Optima Tax Relief

Complete Rip-Off

Optima Tax Relief is a complete rip-off and I will be contacting my attorney, the news station, and anyone else who will listen.

They scammed the wrong one!.. They took $2800.00 of my money only to tell me 6 months later that I make too much money so they couldn’t help me.

I contacted the IRS and was able to set up a payment plan MYSELF.

These crooks at OTR couldn’t even do that. Count your days OTR because after my Attorney is finish dealing with you, you will NEVER be able to scam anyone else again!


Is Optima Tax Relief a scam?
Optima Tax Relief is a scam and a bad service provider as per the report filed on dirtyscam.com. They are not aggressive towards their customer satisfaction and complaint grievance.
Is Optima Tax Relief legit?
First Optima Tax Relief is not a legit business owner or provider. You must take necessary precautions/measures before buying or using their services.
How many reviews are submitted by Optima Tax Relief’s consumers?
There is/are 27 review(s) posted about Optima Tax Relief and it indicates that the severity of the scam is Medium.
Where is Optima Tax Relief located?
Optima Tax Relief is located at 3100 S Harbor Blvd #250, Santa Ana, CA 92704, USA. You can contact Optima Tax Relief by dialing (800) 536-0734 or visit their website optimataxrelief.com before filing a lawsuit. We are no way affiliated with better business bureau or yelp reviews platform.
How much monetary loss is incurred by Optima Tax Relief’s customers?
According to the report(s), US $2667 was the total loss incurred by Optima Tax Relief’s customers.

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27 reviews on Optima Tax Relief

  1. Rhonda Jackson


    This review addresses the lack of customer service. My prior review that I vehemently stand behind, was replied to by the owner. When I called to speak with him I was told he does not take calls from clients because he is the owner of a Fortune 500 Company.

    Seriously????? I have one question and no one will answer it because it is not ‘ their’ department. Yet, they are supposedly working on my behalf. How???? There are far better companies that handle IRS issues that also have customer service and support, not the lip service of Optima Tax Relief.

    Unbelievable!!!!! I can give you other recommendations for companies that assist with the IRS. I strongly caution anyone from using Optima Tax Relief despite their advertising and sales pitch when you are scared because it is the IRS.

  2. Steve Smith

    call the IRS they will actually help you and walk through the steps but stay away from Optima.

    These people had the audacity to call me today and want to help me but when I asked the woman on the phone to have the CPA call me she said they don’t do that, the tax professional who helped me had all the info, I asked her what a tax professional was and what their backgrounds are and she couldn’t answer me saying she couldn’t give me their resumes.

    This company is honestly a bunch of frauds saying we did everything we agreed up saying she had the agreements we agreed upon I asked if she had the recordings of our first contact and of ahe didn’t and didn’t know the person to whom I had spoken to,

    how convenient, obviously a bunch of swindlers and telemarketers, don’t use them, everything the do you can do on your own, call the IRS they will actually help you and walk through the steps but stay away from Optima.

  3. Ross Taylor

    Your company has the audacity to want to speak to me again.

    Your company has the audacity to want to speak to me again. After how you basically stole my money,you never lived up to what your salesman promised and make no mistake about it your salesmenan telemarketers.

    The only thing that will settle is my money returned and your companies exit from the business. Maybe a good old fashioned class action. Lawsuit will do that,you obviously have many unhappy customers who I. Sure would join me.

  4. Martin Guptil

    This a total RIP off I gave them $3000 for nothing for nothing.

    This a total RIP off I gave them $3000 for nothing for nothing. They didn’t do anything to help or would they listen to me when I asked them questions. They were rude and the majority of them are kids who just smile and dial, they barely know their names and are onviously uneducated.

    Some barely speak English. They are criminals who should be shut down. If anyone wants to know I can name names, and I have already lawyered up on their asses, BBB is opening a case on my behalf too, suck Optima Tax.

