Optima Tax Relief

Nearby LawyersCaliforniaOrange CountySanta AnaSouth Coast MetroHutton Centre Drive

Open Hours:

Monday, 7:00 AM - 6:00 PM
Tuesday, 7:00 AM - 6:00 PM
Wednesday, 7:00 AM - 6:00 PM
Thursday, 7:00 AM - 6:00 PM
Friday, 7:00 AM - 6:00 PM
Saturday, 8:00 AM - 8:00 AM
Sunday, Closed

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Optima Tax Relief Introduce

Welcome to Optima Tax Relief, a service provider located at 6 Hutton Centre Dr, Suite 300, in Santa Ana, California. While the platform category is "Nearby Lawyers," it is important to clarify that Optima Tax Relief specializes in tax relief services and is not a law firm. Situated within a professional office building in Santa Ana, Optima Tax Relief aims to assist local users in navigating complex tax-related issues and finding resolutions to their tax problems. The environment of their office likely provides a standard business setting where clients can discuss their financial situations with tax professionals.

Optima Tax Relief offers a range of services designed to help individuals and businesses resolve tax issues with federal and state tax authorities. Based on the available customer reviews, their services appear to include assistance with tax debt relief, navigating IRS procedures, and working towards resolutions for various tax problems. One positive review highlights the company's ability to guide a client through a "daunting and scary" tax situation, ultimately leading to a resolution that significantly relieved the client's burden. This suggests that Optima Tax Relief aims to provide support and expertise to those facing challenging tax circumstances.

The positive review also mentions the guidance of Adriana Lopez and her team, indicating a team-based approach to client service. The reviewer praised their ease, patience, and the relatively quick resolution achieved within a few months. This suggests that a key feature of Optima Tax Relief's service is their ability to manage the complexities of tax resolution processes on behalf of their clients, potentially saving them significant time and stress. The outcome described – a substantial weight lifted off the client's shoulders – implies that Optima Tax Relief strives to achieve meaningful and positive results for their clients' tax situations.

However, it is crucial to consider the contrasting negative review. This customer expresses extreme dissatisfaction, alleging fraudulent practices and a lack of progress over a five-year period. The reviewer claims minimal contact from Optima Tax Relief, an increase in their IRS debt despite engaging the company, and an admission from Optima Tax Relief that little to nothing was done on their case. The offer of a partial refund after a complaint to the Better Business Bureau was deemed unacceptable by the reviewer, who is now pursuing legal action and reporting the company to consumer protection agencies and news outlets. This review paints a starkly different picture, raising serious concerns about the company's effectiveness and customer service in at least one instance.

The update from the negative reviewer further details a lack of communication with the IRS for an entire year, with only a few calls made regarding a payment plan. This directly contradicts the expectation that a tax relief service would actively engage with the tax authorities to resolve the client's issues. The reviewer's decision to contact the California Attorney General and news agencies underscores the severity of their dissatisfaction and their intent to warn others about their experience.

Given these conflicting reviews, it is challenging to definitively characterize the features and effectiveness of Optima Tax Relief. While one customer experienced a positive and successful resolution, another reports a severely negative experience with allegations of inaction and misrepresentation. Potential local users should carefully consider both perspectives when evaluating Optima Tax Relief's services.

For local users in Santa Ana and the surrounding areas who are seeking assistance with tax problems and are considering Optima Tax Relief, the company's location at 6 Hutton Centre Dr, Suite 300, offers a nearby option. If you are facing IRS issues, tax debt, or other tax-related challenges, Optima Tax Relief may offer services to help you navigate these complexities. Their advertised services likely include tax debt relief programs, negotiation with the IRS, and assistance with various tax resolution options.

However, in light of the significant negative feedback, it is strongly recommended that potential clients conduct thorough due diligence before engaging Optima Tax Relief. This should include:

  • Requesting detailed information about their processes and expected timelines.
  • Asking for references from other clients and contacting them to inquire about their experiences.
  • Carefully reviewing the terms of any service agreement before signing.
  • Checking the company's rating and complaint history with the Better Business Bureau and other consumer protection agencies.
  • Seeking independent legal or financial advice to understand your options and the potential risks involved with any tax relief service.

While the positive review suggests the potential for successful tax resolution, the serious allegations in the negative review cannot be ignored. Local users should approach Optima Tax Relief with caution and ensure they have a clear understanding of the services to be provided, the associated fees, and the potential outcomes based on realistic expectations and thorough research.

