Press Releases

Optima Tax Relief Partners with VITA to Provide Free Tax Filing Assistance

Optima Tax Relief recently announced that they are teaming up with the IRS to provide assistance to low-income residents and other members of their surrounding community with free tax preparation services. Fifty members of Optima’s staff registered with the United Way of Orange County, California and Mesa, Arizona to participate in the Volunteer Income Tax Assistance (VITA) program, which was launched by the IRS to provide free tax preparation services to those such as:

·        Persons with disabilities

·        Limited English-speaking taxpayers

·        Individuals who generally make $57,000 or less per year

Christian Giandomenico, Optima’s Director of Tax Preparation and one of the staff members who volunteered for the program, said that it is the inclusiveness of the program that led her to sign up. “Quality tax preparation should be available to everyone, regardless of income or background,” she said. “Taxes can be complicated, and I couldn’t stand the thought that some people are left trying to navigate through complex situations without any assistance, all because they feel like they can’t afford it. I was inspired to know that the program serves over 3 million taxpayers annually, putting over $4 billion back into low-income communities. The first day I showed up and saw the various demographics; from students, the elderly, ESL individuals…I realized the level of impact this translated into. It was such an incredible feeling of fulfillment.”

The free tax help offered by the VITA program is particularly beneficial for those who are 60 years of age and older, as it specializes in questions about pensions and other retirement-related issues that are unique to seniors. Many of the community members who would qualify for the program are retired individuals associated with non-profit organizations that receive grants from the IRS.

Giandomenico found the specialized support for seniors to be the most rewarding part of the program. “I had never realized how many seniors try to do their taxes on their own. They’ve been filing their taxes the same way for decades, and now that they’ve retired, they aren’t always aware of what has changed or what new write-offs they qualify for,” she said. “The experience was very heartwarming; we were told ‘Thank You’ countless times from individuals coming in to pick up their returns or needed assistance filling out tax forms. Some indicated, ‘you don’t know how much this helps me year over year’. Without this program, they would have never had their taxes professionally prepared.”

Optima CEO David King wasn’t surprised when he was informed of how many members of his staff volunteered for the program. “We hire for character in all facets of the company, and then reinforce that regularly with all of our employees. Seeing all those members of our staff volunteering for this program really underscores the kind of quality people we have in the Optima family.”

By partnering with the IRS, the VITA program is able to offer reliable, trustworthy tax filing services for free. Optima’s volunteers are all licensed tax preparers that are up to date with both federal tax laws and any new IRS updates making them ideal candidates for the VITA program. The volunteers have also gone through extensive IRS training to maintain the privacy and confidentiality of all taxpayer information.

“Every year, low-income residents miss out on millions of dollars in federal and California tax refunds and credits that they are entitled to and deserve. Our OC Free Tax Prep program helps these hard-working people keep more of their earnings,” said Susan B. Parks, President and CEO of Orange County United Way. “Many of these families already face financial struggles and the pandemic has caused even greater strain. These tax refunds and credits will provide a much-needed boost to help pay for rent, food or medical expenses.”

Optima Tax Preparer Manager and VITA program participant Anne Tran said she would do the program again in the future if given the opportunity.  “I’d do it every year if I could,” she said.  “I love helping people and volunteering. That’s why I joined the VITA team. Most of the people I worked with were getting a professional tax return done for the first time.  It was wonderful getting to know them and to help them get the biggest return possible. I met an elderly lady whose family dropped her off at the VITA office with the intention to pick her up in a couple of hours. After her family left, she found out she forgot to bring a critical document. I offered to drive her home to get it so we could complete her tax filing. She was so happy and kept saying ‘thank you’ the whole time.  It was such a rewarding experience.”

Optima’s top priority is to continue working alongside the IRS to assist both their community and individuals across the U.S. by resolving unmanageable tax burdens and helping their clients achieve a better financial future.

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Optima Wins Multiple Stevie Awards for Exceptional Customer Service

Optima was the recipient of four Stevie Awards for Sales & Customer Service for the second year in a row. In the financial category, Optima received a Gold Stevie Award for Front-Line Customer Service Team of the Year, a Silver Stevie Award for Customer Service Department of the Year, and a Bronze Stevie Award for Best Use of Technology in Customer Service. Optima’s extraordinary customer service during the pandemic was also recognized, with the company’s COVID-19 response earning a Bronze Stevie Award for Most Valuable Response by a Customer Service Team.

“These awards are a testament to the dedication of our staff,” said Christine Bui, Chief Customer Officer for Optima Tax Relief. “Providing unparalleled client care is a foundational principle at Optima. And this year, our team’s unwavering commitment was particularly evident – and was greatly appreciated by our clients. Throughout the pandemic, our employees innovated and invested the extra efforts needed to ensure that service to our clients did not wane.”

