refunds outside of our cancellation period, a generous courtesy refund was offered.  Our courtesy offer will remain on the table should the client wish to accept.

  Customer Answer

  Date: 03/20/2024

  To make it very clear, Optima gave me an offer of 300 dollars out of the 3200 dollars that was given to them for doing absolutely nothing.  There was no attempts to contact me after this ridiculous offer was made.  I am simply following all of my steps to have this company do the right thing.  This is my 3rd attempt.  Thank you

• Initial Complaint

  Date:02/23/2024

  Type:Order Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Optima Tax Relief has failed to meet their contractual obligation. They have failed to keep me informed or to keep appointments set by them. They have filed my returns incorrectly or to work with the *** in resolving my debt. I have paid them several thousand dollars without resolution. Team 125 is never available to speak to me about my case. I can not speak to the accountant who did my taxes or it takes months for anything to get resolved. Issues never get resolved even though I have given them everything they asked me to send. I am at the point of having an attorney resolve it in court.

  

  Business Response

  Date: 03/04/2024

  Optima ************** will reach out to the client to address their concerns.  We have not yet managed to make contact

  Customer Answer

  Date: 04/11/2024

  
  *********************** <****************>
  Apr 9, 2024, 12:26 PM (2 days ago)
  to ******, me
  
  After I filed my initial complaint Optima contacted me and I was under the impression they would resolve my issues. I sent all that was requested. I sent multiple emails for a status update but have not heard from them. They have not returned phone calls or returned my emails. 
  
  At this point, I no longer want to deal with them and want the funds returned to me. They have failed to follow through with the contract.
  
  Thank you
  ***********************

  

  Business Response

  Date: 04/18/2024

  Optima Tax has reached out to the client and will keep open lines of communication until a mutual agreement is reached.

  Customer Answer

  Date: 04/19/2024

  The only time the company reaches out is when the BBB sends them the complaint letter. I have reached out numerous times and they have failed to respond. I was scheduled a phone call a few months ago and they failed to call me on the scheduled date and time. I have been very patient since September but still have had no resolution on this matter. I understand there is a class action lawsuit against them for the same reasons and will take it to that level if they fail to return all funds sent to them.
  

  I have severed my relationship with them and am working directly with the IRS. 

• Initial Complaint

  Date:02/20/2024

  Type:Order Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  They were hired to handled my tax issue. The first two stages were great the consultation and investigation stage were great and both stages were stating positive outcome. The final stage was a nightmare. They never did what they said they were going to do. After paying them ******* in in the same circumstance as i started with. Still owe more and on an installment agreement that the *** want me to agree to. But Optima they two stages said that they could lower and resolve the issue. But after a year and after closing my case they didnt do anything. But take my money. I do agree they are owed something for their time and investigative but not the whole total that was paid.

  

  Business Response

  Date: 02/26/2024

  Optima ************** will reach out to the client to address their concerns.  We have not yet managed to make contact.
  

  Optima ************** reached out to the client to address the concerns stated in their complaint.  Optima Tax will continue to reach out to the client and will maintain open lines of communication until a mutual agreement is reached.

  
  

  Customer Answer

  Date: 02/26/2024

  I have not heard anyth*** from Optima Tax and they havent return my calls. Im currently seek *** a class action suit for false representation.

  

  Business Response

  Date: 03/07/2024

  Optima Tax had already been in discussions with the client on 2/28. Optima Tax regrets that we were unable to reach a mutually agreeable resolution in this matter.  Our courtesy offer will remain on the table should the client wish to accept.
  

• Initial Complaint

  Date:02/19/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I paid Optima Tax Relief $4000 to assist in resolving my debt issue and nothing has been done. I was told I would get resolution with 60 days and that was *** of 2023. A message was posted on the customer portal that there was a resolution and upon calling I am never transferred to anyone that can provide an answer and I am told I will be called back within 3-5 business days and no call is ever received. The *** has advised that they were never contacted and not work has been done on my behalf. This has been pure fraud, and I plan on filing a lawsuit this week.