  5. Diane Thomas

    Please do not be deceived by Optima Tax Relief!!!

    Please do not be deceived by Optima Tax Relief!!! They have faulty business practices. Before contacting Optima Tax Relief I had researched and was in the process of setting up a payment plan with the IRS and also planned to submit documents to the IRS to prove my case and lower my tax bill.

    Then I heard about Optima Tax Relief who claimed that you should not deal with the IRS alone. I paid Optima Tax Relief an initial fee to review my case. They then said that they would take the case and quoted a substantial fee for their service!

    I made the horrible mistake of trusting this company and began the installment payments for Optima Tax Relief to resolve my case. It was a nightmare. Numerous delays, while my tax bill kept increasing due to fees, Bad advice causing increase in fees to new tax bills due while waiting on Optima to complete the process.

    Then I was informed that I needed to set-up a payment plan. Wait!!! What??? That’s what I was going to do 1 year ago!!! I saw then that Optima Tax relief used stall tactics to get all of the installment payments. Through numerous calls trying to find out what was happening I found that Optima did not negotiate with the IRS.

    I was left with a higher tax bill, stress from numerous document mailings to Optima Tax Relief that were not used to negotiate with the IRS and financially drained. I would describe Optima Tax Relief as a leech taking advantage of those in need of assistance leaving them financially drained!!!

  6. Levi Garcia


    THIS IS A COMPLETE SCAM!!!!! I have submitted payments in excess of $3000. This company has done absolutely nothing in regards to my tax debt! I have one remaining payment to make which I would have made but I did not receive any form of communication from Optima in the last 5 months until today …During that time months ago,

    I was calling excessively to have someone review my account because the IRS began to levy my wages and I was unable to pay both parties (Optima AND the IRS). I spoke with JOSE C. at the time.

    He basically laughed at me and told me well Optima will drop me as a client if I didn’t make my final payment, problem is, is that I would have if I hadn’t got my wages levied from the IRS which I was promised by Optima wouldn’t happen as long as I was their client!!!!

    Since being threatened to have my case drop, I’ve contacted the IRS directly for payment plans of my debt! As of today JOSE C.leaves me a threatening email that my case will be dropped in 3 days if I don’t call the office back. Well I did and no one answered except their outsourced messaging center! Funny this is

  7. Noah Martinez


    THEY DON’T CARE!! TRUST ME when I say, THIS IS THEE WORST decision I’ve made. Don’t get caught up in the 5/4 star reviews you see… Don’t get caught up in the testimonies you see, this company did NOTHING but take $7,000 from me.

    IT WAS A WASTE OF TIME AND MONEY and they simply DON’T CARE. If they can’t get a resolution then they won’t fight for you!! If they truly put themselves in your position, then they wouldn’t stop until they got a resolution that was sensible.

    Do not waste your time and money, not to mention, I spoke with another tax attorney’s who was appalled when I told them the amount I paid them and what the result was. IT’S A BAD COMPANY and I don’t know how companies like them are allowed to rob people of their money. DO NOT WORK WITH THEM!

  8. Robert Robinson


    I am furious! I gave Optima Tax Relief, LLC a $500 deposit that I was told was fully refundable and they only want to return $100 after I decided not to use their services. I decided not to use them because they want to charge me several thousand dollars that equal roughly the same amount I owe the IRS!

    They claim to follow Optima Tax Relief Client “Bill of Rights” here are two they egregiously violated in my interaction with them.

  9. Joe Root

    I was excited that I finally reached out for help and felt like I was dealing with a well known professional company.

    I was excited that I finally reached out for help and felt like I was dealing with a well known professional company. To my surprise an a IRS lien and wage garnishment later I THINK NOT! This has been the worse experience of customer service and money spent.

    I paid a lot for a service I have yet to receive for Optima Tax. If you have years to wait for a resolution and you are okay with IRS lien being placed and your wages garnished because taxes are filed timely then this company is for you. Still no resolution to my tax issue and I am stuck at a loss of money, time and now having to figure this all out myself.

