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H&R Block

2.3 (3 reviews)
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Updated a few days ago

Services - H&R Block

Accountants

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Audit and conflict resolution support

Tax planning

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3 years ago

would give zero if i could. took forever and they did not even file for my dependent. go somewhere else or do it yourself

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12 years ago

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Ask the Community - H&R Block

Steve Lynch Wealth Management

Steve Lynch Wealth Management

(6 reviews)

Uptown

I was a beneficiary on my mom's IRA's that this company was managing. I was never contacted by this…read morefiduciary to settle my mom's accounts after she died. I had tried on several occasions to contact them. 5 months went by when I found out my step-father had a meeting with them. my stepdad invited me to the meeting with my husband. it was clear from the beginning that Mr Lynch had no intentions of disclosing my mom's account values. he would not give me the dollar amounts on her 2 IRA's. he said I had to make an account with his company before he could give me any of the numbers, even though I am co-trustee of the Estate & a beneficiary. we asked him to disclose my stepdads values to insure us, the family, that my mom's husband was financially stable and had an income. he would not disclose that either. All he said was that the family was not too worry about my stepdads income. he was rude and not professional. His office treated me like I was not a grieving daughter and didn't offer any condolences. My first impression was that this company was taking advantage of a 94 year old man who had just lost his spouse if 50 years. this company was not transparent at all. everything seemed to be a secret. my mom had dementia for over 10 years and I ask myself, due to the way I was treated, is something wrong going on here???? I felt like this company was all about the money and nothing about the "client " dead or alive!!!!! I had to navigate through the paperwork process just to settle my money, on my own. The Lynch group was not responsive to any request by my financial advisor or myself. I ended up having to contact the company that holds all of Lynch's money, to get my IRA's cashed out. I verbally Had indicated that one of the IRA's needed to be rolled over to a inherited IRA. The company did not do as I requested and sent me a check, therefore making my ability to roll that money over to the appropriate account. I ended up having to pay taxes on the full amount even though I had tried to get help from Lynch's office to facilitate the roll over. My financial advisor called them multiple times for help. What a horrible, long drawn out experience I had. I never expected being a beneficiary was so unappealing.

We have used SLWM for over 20 years and our returns have always been significantly above our…read morereturns of trying to manage our portfolio on our own. We live in Alaska but have also lived in Texas, California and London during the time he had managed our portfolio - your location doesn't matter. Steve, Jesus and Kyle are all great to work with. I would highly recommend utilizing Steve's vast knowledge of the financial markets to grow your investment portfolio!

H&R Block - taxservices - Updated May 2026

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