H&R Block

I’ve been coming here since the dawn of time when I could have scoured cheaper tax service. I’m sure they’re out there. It all depends on who’s doing your taxes at H&R, some of the preparers you simply don’t have a connection to. You feel like you’re being processed & here’s the tab. Now that they’re part of Bank of Internet, I panicked when I found out my User & Password don’t work anymore, I was under the impression everything was the same. Then I had to deal with customer service, I lost my cool.

Bruce was great. Really nice guy and he made the process quick and painless. Thanks Bruce!!!

I have gone to David Weintraub, at the Van Ness H&R Block, for the last two years to have my semi complicated taxes done. This year as in years past I have made an appointment specifically with David. I made an online appt. with David and followed up with an email to him, in which he responded…“Yes, see you Wednesday at 11AM on Van Ness”. I get to my appointment and am told that David can’t see me and I have been rescheduled with Mr. So and So. I go off. The whole point was to see Mr. Weintraub. After I scream for the manager, who simply apologizes, the receptionist tells me that I can see David in ten minutes when he finishes with another appointment. B — — -t, I won’t give another $ 250.00 to H&R Block or David Weintraub, who I thought I had a nice relationship with in the past.
The good side… with a week left, I found an independent guy that is so much better.
I suggest all of you do the same next year.

I came her to do my taxes. I will never return. My accountant, David Strauss, was over 90 minutes late to our scheduled appointment. He was disheveled looking– a stain on his wrinkled shirt and clipper card hanging from his neck. He appeared to be ill with several empty water bottles littering his desk and a bad cough– they run this place like a sweatshop so I am sure he’d not be allowed to call in sick. He made typographical errors that I caught. At one point, when he incorrectly guessed the solution to a simple mathematical equation, which I showed him on my calculator, he actually said the words «I’m not good at math». Really? Then maybe choose another profession!
I came here only out of sheer convenience because I live close and had all my numbers prepared. Due to the lack of professionalism and appalling lack of sophistication I would already have never returned. However, it got worse. After 45 minutes, my taxes were done, due mostly to my own preparedness. He then told me it would be $ 413. I balked, naturally. It was $ 200 less last year, and I have exactly the same job. He told me there was nothing he could do because H&R Block has changed their policy to charge by form and increase charges. This was never mentioned previously. I asked to speak to someone else and was told the manager was not there. I called back the next day; he was not in then either. When he finally called me back three days later, he was able to take the price down by about $ 90… which just tells me they are ripping everyone else off who does not push back! Also, that is still way too much to pay for a tax prep sweatshop. Never again. Save yourself some agony and money and never step foot in this disgusting place.

If you would like to be overcharged for horrifically faulty service, have your tax preparer show up 90 minutes late or more, and then have to deal with a manager who is useless when he is actually there– which is rare– then come here! Seriously, this place is a tax prep sweatshop that has the audacity to disgustingly over charge.

David and Millie cost my company $ 2,000 and me personally $ 1,000 because they said my taxes were done when they were not. They also did a horrific job in terms of work product, missing thousands of dollars in potential losses due to their incompetence. Total quacks. I should have known something was up the first time Dave started talking about starting Apple with Steve Jobs.

Jose Garcia was so beyond helpful. He took the time to run throw every possible scenario to make sure I was getting back the most amount of money possible, and explained everything for me. I had a million questions, and he was great about knowing the answer or taking an extra second to find out for me. I am so glad I went in, I’ll be back every year for sure.

Been going to see George Ouyang for the last decade. Over the years he’s handled the accounting for foreign stock transactions, 401K conversions, medical expenses, consulting business 1099s, etc… He’s a very personable guy and know a lot. What he doesn’t know he simply looks up to get the right answer. No errors, no audits.

I haven’t written a review all these years because I didn’t want David Straus to become too busy for me, but I’ve decided not to be selfish anymore and give credit where credit is due!
David Straus is the man! Every year he makes my complicated taxes W2s and 1099s, along with other additional items painless. I’ve been using him for 5 years now, no errors or audits! It’s probably due to the fact he takes him time and doesn’t rush the process, which I appreciate because I have more time than money! THANK YOU DAVID!!!
The front staff has always been great to me, this year especially with Ranata & Ashley being warm, welcoming and even checking on my car to make sure I do not get a ticket! Above and beyond-​thanks ladies!

Staff wasn’t able to help me with with my taxes.
They asked me to come back the next weekend after a saturday afternoon consultation and still were not able to make a recommendation. Turbo tax was able to walk me through the process in half the time and gave me 4x what the man at this location said I should get back.

