Block Advisors

Mar 30th, 2024

mixed reviews. once I met with the advisor it was okay but very mismanaged experience. first: online I scheduled an appointment and received an email they weren't open that day. second: I rescheduled and went in to meet the advisor and was told he doesn't do in person appointments so I just dropped off my forms and scheduled another appointment to sign and file. I brought my dependents information (SSN cards and birth certificates and was told they didn't need that. third: evening before my appointment I received an email inquiring about my dependents status so it didn't seem like they were ready to file my taxes. fourth: called back day of appointment and couldn't get through to the facility. no option to leave voicemail. fifth: eventually received call back and when I went to appointment to file they didn't have my W2. fortunately I brought a copy so they used it. had to give my dependents information again, fortunately brought these items. once the information was provided, it was very quick and I'm getting a good refund. cost is less than I paid last 2 yrs with a private firm, so that's good. will do on my own next year with audit support, as needed.
Feb 19th, 2024

H&R Block Advisors is WAAAY better than TurboTax! My advisor at Block prepared everything for me, helped me understand what was being included on the return, and ultimately gave me peace of mind. Their services are very reasonably priced, too. Thank you H&R Block Advisors!
Apr 14th, 2023

This is my first experience with H&R Block. I was looking forward to a smooth, easy, convenient process as they advertise online, unfortunately, this was not the experience I got. I had uploaded all of my documents online, my tax status said that someone was reviewing my documents so I waited and waited for an update. Two weeks had passed and I had not received any further updates nor did my tax status change. I decided to reach out and was able to get a phone appointment scheduled with Block Advisors. I thought ok, maybe this was my mistake for not choosing a tax advisor and just letting them assign me one (this was not explained anywhere on their website btw). My appointment was scheduled for 4pm the next week with Jackie. I had received an email confirmation shortly after with my appointment day and time the following week. A day before my scheduled appointment, I received a reminder email about my appointment except the time had changed (from 4pm to 3pm). I was going to be available for this new time so it didn't bother me too much that it had changed. 3pm came around, nothing. I called the office at 3:15pm for an update, the person I spoke to said that Jackie was working from home today and would have him reach out to me. My appointment was a phone appointment so the fact that he was working from home didn't seem relevant to me. I waited til a little after 4pm and no one had reached out so again I called the office. The lady I spoke to was apologetic and said they'd reach out again to Jackie. She confirmed that his schedule showed he had 2 phone appointments and 1 of those was with me. I asked to be reassigned to someone else, anyone else, it didn't matter I just wanted someone to look at my taxes even it wasn't going to happen today. She said that she was not able to assist me but assured me I was in good hands. It's been 2 days and I have not heard back from anyone. I'm more than disappointed and will be taking my business elsewhere.
Jan 21st, 2023

Everything went so smoothly with a great experienced greeter and professional preparer who walked us through the process and answered all are questions!
Dec 4th, 2022