Block Advisors

Chris Marti _{on Google}

Mar 22nd, 2024

Tax advisor wasn't sure about CO state EV tax credit and did not even bring the credit up to me nor file it on my behalf until I asked about it and researched it myself. She would have completed my taxes without this credit if I wouldn't have intervened.
I would have lost $5,000 in this credit alone. The tax prep fee ended up being just over $1,000, therefore I would've lost $6K in total using this service.
If you use H&R Block I would recommend being VERY familiar with credits you're eligible for.
I had actually attempted to complete my taxes myself on the military free version of H&R Block online, but the forms for federal and state EV credits weren't available. None of the information I entered would transfer to a paid version. This is why I ended up using an H&R Block "pro" instead, which cost quite a bit considering all the oversight required. Crazy toe as well that even the tax pro couldn't see all the info/forms I already completed, which was 90%+.
Will be using a different service next year.

jaden crim _{on Google}

Feb 19th, 2024

I am young and this was the first time I have done taxes on my own. I had to file both a W2 and also a 1099 for the first time this year, and being fresh out of college I'll be the first to admit that I don't know much when it comes to taxes. I had an appointment with Katherine who honestly made the experience horrible. I ended up leaving before the whole process was even over because of how bad the experience was. Katherine was very disrespectful and made the entire process super confusing. Again, I do not have experience doing my own taxes. But I showed up with all documents and info I needed. Everyone starts somewhere when it comes to this kind of stuff. I understand Katherine could've been having a bad day, which we all have sometimes but my experience with her was totally uncalled for. I had to file a 1099 for the first time and I learned you have the ability to write off certain things and I had a lot of questions surrounding that. Which immediately I felt belittled and dumb for not knowing the answers. Overall, this was my first experience with taxes and it left a horrible taste. I know H&R Block probably has amazing employees I just would not recommend Katherine.