H&R Block

Have been filing taxes with H&R Block for almost a decade.
Never had any complaints. Dan Hunt — who is our advisor here has been very patient and very helpful.
Appointment are easy to get even on weekends during tax season.
Yay !

H&R Block in general is terrible. They messed up on a previous year’s tax return that cost us to owe over $ 10K in taxes. When we found out there was a mistake, they «tried» to fix it. I went to see another accountant at this location but she was unsure of how to fix the return. So she said to give her some time so she will research it. Fair enough. After her research she said it was indeed filed correctly. I didn’t believe her. Our return that year was very complicated and she did not sound confident in her answer. So I went to another accountant who not only fixed our return but also reduced our taxes by half. The new accountant did confirm that HR Block filed it incorrectly.

Jay Amin is the BEST. Very helpful and great to work with. Thanks again for all the help. We had a tax situation and he helped us straighten it out. VERY HAPPY CUSTOMER. I will definitely be back next tax season.

I had a fabulous first time filing my taxes earlier today. I was helped by this kind woman named Frances K. Newton!
She took her time going through the process step by step with a positive attitude. She’s been doing this for 17 yrs now so she knows what she’s doing. Her service is entertaining too! we shared some laughs and talked about personal experiences in life. She didn’t rush things which is nice because she knew it was my first time so she wanted to make sure she didn’t miss anything while filling up my info.
As Frances went to the next page, she made me verify my info to make sure they matched. She also introduced me to H&R Block’s special «black box» which is a signing pad; this memorizes my signature and transfers my signature to every page requiring one.
The whole process took about 30 mins. It went by smooth and clear. If I was a returning member, the process would’ve been probably 5 – 10 mins.
I totally recommend getting taxes done here at H&R Block because its worth it all: time, money, safety, convenience, etc. They provide you with a peace and mind. I personally had to pay $ 90 plus $ 35 for the IRS to take and delivery. It’s honestly not bad because of all the reasons I stated. They also provide a secure profile with your info so no one breaks into it. They guarantee the estimated amount 100%! The tax advisors here do a great job making sure you get all your money and nothing held back.
We work so hard for our money and we pay our fair share of taxes so we deserve every penny earned back. H&R Block makes sure no info is skipped and that numbers match up. I will always be coming back here for now on!
Once again, a huge thank you to Frances Newton here at the Sunnyvale location. She is kind, friendly, and knowledgeable. She won’t neglect your needs. Thank you!

Wow! I just read the stuff on this site.
i would like to have been a fly on the wall during some of these interviews
and experiences. I can hardly believe what I hear. Taxes aint no fun, and
that’s why you pay people to do them. And it’s hard. If any tax person tells you
they know everything, be very careful. Do you know everything about your job?

We went there for help with our first filing taxes as aliens, for help with determining whether we could file as residents (good) or not (very bad). We quickly understood that in the couple hours I spent myself researching the topic, I’ve learnt much more than the H&R representative knew, so they were absolutely useless for us. Maybe they’re good at some other tax topic, but not at this one (the representative apologized and said they had people in other offices who were specialists on this topic though). However, the representative couldn’t remember even what the penalties for late filing /​late payment were and had to look them up, which is weird.
Well, at least they didn’t charge us anything for this very short «consultation».

We went there to complete our 1040 form and I needed help on getting ITIN number for my wife. We had an appointment with Jay and he is really nice person and helped us out. Though we did not complete the form from Jay his advice was very helpful. Thanks.

This was my second year in a row going to the H&R Block and my second year with Jay. He is awesome. He makes sure you get the maximum refund possible and is incredibly helpful. I have a pretty simple tax return and getting it done by Jay is painless and quick. He treats you with respect and answers any questions you have, even if you think it is a stupid question. I highly recommend seeing Jay for your taxes.

They called us to remind us of the time change, and we arrived 10 minutes early. We were «promptly» seen 50 minutes after our scheduled appoint with several, «just 10 more minutes thrown our way.» I guess they feel they have bent over a barrel because it’s tax season. Not happy.

