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Falzone Financial Services

4.0 (1 review)

Services - Falzone Financial Services

Accountants

Current year tax preparation and filing

Past year(s) tax preparation and filing

2 More Services

Audit and conflict resolution support

Tax planning

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H&R Block

H&R Block

(7 reviews)

A friend who temps at Block recommended one of the women in her office. I gave Block 2 stars only…read morebecause the woman was competent and pleasant, but my general experience with Block would have not been one star. For one thing, they chose this year to roll out a new procedure at the office I went to. It's entirely on line. You are expected to summarize your data (income, deductions, etc.), and to scan and upload all relevant documents (like 1099s). Basically, you do their work for them. (No clue if this results in a smaller fee.) If you are the type who likes to bring a box of receipts and documents to a tax preparer and to go over everything, you won't like this new procedure. After everything is uploaded, an "assistant" of some sort looks over everything and you will have a phone conversation with him to see if anything else is still needed. (But NO advice as to accuracy.) (The new system supports a smart phone, so if you have one and know how to use it, you can take pictures of all relevant data and then upload it. If you can't use a smart phone, you can use a PC. If you can't do either, you can take everything to the Block office and one of the minions will scan and upload for you. I have no idea if they charge for that.) I had everything relevant, including the conversation with the "assistant," scanned and uploaded a full month early. And heard nothing until April 14 when, in response to a "where are we?" email, my advisor called to ask me if she could file for an extension because she never completed my return. (And I was due a refund which now I have no idea if I'll ever see.) There is a $99 charge for filing for an extension, which she claimed would be refunded. (We'll see.) So I can't tell you if their charges are reasonable. I can tell you that if you cooperate and give them your data well in advance and they still can't file on time, that ought to be unacceptable for a tax preparer.

Ive switched representatives thru the years and latest is dissatisfaction with the peace of mind…read moreguarantee which I've been purchasing for years and finally have to use it and not very pleased. In December 2024 state gave notice of underpayment for a previous year. They charged interest and gave us less than month deadline to pay. We told H &R BLOCK. THey said to pay and then peace of mind would research. We paid what hnr block said we were supposed to. Months later we gad to follow up with H R block heard nothing. They said give state more time to reply. Again hear nothing and told it will be escalated . September 2025 is now approaching and I am still sending inquiries about getting our money back via peace of mind. Not what I was expecting to get for paying for guarantee. Looking for someplace else to go...Looking for personal accountant recommendations.

Falzone Financial Services - taxservices - Updated May 2026

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