  10. Kevin Peterson


    This scamming company did nothing in three months and took more than 7K from me! Because of not doing what I hired them to do, I received a wage garnishment notice from the IRS! They do not care how their lack of doing what they say they will do , ethically, affects peoples lives.

    DO NOT HIRE THIS COMPANY! They have many negative reviews on here and many, many at their local BBB. I quit paying them and hired a new tax attorney who is moving things along quickly. The new attorney had the wage garnishment removed the same day I hired them.

    PLEASE DON’T WASTE YOUR MONEY ON OPTIMA! They cause you worry and heartache and more worry. They aren’t ashamed of what they do to people and are laughing all the way to the bank. Shame shame on you optima. I hope their business collapses one day.

    lol That’s like the pot calling the kettle black, “Harry L”. Stellar?? I have checked your reviews all over and they are far from stellar. Optima has faked many of the reviews. Your rating on here are far from stellar. Especially lately. Your company is robbing people of good service and thus their money. So suck it up Harry. The people tell the trut

  11. Rob Kelley

    Very disappointed . I got ripped off without a gun.

    As of today 02/08/19 I am not a satisfied customer. I kindly asked for a refund for the first phase of which they call investigation. What investigation, I told you I owed taxes. Then they ask for another 3000.00 to start the process.

    Can you at least tell me you’re going to have my taxes reduced…. No they couldn’t I was offered a payment plan by the IRS so why pay someone to do it for you. I was really hoping to hear some good news. Very disappointed . I got ripped off without a gun.

    I would stay away . On the positive note my case manager was very pleasant to work with. I will be following up with local agencies to share my experience. Good luck to those who are trapped working with this agency.

  12. Charles Franklin

    to help others make an educated decision NOT to hire this company.

    Thank you all for reading my reviews of optima and clicking that it helped you! That is the main reason I put the reviews on there, to help others make an educated decision NOT to hire this company.

    They have many, many employees that do not have a clue what is going on. Many that can barely speak english. That makes it hard in the communication arena. Nothing against those employees but when you try to explain what you need, over and over just makes it more difficult and stressful.

    When I started posting here they had only three, which should tell you something…not that good either. I have noticed alot more people posting negative reviews and with the same problems I was having with optima!

    It helps people know what going on with this underhanded company. The new neg. reviews help hard working people not give their money to these scammers! I hope you can find some help.

  13. Carrie Lawson

    The best advice I have is. don't even consider it.

    The best advice I have is. don’t even consider it.. You will only lose money. $490.00 to talk to some kid on the phone.. Then $3000.00 to set up a payment plan with the Irs. For the full amount owed.

    I called the Irs directly and was directed by them as how to start negotiations on a lower settlement. I was more informed and got more done in 30 min on the phone. And it did not cost me $3500.00

  14. David Hussy

    The worst company.

    The worst company. I have paid them $5000 and they just stole my money! Never contacted Irs on my behalf. Do not waste your money with them. The said money back gurantee and offered $500 back after screwing me over!

  15. Luann Scott

    Don't go with Optima.

    My experience with this company was awful, I paid the $495 fee to get started to help my hubby figure the I.R.S. thing out. Absolutely no communication with them.

    When I tried to contact them, it turned out that my guy quit his job, they assured me that my credit card didn’t get charged for the 3000 dollars I would have been charged. I switched to Rushtax Relief, they are better I think. They filed taxes for us, we haven’t seen any levies, letters, etc., we are just waiting for the results. Don’t go with Optima.

  16. Bobby Green


    These people do not have english as their first language. They do not listen to the customer. They will drain thousands of dollars from your bank account for “services” that you can do yourself. STAY AWAY!

  17. Curtis Adams

    And did absolutely nothing.

    They charged me 10% of what I owed IRS. Then ask for information I don’t have. And did absolutely nothing.

