H&R Block

I chose this office because I was told this was also the district office. I chose Katherine McGinnis because she seemed to have the necessary background to work on personal and small business returns. To make a long story short, she was supposed to simply review prior 2 years returns. A month after she was given the files, she emailed me to say she was done with 2014 review. I asked her if she completed 2013 and she said she didn’t even realize she had 2013. She asked for a few days to complete it. Another month goes by and I do not hear from her. I called and emailed NUMEROUS times. She finally emails me 2 months later to tell me she is too busy and my return is too ‘complicated’ so she will turn my file over to Chad in her office. Chad, a newby with very little experience. I would not trust this Katherine McGinnis. Obviously she is incapable of paying attention to detail and following up with what she promised. The worst part is she says she is too busy to return phone calls and respond to simple emails asking for status update. She must be running a fortune 500 company when she’s not working on taxes.

This review is about Nadezhda Bruk (Nadia).
This year was our 10^th year using Nadia for our tax preparation.
We are domestic partners, which means our returns have had to be prepared one way for the IRS and one way for CA. We usually have multiple W2’s, numerous deductions, complicated stock sales, and more.
In other words, our taxes are NOT easy.
Yet, every year when I think we are going to owe – and sometimes owe BIG – Nadia has discovered information we hadn’t thought of, deductions we hadn’t remembered, and other tax laws/​changes that have benefited us.
There have been a couple of years we owed a small amount to CA, but every single year, we’ve had a REFUND from the IRS.
Let me warn you, H& R Block, if you ever lose Nadia, you’ll lose us! We’ll go where she is. She’s just that great!

This review is for Jo. It’s really hard to find a tax person that can really do the work but for her she make it look so easy. She really knows what she’s doing and she’s honest and for that reason gives me peace of mind whenever tax season is coming. I would highly recommend her.

My wife went in to do our taxes and we got ripped off! Go elsewhere!
To them, you are just a number versus a person.

I really wish I could give this location negative stars. I will never go to H&R Block again they have lost a customer from the rude experience I had with the Office Manager Jay Kapasi. I made an appointment and when I arrived he was in the lobby leaning against the desk, he didn’t ask me what I was there for even though I told him I had a 7pm appointment and had me sit for at least 5 minutes before asking. Once I told him I was only there for a printout he said in a very condescending manner «oh well why didn’t you say something» I was like but I am the customer isn’t that your job? He was so rude I ended up leaving the location without my printout. Avoid this location at all costs!!!

If I could give H&R Block zero stars I would. We have used them for years but will never use them again! We had them do our taxes back in 2009. Taxes were prepared, filed, and paid and all seemed good. We bought the protection plan in case they screwed up but did not expect to need it. Wrong. A couple weeks ago we got a notice from the State saying we owed an additional $ 600 on our 2009 taxes. We went back to H&R Block, they investigated and determined that, in fact, an error had been made by the tax preparer. Our protection plan SHOULD have covered this except that it expired after 3 years and the notice from the State missed that deadline by 5 months. I can’t control when the State sends their notices so how is it my fault they missed the deadline? So now we’re screwed. We owe the money and H&R Block won’t help us even though THEY made the mistake and WE bought the protection plan. If you go to H&R Block DON’T buy the protection plan — it’s just a gimmick for them to milk you for more money. But better yet, don’t use H&R Block at all. Have your taxes done by someone competent instead.

Not a very professional operation. I stopped by here to file an extension after seeing their big ‘Free Tax Extension Filing’ sign in the window. The older guy at the front desk was not at all interested in helping me file anything for free. Basically told me to come back with all my paperwork including W2s before he would file for an extension. I have filed this form many times and it does not require all this information.

Made an appointment for Philip to prepare my taxes this year. Philip turned out to be late for the 2^nd year in a row. I also came to discover the price quoted over the phone for tax preparation was different. I then got the bum’s rush because he was not finished helping another customer. I will never return to H&R Block!

Positive note is the person who did my taxes no longer works for HR Block, but the bummer is she missed a form I brought in completely. Totally bummed, cost me over $ 300 for her to do my taxes and cost me another $ 700 because she messed up.

Ok 1^st off the location is not bad, the office seemed clean and organized. The receptionist was very friendly and welcoming. As far as taxes go I have been to this office twice. Last yr I ended up with a women who spoke poor English. How are you supposed to be confident in the service you are paying for when you can’t really understand the person helping you?!
This year I ended up with a women named Natalie. She was nice enough I suppose, but really not the person I felt confident handling my tax returns. At 1 point she whips our her fun to calculate a few numbers. Umm hello, you do this for a living and don’t have a real calculator? Seriously? Wow. Ok well how about double check your work at least, to make sure those calculations were correct! I know its not important to you, but it is to me and I’m paying you!
9h yeah $ 309 is the going rate theses days. Love how they don’t mention that their rate has increased since last year, until after all the work is complete and you have no ability to back out and say no thank you.
Needless to say I will not be going back here again after this!

Made an appt online and was able to get in and out.
I met with Patricia who was of great help! In fact im going to return again to her to correct a past return.
Great offer for 1040EZ currently is free to file and a small fee to file for state.