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    H&R Block

    3.4 (21 reviews)
    Closed 2:00 pm - 7:00 PM
    Updated 3 weeks ago

    Services - H&R Block

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Tax planning

    Accountants

    H&R Block Photos

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    1 year ago

    Great service and reliable and always on time. My real thanks goes to Dennis, Gamblin. He really gets things done. Thank you Dennis.......

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    13 years ago

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    16 years ago

    It was okay. It's nice that there is a tax place that's in town, and not corporate.

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    11 years ago

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    Ask the Community - H&R Block

    Review Highlights - H&R Block

    00 I was so upset and someone recomended Jim Greenbach and oh boy has he done, not a good but an excellent job.

    Mentioned in 3 reviews

    Read more highlights

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    Tessara Wealth - Tessara Wealth Team Picture in Burlingame.

    Tessara Wealth

    (27 reviews)

    We've been clients for almost 10 years and have worked with most of the firm as they've grown…read more Tessara (fka Ballast point financial planning) has been instrumental in guiding us as our income and net worth has climbed. Shawn has also been a trusted resource for referrals to other services we have hired in the Bay Area and we're so appreciative of him. Most recently, Vidalia is our lead planner and she is fantastic! She is knowledgeable, responsive and personable. I admire how she handles my questions in such a calm and composed way which I know can be challenging sometimes since I handle clients in my own career. We've "graduated" now that we have a stable financial plan but will have no hesitation becoming clients again if our planning needs change in the future.

    Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly…read morethorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will absolutely be using in the future to track our assets. Very grateful for Shawn and BPFP!

    H&R Block - taxservices - Updated May 2026

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