Optima Tax Relief keeps calling for money

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    Carl Wessels

    Optima Tax Relief keeps calling what is now my client for money:

    I trust you are doing well. My name is Paulina, and I am with the Payments Department of Optima Tax. I tried calling you but was unable to reach you.
    Please contact us at 800-478-5268 to reschedule your missed payment so we may move forward with you case. We are available Monday through Friday from 9am to 5pm PST.
    Unfortunately, your case is on hold until we hear back from you.
    Please do not respond back to this email as all changes and/or requests must be made by phone.
    Thank you,

    Is there any action I should have taken with Optima when I signed them on?

    Carl in Texas


    The client had a contract with Optima so that is the first place the client should look.

    Michael Diyanni

    If your client wants to complain file with the IRS Office of Professional Responsibility. Form 14157.

    Behavior warranting a complaint
    1. Promise that you will get relief from tax liabilities
    2. misrepresent how long it will take to process a debt relief request application
    3. omit relevant asset information

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