Optima's communication was ineffective and lacking effectiveness.
Our experience with Optima has been extremely disappointing. Communication between advisors appears to be lacking, as case notes are either not reviewed or not updated properly. Every time we spoke with a new advisor, we had to repeat information that should have already been documented in our file. Returning calls was also challenging because it was nearly impossible to reach the same advisor or manager handling our case. Instead, messages were relayed through other representatives, resulting in callbacks at inconvenient times from individuals who seemed unfamiliar with our situation. After spending over a year seeking clear answers, we felt ignored, passed from person to person, and given the runaround. In the end, consulting a tax preparer to amend our taxes proved far more effective. Unfortunately, we cannot recommend Optima based on our experience.