Made an appt a couple of weeks prior and picked the person I wanted to do my taxes; a guy with 30+ yrs experience; especially in business taxes. When I got there, I was looked at then ignored by 2 ladies, then someone told me my guy was not available even though I made an appt so they gave me someone else. This has happened to me before at another H&R Block office last year so unless they can stick with the appts, I suggest taking off the option to make an appt with a tax preparer of your choosing.
I believe the guy I was given was new because his hand was shaking the entire time as if he was nervous and I assumed he would ask me all the right questions to properly file my return, but for my business taxes, he filed it as a sole prop when it was an LLC, which is a nightmare to fix. When I found the error a couple of weeks later and after I already got my return and spent it on paying property taxes, he said I would not have to pay back my returns because it was already complete. Wrong. When I called in, I spoke with Peggy and she kept saying «oh my goodness!» because she couldn’t believe the mess he made with my returns and she told me they’d fix it, which reassured me a bit. My guy never took responsibility or apologized nor did he even sound like he did anything wrong; he just told me if it was an LLC, I need to go to the Cupertino office and gave me the phone number. I’m pretty upset about that.
So now I’m working with a great accountant, Chi, at the other H&R in Cupertino. She is very sympathetic to my nightmare of an experience. She asked me tons of questions when I first called her, she emailed me the list of everything she needed and she’s extremely organized. We are still working on resolving this over a month later. This has been a very, very stressful experience for me. But I should have known cause the guy was just telling me to estimate how much expenses in meals and mileage I had, not even caring if I got audited and the amount was incorrect. I’d give him a round number like 25,000 miles and he would put in fake numbers like 24,189 so it wouldn’t look obvious. My tax lady noticed his numbers and asked me how he came up with those exact numbers if I didn’t provide docs and I said I never saw those numbers before in my life; I gave him a round number and he must have entered those random numbers in. Now made me go back to all the places I serviced my car to get a record and bring it to her. It’s more work, but had I known that being I’m new in the business world, I would have done it to begin with. What an unnecessary nightmare; an experience I wouldn’t wish upon anyone…

This year’s tax returns were really complicated with the situation we’re in. Usually, we just take it to our usual tax accountant, but this year we wanted a someone who was knowledgeable with certain tax laws. We had a handful of returns to file — personal and business. Due to the new laws created for RDPs, the situation was really complicated. Property, stocks, investments, etc. all had to be split communally, and it was such a mess trying to file multiple returns.
Thank goodness for SHARON! I think that throughout the year, she does her own consulting accounting, but during tax time, she hangs out at this H&R location. At first, we were hesitant to take it to an H&R, but with Sharon there, we’ll be going there when we need her. She’s fabulous, and we’re so thankful for her expertise at the new laws. She’s friendly, welcoming, and very efficient at what she does.
Even though out of pocket we paid nearly 1k in services, she was able to maximize our tax returns so that the 1k we paid didn’t make much of a difference!
Ask for Sharon!!!

I am still trying to have the $ 500 dollar price shock wear off. They charge by the form they need to fill out. I am newly self employed and wanted to make sure I was getting my taxes done properly. I did end up getting a refund, but MINUS $ 500 for service. FRAN was A ++++++++++++++++ but the price is F– — - — - — - — - — -.

Wow this place is pretty expensive then the usual places that i go to. last year i only payed some guy 30 dollars to do my taxes. But here i had to pay 124. i should have just stick to the asian folks that i knew would not charge me up the butt.
customer service was good i mean i was greeted and sat down promptly but this office has a lot of old people that cant really type fast. so it took me about 1 hour to finish my taxes. The only thing about this place i don’t like is i had to correct him about two times about my numbers. i mean this guy had thick glasses on i’m surprised that he cant see pluto with those glasses.
Anyways i’m going to a different place i mean 124 vs 30 dollars no contest im willing to drive all the way to berressa to get my taxes done with the quickness. save myself at least 96 dollars…

When I try to do my own taxes, I owe big. When I let these guys help me out, I always get a refund. I’ve never failed to be able to get in to see someone the same day as I want to and I never have to wait more than a few minutes.
Thanks for the help, H&R.