Block Advisors

I came to Cindy L. Fan, EA Master Tax Advisor (Suite 220) at the last minute, confused scared and unsure of my tax direction. Cindy got me in the next day, and was extremely detailed oriented, helpful, and very knowledgable. She helped me very throughly and had excellent follow through caring how my whole experience would go. There were some questions she had to find out and I was very impressed with her professionalism.
I highly recommend this office and Cindy in particular. :)
Was a joy to work with!
Would use again!
Alison J. Foster

Chi Bair at H&R Block is top notch. I certainly recommend her.
Detail oriented and professional.
We moved from another state, sold a house, etc in 2014.
She knew what to do.

The Worst tax pro NIRMALA RAVINDRAN, sooooooo rude, deny my case in 10 minutes saying She’s too busy to help me. Chi is the best to go for.

Husband and I went here to file our taxes this year because we got married, left jobs, and moved to California. Once we figured out what would be most beneficial for us to file, it was easy sailing from there and something we could have done ourselves. We paid $ 280 to have two federal and one state income taxes filed, which is quite pricey. However, this is a premium office, which from what I gather, means it comes with extra benefits (like audit protection) that might be good if you have been evading taxes for the last ten years and the IRS suddenly calls you about it. Unless you have a really tricky tax situation, do it yourself with TurboTax. If we had done a little more research we could have figured out the better way to go on our own. But now we know.
Terry was our consultant and he was great. Patient and willing to explain everything. Receptionist was also very nice.
It is located on the second floor of the complex, above Potsticker King and Merlion. There is only one stairway for that complex — it is to the right of Potsticker King.

I met with Derek Tennant, who did take some time to give me helpful advice. However he then indicated I should take my business to a different H&R Block location. He said his location was a «Premium» H&R Block, and that if I went to the regular H&R Block they could offer the same service but for a lower cost. Sounded fair to me.
I called back about a week later to see which HR Block he thought I should go to. He acted like he had no idea who I was or what I was talking about, and acted very short on time (rushed) with me. After I mentioned a few things it seemed to «jog» his memory somewhat. He told me «sorry but I deal with so many people». (Well so do I in my business, which is why I keep a file with a few notes on each one) Anyways, I give him my email address and says he is going to email me the name and phone # of the place I should go. I wait a day, no email. I call back, he says sorry he miscopied my email. (Probably because he wasn’t listening closely and just wanted to get off the phone, because I had told him it twice, and said it very slowly). Finally the email shows up.
So I make an appointment with the «Regular» H&R Block office he referred me to. It ends up being on a Friday night. I wait around doing nothing all Friday night because I have this 7:30 appointment. I finally sit down with the woman and she says she cannot help me with the kind of service I need (LLC, S-​Corp stuff) and says I should have stayed at the Premium office in Cupertino.
Ugggghhhh!!! Are you kidding me? Thanks Mr. Tennant !!!

If I could give Chi Bair 10 stars, I would!
Chi Bair is a Master Tax Advisor at this H&R Block location. She is very professional and detail-​oriented. She helped us with a challenging tax set-​up (personal income tax + small business) that was made more complicated by incorrect tax advice given to us on a previous year by a CPA at another accounting firm (not H&R Block).
Chi asked pertinent questions, helped us work through the requirements, and provided explanations and assistance as needed through all the steps of the process to getting everything back in order.
She says that they at H&R Block guarantee their work and would do what it takes to satisfy the client. For me, she really went above and beyond our expectations! This is what excellent service is all about.
My family has since moved from the Bay Area, but we will definitely make the 2.5-hour drive this year to have our taxes done by Chi again at the H&R Block Cupertino location.

As promised last year, I’d come back to Chi and I did this year! That’s how incredible she is. She will have me as a client for life. She’s not only amazing at what she does and helps me get the best refund possible each year, but she’s easy to talk to, super efficient and flexible with my schedule. She’s so good, I drive all the way from San Francisco to Cupertino in traffic after work to do my taxes with her and no one else. I can’t recommend her enough!

I’m working with Chi on an IRS audit. She was very knowledgeable and helpful, I’ll definitely be back.

These people made my tax experience especially worse. I had filed previously online using H&R Block software. I was mailed a coupon to have a «certified» tax preparer file our taxes. The coupon seemed like a good deal (I think it was $ 50 or $ 100 total for all the services). For one, the «preparer» was a moron who didn’t even speak English. He had no idea what to do with our 1099. All he did was follow the instructions on the software which took him forever since he typed like 10 words a minute. Then when I showed him to coupon, he freaked out and started interrogating me on where I got the coupon. I guess their fees are a lot higher than it was on the coupon. He and another employee there called their manager who had to tell them the coupon was legit. The whole experience took half the day. That was a few years ago. I have never gone back and have been using TurboTax since, no problems.
I gave this place 2 stars because I want to be reasonable and because my taxes were eventually filed.

Hi everyone,
I don’t leave many reviews but this is definitely well deserved. I’ve been taking my taxes to Chi for last few years and can honestly say I only trust her with anything relating to my taxes. She’s great because she’s very details and also helps prepare for the following year for whats exactly needed. My tax preparation only took about 15 – 20 minutes because I provided all my documents she request a day before. So when I came into her office it was mainly just to confirm the figures/​numbers. You know this is a great tax preparer if I travel to Cupertino all the way from San Francisco during rush hour. Trust your taxes with Chi!