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H&R Block

4.8 (17 reviews)
Closed 9:00 am - 6:00 pm
Updated 1 month ago

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Services - H&R Block

Bookkeepers

Business filing for current tax year

Individual filing for current tax year

6 More Services

Current year tax preparation and filing

Business filing for past tax year(s)

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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1 year ago

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1 year ago

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4 years ago

They were very professional and helpful. They explained everything that they were doing and didn't take long to complete our taxes.

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6 years ago

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Review Highlights - H&R Block

Our company's needs have grown and Marie and her team have been SO HELPFUL in steering us in he right direction.

Mentioned in 11 reviews

Read more highlights

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Kalter Financial Group

Kalter Financial Group

(18 reviews)

I've been working with Kalter Financial ever since I sold my small business in December 2013. It…read morewas a complicated sale, but Eric helped me to have a seamless transition with his extremely well-rounded understanding and knowledge of the varying tax codes. He knew exactly what to do to maximize my tax savings while also making sure that everything was done properly. Eric's jovial attitude, family values and warm business sense have made me a client for life. Miguel has handled my tax returns ever since and he has also been a joy to work with. He is thorough, calm and explains everything in a clear and concise manner. He's a great representative of Kalter Financial! Kalter Financial not only do taxes, but they also do payroll, investment advice, and so much more! They're really great! Professional, timely, reliable, informed and proactive. If I were to offer constructive feedback to the business/business management team, I would say...please don't charge extra for infrequent, quick tax questions. We get what we pay for, and I'm happy to pay top dollar for my tax returns to make sure they are done right, but it is upsetting to get a note on my tax return invoice that says "special project" only to learn later that the charge was added because I emailed a quick question for clarity about eligible deductions, etc. Despite that, I still give Kalter a 5-star review because no business is perfect...but Kalter is pretty darn close to perfection. Thanks for all the years of great service! I'll gladly be your devoted client forever. Warmly, Michelle

I have used Kalter Financial for my taxes for about 4 years and I absolutely love their customer…read moreservice they are phenomenal. They make it easy and hassle free to do taxes. I wouldn't trust anyone else to do my taxes. They also offer great accounting services for company's including payroll. They do it all! Thank you Kalter for your amazing customer service and for actually caring about your customers!

Yenny Kotani, CPA

Yenny Kotani, CPA

(21 reviews)

This is a long review, but I feel like it still doesn't do Yenny any justice for the long hours…read moreduring tax season. Yenny is an amazing CPA. I contacted several CPAs before finding her, and many of them either made me jump through hoops just to speak with an actual CPA or didn't fully understand my tax situation. My case was fairly complex, involving multiple state filings, the sale of property, and catch-up depreciation. As I explained my situation, Yenny immediately understood exactly what was needed. In fact, she mentioned Form 3115 before I even brought it up myself, which gave me a lot of confidence in her expertise. She has been incredibly thoughtful, precise, and professional throughout the process. Her knowledge of the tax regulations is clear, and she handled everything with competence and care. I highly recommend Yenny to anyone looking for a knowledgeable and reliable CPA.

While we're set for the 2024 filing year, my husband and I definitely plan to meet with Yenny…read moreKotani for 2025. I did call her just to briefly consult, and she was super helpful and friendly and knowledgeable. While Brea is a bit out of the way for us in SGV, she agreed that everything could be done electronically, so I'm so excited to finally have a professional CPA helping us once again and not just me fumbling through turbotax/Chat lol. Thank you, Yenny! Wishing you well the rest of the year and look forward to talking to you in early Feb 2026!

H&R Block - taxservices - Updated May 2026

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