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

  5530 W Chandler Blvd Scottsdale, AZ 85266

  
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  Optima Tax Relief

  450 N 54th St Chandler, AZ 85226-2528

  

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:07/11/2022

  Type:Customer Service 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 have been working with optima for almost 2.5 years now, with no resolution to my casetwo yrs of IRS tax offset when I don't owe the tax. I have problems speaking to my case manager (it keeps getting moved around). I worked and lived internationally and filed form ****; the extension they give for the managers doesn't work, and I can't get anyone to call me back to address my concerns or questions. The portal says I'm up-to-date with all my documents, and the case is in review. When I request that they email what I need to turn in for my case, it falls on deaf ears, and I get no response, I've reached out to them several times regarding my issues, but no one seems to care or have answers. I'm very frustrated and regret hiring them to help with my tax problem.

  

  Business Response

  Date: 07/18/2022

  Summary - Optima ************** will reach out to the client to address their concerns.  We have not yet managed to make contact.
  
  Response - 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: 07/20/2022

  The company as refused to do the job hired. Optima offered ****** as refund, I said no. they have failed to keep their contract.  I wanted a full money refund.  my time was wasted now I want to be compensated time.  I will seek settle torts case in court. Thank you BBB. 

  

  Business Response

  Date: 08/16/2022

  SUMMARY

  Optima Tax was unable to reach a mutual agreement with the client.  Our courtesy offer will remain on the table should the client wish to accept.

  RESPONSE -

  Optima ************** immediately reached out to the client to address the concerns stated in their complaint. 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.   

  Customer Answer

  Date: 08/16/2022

  Thank you BBB but I have to agree we don't agree with the offer it was an insult.   We will have to go to court to resolve the issues of non-performance and breach of contracted services on the part of OTR.  

• Initial Complaint

  Date:06/28/2022

  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.

  This company was hired to help with an *** issue per their advertisements. The tax problems were due to the fact my husband was in ******* care for cancer for two years before he passed. When he died, his debts and obligations became mine. After more than a year (Aug.2020 - May 2022) and much difficulty in communication (you never get to talk to the same person twice, and hear nothing for months) with this business, the tax problem was never improved nor resolved. Due to following the advice of some of their agents, in the end the tax burden increased and is now even more substantial then when first I hired these people to act on my behalf. The only thing different is that I am now out the $1600 I paid Optima Tax in addition to the amount I still apparently owe the **** Optima Tax "closed the case" as resolved as if they had actually done something. The *** confirmed to me that they, Optima Tax, did not really negotiate anything new, I still owed the same amount, and now my payments per month would be more. Optima Tax was very quick in getting THEIR money, but negligent in providing me any evidence regarding the service they advertise. I feel the whole thing is some sort of scam. I don't care if they think they provide great customer service. Every bad review over the last two years could have been written by me, as they all are basically the same other than the amount of money they scammed from people in need. I would like my entire payment refunded, not more platitudes from these criminals. They have no shame.

  

  Business Response

  Date: 07/05/2022

  Summary - Optima ************** will reach out to the client to address their concerns.  We have not yet managed to make contact.
  
  Response - 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:06/28/2022

  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 have a case with optima tax service case #********. In your response, OTR stated they would be contacting me; I have not received any replies from them, no letters, e-mails, or calls. BBB should not have closed my case; it is still ongoing and has yet to be resolved. I have submitted tax forms and transcripts for my tax case for IRS and with OTR but still have not heard back from them. All copies are under case #********

  

  Business Response

  Date: 07/05/2022

  Summary - Optima ************** will reach out to the client to address their concerns.  We have not yet managed to make contact.
  
  Response - 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:06/23/2022

  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 have been working with optima for almost 2 years now, with no resolution to my case.i have problems with my client portal and with speaking to my case manager, the extension that they give for the managers don't work, I can't get anyone to call me back to address my concerns or questions. When I request that they email what I need to turn in for my case it falls on deaf ears and I get no response, I've reached out to them several times regarding my issues but no one seems to care or have answers. I'm very frustrated and regret hiring them to help with my tax problem.

  

  Business Response

  Date: 06/30/2022

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

  
  RESPONSE
  Optima ************** immediately reached out to the client to address the concerns stated in their complaint.  At this time, Optima Tax will continue to make good-faith efforts to work with the client to reach a mutual agreement.

  
  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:06/22/2022

  Type:Customer Service 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.

  I hired this company 4 months ago. I paid almost ****. The only thing they did was file my 2021 taxes. I requested cancellation of any other services and I want a refund. They said they refund case by case basis. I am going to spread the word and let everyone know not to use this company.

  

  Business Response

  Date: 06/29/2022

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

  
  RESPONSE
  Optima ************** immediately reached out to the client to address the concerns stated in their complaint.  At this time, Optima Tax will continue to make good-faith efforts to work with the client to reach a mutual agreement.

  
  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.