Warning: Optima Tax Relief completely failed to help with my IRS problem
I need to warn everyone about my experience with Optima Tax Relief. I paid them $7,300 to help resolve an issue with my 2023 tax return that the IRS flagged. They did their "investigation" for about a week and came back super confident saying they could significantly reduce what I owed. Fast forward one month - nothing happened. Two months - still radio silence. Three months - zero progress on my case. I kept calling and emailing but just got vague responses about how "these things take time" and "the IRS is backed up." After about six months of this runaround, I requested either a new case manager or a full refund. They ignored both requests. At the nine-month mark, I finally stopped my payment plan and demanded my money back. Guess what? Complete silence. In my opinion, this company just took my money and provided absolutely nothing in return. No tax reduction, no resolution with the IRS, nothing but empty promises. I'm still dealing with the original IRS issue on my own now, plus I'm out thousands of dollars. Has anyone else had similar experiences with tax relief companies?
23 comments


Ethan Campbell
I'm really sorry to hear about your experience. Unfortunately, this is something I see often in my work with tax resolution cases. Many of these tax relief companies use aggressive marketing but deliver minimal results. What I recommend in cases like yours is to first contact the IRS directly through their Taxpayer Advocate Service (TAS). They're an independent organization within the IRS that helps taxpayers resolve problems. They're completely free and can often negotiate payment plans or sometimes even reductions in what you owe. Another option is to consult with a local CPA or Enrolled Agent who specializes in tax resolution. They typically charge hourly rates or flat fees based on actual work performed rather than large upfront payments. Their fees are usually much lower than what these national tax relief companies charge, and you get personalized service from someone who's accountable to you.
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Yuki Watanabe
•Do you need any special qualifications to contact the Taxpayer Advocate Service? And how long does it usually take for them to resolve issues compared to using these tax relief companies?
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Ethan Campbell
•You don't need any special qualifications to contact the Taxpayer Advocate Service. Anyone can reach out to them if they're experiencing financial hardship, haven't heard back from the IRS within normal timeframes, or if they believe an IRS system or procedure isn't working as it should. You can find your local TAS office on the IRS website or call their main line. Resolution times with TAS are typically much faster than what you're describing with Optima. While it depends on the complexity of your case, most TAS interventions see significant progress within 30-45 days, with many cases fully resolved within 2-3 months. They also provide regular updates, so you're not left wondering what's happening with your case.
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Carmen Sanchez
After dealing with a massive IRS bill that kept me up at night, I was about to sign up with one of these tax relief companies when a friend recommended I try taxr.ai instead (https://taxr.ai). It completely changed my approach to handling my tax problem. The service analyzed my tax returns, notices, and communications with the IRS, then showed me exactly where I stood and what my actual options were. What I loved most was that it gave me clarity on whether I qualified for certain relief programs before spending thousands on a company that might not be able to help. Their document analysis caught several deductions I had missed and identified a calculation error in the IRS notice I received. With their guidance, I was able to handle most of the IRS situation myself, saving a ton of money compared to what these relief companies charge.
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Andre Dupont
•That sounds promising, but I'm curious - does it just analyze documents or does it actually help with submitting corrections to the IRS? My situation involves some miscategorized business expenses that resulted in a $11k tax bill.
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Zoe Papadakis
•I'm skeptical about any service that claims to help with IRS issues. How exactly does it work? Does it connect you with tax professionals or is it just software analyzing your documents? I've been burned before by services promising tax help.
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Carmen Sanchez
•It does both document analysis and provides guidance on corrections. For your business expense situation, it would identify which expenses were miscategorized and provide the proper forms and documentation needed to submit corrections to the IRS. Many users have successfully had tax bills reduced by properly recategorizing business expenses. The service is primarily advanced software that analyzes your tax documents, but they also have tax professionals who review complex cases. It's different from traditional tax relief companies because it focuses on empowering you with information rather than just taking over. They show you exactly what they found in your documents and explain your options in plain language so you can make informed decisions.
