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    Block Advisors

    4.3 (24 reviews)
    Closed Closed
    Updated 2 weeks ago

    Services - Block Advisors

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

    Block Advisors Photos

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    2 months ago

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    7 years ago

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    9 years ago

    Kuelian was incredibly helpful, responsive, and nice! This place is great, and I feel really grateful they helped me with my taxes!

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    12 years ago

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    Ask the Community - Block Advisors

    Review Highlights - Block Advisors

    I made my decision to go to this specific H&R Block based off the convenience of location and mostly because of the positive review of Cheryl.

    Mentioned in 5 reviews

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    Key Financial Solutions

    Key Financial Solutions

    (13 reviews)

    Kermit is not only an amazing CPA, but a great human being in general to boot. If you are looking…read morefor your stereotypical green visor CPA with an oxford shirt and tie - Kermit & Key Financial Solutions might not be the place for you. If you are looking for somebody with an immense depth of tax knowledge who can explain things to you in plain English - Kermit is your accountant. He is knowledgeable, personable, and just a joy to be around who helps regular people navigate our insane tax code in a cost effective, professional, and helpful way. No frills, just quality honest work.

    Last year was looking for some help with tax return as there were a few elements that left me less…read morecomfortable self filing like I normally do. Kermit seemed like a good price. However there was little to no communication past a short round of information gathering, and April turned into June, Kermit told me that they needed some information and that I should call his assistant Sarah to provide. Info was provided, and the line went dead. Emails are almost never replied to and phone calls are almost always either to voice mail or a "He's / I'm Busy can he call you back soon?" -- And are also never returned. I called / emailed every couple of weeks through till August when I was told that he had most of it done but still needed info from the state of Hawaii. At that time I paid a 20k estimated tax (still no taxes filed) to feds (nothing to state?) at his suggestion. Now it's Feb. 2019, and my taxes still aren't filed. I've been calling / emailing to get something out of Kermit and Co consistently now for 8 months. Maybe he'll see this?

    Peter B. Diaz, CPA - Tax Consulting and Tax Preparation - Peter B. Diaz, CPA - Tax Consultant

    Peter B. Diaz, CPA - Tax Consulting and Tax Preparation

    (15 reviews)

    I'm consistently pleased with the work Peter does for me each year…read more My tax returns are somewhat complex, involving income from a trust (which requires its own separate tax returns) as well as reporting on an in-state and an out-of-state rental property. I strongly dislike doing the necessary prep work for my tax returns each year, but Peter makes the process of gathering the information and getting organized as straightforward and as painless as can be reasonably expected. The things that I dislike about doing this prep work are the fault of the US and CA tax codes, and definitely not the fault of Peter. To the contrary, he makes this annual obligation easier, more bearable, and more doable. Plus, Peter is a genuinely nice guy -- friendly, responsive, professional, etc. Finally, I'm skeptical of Nicole L's negative review posted here from 2019. Her experience is not my experience with Peter. Not at all in fact.

    My husband and I just had our taxes done by Peter Diaz, CPA and we are very satisfied. I first met…read morewith Peter when I was getting ready to open my own small business. He was very informative and his pricing was and is fair. Peter was also able to help me with estimated payments in 2019 even before we were officially signed on as tax clients. Every interaction we've had has been smooth. Within a week of meeting in person for our 2019 taxes, Peter was nearly done preparing the returns. Once we gave him the rest of our information he finished very fast! Not all CPA's are this responsive and thorough and we really appreciate that. We'll be returning next year!

    Block Advisors - taxservices - Updated May 2026

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