More than 2,300 organizations from every industry were nominated for this year’s awards. Businesses that received the award, were reviewed by over 160 professionals worldwide who scored them from nine specialized judging committees.

“It’s an honor to see our team recognized as a customer service leader in financial services for the second year running,” said Optima CEO David King. “Our clients needed care and compassion more than ever over the last twelve months, and this award validates their commitment.”

Optima joins a prestigious list of honorees, with past Stevie Award winners including Acer Inc., Apple, BASF, BT, Ford Motor Company, ING, Procter & Gamble, Roche Group, and Samsung, among many others. The 2021 Awards for Sales & Customer Service will be presented in a virtual ceremony on Wednesday, April 14.

More information at: https://www.prweb.com/releases/optima_tax_relief_wins_four_stevie_awards_for_exceptional_customer_service_for_second_consecutive_year/prweb17789454.htm

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Optima Tax Relief makes the Orange County Register Top Workplaces List for the Sixth Consecutive Year

Optima Tax Relief is proud to announce that it has been on the Orange County Register Top Workplaces for the sixth year in a row. The announcement represents the ongoing efforts Optima has put toward its employees in order to create a strong company culture and positive work environment.

Employee satisfaction was measured through anonymous third-party surveys that went out to all Optima employees. The feedback received was overwhelmingly positive despite the challenges Optima faced early on when the company had to shift from employees working in the office to working from home.

Employees have always been Optima’s top priority.  During a turbulent year, the company has made an even greater effort to stay connected with their employees while maximizing safety by hosting virtual events designed to boost morale among their staff.

105 companies were selected to make the Orange County Top Workplace list, a testament to how exclusive a club the list is.  You can find the full list of winners on the Orange County Register.

Optima Tax Relief provides assistance to individuals struggling with unmanageable IRS tax burdens. To assess your tax situation and determine if you qualify for tax relief, contact us for a free consultation.

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Optima Honors The Nine

To honor the nine lives that were lost on January 26, 2020, Optima staff in both California and Arizona wore purple and gold as a show of support to the loved affected by the tragedy. As part of the Optima Cares initiative, a donation was also made to the MambaonThree.org fund.

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Optima Tax Relief Creates College Scholarship to Provide Students with Financial Relief

  • Optima Tax Relief announces the release of their Derik Ordinario Scholarship for college students.
  • The scholarship was created to provide students with financial relief.
  • Company employees can refer family members, as well as people they know within the community-at-large.
  • Students can submit their applications now through February 27th.
kids walking hand in hand

Our team at Optima Tax Relief is excited to announce the release of our Derik Ordinario Scholarship fund. The scholarship was created to assist students that are seeking financial assistance for college. Our team has focused on providing relief for 1000s of our clients, employees, and community charity partners over the last year, and it gives us great pleasure to now have the opportunity to provide relief for students. 

“Derick lived a life committed to providing love, support, and opportunities for others,” said David King, CEO of Optima Tax Relief. “In establishing this scholarship, we aim to help carry his positive impact forward.”

Company employees can refer their family members, as well as people they know within the community-at-large, to the program. Two recipients will be chosen and awarded with a scholarship this June. Interested students can submit their applications now through February 27th. To qualify for the scholarship, applicants must have a GPA of 2.5 or above, fully complete the application and upload an unofficial transcript in addition to writing a 400- word requirement for the “essay topic.” 

The applicant’s essays will be evaluated by the Scholarship Committee and will be graded on their personal viewpoints, relevance to the themes, readability, and clarity, and spelling grammar. 

At Optima, we value education above all else. What this scholarship signifies to us the chance to change the recipient’s life and the ability to afford school. We will continue to make great strides when it comes to uplifting the surrounding community and assisting those that are in a hardship. 

Optima Tax Relief provides assistance to individuals struggling with unmanageable IRS tax burdens. To assess your tax situation and determine if you qualify for tax relief, contact us for a free consultation.

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Optima Tax Relief’s Endorsers

Optima has been fortunate to have been endorsed by many prominent personalities from a wide range of backgrounds, including:  

Mark Levin

Host of the radio program The Mark Levin Show, Levin is a lawyer, author, and former Reagan Administration staffer (serving in the Department of Education and the Department of the Interior before becoming chief of staff for Attorney General Edwin Meese). In addition to his nationally syndicated radio show, Levin also hosts the Fox News TV show Life, Liberty & Levin.

