Legacy Tax & Resolution Services

Optima Tax Relief BBB (Tax Relief Partners, Taxes to Zero) – Santa Ana, CA- Review

Optima Tax Relief BBB (Tax Relief Partners, Taxes to Zero) – Santa Ana, CA- Review> Home

Optima Tax Relief BBB (Tax Relief Partners, Taxes to Zero) – Santa Ana, CA- Review

  • In operation since June 2010.
  • Rating with the BBB is an A+ as company has received 130 positive reviews and 11 negative reviews.  There are a total of 93 complaints in the last 3 years, 35 have been resolved to the consumer’s satisfaction.  Each response is professional and only deals with the facts of the case; personal opinions of the consumer were not included. 
  • They are accredited with the Better Business Bureau
  • There is an owner listed with the BBB and on the company’s website.  The website has a list of some staff, years of experience and education.  There are a total of 350 employees nationwide which could allow for several people working on a case making it difficult for the consumer to reach out to a specific case manager.
  • This company provides strictly tax resolution services, but does not provide tax preparation. 
  • The website https://www.optimataxrelief.com has good information, no videos and one small blog.  If looking for more information, you must fill out a request form and wait to be contacted. 
  • You can check for other reviews at https://www.optimataxrelief.com/reviews or by searching Optima Tax Relief Reviews .  BBB ratings can usually be found by typing Optima Tax Relief BBB Rating or  Optima Tax Relief BBB.  Complaints can usually be found by search for Optima Tax Relief Complaints
  • There is an 888 number listed for a free consultation and they do offer a 15 day money back guarantee. 
  • This company is a member of the NATP and Inc. 500.

Some tax relief companies are considered disreputable due to the volume of customer complaints.  These sinister players typically have high fees, give false promises, and some may even be downright scams.  The tax relief industry indeed has some bad players that provide a black eye to the industry; there are also plenty of reputable tax relief companies with proven records of success.  To help you tell the difference, we’ve reviewed 273 Primary Tax Resolution firms and 957 Smaller  Tax Resolution firms.  We score them on what is a fair criterion (listed below) to evaluate all firms.  Next, we provide a scoring sheet to evaluate your top five choices that you have chosen to interview.

 

We believe that you should do your homework when it comes to working with a Tax Resolution Firm. We believe that you should narrow your list to probably less than five firms based on your chosen criteria.

Once you narrow your list, you should contact each firm to determine the;

  1. Do you get to talk to a professional who can discuss options, or are you talking to a salesperson interested in getting you to write as big a check as possible,
  2. Is the process structured in work increments where you will know in advance what each section of the work is to be performed and the cost?

The following is my opinion of how Tax Resolution Firms should be rated:

  1. The firms should have a good rating with the Better Business Bureau. The BBB rates firms from A+ to F.
  2. Why BBB Accreditation – the Better Business Bureau should accredit Tax Resolution firms. Accreditation with the BBB means the BBB has determined that the business meets accreditations standards, including a commitment to make a good faith effort to resolve consumer complaints. BBB-accredited companies pay a fee for accreditation review and monitoring for continued compliance.  (Click the Rating Matrix Column to see the BBB page)
  3. The number of complaints with the Better Business Bureau should be as low as possible. While it may be difficult never to have a complaint, it is crucial to see how the firm handles complaints.  (Click the Matrix Rating Complaints Column to see the BBB Complaints page)
  4. The firm should disclose the ownership structure so that if you have a problem, you know how to address it. When the owner or owners are not disclosed, I believe they are hidden for a reason.
  5. I believe that a Tax Resolution firm should provide tax preparation services. Unfortunately, outside firms prepare returns based on their own priorities.  We have tried over the years to work with the taxpayers tax preparation firm, especially with multiple returns, and it usually turns out to be a disaster.  

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Call 800-829-7483 or fill out the form below.

Read Our Reviews

Recent review:

3/3/2017
I have been avoiding getting current with Uncle Sam for quite some time. I knew I needed professional help, but who can …

Overall rating:

(9 reviews)
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