• Report:  #1236503

Complaint Review: Optima Tax Relief - Santa Ana California

Reported By:
Craig - Moscow MIlls, Missouri, USA

Optima Tax Relief
3100 S. Harbor Blvd Santa Ana, 92704 California, USA
Tell us has your experience with this business or person been good? What's this?

Please please please: Do NOT use Optima Tax service. In September 2013 I hired them to work on my audit. I was audited for 2009,2010,2011. Turbo tax audit protection did not go to the hearing for me as they stated they would and the IRS automatically won my case. Lester Gardner sold me on Optima. The initial fee was $1300.00. They then charged me an additional $6000.00. When asked why so much they stated it was based on the $ amount I owed the Irs. . In the last 2 years. I have had my wages garnished by the state of Missouri. I have had numerous IRS levy notices, Every time I contacted Jennifer Barber (senior account manager) it was I did not send something. I had to fill out new forms. Even though on two separate occasions she had the documents she just did not open eh file.  In another instance they failed to notice a rollover of funds for 2012 and had the IRS show I owed 50000.00moer in income and then stated I had to show them more proof. All they wanted me to do was settle with the IRS however it was always pa y the IRS $900.00. They would never do what I asked and re open the audited years that I had receipts for. It was whatever was easiest. After 2 years of dealing with this I contacted Liberty tax in Wentzville Missouri. Jeff (The owner) for $1325.00 did my taxes from 2009-2015. He got me from owing the state of Missouri $18000.00 to them refunding me $4000.00. He got my 2012 corrected which Optima could not. HE got my audit years submitted for review and awaiting a result. .  Please do yourself a huge favor. Never use these people. I will be more than happy to supply all the emails from Optima and all the correspondence to show they do not do what they want. There positive reviews are written by inside team members to combat the truth.

Additional: The BBB (Better Business Bureau) of Santa Barbara will not do anything for you if your account is over a year old. The attorney general of California will also not do anything for you.  The BBB will give you information to file a complaint with the Federal Trade commission and the department of consumer rights. Both of which I have done to get the word out.

1 Updates & Rebuttals

Feel confident in using Optima Tax

#2Author of original report

Mon, July 13, 2015

All I can say is do ourself a favor:

If you used Optima and you have concerns before you get made. Before you make long term bad decisions. Stop and Call William Scholz or Charles Hughes.

William is the (Manager of executive relations) and Charles is the Director of buisness development.


i wish I would have taken the time to reach out to them. They were both very knowledgable, reseptive to hard conversations, and understanding of the various opportunities.

If you have a concern regarding Optima please do yourself a favor.

Stop and Call:

Dont stop until you reach William or Charles.They are amazing. 

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