Darrell Ward

Darrell Ward was already a well-established and successful professional trucker when the producers of the hit TV show Ice Road Truckers asked him to join the cast. Living by his motto of “Any road, any load,” Darrell quickly became a fan favorite, displaying a wonderful heart and an infectious zeal for life as he tackled everything the frozen, forbidding roads threw at him. But when a real-life IRS problem threatened to derail him, Darrell turned to Optima. “Thirty-two years of driving deadly roads has taught me that experience matters,” said Darrell. “Icy roads, white outs, I can handle that. Negotiating with the IRS… I didn’t want to tackle that on my own. I wanted to have the best tax professionals on my case. That’s why I hired Optima.”

Rush Limbaugh

Best known as the host of The Rush Limbaugh Show, Limbaugh has long been one of the most-listened-to radio personalities in the U.S. Launching his show nationally in 1988, he commands a weekly audience of over 15 million listeners and has been inducted into the National Association of Broadcasters Hall of Fame and the Radio Hall of Fame.   

Alan Thicke

Optima is forever grateful to the late, great Alan Thicke. As our first national spokesman, Alan’s grace, integrity, and compassion made him the perfect fit, reflecting the core values Optima was founded upon. In addition to being our spokesmen par excellence, Alan also wrote our company’s theme song – a song proudly featured in our commercials to this day. A true gentleman in every sense of the word, Alan is forever loved and greatly missed by us, here at Optima. 

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Optima’s 2017 Annual Food Drive for Second Harvest Food Bank of OC

Cheers to the completion of another successful food drive supporting the Second Harvest Food Bank of Orange County! Our staff set an all-time record by donating 3,500 pounds of food and household supplies, beating the previous record of 2,000 pounds set by our staff last year.

big group photo at facility

The wonderful people at Second Harvest informed us that our donation will provide for over 2,800 meals! We’re truly honored to be able to partner with Second Harvest to make this food drive an annual tradition and an important part of our culture at Optima.

Of course, our donation is just a drop in the bucket when compared to the enormity of Second Harvest’s mission. In Orange County alone, Second Harvest serves over 300,000 people, a third of which are children, who struggle with food insecurity. To learn more about their amazing organization and how you can help support them in their fight to end hunger here in Orange County, visit Second Harvest’s website at feedoc.org and be sure to “like” them on Facebook at facebook.com/SecondHarvestFoodBankOC/. There you’ll see the vital programs they run, such as the Kids Café Program, the School Pantry Program, the Senior Grocery Program and much more.

And if you live outside Orange County and want to support the local food banks near you, simply visit feedingamerica.org. There you can look up the non-profits and food banks that are doing this important work in your community. Together we can end hunger!

Optima Tax Relief Makes OCBJs “Fastest Growing Private Companies” List, Ranks #3

September 30, 2014: Optima Tax Relief, LLC, was recently named #3 on the Orange County Business Journal’s list of “Fastest Growing Private Companies” for 2014. (PRWeb)

Optima’s success is largely driven through the company’s commitment to outstanding customer service.

“Our philosophy is to deliver excellence for every client, every time, with no exceptions,” says Harry Langenberg, Optima’s co-founder and managing partner. “The honor of this recognition belongs to every single staff member who dedicates his or herself – day in and day out – to providing world-class service.”

We at Optima provide tax advice and guidance to clients across the country struggling with the IRS or state income tax issues. Our company employs a unique two-phase approach to tax relief, providing customers with a clear understanding of their options – before they pay a single penny. And while almost no one considers dealing with taxes to be enjoyable, our team of attorneys and other professionals are committed to living up to the company’s name of providing true tax relief.

“It’s all about giving our clients the best possible experience and results. I make that my goal every day I come to work,” says David King, President of Optima Tax Relief.

Optima earned its place on the list by posting an impressive 2-year revenue growth rate of 760 percent, and has invested a significant portion of its revenue growth in enhancing its customer experience. Its proprietary online client portal offers account management tools, real-time status updates and convenient means to communicate with its knowledgeable

We reach out to customers on a personal level. Popular actor Alan Thicke, famous for the TV shows Growing Pains and Unusually Thicke, and father to music star Robin Thicke, appears in TV and radio spots endorsing Optima’s services. In his commercials, Thicke describes the Fresh Start Initiative offered by the IRS, and how Optima can help consumers take advantage of the program.

Earlier this year, our company was also named one of the best places to work in Orange County, by the OCBJ. This was the second year in a row that the company received the honor among companies with 50 to 259 US employees. Receiving both awards in a single year is not coincidental, according to David King, President of Optima Tax Relief.

“Being a ‘Best Place to Work’ brings us tremendously dedicated employees who deliver great results for our clients. In turn, Optima produces strong growth simply by doing things better,” said King.