Absolutely Vile. A snake pit of liars. After one associate there lost my tax information and disappeared, I asked for due compensation since my tax return was in danger of going overtime. Sure enough the manager says, «We’ll give you a $ 100 discount.» Lo and behold, upon completing my tax information they charge me $ 283 for my «complicated» paperwork. Mind you, that meant I would receive $ 120 in sum total for my tax returns of 2012. A very disappointing and unacceptable finish to nearly losing my tax information and wasting my time. Save yourselves and avoid these highly unprofessional advisors.

I had never visited H&R Block before this tax season, but I was very pleased with my experience. I worked with Muhammad Shaikh, who is extremely competent and professional, in addition to being friendly and personable. He patiently answered all my questions, double-​checked his work, and I left with a large refund. My taxes are relatively complicated, and it was a relief to work with someone who is knowledgeable, resourceful and sincerely cares about providing great service to his clients. I will definitely return to H&R Block to see Muhammad next tax season!

The people I dealt with were clueless, lots of miscommunication. I will try it myself after this experience.

H&R Blockheads! I should have written this review a long time ago, but better late than never.
A preparer in this office botched my return so badly that we received a letter from the IRS notifying us that we owed ~$ 20,000 in taxes and penalties. The preparer omitted an entire schedule for securities. It was such a mess that we had to get an accountant to fix it and ended up paying over $ 1,000 in accountant’s fees. We had to fight H&R Blockheads for a refund for months and didn’t receive the refund until nearly a year later. Yes, H&R Blockheads, indeed.
It occurred to me to write this, because I am working on a masters in accounting now. As I study, it is taking everything in my willpower to not get in my car and protest wildly in front of every H&R Blockhead office in the country. I had used H&R Blockheads for years, and I am now realizing the extent of all the mistakes they have made on my past returns. The IRS wouldn’t have noticed, because all the mistakes H&R Blockheads made took money out of my pocket and put it into the Treasury’s bank account.
1) Please remember that H&R Blockheads are NOT ACCOUNTANTS and do not know the basics of tax law. You are much better off using TurboTax.
2) If you have any securities, own a house and are claiming dependents, run as fast as you can away from H&R Blockheads.
3) Basically, if you’re dealing with anything more than the straightforward W-​2 or need to file a 1040 (as opposed to 1040EZ), do NOT use H&R Blockheads.
Unless you derive some bizarre pleasure from corresponding with the IRS and throwing money willy nilly into the wind, stay away!

What can you say to a man who spent two and a half hours fixing your taxes after two «tax preparers» from another H & R Block branch literally cost you over two grand in financial aid after claiming your loans were wages and would have cost you 600 plus more out of your own pocket due to their screw up?
Thank you.
You did what you could to fix a very bad situation and you rock.
Again. Thank you.

I hate writing bad reviews, but this needs to be written.
Totally incompetent, filed tax return under the wrong year, forgot to include the right attachments and then failed to correct their mistakes.
Stay away!

Fast but expensive, very very expensive. The took $ 255 out of my pocket in less than 15 minutes.

I’ve had my taxes done at this branch of H&R block a few times over the last eight years. Every time the tax advisor has been competent, but our recent experience with Lisa Chan was great – she’s got a positive attitude and is great to work with; she brings the review up a star for sure.
I agree with a few of the reviewers that the front desk people or people on the phone can be hit or miss when it comes to attitude. Also, my taxes are pretty simple so I can’t comment on some of the people who have issues with some of the nuances of their work.

Sadly very bad experience this morning at 9am. Very surly attitude to say the least – shocking behavior so early in the morning. I will go somewhere else – liberty tax on geary has very good Unilocal reviews I see…

(This is my first Unilocal review…)
I specifically would like to highlight Dave Burleigh and the great service he provided. I always do my own tax return, but started a small business in 2009 so signed up for an appointment with H&R Block to make sure I got the details right this year.
Summary: After an assessment of about 15 – 20 minutes, it was clear that I would be able to do my return myself. Dave happily provided a few minutes of additional free advice on expenses I might conisder taking for my business, and agreed that it didn’t make sense for him to do the return for me for the fee it would of cost. He also identified other lower cost options such as the do-​it-​myself service that H&R Block reviews.
Dave was professional, responsive, a good communicator, and well-​informed. I recommend signing up for an appointment with him if you are considering using H&R Block, especially if you are a small business owner.