Optima Tax Relief
Reviews and Complaints

I pay optima thousands of dollars and almost 4 years later (thats how long it took)I owe more and many liens on my property. They take your money and do nothing worst company to deal with what a joke call the irs yourself.

1.FREE CONSULTATION: This can often feel like a classic "sales" call, where the primary goal seems to be convincing you that OTR is genuinely here to assist you. However, it's important to remember that their primary objective is to serve their own interests.

It's not fair to fault the individual conducting the call, as they are merely executing their job, which is to "close" and secure the sale. If you've ever watched the movie 'Boiler Room,' you'll understand the comparison.

2.INVESTIGATION $295: There's a significant discrepancy in the term 'investigation.' In reality, it primarily involves a request for IRS transcripts, which are also accessible at no cost through your IRS account portal. Obtaining these transcripts, even upon request, can often be a challenging endeavor. In my case, I decided to part ways with their services and terminate my contract within two months of hiring them, fortunately making an early exit.

If you decide to engage in this process with them, it's crucial to insist on receiving copies of the documents as soon as they claim they are ready.

As a client, you have every right to possess all materials pertaining to your case. They may mention the size of the file as a reason not to provide them immediately, but you can suggest having the documents mailed to you, if that is more convenient. If possible, wait for the documents to arrive and meticulously review them before committing to a contract with them. Compare the documents you receive with what is readily available on your IRS portal.

Should you discover any valuable information, you can then cautiously proceed to the next step of considering their services.

3.CONTRACT AGREEMENT: If your situation allows for it, consider negotiating the 15-day refund period and having it explicitly included in the contract before finalizing the agreement. It's essential to diligently follow up on any services you've engaged them for during these initial 15 days. It's worth noting that they are unlikely to provide a full refund. For example, if you've paid them $5,000, you may be surprised to receive an offer of only $500 as a refund.

4.SERVICES: Their document view system is limited to one-way access.

You can only see the documents you've uploaded and signed, with no visibility into their activities on their end. A reputable company that has nothing to conceal typically provides transparency in this regard. It's important to be aware that you might not have the opportunity to converse with a 'tax professional' or a dedicated 'case manager.' Most of your interactions will likely be with their front-line customer service agents.

5.OVERALL EXPERIENCE & RECOMMENDATIONS: It's crucial to maintain meticulous records of all your interactions and communications throughout your engagement. This includes documenting conversations and any relevant details.

In addition to sharing your feedback and complaints on review websites, consider reporting your concerns to organizations like the Business Consumer Alliance and BBB.

If your experience involves clear instances of unethical practices, as mine did, it's advisable to report such valid complaints to relevant government agencies like the FTC and even the IRS, if applicable. Please ensure that your submissions are based on genuine grievances and unethical conduct. It's worth noting that numerous complaints with vague, generic responses from OTR have surfaced, and this issue should be addressed.

OTR operates in an arena where consumers are facing significant financial challenges, and it's imperative that their services are administered professionally and with the utmost care. Sadly, in my experience, the IRS provided more informative assistance than OTR did.

Not good but was told it was your company policy. Wasnt given very much info except for that.xxxx

Thanks

They got back to me immediately, and solved the problem because of your company , thank you for all your help.

They never got back to. When you call they call back 3 weeks later. They did nothing to help me but wanted there money

Probably the worst customer relations I have ever had the misfortune of dealing with. Totally unresponsive to customer needs!

My husband heard their ad on the radio and they shoved us off to finishline cause we didn't meet their debt bracket. Finishline screwed up our IRS audit and kept our 1900.

Spoke with Mr. Johnston on March 1,2024.

He sat up payment on the 16th of March. Called on the 21s. He stated it can take up to 10 days. I never signed any contract or paperwork or given any personal information.

On March 29th received a text for appointment I never scheduled. On the April 1st called to get a refund and was told the company could not. Also my debt is $9000 so why did he sign me up when the minimum is 10,000. Is this a scam?

Mr. J Premysler needs to be fired!

The representative was friendly and empathetic and she saved our relationship with Optima. We are very grateful to her.

I paid Optima Tax Relief $6840.50 in late 2022 and received no service. They took my money and gave me no help!!!

Optima tax relief told me that there were2 separate services with separate contracts. They said I had 15 days to change my mind.

After finding out that they would not do the services that I needed, I changed my mind and asked for my money back.

Optima tax relief then told me that the 15 days started a month or so prior to which it took them that long to get back to me.

They then said because my 15 days ran out a month ago that they could keep my money.

They stole $ 3300. From me and did not provide any service at all on the new contract.

Optima tax relief absolutely refuses to deal in good faith with their customers l, and are therefore a crime ridden business with unethical business practices.

Optima tax relief has a contract that is designed to entrap a customer and scam them out of their money.

I paid for Bret Moore to do my taxes in 2020 I have an hold on my car Title and he never did anything I paid another taxes accounting to file for me I want my full Refund so call me so I can update my information so I can get my full Refund or Im contacting the Better Business Today I reach out to Bret Moore about this situation and he wont respond back Im taking the next step 401-326-****

I was told that they would help me out with my tax problem all they did is help me out of more than $6000 of my money and put me deeper in debt with the IRS by not stopping interest and penalties for Three years as a drug their feet and now I am deeper in debt to the IRS and still not resolve the issue

I could explain the whole story; however, concisely, I would advise anyone who avoid Optima Tax Relief services. It is a complete waste of time and money.

They do nothing but take your money and continue to LIE about working on your behalf.

When you cancel their service, they still want to fight to keep your money, even if they have caused you money and none nothing at all. I'm sure that has to be a legitimate company out there; but I can assure that Optima is not one.