Connie at H&R Block was wonderful to work with. She was patient, knowledgeable, and took the time to explain everything clearly so I felt confident about my taxes. She made what can be a stressful process feel easy and smooth. I truly appreciated her professionalism and kindness and would absolutely recommend her to anyone needing tax help. read more

My Wife and I have been going to Block advisors for years, only once did we have an issue with an agent making a mistake. Carol Kaufman has been doing our taxes the last 2 years and she helped get this issue taken care of, H & R's peace of mind really does take care of any problem that arises and they stand by you the whole time. Mrs. Kaufman is very knowledgeable, friendly and calmly explains everything to you in the process of doing your taxes. She truly cares about her clients. Keep up the great work Carol and H & R Block. Sincerely, Thomas Largo Jr., and Family read more

I've been to this location three years in a row, each time has been a decent experience. The most recent one was the hardest, Lisa S, and Carol K are phenomenal at preparing taxes, complicated or not, they both are able to bang them out in relatively decent time, although I suggest dropping your tax info off and setting an appointment later. The receptionist are hit and miss, I showed up for my appointment arranged for the prior year to have Lisa S handle them, I even confirmed the appointment by phone. When I show up, I'm asked if I want something to drink, have a seat, yadda, yadda. The receptionist wanders around like a lost puppy, I then put two and two together - Lisa wasn't there, and the staff had no clue where she was, fast forward five minutes, and the young lady comes back to tell me Lisa called off sick. Okay, I get it, illness happens, so I leave my taxes for Lisa S to do and schedule a follow up appointment with the receptionist for a week later with Lisa S (10 days prior to the April 15th deadline). I get a call from H&R block 800 number confirming the appointment the day prior, and then miss a call from the office 6 hours prior to the appointment, no VM, no repeat call. I try calling but the number is busy, (I get it, it's tax time, calling a tax preparer within ten days to the deadline will probably result in such). I call back an hour to the appointment, and the receptionist says ohh yeah, she's sick and won't make the appointment. Now I'm not a dick, usually, but I'm wondering why no voice mail to let me know this. I explain the days I can't come and ask what days can I meet with Lisa, the receptionist then tells me the exact days I just told her I can't make! Long story I'm like screw it, I'll go across the street and get them done at the other H&R Block (yes, there's literally another H&R branch across the street - 323 East Brown). When I show up to get my paperwork, fortunately another tax preparer Carol K. was willing to help me. I ended up setting an appointment with her and she was able to finish my tax forms (Lisa had done the majority already). Again, I highly recommend this branch, and both Lisa S or Carol K, they're able to do even the most tedious tax preparations for Business or Personal. Please don't fault Lisa S from my review, (Lisa S maintained a full schedule during the time I dealt with my taxes - just not on the days I could make it) I added her information in here to show my concern/frustration with the receptionist, there are three of them that I dealt with and the youngest hispanic female was the reason for my angst, all other staff were professional and courteous, and in the defense of the young lady, at her age I wouldn't even been able to that job. read more

Block Advisors - The face of the store, it's located in the corner behind the gated native new Yorker patio. - Tax Services Near Me - Mesa, Arizona

I've been using H&R Block for eight years and have always had a positive experience- until now. Let me also say I've waited a week before posting this so I could cool down and write from a less emotional space. I recently moved back to Arizona and my W2s for the year are out of state, plus I had some PhD Teaching fellowship documentation for them to process, and had recently been married and don't really have any experience filing as a married person (it was going to be the first time filing married but separate). I had an appointment with a gentlemen who took one look at my straightforward paperwork and said 'I don't know how to do this' and proceeded to interrupt his diabetic co-worker's lunch, Wanda. I have to say I felt very racially profiled by this woman, which is pretty insulting to me as a 6th generation American- no matter how Arabic my name sounds I am paying for services and deserve not to feel veiled discrimination. I understand that she was diabetic and that her lunch was interrupted, and her colleague should not have, but she insisted. Now Wanda asked for my husbands details (dob, name, SS#), filled out the relevant forms, and then decided at the very end that she was going to switch forms (from filing me in 2 states to one: why didn't she do this from the very beginning??) and didn't need my husband's info. In addition, her demeanor was that of a person who seemed very suspicious of me over the course of the q&a and filing. I explained to her that this was a new tax filing scenario and instead of working with that gracefully i was made to feel like i was under scrutiny and being judged. If I knew what I was doing I would have used Turbo Tax instead of paying someone for their expertise. She jumped on a mistake I had made- I thought I filed as married but separate in 2014 but remembered incorrectly: both my husband and i were advised to file as single since we married in march of 14 and held separate households (no mixed finances) as we were PhD students on fellowships in neighboring states and I had told her we filed married but separate- so what I made a mistake! I just watched her make several big ones myself! Wanda jumped all over this and asked for my husbands tax returns from 2014, which she had no legal right to do, and took down his personal info again. At this point, after 1.5 hours, the racial profiling going on was very clear to me. When I told her 'this has become too complicated' and got up to retrieve my paperwork from her desk she grabbed the post-it with my husbands info off of them, her intent and suspicion very clear, like she needed to make sure she had his details because i was up to something nefarious. It was a waste of my time, and it made me feel harassed on discriminated against on so many levels. H&R Block needs to train their reps in Customer sensitivity and carefully screen who they hire to represent them. As a former Human Resources Director, I would have immediately taken action if one of my staff members ever acted in this way. read more