  

  Business Response

  Date: 02/26/2024

  Optima Tax has reached out  to the client and will keep open lines of communication until a mutual agreement is reached.
  
  At Optima Tax we strive to uphold the philosophy that clients come first and all of our representatives go through rigorous training to assure we abide by that philosophy. We take all complaints very seriously, and we do our best to turn them around when possible. Optima Tax will continue their efforts until this matter is resolved. Please do not hesitate to contact Optima Tax with any questions. Thank you.

  Customer Answer

  Date: 02/27/2024

  I have been contacted by Optima Tax Relief and there is reportedly a resolution that is in motion. However, it should not take this level of engagement to ****** a response, there should be a way to directly contact someone to understand what is going on with the case. My situation has been going on for almost a year and there is no cause for that to occur. I have no issue stating what the outcome is once it has all been resolved. 

  

  Business Response

  Date: 03/05/2024

  Optima Tax has reached out and addressed the concerns stated in the complaint. We will keep open lines of communication until a mutual agreement is reached. At Optima Tax we strive to uphold the philosophy that clients come first and all of our representatives go through rigorous training to assure we abide by that philosophy. We take all complaints very seriously, and we do our best to turn them around when possible. Optima Tax will continue their efforts until this matter is resolved.Please do not hesitate to contact Optima Tax with any questions. Thank you.

• Initial Complaint

  Date:02/15/2024

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I payed the money they required and received NO help, I had a few phone calls from people that worked there but they said the same things, they said to fill out what i could and they would do the rest. well I told them I did not know the information they needed but still filled out what i could and they did nothing at all. they promised that they would walk me through the entire process and did nothing at all but as soon as the bill came due they took it on time every time. they did not provide the service that they promised but i still payed and i now want the money back since they did not supply the service.

  

  Business Response

  Date: 02/21/2024

  Optima ************** will reach out to the client to address the concerns stated in their complaint. Optima Tax will continue to reach out to the client and will maintain open lines of communication until a mutual agreement is reached.
  
  At Optima Tax we strive to uphold the philosophy that clients come first and all of our representatives go through rigorous training to assure we abide by that philosophy. We take all complaints very seriously, and we do our best to turn them around when possible. 

  Customer Answer

  Date: 03/14/2024

  THEY PROVIDED NO SERVICE BUT TOOK ALL OF THE MONEY OWED. THEY HAVE STOLEN MY MONEY AND REFUSE TO SEE THEIR WRONG DOING

  

  Business Response

  Date: 04/09/2024

  Optima Tax has reached out to the client to address their concerns. Optima Tax made several attempts to reach out to the client to continue our discussion regarding his refund request, however, we are unable to touch base. We encourage the client to reach to us directly. 

• Initial Complaint

  Date:02/15/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  In 2022, I contacted Optima Tax relief to help me with back taxes from previous years. I paid over $3K with installments over the course of 4 months. Once I made my last installment payment it was like they lost all my contact information. Optima Tax Relief didn't return phone calls or emails. When I first signed up for their services, I was given the impression they would help. this company gave me false hope took my money and put me in a worse situation. I now am being told I owe $2k more than the original amount I had. before I used their services, I was paying monthly installments on my back taxes and in good standings. Two years later after Optima took control of it my installment plan for my back taxes has increased and my total amount in back taxes has also. I asked for my Money Back and was let go on the phone not knowing if my request was submitted. I just do not understand how a company like this will tell you flat out lies to get your money and then put you in a worse situation.

  

  Business Response

  Date: 02/21/2024

  Optima Tax has reached out  to the client and will keep open lines of communication until a mutual agreement is reached. At Optima Tax we strive to uphold the philosophy that clients come first and all of our representatives go through rigorous training to assure we abide by that philosophy. We take all complaints very seriously, and we do our best to turn them around when possible. Optima Tax will continue their efforts until this matter is resolved.Please do not hesitate to contact Optima Tax with any questions. Thank you.