This review is for the WEST CALDWELL NJ office:
I had my paperwork organized and ready to review, as this was my first time using H&R, IT WILL BE MY LAST; he pulls out the paperwork, does not even read cover sheets that explain what he is looking at, and within 30 seconds it was a mess. He had absolutely NO UNDERSTANDABLE knowledge of a ROTH 401 withdrawal and was asking me "does that sound right", are you kidding me! Had he taken the time to discuss the few pieces of paperwork I provided BEFORE starting his online filing, I would have realized "time to get up and walk out"; there was not so much as a calculator on his desk, I had to pull out my phone to use the calculator to provide him some totals, ISN'T THAT WHAT HE IS PAID TO DO!
As for the fee; an additional 40.00 charge is quickly added with a fast talking explanation that this provides you with 100% audit support if it is found they did anything wrong, with a hidden line that explains if client gives inaccurate info, it is not H&R issue.
Absolutely no confidence this tax filing is accurate and to spend another $250.00 to another firm is not within my budget.
As I am leaving and trying to collect the mess he made out of my paperwork, he is asking me to click 5 stars on the survey, I looked at him and told him "I am not doing any survey until I get home and look this over". Well Yaser, here is your survey.
Office environment provides absolutely no privacy; personal info was filled out online prior to my appointment, however I was still asked for my social security and other personal info for all to hear. read more