H&R Block

My wife and I knew we would be paying taxes and they gave us an appointment with Pat.
She tallied the numbers and said, we owned $ 10,600. We weren’t expecting that much and she made us feel like it was a privilege to pay the gov’t so they can take care of us?! She was having trouble with 1 line the computer didn’t accept. Pat told us to come back.
We came back a few days and Pat was busy. But, Linda heard Pat did our numbers and Linda redid all our taxes. We only owed $ 4,300.
–So, if you want the gov’t to take care of you, go to Pat.
–If you want money back, so you can take care of you, go to Linda.

Not impressed

Dennis has made filing taxes for me so much easier! He’s great. Filing taxes used to be so stressful for me because I used to have one of my family members help me and it was not a good experience. Let’s just say, I used to hate tax time. Now, I don’t mind it at all.
Dennis is extremely knowledgeable and answers any little question I have and believe me I have plenty. H&R Block is pretty pricey — it cost me over $ 400 to get my taxes processed this year but it was worth every penny because it was a stress free experience. My tax filing charge was double this year because I had so many different types of paperwork he had to take care of.
This year, Dennie even called me weeks before the tax filing deadline and asked me if I wanted to make an appointment. I was a procrastinator and scheduled my meeting on April 15h and Dennis finished my taxes in time.
It’s pricey but they’re very helpful! Ask for Dennis. Definitely recommend and I will see them next year.

This review will be updated UNTIL my 2013 tax return has been amended and fixed!!! I will not name the tax preparer as this individual has been really nice to me, but a mistake on their part has caused me panic attacks and anxiety. I am no tax professional, I go to these folks and rely on them to work on my taxes, even if paying 300 $ for the work. the «piece of mind» which they backed and I paid for hasn’t given me piece of mind yet as I am constantly being harassed by STATE and FEDERAL! I have an appt tomorrow and this review will be updated as my problem gets fixed. I even have another attorney told me to have them amend my 2013 state and federal. H&R Block!!! help!!!

1. Linda Marshall is incompetent and I have proof
2. Female manager fails/​refuses to admit their fault despite my proof
Linda advised and did the filing for my ex-wife’s tax return. She completely FAILED to meet the requirements of «The custodial parent signs a written declaration.» This is mandatory in order to claim dependents as a noncustodial parent.
As a result, I have to amend my return in paper format and my ex-​wife also has to spend more money and time to amend her return.
Proof:
«However, the child will be treated as the qualifying child of the noncustodial parent if all four of the following statements are true:
4. The custodial parent signs a written declaration, discussed later, that he or she will not claim the child as a dependent for the year, and the noncustodial parent attaches this written declaration to his or her return»
To be sure, I answered IRS’ questions through their ITA and it confirms I am correct.

I walked in with a fairly simple problem that I could not solve. Without an appointment, Dennis Miexner took my information and solved it in 24 hours. He had great follow up and superb customer service. I may just ditch Turbo Tax next year and have Dennis do my taxes! Thank you Dennis and H&R Block for making my life a bit easier!

I hate to give a one star but, I’m going to agree with Unilocaler Jasmine’s review. I too had my taxes last year filed with CATHERINE GO, and it was not a pleasant experience.
I even saved her business card to remember my experience. My previous tax person was at the Westlake H&R Block, that my family loved and has been filing our taxes forever had moved out of the state unfortunately. So I thought I would take a chance at Colma. I cannot believe how unprofessional this lady is, she had insinuated that my paperwork was incorrect. Seriously? I even told her that the HR folks at my employment had reviewed it and were the ones that confirmed it! I am paying H&R Block to conduct this type of unprofessional rude service?
Not a good experience at all. I was so upset that my face was red and shaking!
***DO NOT FILE YOUR TAXES WITH CATHERINE GO! NO GO!!***

Go to Marina! She’s the best. I got my maximum return and it was so painless and quick. I’m just disgusted at their prices. I had to pay $ 450 for a w-​2 and a 1099.

I will never use H&R block ever again after CATHERINE GO. messed up on my tax return. Didn’t put my sons CORRECT name on my taxes which made it appear that I was trying to claim someone who isn’t my son. It took them over a month or 2 to get declined to tell me the issue which I had to call multiple of phone numbers to figure out why. Finally found out and gave her a call stating she put the wrong name on my file! She argued back and said no she didn’t I told her specifically that I’ve talked to multiple managers with H&R block and customer service reps and ALL has told me that she put the wrong name. I told her she needs to fix it and rush it. What did she do? She didn’t even fix it! She lied saying she did for me to wait another month for it to be declined. I filed my taxes beginning of January. When did I get my tax return money? APRIL. She’s lucky I was able to fix it before the deadline or somebody was going to get fired. The ladies at the front desk were able to refund me my 300 that stupid girl charged me for. 300 dollars for her to claim an entirely different person and for me to be investigated. Not worth a damn penny to me. I will be using TURBO TAX for now on. Its a lot cheaper PLUS I get more money back and I can see every single thing that I’m doing and claiming. Do not go to H&R block if you do not want your taxes to be delayed for 4 months. and if you do plan to go, I highly recommend not going to CATHERINE GO.
– AFTER READING SOME REVIEWS IT LOOKS LIKE CATHERINE IS STILL THE SAME. WITH HER ATTITUDE AND HER MISTAKES. IM SURPRISED SHE ISNT FIRED YET FOR ALL THE MISTAKES SHES BEEN DOING ON PEOPLES TAX RETURNS. CAN A MANAGER PLEASE TAKE CARE OF THIS?!

