Research profile
Optima Tax Relief
Last verified November 10, 2026 · Assessed under methodology rg-evidence-v1-draft
Our relationship with this company
No commercial relationship known. ReliefGeek has no known advertising, affiliate, referral or lead-sale relationship with this company. Confirmed by the ReliefGeek owner on 2026-11-10.
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Draft research record. Facts below are taken from the company's own website and have not yet been independently verified.
What the record shows
Identity
- Entity
- Optima Tax Relief LLC (limited liability company, incorporated 2011-07-26)Per BBB business details, checked 2026-11-10. BBB does not verify information supplied by businesses; state registry not yet checked.Optima Tax Relief | BBB Business Profile · verified November 10, 2026
Location
- Listed address
- 6 Hutton Centre Dr., Suite 300, Santa Ana, CA 92707Company-published address; not yet checked against state business registration.About Us | Optima Tax Relief · verified November 10, 2026
Ownership
- Founders
- Harry Langenberg and Jesse Stockwell, described as co-founders and managing partnersCompany statement.About Us | Optima Tax Relief · verified November 10, 2026
Professional credential
- Chief Tax Officer
- Philip Hwang, described as a California-licensed attorney admitted to the U.S. Tax CourtCompany statement; not yet checked with the State Bar of California.About Us | Optima Tax Relief · verified November 10, 2026
Complaint record
- BBB rating
- A+ (BBB profile, Santa Ana, CA)BBB letter grade as listed on bbb.org, checked 2026-11-10. A BBB grade reflects BBB's opinion of complaint handling and business practices; it is not an endorsement and may be influenced by accreditation status.Optima Tax Relief | BBB Business Profile · verified November 10, 2026
- BBB complaints
- 806 complaints filed with BBB in the last 3 years (204 in the last 12 months)As listed on bbb.org, checked 2026-11-10. Raw counts are not adjusted for company size or client volume, and a complaint is not a finding of wrongdoing. BBB notes that the nature of complaints and responses matters more than the count.Optima Tax Relief | BBB Business Profile · verified November 10, 2026
Assessment against our criteria
Evidence-first company research — proposed methodology (version rg-evidence-v1-draft). Researched and source-checked by AI (ReliefGeek research (AI-assisted)). Not reviewed by a human; check the linked sources before relying on any fact.
- Identity and ownership
- Partially meetsBBB business details list a limited liability company (Optima Tax Relief LLC), incorporated 2011-07-26, at 6 Hutton Centre Dr, Santa Ana, CA, with named management. California Secretary of State record not yet checked.
- Service scope and accountable professionals
- Partially meetsServices described on the company site. Names Philip Hwang as Chief Tax Officer and a California-licensed attorney; not yet checked with the State Bar of California.
- Fees and engagement transparency
- Insufficient evidenceNo written fee schedule, cancellation or refund terms reviewed.
- Complaint and regulatory context
- Insufficient evidenceBBB lists an A+ rating and 806 complaints in the last 3 years (204 in the last 12 months), unadjusted for client volume. State attorney general, FTC and court records not yet reviewed.
- Client service and evidence quality
- Insufficient evidenceOnly company statements available; no independently attributable observations.
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