  18. Neil Baker

    These people are frauds, scammers, thieves!

    These people are frauds, scammers, thieves! They weave a web around you once you contact them for help! They mislead you, lie to you, take money from you and do nothing. Their modus operandi is that they first take money from you as retainer fees, which supposedly refundable in first 15 days. But once they get the money, they go silent, until the 15 days are over.

    That is their “Investigation Phase”. They tell you to send all your financial information, pay stubs, bank accounts and bills. In fact you do the work. You gather the information. You fax it to them, or email it to them! They just take your money.

    Once the 15 days are over, then they contact you that Investigation phase is over, and “Resolution Phase” begins. In the meantime, they should be representing your case with the IRS. In my case, contacted IRS agent, and Optima had made no effort to even present my case to IRS. Instead, they contacted me and presented the “Resolution” !

    According to them the process could take from a month to 12 months, which means my tax burden could get double or triple. They want me to pay them to tell me that I may be able to pay of the tax debt in smaller installments!! Talking to IRS, I found out that they did not even present my case to IRS, let alone making an effort to get it reduced or waived!

    So, in other words, they want me to pay them so my tax debt and their bank balances could grow leaps and bound! They do not guarantee anything you your favor. Sure! Because, they don’t do anything for you! Who is checking !! I am seriously thinking about talking to my attorney, and take them to court. DO NOT FALL INTO THEIR TRAP!


  19. Kim Gonzalez


    DO NOT CALL OPTIMA TAX RELIEF OR GIVE THEM ANY MONEY!!! This company is a waste of your time and they want to drain your bank account. We made a payment for a percentage of what was owed to the IRS and 7 months later the only solution was to let the debt expire in hopes that they wouldn’t enforce collection.

    They were supposed to file an injured spouse report which we later found was never filed. They were supposed to be in contact with the IRS but yet the IRS still started to garnish the paycheck before a settlement was confirmed.

    Optima does not return your calls or emails, there were times that we did not hear from them for months and wondered where our case was. We are very disappointed in their services and would NEVER recommend anyone using this company. The IRS was way more helpful with payment options and answering questions.

  20. Christine Nelson

    I just saw they have treated other honorable vets shabbily. SICK!

    Hello Veterans, Friends and Family. My 88 year old father, an Air Force veteran of two wars was completely scammed out of thousands of dollars by Optima who saved NOT ONE PENNY of tax relief for him. To add insult to injury when the family finally came to his rescue OPTIMA had bilked him of over $7,000 and kept asking for paper, after paper, after paper each time we would ask what was happening with the account.

    OPTIMA NEVER DID ANYTHING SUBSTANTIAL to assist him. My father died stressed out from the huge debt and hit to his finances and a wait of three years for nothing! There was barely enough in his accounts for a burial. When we asked Optima for all the paperwork they did on his account so we could review it, they gave us NOT ONE SHRED OF PAPER!

    It has been months!!! I believe, there is a special place in hell for companies like this, who prey on older Americans trust, and keep balls up in the air, to keep money in their pockets! I can’t believe a company like this is allowed to exist. In my opinion, DO NOT trust one dollar of your hard earned money to OPTIMA. I just saw they have treated other honorable vets shabbily. SICK!

  21. LuAnn Martinez

    Don't go with Optima.

    My experience with this company was awful, I paid the $495 fee to get started to help my hubby figure the I.R.S. thing out. Absolutely no communication with them. When I tried to contact them, it turned out that my guy quit his job, they assured me that my credit card didn’t get charged for the 3000 dollars I would have been charged.

    I switched to Rushtax Relief, they are better I think. They filed taxes for us, we haven’t seen any levies, letters, etc., we are just waiting for the results. Don’t go with Optima…..

  22. Robert Cottrell.


    Optima’s been “working” on my case for years, and now the IRS are garnishing my pay since October 2019. They don’t seem to care much about that, assuring me that their “professionals” are working very hard to get a “temporary” release for the garnishment. Temporary? WTF!!

