Client Bill of Rights

Optima Tax Relief’s

Commitment to Our Clients

Our Client Bill of Rights enshrines our Company’s commitment to providing award-winning client care and industry-leading results to every client.

Highest Industry Standards
You have the right to services that meet the highest industry standard—delivered by experienced tax professionals focused on resolving your case the right way.
Clear Expectations
You have the right to clear expectations on our two-phase process, so you always know what’s happening, what’s next, and what Optima is working on for you.
Honest Communication
You have the right to honesty in every conversation—with clear, easy-to-understand language and no jargon that leaves you guessing.
Thorough Investigation
You have the right to a full and thorough investigation of your past, current, and potential tax issues before recommendations are made.
Concerns Heard Promptly
You have the right to have your concerns heard and addressed promptly—on any issue that comes up during your case.
Informed Decisions
You have the right to clear, logical communication that empowers you to make informed decisions about your tax situation.
Confidentiality
You have the right to confidentiality in all matters pertaining to your case. Your information stays protected.
A Smooth Client Experience
You have the right to the smoothest and most innovative client experience available in the tax relief industry.
Response Within 24 Hours
You have the right to speak with the person assigned to your case—or receive a response—within 24 hours.
Treated as an Individual
You have the right to be treated like an individual, not a number. Your situation is unique—and so is your plan.