I’ve been doing business tax return with HR, I gotta say I’m happy. They took care me really fast & professional. Special thanks to Guillermo and Many business team, Japanese restaurant bar

Make an appointment with Dennis Miexner… the BEST tax professional there is. Dennis has been doing my taxes now for two years and makes the process of filing taxes easy and informative. He is able to answer any question that I have and is very efficient with the tax prep software!

DO NOT GO TO KATHERINE GO! my girl friend did a mistake on her taxes, so she had to owe money no biggie, but Katherine miss roll your eyes giving me attitude which in fact, I was not the customer filing my taxes I was asking her questions on why my girl friend had to owe. Keep in mind I was not rude to her at all, until she made fun of my girl friend and said «are you going to have your parents help you pay for that?» By far thee most crucial and rude service I’ve had and I’ve been going to this place for 4 years.

If there is a lower rating than one star, they deserve it. H&R Block advertises extensively about how they will find you the refund because you deserve all the money you earned… so being an idiot, I decided to go and try them and abandon my usual Turbo Tax. BIG MISTAKE!!! They quoted me about $ 102 and when it was time to pay, that estimate more than doubled to $ 218. When we asked, he said, nothing I can do about it since it was set by the IRS. REALLY??? So we pointed to their «price list» and asked him where it was posted. He first pointed to 1040A… then realized the posted price did not add to what we were being charged. Then he said, oh you had to file the next one down… the more expensive one 1040 complicated (full itemization). So we asked, but you did not do any itemization — -no house, no business, no school expense, etc. Oh ok Ill give you a $ 50 discount. REALLY???
H & R Block — you lost a customer and I promise you I will make it my hobby to make sure no one else gives you business. H= Huge & R=Ripoff BLOCK=Block head tax «professionals».
Don’t make the same mistake I made… I got more refund last year using Turbo Tax… with Single 1 all year, than H&R Block’s mickey mouse preparation with Single Zero all year. Go figure!
(This is for your Tanforan Mall Office since they list you as the year round office)

Great people! Richard M. is the best Tax Advisor. He was patient and helped work out a real mess with the IRS. The result — instead of owing +$ 20k ended up getting money back!

I’d give H&R Block a fiver, but you guys were quite expensive to prep my taxes this year, however ya’ll are awesome. Well, Linda Marshall is awesome. She prepped my taxes last year and decided to make her my go to person during tax season. She’s very friendly, and double checks what she does. If she is unsure of something she will get back up help to ensure they are filling out the right stuff. What I like about her is her honest input on what she things would be best when making certain decisions. I can’t say how much I will be getting in return this year, but if you do have something more complicated than a 1040EZ, be prepared to pay a hefty price. For me, it is something that I do not mind paying since I am quite illiterate when it comes to these things, and I need someone to thoroughly explain it like as if they’re teaching a 2^nd grader how to understand these things. I do recommend asking questions so you do know what they’re doing for you, and you can keep track that things are going as they are supposed to. File early and don’t stress over the deadline. Just do your part, go in, bring your paper work, review, pay, and wait for your refund (if you do get a refund).

October 15 deadline right around the corner, and today is 10÷9… I really don’t want to wait any longer, need get this done today. Thankfully HR Block was actually open extended hours due to the looming deadline!
I forgot a few bits of info so I had to head home once, but Cynthia was awesome and walked me through the process… Thank you! She even gave me tips on things that i would be able to use as deductions in the future.
And I await a nice refund in the next few weeks. Hawaii vacation fund!

Linda Marshall is a treasure.
Several years ago, the IRS sent me a letter saying I owed them an ungodly amount of money. I was just days away from celebrating my birthday with an expensive vacation, so I was crushed. (Hmm, is the IRS on Unilocal?)
I figured there was a mistake in the previous year’s tax prep, so I went to the closest off-​season H&R Block I could find. Thank goodness it was at Serramonte, where I met a very friendly and attentive Linda Marshall.
Before Linda meticulously evaluated my previous year’s forms, she insisted I enjoy my vacation and assured me everything would be ok. Just minutes after I arrived at my hotel, I got a call from Linda saying she found the errors and the corrections would be free of charge. Linda saved me a ton of money, and my vacation.
H&R Block is hit or miss — they messed up my forms in the first place — but Linda makes the Serramonte branch a consistently exceptional experience. Linda sets the bar for customer service in any field.

its ok. I gotta start learning how to do my own taxes to save me the almost $ 200 they charge to do the taxes.

I would not use this service again– ewww. WTF. I made my appointment on their website for Linda Marshall, because I read her profile and thought, I’d go with her. So i showed up for my appointment, and she was on VACATION! uhhh. .OK. So they set me up with this other guy– he was the most unfriendly, dead beat, no desire to want to be there man. I kinda felt bad for him. He did not want to interact or answer to any of my questions. So. I would have to say. sorry H&R Block. this person really push away business… even for the FREE 2^nd look deal. YIKES

Linda Marshall is the best, friendliest tax person i’ve ever met. ask for her. unlike most people — I HATE doing TAXES and I can’t even describe how much i despise even thinking about this ‘april time of year’. Linda 100% takes the pain away and works SO hard to make the experience non-​hideous. i actually enjoy seeing her each year! I don’t know what i will do if she ever leaves H & R block or town. I live in SF but i go to this place for her. Highly Recommended for those afraid of math and tax meanies who make you feel dumb. :/​Linda is your 1040 mama! :)