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April 2023 by Kevin I.
I originally used their online service which actually never notified me a 2020 return was rejected. So I went in for help preparing the 2020 return and penalties. My taxes are relatively complex, but not crazy. I met with a person who was a nice gentleman and after understanding the issue, took my printed return and IRS letter, and requested my source documents. I emailed him 6 well labeled, organized emails with attachments with all the source documents. He emailed back saying he refused to prepare my return from my printed return and needed the source documents when I emailed him checking to see if he received everything. I called twice. One week later, he called saying he didn't have the source documents. I described the emails and he said he had gotten them, but they only had half the attachments. I can see in my sent folder they are small sized and have all the attachments. He still claims he can't prepare my taxes because he doesn't have the source documents...which is absurd. I don't understand if he can't use email attachments, or can't do the taxes and needs an excuse to get out of them, but regardless I need to hire someone who can. There is no responsiveness and no ability to do anything complex here. Definitely pay more and go somewhere else if you have even a slight complication on your returns. Obviously fees and penalties on a return I didn't realize wasn't filed is my problem, but them knowing this and completely ignoring the topic and multiple calls and emails a week (I'm sure longer if I hadn't pulled the work) and incurring more penalties wasting time certainly isn't helpful either.
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April 2023 by Michael Fuentes
Extremely competent, fast and convenient.
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March 2023 by Adrienne A.
I scheduled a appointment with this office on March 16, at 10am. The person that I was given Diane P. came out at 10:18am. I already got the impression that she was not having a good day. She has no idea about me or the history of my previous tax return. I tried to talk to her about my needs, but she rushed through the process of getting my taxes done. I was made to feel so stupid and ignorant that I don't know about these things; but she does. She made excuses that her hands hurt because she was in an accident and there was flooding in her garage. Though I can feel sorry for her, I was paying Block Advisors to do my taxes and she was on my time. She made it clear that we were done at 11 and followed me out the door to make sure I paid.Bottom line...after dealing with this office for two years, I have been through a nightmare with them. I will never recommend them to anyone nor will I ever use Block Advisors again. This review doesn't deserve a star at all!!!
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March 2023 by Robert K.
I've used Marvin for many years. Always treated me well and provided professional service. I recommended him to friends and family
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June 2022 by Ben R.
I obviously don't leave many reviews.. but man this place was a bad experience for me. I'll spare the details and names, but the person I worked with was clearly overwhelmed with work and repeatedly lagged on my fillings. I'll even give him the benefit of the doubt and say he probably didn't want to turn me away... but this isn't the kind of thing that can be postponed. I'd suggest finding another service.
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April 2022 by Myra Garces
Excellent personalized service! Colleen is someone who is an expert in her field, someone I trust and has offered me professional as well as personal advise on retirement and savings ideas.
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April 2022 by Michael Cato
It's a whole lot easier than myself doing it. Plus Mercy is always a joy.
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April 2022 by Veerabrahmam Prathikanti
We like our advisor mostly because of his courtsey and knowledge answering our concerns
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March 2022 by Ashley Blanco
Jessica is expedient. She looks for all available sources of refunds. She is also very warm.
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November 2021 by Elliott Sernel
My accountant, Colleen Hera is the best. She knows my assets, she is quick & efficient & the upmost professional.
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June 2021 by clarkewi
Prompt service by nice and knowledgeable people whom I have worked with for many years
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May 2021 by Connie Marie Calimbas
Merci Shih is great! This is the second time she's doing my taxes. Thank you for all your help. I will return again next year.
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May 2021 by Shelton Fong
I've been working with my tax advisor for more than 20 years now and she has always given me the correct advice on how to prepare for my future.
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May 2021 by Sunset Junior
diane is awesome, friendly, easy to work with and we can trust her to handle our taxes like a pro!
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May 2021 by Ken Doll
Marvin Ballard has been a wonderful tax advisor for us for over 17 years.