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Optima Tax Relief

Optima Tax Relief Reviews

www.optimataxrelief.com
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Optima Tax Relief Overview

The generated data is based on reviews and questionnaires provided by PissedConsumer.com users.

AI insights based on reviews
Rating Distribution

1.8 star rating from 33 reviews; Optima Tax Relief reviews show mostly dissatisfied customers, complaints about high price level and poor results.

Key Takeaways for Future Customers

  • Expect aggressive sales pitches and upfront retainers; verify deliverables before paying.
  • Document communications and demand proof of filings like Form 2848.
  • Be prepared to pursue refunds; review billing practices and keep records.

Negative Feedback / Risk Areas

  • Misrepresented services and false advertising.
  • Unearned retainers, failure to file paperwork, and refund disputes.
  • Poor communication, slow response timing, and perceived billing issues.

Positive Feedback

A few customers praised individual representatives for clear explanations and for resolving specific issues.

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Media from reviews

Optima Tax Relief - Contract Fraud, Unearned Retainer Theft, and Failure to File Form 2848
Optima Tax Relief - Optima misrepresented themselves to me.
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Marlon T Ysp
map-marker Milwaukee, Wisconsin

The gentleman I spoke with was very professional, and he stated that he will call me back once I get off work

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Contacted the company first

The reviewer tried to contact the company before posting this review.

Need help with my taxes. I have had a wage garnishment notice.

I've already tried Innovative Tax Relief, but they never get back to me.

I haven't sent my information to them and paid, and they still haven't got back. I'm worried about my wage garnishment.

Pros:
  • Seem very professional

Preferred solution: My Tax issue resolved

View full review
James D Jba

This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ

Verified Reviewer
| map-marker Avon, Ohio

Contract Fraud, Unearned Retainer Theft, and Failure to File Form 2848

AI Highlights
  • - -Paid $8,290 retainer; Form 2848 not filed.
  • - -The staff underperformed; partial refund offered; unearned funds retained; arbitration ongoing.
Optima Tax Relief - Contract Fraud, Unearned Retainer Theft, and Failure to File Form 2848
Updated by user Aug 28, 2026

Don't waste your time with internal resolutions. Hit them with reviews, file complaints on BBB, contact California AG, file complaints with IRS regarding their practices.

Updated by user Aug 14, 2026

I'd rather cut off my own left arm than fall victim to these scam artists. It's demoralizing how they conned me.

Original review Aug 13, 2026
On May 17, 2023, I paid Optima Tax Relief an $8,290 retainer to resolve a tax matter. Per our Client Services Agreement, they were obligated to file a Power of Attorney (Form 2848) and negotiate directly with the IRS.
To date, the IRS has absolutely zero record of Optima ever filing a POA or performing any external work on my behalf.

When I confronted them about taking thousands of dollars for internal paperwork that yielded zero real-world tax resolution, their Executive Review Board Specialist, Alejandro Casasola, admitted the lack of performance by offering me a partial "courtesy" refund.

They are currently retaining my unearned funds in breach of contract.
I have filed formal complaints with the California Attorney General and the IRS Office of Professional Responsibility (Form 14157), and am currently executing binding arbitration against them. Avoid this firm at all costs.
Loss:
$8290
Pros:
  • Efficient at processing initial credit card charges
Cons:
  • One-sided legal terms with zero client recourse
  • 15-day refund window is too short for credible work
  • Failed to file form 2848 or perform representation

Preferred solution: Full refund

User's recommendation: Protecting Yourself Against Predatory Tax Relief When evaluating tax resolution companies, consumer protection and verified deliverables must be your absolute priority. Based on real-world experience with bad-faith practices, anyone navigating tax debt should adhere to these critical guidelines: Demand Immediate Filing Proof: Never allow a company to collect thousands of dollars in retainers without contractually guaranteeing and demonstrating the immediate submission of Form 2848 (Power of Attorney) to the IRS. If they are not officially recognized by the government as your legal representative, they are collecting money for internal paperwork that provides zero real-world protection. Reject Non-Performance Excuses: If a firm collects unearned fees, offers inadequate partial "courtesy" refunds as an admission of guilt, and refuses to return the full balance, do not accept it. Leverage Regulatory Agencies: Hold predatory operations accountable by filing Form 14157 with the IRS Office of Professional Responsibility against individual case managers, submitting complaints to the State Attorney General, and keeping public review boards active. Avoid at All Costs: Companies that prioritize corporate fee retention over actual tax compliance should be completely avoided.