    After notifying them that all communications will have to be by phone in future because my cable and internet is being cut due to not being able to pay it anymore, they keep on sending documents to my e-mail that need to be signed. I went to the local library to use a computer to check my e-mail. I’m a truck driver out on the road most of the time, so I’m effectively cut off from internet access.
    To try to call the so-called expert professionals or any tax preparer or case manager has proved virtually impossible. There’s always someone taking and screening the call and then promising that the person will return your call “within 48 hours.” 48 hours?? WTF!!
    Do not deal with these people. Avoid them like the plague. I’m filing a complaint with the BBB as well.

  23. Leslie Smith


    Worked for me

  24. Thomas Harris

    Optima Tax \Relief is a scam and a rip-off

    I had reached an agreement for payment of back taxes with the IRS, although the IRS could not be specific about what I owed for so the agreement was never implimented. I asked for and received an extension to hire an outside agency that would audit my account and amend my filed tax returns if needed. In October2019, I hired Optima with a specific set of instructions. I was assured by David Choe, Sylvia Rosas, Catalina Hernandez that these issues would be addressed. By January I was receiving letters from the IRS that stated that I had defaulted on an agreement and was fined an even greater amount. I called Optioma and was assured by Catallina Hernandez that they had not entered me into an agreement without my consent and never would. I began receiving more mail from IRS stating that I would be sued over delinquent account, I again called Optima and spoke with Joanna Rauda who told me three times that I was not entered into an agreement without my consent. On the 28th of January I was sent an Email from her stating they had entered into an agreement without my consent. I was lied to several times by two different representatives and told I didn’t know what I was talking about, very rudely I might add. I kept trying to contact Optima, many emails sent no answer. Many calls no call backs.So not only did the Optima representatives lie to me, which is recorded. But they entered into an agreement without my consent and with holding that information from me ( I had to call the IRS and find out myself). But instead of getting me out of debt with the IRS they got me into MORE trouble and debt with the IRS. I have attempted many times via voice and E-mail to resolve this situation. No results. I tried to explain to them my daughter had just passed on Feb. 9,2020 and I had to borrow money for her funeral expenses, but they didn’t care they still took payment out of my account for a job they knew they already screwed up and set me up for failure. This company cheats and lies. This company should do the right thing, and give me back the money they took over and above the initial investigative fee. The appropriate thing to do would for this company to take responsibility and also compensate me for the increased debt incurred to me by the IRS, due to Optima representative getting me into an agreement without my knowledge or consent, and the fines for not meeting the obligations of an agreement I didn’t know I was in due to optima representatives lying and hiding the fact.

  25. Tina Dowell

    I hired Optima tax relief to assist me with my over $50000 bill with the IRS. I needed Optima to do three things for me: 1) review my previous tax returns to determine if I actually owed the $50000 amount, 2) complete three years of tax returns and 3) work with the IRS on my behalf to lower my total amount to an amount I could handle. Optima did one years tax return 2013 did it wrong. I paid Optima over $5000 for incorre

  26. Anita Johnson

    My Name Anita and Alfred Johnson
    Optima tax relief scam us out of 5000.00
    They tragg the case for four years

  27. Brittni Eskind

    Will join class action!!!

    Recently figured out Optima Tax Relief has been scamming my boyfriend, and during a pandemic no less. He was trying to do the right thing and this scam relies on peoples’ lack of understanding the in IRS and taxes to rob people. They know that hard working people don’t have the time to sift through all the red flags. Made a concise complaint on the BBB website which was not posted bc they claim to have made a “good faith” attempt. They offered him a refund on ONE payment and have stolen thousands. As many of you have said, they messed with the wrong person. I don’t know if any of you can reach out to us, but we will be making noise and looking for a class action to join. Community sticks together against predators like these.

Reported Loss :2667 $
Severity of Scam :Medium
Reported by : Anonymous
Views :