After my wife and I left the military, I opened my own practice and she started a managerial…read moreposition in a local hospital. With more complex finances, we knew we needed someone we could trust and who had the skill set to manage them (a task we didn't have the bandwidth to learn in addition to our own responsibilities). Jamison Hanson was referred to us by a friend and his father who were already clients, and I appreciated the firm's methodical approach. They use a calculated risk at a level we were comfortable with at each stage of life. Money management is all about managing risk and minimizing expenses in the process. Not having a financial background, I have benefited greatly from what I have learned through our partnership with Steven Jamison. I don't feel comfortable with the black box approach to decision-making where I put in money and hopefully more comes out. At every meeting there's a new detail of the evolving tax law and our changing financial situation, which leads to a range of choices to better position ourselves in our retirement. Steven's explanations increase our understanding of our finances, which helps us make the best choice consistent with our goals. We have recommended Steven to multiple people. I believe his greatest selling point is that I trust him! With his measured approach to management, I don't feel like we are gambling; we are managing risk. Most importantly, I trust Steven to have my best interests at heart and give us the best information he has. - Will & Rebecca

Oh boy! It's Tax time again. Well, don't worry. This is…read morethe place for you. They will definitely take care of you and all your tax concerns. Personal, or business taxes. They will give you tips on how to save and put you on the right track with all your investments. Give them a call. They can definitely help and I definitely recommend them.

Not good, unprofessional and dismissive at the very start, had an appointment and waited 15 minute,…read morefinally the lady looked up and says, "well, I guess I'll help you" after telling us to wait while she sat at her desk alone doing lord knows what, not like she was busy. Second Lady shows up soon after and we get passed over to her after First Lady takes a call. Second Lady just as bad. Brought all ore paperwork as their website said to bring only to have both of them saying they did not need it, mind you we just started a business and bought and sold a house and just got married. Figured we needed a professional which they are not. Stay away unless you like being treated bad.

TAX review by Beth took a little over an hour and she was very Professional and helpful with our…read moredocuments. we hope to see her next year during Tax time. William & Karen Bolliger

WST, did a good and complete job filing personal taxes for me and my wife and took into account her…read morenew business. I felt like they cared about accuracy and filed electronically after about a week. They provided good services.

Very friendly. Very competent…read more Did my taxes at a very fare price. Done accurately and within a week. Wilma is awesome!

What is incredibly wrong with these people??? I am 70 with…read morehusband in hospice and we are living on SS only. I have done our taxes for 26 years and this is a first that we have to pay $533 even with that Big Beautiful Bull....bill $6000, for which we got peanuts from. Due to being exhausted from my husband in hospice, I made a mistake on our taxes and got a letter back demanding I fix it. So, to help me out for a change, I saw an H & R ad for $99.00, and I called and made an appointment with Barbara. Terrible mistake. I had to pay someone to watch my husband, and then drive 45 mins to her office. I called her because I was lost and I did not want to end up on the freeway, because at 70, for me it is hard to drive there. Barbara was rude to me over the phone, and even ruder when I arrived on time. Before even looking at my paper work she leaned over the desk, glaring at me told me I was going to have to pay those taxes. Then she wanted to charge me $540.00 to even look at my paper work, much of which was done correctly. My mistake was sending signatures that were not original, and putting donations on the wrong line, and then using the wrong medical cost write-offs. Barbara was rude, a bully, and of no help. It was one page to fix and a State addendum. $540.00 for that!??? I am old, but not out there pecking with the chickens.

I've been coming to H&R Block for a few years now to do my taxes, I've had good experiences. This…read moreyear is the second time I've gone to this location, one of their staff members left me a voice message on Friday, I called her back today and the woman who answered me did not seem to understand the name of the person I was returning the call to. I repeated myself and she stayed silent then said I must be calling the wrong location, told her person who left me the voice message said they were calling from their Kaiser creek side location, asked if this was the correct location. She said yes, stayed silent and as I was telling her the name for the third time she hung up on me out of no where. I was shocked, that was unexpectedly rude. I was explaining the situation to her, she seemed to not get what I was asking so instead of trying to figure it out or transferring me to someone else, she choose to hang up. I've been happy with my tax preparation and assistance, this call was just so awkward and rude. I didn't catch the woman's name but hopefully they see this review and work on their attitude.

It's hard to find a reliable honest tax accountant in Lane County, so with that being said finding…read moreMichael was like finding gold! Although we were unable to retain his services due to our budget he was EXTREMELY helpful, knowledgeable and honest about our situation. That was just our consult. I could only imagine how great he would actually be to work with. Thank you, Michael!

From the owner: As a tax professional that leverages cloud based technology I am able to provide tax & business…read moreconsulting services to anyone anywhere. You will work directly with me every time, and not be passed to an inexperienced staff member.

Cindy at the Lancaster(Rich dr.) location was so helpful and sweet! she explained everything to me,…read moreI had no wait time and was there for a bit but it was not too long especially for tax preparation