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Tina A Hhg

This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ

Verified Reviewer
| map-marker Oklahoma City, Oklahoma

Severely unsatisfied with their services or lack of!!!

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AI Highlights
  • - Advertising was misleading; promised services did not match what was provided.
  • - Poor communication and unclear case status; awaiting refund.

The commercial are totally false in my experience. I feel that I was misled regarding the nature and extent of the services that would be provided.

The promises made during the enrollment process were a significant factor in my decision to hire Optima Tax Relief. However, the services ultimately provided did not match those representations, and the company failed to fulfill several material obligations outlined in the agreement. The service has been extremely poor; I signed up in October 2025, the lack of communication has been on a level of severely unsatisfactory. The lack of knowledge each person I've spoken to regarding my case is nearly as bad as the lack of communication.

I have to send multiple emails to get someone to call, but anytime I receive a call after those emails, the person says they aren't sure what's going on because it's not their department. It is ridiculous. Then someone called, telling me I owe 2025 taxes and wanting me to setup a payment plan on my personal taxes, I requested help with my business taxes not personal, I have a CPA that does my personal taxes, I have told many people this at Optima tax relief and explained this to the person calling again and telling me I owe taxes. I asked, "How do I owe taxes when you do not have any of my personal information to file my taxes?" They said it's an estimate, but once I again I am asking how do you know if you do not have my information.

I asked her about the status of my business tax audit, but she was unfortunately so confused that she could not answer my questions and told me it wasn't her department's responsibility. I was told the audit is done. I signed the paperwork from the IRS and asked someone to call me regarding my resolution.

Someone from the resolution department called me and stated the audit wasn't done because they were waiting on 2025 business taxes. However, I had already uploaded those taxes to my portal before they called they just did not take the time to look and figure out what was going on with my case before calling, this was in mid-May.

During the call they discovered they had all the information and promised someone would call me back regarding my resolution. I have not heard from anyone.

It is unfortunate; I thought I was getting a professional tax service to help with my IRS audit for my business.

But Optima Tax Relief failed to perform the services they sold me. I am requesting a full refund at this point.

Loss:
$5265
Cons:
  • Fraudulent representation
  • Unknowledgeable

Preferred solution: Full refund

User's recommendation: Don't fall for the lies!!!

View full review
Anonymous
map-marker Boca Raton, Florida

Charged $5500 at first call then wanted substantially more! I

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AI Highlights
  • - Paid $5500 to start the tax relief process; later more money was demanded.
  • - Refund was not received; funds left a negative balance and hurt credit.

We contacted Optum Tax to see if we could lower the taxes owed or at least the interest and penalties incurred by us for the IRS. Optima Tax wanted $5500 to initiate the process which was difficult for us to come up with as we are seniors, but we managed to do it in three payments.

Once that was set up they wanted more money. We decided we didnt wanna move any further and told them we did not want to continue. We asked for our $5500 back as they had a guarantee but our bank issued them back the $5500. This has not only lessoned our savings, but Ive ruined our credit.

We have contacted Chase who we bank with and evidently they have given them the 5500 leaving us with a negative balance in our checking account and leaving us out high and dry. I dont know who Im more frustrated with Optum attacks for their hard pitch or chase for giving them the $5500 that they did nothing for.

I wouldnt waste your time or money with any of these companies because there is no guarantee that they can help but they will definitely take your money! We are senior citizens and that is a huge amount for us lose services that were never rendered.

User's recommendation: I would not recommend causing Optima tax as it his a money making scam for them but not for the the person person who was looking for some help when dealing with taxes!

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Myriam S Jye
map-marker Santa Ana, California

Resolved: Took our $5,000.00 and did nothing in a year and 9 months, I

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Updated by user Apr 10, 2018

Optima reached out to us, and we came to a mutual resolution to our case. We are happy to say that it was a fair settlement.