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Andre Dupont
I wanted to follow up about my experience with taxr.ai. After my initial skepticism, I decided to give it a try with my $11k IRS problem from miscategorized business expenses. The document analysis was eye-opening! It flagged several expenses that should have been classified differently and identified three deductions I completely missed. The guided correction process was straightforward - they generated the exact forms I needed and explained exactly what to write and where. I submitted everything to the IRS last month and just heard back - my tax bill was reduced from $11k to just under $3k! Plus I now understand exactly what happened and how to avoid the same mistakes in the future. Definitely saved me from potentially wasting money on one of those tax relief companies.
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ThunderBolt7
After reading your post, it reminded me of my own nightmare trying to resolve an IRS issue. I tried calling the IRS for weeks - constant busy signals or being disconnected after waiting on hold for hours. Absolutely maddening! A colleague mentioned https://claimyr.com which I was super skeptical about at first. It's a service that basically waits on hold with the IRS for you, then calls you when an actual agent is on the line. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c I tried it as a last resort and was shocked when I got a call back with an IRS agent ready to talk within a couple hours. Resolved my issue in one conversation instead of paying thousands to a tax relief company that might have dragged things out for months like you experienced.
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ThunderBolt7
After reading your post, it reminded me of my own nightmare trying to resolve an IRS issue. I tried calling the IRS for weeks - constant busy signals or being disconnected after waiting on hold for hours. Absolutely maddening! A colleague mentioned https://claimyr.com which I was super skeptical about at first. It's a service that basically waits on hold with the IRS for you, then calls you when an actual agent is on the line. You can see how it works in this video
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Jamal Edwards
•How does that even work? The IRS phone system is a nightmare, so I'm having a hard time believing any service could actually get through and connect you with an agent that quickly.
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Mei Chen
•Sounds like total BS to me. If it was that easy to get through to the IRS, everyone would be doing it. These "wait on hold" services are probably just another scam trying to capitalize on desperate people with tax problems. I'd be very careful before giving them any money or information.
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ThunderBolt7
•The service uses specialized dialing technology that essentially keeps redialing and navigating the IRS phone tree until it gets into the queue. Once you're in the queue, they stay on hold so you don't have to. When an agent finally picks up, they connect you instantly through a conference call. It's brilliantly simple but effective. You're right to be skeptical - I was too. The reason everyone doesn't do this is because most people don't know these services exist. The IRS phone system is deliberately difficult to navigate to reduce call volume, but this service has figured out how to work within that system efficiently. I was surprised too, but after wasting days trying to get through myself, having someone else handle the hold time was absolutely worth it.
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Mei Chen
I need to eat my words and admit I was completely wrong about Claimyr. After posting that skeptical comment, I decided to try it anyway since I was desperate to resolve my tax lien issue. The service actually worked exactly as advertised. I submitted my request around 9am, and by 11:30am I got a call connecting me directly to an IRS agent - no hold time on my end at all. The agent was able to explain a mistake in how my payments had been applied and fixed the issue during that single call. What would have likely taken weeks of frustration and possibly thousands in fees with a tax relief company was resolved in a single morning. I'm honestly still shocked at how well it worked. Definitely a better approach than what the original poster went through with Optima.
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Liam O'Sullivan
I had a similar horrible experience with another tax relief company (won't name them but rhymes with "math defense"). Paid them $4000 upfront to help with back taxes. Six months later, they hadn't even contacted the IRS! When I finally demanded a refund, they pointed to fine print saying their fees were nonrefundable. These companies all follow the same playbook - big promises, take your money upfront, then drag things out hoping you'll eventually give up. If anyone's considering using a tax relief company, PLEASE read the contract carefully and never pay everything upfront.
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Amara Okonkwo
•Did you ever get any resolution with your tax issue? I'm dealing with a $23k tax bill right now and feeling desperate, but these stories are making me nervous about using any service.