Optima employs approximately 250 professionals, including more than 20 tax attorneys and enrolled agents with the IRS. Fully accredited by the Better Business Bureau, Optima is a full-service tax resolution operation, providing solutions to nearly any IRS or state income tax issue.

The mission of the company is to provide a better future for its customers – without the burden of tax issues. The dual recognition by the OCBJ is evidence that Optima’s approach is the right one.“It’s all about giving our clients the best possible experience and results. I make that my goal every day I come to work,” said King.

Optima Tax Relief is one of the “Best Places To Work In Orange County”

The Orange County Business Journal recognized top businesses in the area this past July with their Best Places to Work list. For the second year in a row, Optima Tax Relief made this year’s list as one of the best companies in the medium, 50-259 US employees, employer category.

To maintain our standing, we participated in a two-part assessment given by Best Companies Group, the independent third party of the OC Business Journal. Combined scores from both a questionnaire on company policies, practices and demographics, and a confidential employee survey earned us a spot in the final ranking.

“While we are honored to make the list again, we are even more grateful for the sincere feedback from our staff. Each and every employee here at Optima plays a key role in making the firm successful and it is our goal to create an environment where employees are recognized and rewarded for their efforts,” says Harry Langenberg, Co-Founder and Managing Partner of Optima Tax Relief.

So what do we think makes us worthy of the “Best Places To Work in Orange County” title? Feedback says our work/life balance, dynamic work environment, and healthy camaraderie. Add to that our open communication policy, and the respect and support we give Optima’s employees. We’re sure that our monthly contests, sports teams, and local fundraisers also have a little something to do with it. This weekend, we’ll be participating in the 2013 Long Beach Marathon to raise money and awareness for a charity of each employees’ choosing.

Our VP of Digital Strategy & Technology Miron Lulic has raised $2,200 so far with his team for Families of SMA (Spinal Muscular Atrophy).

Though we’d like to think that it’s all fun and marathons, the reality is that we would never have made it this far without an amazing team behind us. As Raul Carranza, Case Manager says best, the focus on our employees is what makes us stand out from the rest.”Optima Tax Relief is one of the few companies out there where senior management listens to staff and goes out of its way to make sure employees are appreciated and happy.”

Optima Tax Relief Helps Foster Children have a Very Merry Christmas

Optima Tax Relief, LLC teamed up with the Orangewood Children’s Foundation to sort and organize
hundreds of gift donations for the holiday season.

January 9, 2012–In December, Optima Tax Relief, LLC teamed up with the Orangewood Children’s Foundation and assisted with sorting and organizing gift donations for the holiday season.

Many members of Optima’s staff volunteered to help sort through hundreds of donations ranging from
kid’s toys to clothing and shoes. Some helped unload truckloads full of donated bikes and other gift
donations while others worked with Orangewood to fulfill personalized wish lists for families in need.
Volunteers also had a chance to bake cookies and chili for the foster youth.

In a letter from the Orangewood Children’s Foundation, Chief Executive Officer, Cal Winslow says, “Your
commitment to helping us provide for the needs of children, youth and families in our community is
very much appreciated.”

This is the first year Optima has participated in a volunteer event and although volunteering was
optional, employee participation was very high. Optima also made a monetary contribution to the
Orangewood Children’s Foundation and plans on finding additional ways to give back to the community
with participating in similar events each year.

“Here at Optima Tax Relief, we understand the importance of giving back to the Community where we
can. We are very proud to be a part of such an important mission and look forward to working with
Orangewood Foundation again,” says Harry Langenberg, one of the Managing Partners of Optima Tax
Relief.

The Orangewood Children’s Foundation’s goal is to help eliminate the neglect and abuse of children in
Orange County, California. The foundation works to accomplish this on four main fronts: strengthening
families to prevent abuse from occurring in the first place, protecting children from abusive homes from
physical and emotional violence, emancipating teens from abusive families, and promoting enhanced
public awareness of the challenges faced by children raised in such damaging environments. This last
goal has been the area in which important partners like Optima Tax Relief have been able to do the most
good for the foundation’s kids.

About Optima Tax Relief

Optima Tax Relief, LLC, headquartered in Orange County, CA, is a nationwide tax resolution firm which
provides assistance to those individuals struggling with unmanageable state or IRS tax burdens. The
company’s unique two-phase approach to tax relief is revolutionary in the industry, as it allows
consumers to have clarity about their options before they pay fees toward a resolution program. Optima
received full accreditation by the Better Business Bureau, and it consists of a highly professional team of
individuals that have many years of experience helping clients with their financial issues.