-
November 2023 by Jacquelyn Aaron
Failed to file my taxes after I signed all paperwork. I even confirmed via email if I was finished and filed the day taxes were due. The IRS forgave the late filing and payment, but still sent me a bill follow up of $100. Still annoyed by the negligence of this office.
-
March 2023 by Randy McCurry
My Block Advisor was very professional and made the tax prep easy to understand.
-
May 2022 by Matt S.
Rick was great to work with. The location was convenient and the office was nice, quiet and clean. Definitely recommend
-
April 2022 by Lori Zwick
Tax advisor Frederick Gartz had my paperwork for weeks. I spoke to him on 4/14 where he claimed he would send over my return that evening. It never came and I called and called and emailed multiple times with no response. I attempted to go to the office but it was locked and I finally went back yesterday 4/21 and by chance caught him as he was attempting to leave at 2pm. He was shocked to see me but after me pushing the issue we completed the taxes while I was there. He never apologized and made multiple excuses about them being down several advisors with no receptionist. Worst service experience I've ever had.
-
April 2022 by Hunter Hamilton
Have never been more overcharged for a service in my life. I’ve always done my own taxes, but figured I’d go in for some “expert” help this year since I moved to NC from FL, had a (very small and uncomplicated) business, and traded some stock and crypto. I guess I expected too much coming into this, however. I received no consultation or searching for different tax credits and breaks I could receive. Just had a guy type numbers from my financial documents into a screen for me. TurboTax does more in terms of searching for credits and tax breaks. In total, the meeting took about 45 minutes and cost me $550. Maybe this is typical and I’m just inexperienced in how much of a racket these tax prep services are? I could perhaps understand this price if I had super complicated taxes, but my business literally only had one source of revenue and two expenses ($1,500 revenue total), my crypto and stocks transactions ended up being 3 numbers inputted into the screen by my tax preparer. I could also maybe understand this pricing coming from a CPA, but my tax preparer was just some dude with a business degree and some HR Block training. The biggest reason for this poor review, however, is that pricing was never communicated to me up front, just the advertised $150 base price. If they would have told me $550 up front, I would have left. I didn’t know anything about just how much I would be paying until the tax prep was already completed.If you have uncomplicated taxes (or even slightly complicated taxes) and enjoy paying someone $600 an hour to type numbers in a screen for you, maybe Block Advisors’ tax service is for you. Even if you have complicated taxes, go to a CPA for the same price they would charge you here. Otherwise, stay far away and stick with TurboTax.EDIT: H&R Block’s customer service was amazing at addressing this and said they would follow up with the Block Advisors location to ensure they were communicating pricing to customers up front. They also gave a $100 refund. That was appreciated, and I have raised my review to two stars. I have not edited the previous review though.
-
April 2022 by Stephen D Andrews
I have worked with Block for many years, and have had an overall good experience.
-
April 2022 by Joyce Wilde
We have used Block for many years. We have only been in Charlotte for 2 years and are very glad we picked Patsy Schrober to work with.
-
April 2022 by Steve Greer
Appointment on time. Advisor listened to us and was knowledgeable with our situation.
-
April 2022 by Deepak Pradhan
Top-quality services, personalized for Individuals and businesses. Easy tax filing
-
November 2021 by Parminder Singh Bola
Theresa Pearlman has always done the best possible for my tax returns! She is very knowledgeable and thorough. Her work quality and ethics is the reason I am now repeated customer for over 15 years!
-
July 2021 by Carolyn L. Stittgen
Patricia Schober is the best! So efficient and easy to work with. Never thought tax processes could be so seamless. Will hire her every year from here on out.
-
July 2021 by christine peña
I had no idea it was so simple and affordable to work with you guys. I always struggle when tax time comes around, even with the simplest of returns. It was be a great relief to comes to you guys every year to ensure that my taxes are done correctly and properly.
-
June 2021 by Lee Bieber
Is it tax time again? I wouldn't know because I buried my head in the sand again as I always do and waited until the last minute. As an independent contractor, tax time is very stressful for me. I made the decision to work with Patricia Schober this year and I'm so glad I did. She didn't chastise me for waiting until the last minute and helped me prepare my taxes quickly and efficiently. She was able to save me a lot of money based on what I had expected to pay in taxes this year. Don't wait until the last minute. Go see Patricia. She's awesome.
-
May 2021 by Monay Miller
DeMicheal was very knowledgeable about tax law. He is able to answer the questions that we have even when it was a question about preparing for the upcoming year. Starting a new business while trying to maintain another was not an easy experience so we had a lot of documents to make sense of. He was able to go through them in a timely fashion even though we were not in the office (in person). Filing via the portal was a way that saved my family a lot of time, which is extremely valuable to a family with 3 young children, a job, and 2 businesses.
-
May 2020 by joe delibovi
Terry is great! I wouldn't dream of going anywhere else. Pleasant, Informative, always willing to answer my oft times obscure questions with a smile. I am in the customer service business and I assure you, you lucky to have her.