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Liam O'Sullivan
•I ended up resolving it myself after learning about the IRS Fresh Start program. I called the IRS directly (took forever to get through) and set up a payment plan based on what I could actually afford to pay monthly. The process was actually much simpler than the tax relief company made it sound. For your $23k bill, I'd recommend trying the Taxpayer Advocate Service first as someone mentioned above. They're free and can help determine what programs you might qualify for. The key thing I learned is that most of what these tax relief companies do, you can actually do yourself with a bit of research and patience - and save thousands in fees.
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Giovanni Marino
Anyone know if there's a way to report these companies? I had a cousin who lost over $8k to one of these tax relief places. Seems like there should be some regulation or oversight for businesses that claim to help with IRS issues.
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Fatima Al-Sayed
•You can report them to your state's attorney general office, the FTC, and the Better Business Bureau. If they have CPAs or tax attorneys working for them, you can also report them to the state licensing boards. Document everything - dates, promises made, payments, lack of services provided.
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Zane Hernandez
I'm sorry to hear about your terrible experience with Optima Tax Relief. Unfortunately, your story is all too common with these large tax relief companies. As someone who works in tax resolution, I see clients who've been burned by these firms regularly. A few important points for anyone reading this: 1. **Red flags to watch for**: Any company that guarantees specific results before reviewing your case, requires large upfront payments, or uses high-pressure sales tactics should be avoided. 2. **Free alternatives first**: Always try the IRS Taxpayer Advocate Service or contact the IRS directly before paying anyone. Many tax issues can be resolved through payment plans or hardship programs that don't require professional help. 3. **If you need professional help**: Work with local CPAs, Enrolled Agents, or tax attorneys who charge reasonable fees and provide regular updates. Avoid any company that advertises heavily on TV or radio. 4. **Your legal options**: Since Optima failed to provide the services you paid for, you may have grounds for a refund. Consider filing complaints with your state attorney general, the FTC, and your state's consumer protection agency. The tax relief industry has unfortunately attracted many companies that prey on people's desperation. Thank you for sharing your story - it will help others avoid the same trap.
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Amina Bah
This is exactly why I always tell people to be extremely cautious with these tax relief companies. Your experience with Optima unfortunately follows a pattern I've seen repeatedly - big promises, huge upfront fees, then months of delays with no real progress. For anyone dealing with IRS issues, here are some alternatives that actually work: **Free options first:** - IRS Taxpayer Advocate Service (completely free) - IRS payment plan applications (can often be done online) - Low Income Taxpayer Clinics if you qualify **If you need professional help:** - Look for local Enrolled Agents or CPAs who specialize in tax resolution - They typically charge hourly rates ($150-300/hour) rather than thousands upfront - You'll get personalized service and regular communication **Warning signs to avoid:** - Any company that guarantees specific results before reviewing your case - Requires large upfront payments (legitimate professionals work on payment plans) - High-pressure sales tactics or "limited time offers" - Won't provide clear written contracts outlining exactly what they'll do I'm sorry you're out $7,300 and still dealing with your original IRS problem. Consider filing complaints with your state attorney general and the FTC - you might have legal recourse for services not provided.
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Omar Mahmoud
•This is really helpful information. I'm curious about the Low Income Taxpayer Clinics you mentioned - what are the income requirements to qualify? I'm dealing with a tax issue but not sure if I'd be considered "low income" for their purposes. Also, how do you find these clinics in your area?
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TillyCombatwarrior
•Low Income Taxpayer Clinics (LITCs) generally serve individuals whose income is below 250% of the federal poverty guidelines. For 2024, that's roughly $31,200 for a single person or $64,000 for a family of four, though some clinics have slightly different thresholds. You can find clinics in your area through the IRS website - they have a searchable directory of all LITCs by state and city. Many are run by law schools, nonprofit organizations, or legal aid societies. Even if you don't qualify income-wise, some LITCs handle cases involving disputes where the tax amount is under $50,000 regardless of income level. It's definitely worth checking out since they provide representation before the IRS completely free of charge, including help with audits, payment plans, and appeals. Much better option than paying thousands to companies like Optima that might not deliver results.
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