Updated by user Apr 06, 2018

Optima called us and at first offered a $500.00 refund, which we declined. A day later they offered $900.00, again we declined.

A few days later they called and this time offered us a refund of $1,500.00, which we accepted. We thought it was fair, and are very happy this case has been resolved.

Original review Mar 31, 2018

We signed on with optima june 2016. After almost two years they did nothing to come to a resolution and set up a payment plan.

Always having one excuse after another,why there was no solution. They surely do not live up to their ads. It is false advertisement. I finally had to call the IRS myself and set up my own payment plan.

It is a higher payment than I wanted, but at least it will keep them off our backs. We now owe more in taxes than when we stared. They redid some our our taxes, that had already been accepted by IRS, and now we owe $20,000 more, They redid our taxes all wrong, did not give us the deductions we were entitled to as a small business. We all need to start a class action suit against them.

They are crooks. They also refused to give us a refund, they did offer $900.

as a courtesy. We of course refused.

Cons:
  • Took our money and in almost 2 years
Reason of review:
Not as described/ advertised
Loss:
$5000
Preferred solution:

Full refund

Optima Tax Relief Reply:
Hi, please allow us the opportunity to demonstrate how much our staff truly cares by helping to provide you with excellent service. We understand your concerns and we would like the opportunity to continue working with you. One of our dedicated Quality Assurance Specialists has already been made aware and has taken the time to review your case and will be reaching out to you shortly so that we can find further solutions to your concerns. We will not rest until we create a successful experience for you, as well as for all of our clients. If you prefer to speak to us at your convenience, please feel free to give us a call at (800) 965-3192. We really do value your feedback, since learning from you allows us to implement adjustments to help upgrade our client experience. We look forward to speaking with you, and hope to resolve any concerns you may have.
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Scott C Dlg

This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ

Verified Reviewer
| map-marker Redding, California

I spent over 5000 dollars for no...

Contacted the company first

The reviewer tried to contact the company before posting this review.

I spent over 5000 dollars for no resolution California tax are taking money from my check and I still owe the same to the irs what did the money do for me

User's recommendation: Don’t use the find out what the can do up front

View full review
Nate M Pvx

This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ

Verified Reviewer
| map-marker Montreal, Quebec

Misleading, predatory, and false advertisement, and claiming they can reduce tax debt

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AI Highlights
  • - Reviewer says Optima Tax Relief is fraudulent and a scam.
  • - California-based center; you will owe more to the IRS and lose thousands.
Updated by user May 17, 2026

Paid over 4600 dollars and ended up with even more tax debt from their incompetence and handling the matter or following through on claims they make of reducing tax obligation

Original review May 17, 2026
Never for any reasons use this company for anything. They are 100% a fraudulent company claiming to reduce your tax debts.

You will end up owing more to the IRS, as well as having a few thousand dollars removed from your wallet for this California based scam center to help.

Things that you can trust more than optima tax reliefs team of scam artists. Somali daycare centers, a *** after consuming an entire bottle of magnesium citrate, an email from an African prince that needs a check cashed a *** that says she loves you, o Rolex purchase on the streets of china, fiats reliability, a politicians wordso that said, if you choose to roll the dice on this scam its your money and youve been warned/informed on who youre about to get help from with your taxes.
Loss:
$9000
Cons:
  • Misrepresentation of service

Preferred solution: Full refund

User's recommendation: Skip these people completely

View full review
1 comment
Guest

Even IF you believed their promises, with 30 minutes of research you would have discovered only two outcome possible to accomplish on your own. A forgiveness of interest/penalties if you pay what was originally owed in full/set up payment plan or reduction/forgiveness of tax debt.

The forgiveness of interest/penslties is always given unless illegalities are present. The reduction/forgiveness is available for the asking.

It is dependent on present day ability to pay and the numbers can be run at the taxpayer’s request to the IRS. Optima/similar doesn’t have any more influence as the numbers determine eligibility.

Arthur R Jsc

This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ

Verified Reviewer

Took my $500

Contacted the company first

The reviewer tried to contact the company before posting this review.