In conclusion, Optima Tax Relief, located in Santa Ana, CA, offers tax relief services to local users. One customer reported a positive experience with their guidance and resolution of a tax issue. However, another customer described a severely negative experience involving alleged inaction and misrepresentation over a prolonged period. Prospective clients should carefully weigh these contrasting reviews and conduct thorough independent research before deciding to engage Optima Tax Relief for their tax needs. Contacting the company directly at (800) 536-0734 or +1 800-536-0734 can provide further information, but it is essential to approach this with informed caution.

Location

Customer Reviews

(4495 reviews)

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Joe Aycock
Apr 15, 2025

I was in a very daunting and scary place in reference to my tax situation until I contacted Optima Tax Relief. As it turned out it was the best decision I ever made. With Adriana Lopez at the helm her team guided me through the process with ease and patience and within a matter of months a resolution was made. And to my amazement the resolution was definitely a huge weight lifted off of my shoulders. I could not have done it myself. I am proof if you are ever in need of a Tax problem please don't hesitate to contact Optima Tax Relief. You will be in good hands. Thanks again.

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May 01, 2025

Complete frauds have now had them over 5 years. They barely ever contact you and after all that I owe the IRS more and am dealing with them myself. When I originally contacted optima they said within a year. This company has had my case for 5 years and has basically admitted nothing done I asked them show me records they called because I complained with BBB but get ready they offered me 600 dollars out of 8000. Obviously I laughed and my next step is the news and finding other customers for a class action suit. Have already spoken to attorneys and if I dont get a refund in full they will be sued and reported. This company plays with people's lives stay away!!!! Update they offered 2000 however just spoke with the IRS they made no contact with the IRS for an entire year and made a handful of calls to ask about a payment plan. I will be posting my emails with them after the weekend..As of today I have contacted the attorney general in California and will begin contacting news agencies. Stay away from this company I am most likely filing a lawsuit very soon and will be making it public.

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Joe Rardin
Apr 29, 2025

When I first called this company Michael told me that their goal was to get a payment plan for us at $200 month or less. We paid over $3500. To this company, sent them our budget and payments. They eventually sent us an agreed upon monthly payment to the IRS at $110. Starting in August, we agreed and ok’d the plan. They wrote me an email letter confirming the plan. A few days later (5) Optima called me and said that plan the IRS will not except but they want $697.00 per month. They sent me an email stating that. The problem is when we started I got a $697 plan from the IRS myself and Optima told me that they could do better. All they accomplished was to max out 2 of my credit cards to pay them(Optima) $3500. In the end they refuse to try harder and they refused giving me back the money they charged me for nothing. I also asked to talk with their head person and the person was quite rude when she said NO. This company is all about stealing your money and providing Zero Service. I will tell all!

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Kia Nolley Smith
May 06, 2025

I am writing to express my concern regarding the status of my tax submission, as I have yet to receive a response or update despite initiating this process in January. With April now behind us, I am growing increasingly anxious about the lack of communication and clarity surrounding my tax completion. My attempts to seek assistance via phone have unfortunately been met with unhelpful responses, and I have not been provided with any deadlines or expectations for the submission of my taxes. This experience has raised concerns about the overall process, particularly considering that I am making monthly payments without any apparent progress. I have noticed that several other clients have shared similar experiences, which further deepens my concern. I would greatly appreciate your prompt attention to this matter, as well as any updates you can provide regarding the timeline for the completion of my taxes. It's most likely time for me to find someone else who can assist me with filing my taxes who actually has the willingness to get it done and communicates consistently about the process. Update May 6 at 5:10pm They respond faster to reviews than your actual concerns. I've been waiting 6 weeks for a response from the person who is working on my case. I wish Optima could be this responsive about providing prompt services.

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midy ortega
Mar 24, 2025

Exceptional Service and Expertise! ⭐⭐⭐⭐⭐ I cannot recommend this tax team enough! From start to finish, they provided outstanding service, demonstrating deep knowledge, professionalism, and a genuine commitment to helping their clients. They took the time to thoroughly review my situation, answer all my questions, and ensure that I received the best possible outcome. Their attention to detail and efficiency made the entire process smooth and stress-free. I truly appreciate their honesty, reliability, and willingness to go above and beyond. If you're looking for a knowledgeable and trustworthy team to handle your taxes, look no further—this is the team you want on your side! Thank you for your exceptional work! Midy