-
May 2023 by Nicole PK
Had a good experience in 2022, but 2023 has been less positive. The tax professional I worked with in 2022 left the company, and I was assigned someone new. There was a month-long delay in the preparation of my taxes (the new HR Block tax professional said my account never came up in her queue). The professional was unresponsive to my messages, and when I called the main HR Block number to try to learn the status of my return, no one could help me beyond telling me to "keep trying to contact my tax professional."She finally started to reply to my messages and my taxes did get completed in the end. But I'm not sure which experience was most representative of HR Block. Did I get lucky in 2022? Unlucky in 2023? I suppose I'll have to try working with them again to find out, and I'm not sure I want to do that.
-
January 2023 by Stephanie D.
I had an amazing experience today with Margaret. She was able to help me file, answer and explain any questions I had as well as helping me understand the entire process. She took her time in assisting me and I really appreciated how lovely the experience was especially being that taxes can be a nightmare. I definitely will be working with Margaret again in the future!
-
October 2022 by Mark D
Steve is Outstanding! Knolwedgeable, timely and has always gone above and beyond in making sure my Taxes are filed appropriately. I have been working with Steve since 2006, and will continue as long as he stays in the business
-
October 2022 by Elizabeth BettieJune Scarborough
Clare is truly amazing. She is so experienced, knowledgeable, thoughtful, kind and thorough. She's a true pleasure to work with.
-
July 2022 by Mark Fisher
Great service, if pricy
-
May 2022 by Haisam Nijem
The unprofessionalism is unbelievable. First I make an online video appointment but at the end it gives me an address to go to. I try to redo it and get a call that I made 2 appointments, so we finally get that straightened out. Then they call to confirm the appointment and I said yes. Then for my 2:30 Video appointment my advisor no shows the appointment, I let the video run for 15 minutes then disconnect. He calls me at 2:50 to let me know he is running late because he had another appointment that went long. He asked me to reschedule and I said I'm going to find another company to work with and honestly he sounded like he was kind of relieved. I'm really regretting uploading my documents in advance as I have no faith with what they did with them.
-
May 2022 by Wentworth Foster
Several years of good experience. Wentworth Foster has been deceased for the past 3 years. Take him off your list
-
May 2022 by john kane
Very competent advisor. Steve Ferguson
-
April 2022 by Ronald Lefevre
I have had a long, pleasant professional relationship with CPA Sabrina Foley. She is very familiar with my annual tax filing situation. Since I am an attorney, I used to file my own taxes. However, I am retired and need my time for other things. I am able to rely on Sabrina to apply the tax code and regulations to my financial factual situation. If I have any questions she responds promptly and fully. Even during the busy tax season, she quickly starts, and quickly finishes my joint tax filing. The fact that she and Block Advisors stand behind her professional work gives me peace of mind.
-
November 2021 by Linda Mayne
Smart advisor, courteous, bright, a pleasure to work with.
-
October 2021 by Steve F.
Outstanding service. Helped immensely with advice and consultation to help for future years.
-
May 2021 by Tayla Moore
Alan was very knowledgeable and effectively shared my tax information with me throughout the process.
-
May 2021 by Brigitte Garney
Just fabulous service every time! We love Sabrina Foley in the Greenbrae, CA office!!
-
May 2021 by Teri Taketa-Graham
Staff are great... Sabrina Foley is stellar
-
May 2021 by Liljana Trenova
satisfied from prior years, returning customer