Inquired about tax help and had me put down $500, then talked about it costing $7000 to resolve all at once.

User's recommendation: Don't Use then there crooks

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Emiline Dcp
map-marker Colorado Springs, Colorado

Excellent, excellent representative who explained everything to me so clearly

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Contacted the company first

The reviewer tried to contact the company before posting this review.

You cannot represent someone in Colorado, so we cannot proceed; otherwise, I would’ve hired you. Your representative was very honest in explaining this to me.

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Gregory G Rys
map-marker San Diego, California

Get records

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Contacted the company first

The reviewer tried to contact the company before posting this review.

Just trying to get my record to present to the Irs Im not a pissed customer. I just wanna see about getting my records.

Loss:
$2500

Preferred solution: Get records can I speak to someone

View full review
Resolved
Shantane P

This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ

Verified Reviewer
| map-marker Covington, Georgia

Resolved: The worst company ever. Please do not use the. They will take your money and won’t call back

AI Highlights
  • - Money was taken and contact is difficult.
  • - Messages were left, but no one returned calls.
  • - Greg Baker said someone would call, but never did.
Updated by user Mar 06, 2026

They called after seeing my review apologized for the inconvenience and offered to refund me all money that I paid.

Updated by user Mar 06, 2026

Company fixed the issue and I have been provided with full refund. They called and apologized for their inconvenience and offered to send me a full refund of the money I paid to them.

Original review Mar 02, 2026

They took my money and now its hard to get in contact with anyone. I several times left messages and no one called me back and when I did speak to Greg Baker he said someone would call and I never got the call.

User's recommendation: Don’t use this company they will take your money

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Clinton C Yzq
map-marker Fort Worth, Texas

There was money taken out of my account and there was no service obtain…

Contacted the company first

The reviewer tried to contact the company before posting this review.

AI Highlights
  • - Money was taken from my account with no follow-up.
  • - I switched to another agency after not hearing from them and requested a refund.

There was money taken out of my account with no follow-up or no phone calls about my case. Then, since I hadn't heard from them in quite a while, I decided to go with another agency, so I was requesting my refund.

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Velvie Ggi

Update on client

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Contacted the company first

The reviewer tried to contact the company before posting this review.

AI Highlights
  • - I haven't heard any update on my case for 1.5 years and want it resolved.
  • - New email is daworthy@***.com; please delete the old email for team 125.

I dont feel good because I havent heard any update on my case, its going on a year and a half now and I would like to get this resolved, my new Email is daworthy@***.com, please delete the old email, this is for team 125, please let me know

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Tax Expert Talks

New Tax Season: What Are The Key Changes?

New Tax Season: What Are The Key Changes?

How to file your taxes? What tax software to use? What’s changed in the tax law? To help you prepare for tax filing season, Pissed Consumer interviewed Jerry Zeigler. Watch his expert tips on tax preparation. Find out how to avoid tax filing mistakes, tax scams, and make the most value of your returns.

Read full article
Jerry Zeigler
Jerry Zeigler

Jerry Zeigler is an AFC, an Enrolled Agent, and SaverLife financial coach. He has been in the tax field since 2011.

Jasmine Mxx

This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ

Verified Reviewer

Consultation

Contacted the company first

The reviewer tried to contact the company before posting this review.

Never talk to anybody my phone just beat like an alarm very discouraging about my next phone. Call to you guys.

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Tyshawna Ffa

This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ

Verified Reviewer

We still have not received our money back

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Contacted the company first

The reviewer tried to contact the company before posting this review.

AI Highlights
  • - No refund issued; penalties and interest accrued.
  • - The case dragged on 3 years; they blocked my number.
  • - We hired another firm; taxes fixed in 30 days.

I am so upset with them they sould of refund our money they got us more interest and penalty with the irs had our case for 3 years and done nothing now they block my phone number because I keep asking for our refund we hired someone eles and they fix our taxes in 30 days we had to pay them to get fix

User's recommendation: Don't use them

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Robert P Sro

This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ

Verified Reviewer
| map-marker Santa Ana, California

Official Complaint....

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Contacted the company first

The reviewer tried to contact the company before posting this review.

AI Highlights
  • - No forgiveness; we must pay the full IRS debt.
  • - Taxes were done incorrectly, raising payments.
  • - Communication was erratic and case status unclear.

Review of Optimum Tax Relief

After speaking to my husband when I got home from work, he informed me of the conversation where you mentioned there might be no forgiveness program and that we would need to pay the full amount due to the IRS. This led me to question what evidence was placed forward to the IRS on our behalf.

With all that said, when we signed up with Optimum, we were assured that there would be a solution to our debt problem.

We were assured, that our debt wasn't as bad as others and was manageable. So far, it's been chaos when our taxes were done incorrectly, leading us to have to pay more to the IRS. The contact from the time we signed up to now has been erratic, having to constantly send in new paperwork and hearing the same information over and over again. No one knew the status of our case, and it was only after a very strongly worded email that we got information.

The left hand never knew what the right hand was doing, as proven by how many times we were asked for tax info for already prepared taxes, or a second set of tax paperwork being sent to the IRS making us pay double.

Very simply, we were lied to on this matter and paid for services that cannot be rendered. Countless times of uploading documents that representatives cannot seem to find, and now we are hearing there is no solution, and we have to pay the entire debt to the IRS. In essence, we were fed false hopes. Certainly, it was not told to us that it might be for nothing; otherwise, we'd have not signed that contract and more than likely paid another lawyer to take care of the problem.

We have been paying Optimum a monthly fee since January 2023.

We have paid a significant amount for constant setbacks, a tax-preparing team who botched the taxes, and having to hire a new tax lawyer because of the amount owed, which Optimum knew from the initial phone meeting. Now we might have to possibly pay the full debt to the IRS. Couldn't we have made a payment plan with the IRS ourselves and used that money given to Optimum to pay down our debt? Instead, when we sent you the levy notices, that's when you started working, putting in little effort for the end result to be a hefty payment in five years and the remaining debt, and then being told that's all you can do.

What type of negotiation is that? It definitely wasn't on our behalf because it puts us more in debt.

I should note that we are coming to the end of our payment plan with Optimum, and now we are being told contrary information to what we were told initially by phone conference. Since giving my husband the so-called offer from the IRS, which is no real reduction of our debt and with a payment we cannot afford, we have not heard another word from anyone at Optimum.

Again, unless we reach out to the people we are paying good money to help resolve our IRS issue, we receive no follow-up. The last date of contact was May 23rd, with what I consider an ultimatum because of the finality of how we were spoken to.

Since that date, there has been no contact from Optimum.

To clarify, in over a year we have incurred more debt using their service. We do not have money to throw around needlessly, and this has cut down our income dramatically, yet we paid and on time. For nothing? We no longer have faith in Optimum Tax, and with no solid resolution to our case and still having to pay the same amount in debt that was supposed to be reduced and a high monthly payment that Optimum knows we cannot afford, we hereby state that Optimum Tax Service no longer represents our family in this case.

Optimum essentially cheated a disabled veteran and his family.

After checking the BBB and other reporting agencies, I can see why so many people are asking for their money back, there are lawsuits filed. Nothing you did has helped us in any way, not at all, and my review on BBB will reflect that.

Loss:
$6788
Pros:
  • No pros
Cons:
  • Tax errors
  • Non-communication
  • Irs mishandling

Preferred solution: Full refund

User's recommendation: I would give them a zero if I could.... or a negative -0 Do not use optimist tax relief and with over 700 complaints on BBB mine will be added to the list.

View full review

About

Summary

Optima Tax Relief is a company that specializes in providing a wide range of law and financial services. The company had been in business for 12 years and its corporate office is based in Santa Ana, CA. Optima Tax Relief is privately-owned and operated by Harry Langenberg and Jesse Stockwell. The list of company’s services includes tax liability investigation, resolution proposals, tax preparation and compliance, tax settlement and negotiation. Aside from consulting Optima Tax Relief offers a wide range of audit services. The company also provides some specific services like penalty abatement, collection appeal, wage garnishment release etc.

Optima Tax Relief reviews and complaints

Optima Tax Relief is ranked 22 out of 189 in Taxes category

Area Served

USA

Payment Methods

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