My husband to our taxes to H&Rblock in Lawrenceville, GA. 455 GRAYSON HIGHWAY SUITE 109, PHONE NUMBER IS *******020. We processed a payment for 2022 and were unable to click the link for 2021, this went on for almost a year. Finally, we arrived in March to get some understanding, the original person wasn't available to assist us in 2023 nor was she available to assist us in 2024. The person who did this correction is named Nevin Mithani, she has made a mess of things for us. We paid for our son and supposedly paid again for 325 and change, but we never received the document. Once we realized the error and granted she told me about the payment later. After paying for our son. We have been trying to get her to either mail to us or allow us to pick the pack up, she swear she gave the pack to us and the only package she gave is my son. This is where everything started going downhill. In May we received a letter from the IRS about fraud for taxes for 2021, the pack that has been in question, and come to find out we have been charged a fee for interest of 599.25 and a penalty in the amount of 917.08. Since we paid in March we should've been told or given the pack that we requested from her which she insisted she had given. The interesting point about this is she mailed the information to the IRS, which we had never received. I feel this is their liability based on how they handle their business with us. She never discussed the information with us and if we had known we would have paid the amount or negotiated. Still trying to get them to follow up with us even at this point. I had told my husband something didn't feel right about this. What did I pay for now I have to wait for them to send me a receipt. Was able to get a receipt for my son but not us they took my card number and processed a payment but no receipt, the entire scene was very complicated and very distracting ske kept asking questions about my son being an influencer said how many followers he had the printer was not working well for them. She had a lot of people waiting for her and our appointment was at 5 p.m. During that time she never told us what we owed, she never acknowledged anything. After her co-worker told us we were getting money back for our taxes for 2021. She was as detailed as she was when we returned with our 2023. I am very disappointed and feel they/she needs to be investigated to the fullest OF the law. I TRIED TO ADD A PHOTO UNABLE TO. AND UNABLE TO PROVIDE A RECEIPT NEVER RECEIVED

HR BLOCK Review

Review for Online Chat assistance and Tax Pro via local office

The website offers 3 levels: Self-file starting at $0, File your taxes with expert help starting at $55, and Let a tax profile for you Starting at $89.

All the above is nonsense. If you want help, that middle tier is useless. The online help could barely do anything. It also seemed like this might be sourced out. Every single thing to ALOT of explanation. The person attempted to help, and seemed to know the basics of the system, but then got stuck, and said we would have to reset and start from scratch after they attempted to "fix" something on their end (it was basically just trying to remove something that he advised I enter, but we should NOT have entered it. After being unable to fix unless they reset I just said forget it, and thought I would go with the upgraded service...
When attempting to use the upgraded service offered online. They said they couldn't help over the internet (um, I was able to last year via HR Block). After mentioned they were unable to do it online via the web interface and/or video/audio conference. For some reason they weren't able to.

I should have just walked away completely. I contacted the local office. They were able to do a phone conference. My taxes aren't that complex. A 1098 Mortgage and real estate tax, a 1099 R early. Withdraw IRA, I had an exemption to avoid some of the tax penalty for early withdraw. That's it. 3 Items (and 1 supporting doc)

When "working" with the "tax pro" she was not very professional. Using very casual language. If that was thinly thing, no big deal. However, I had to handhold her through the entire process. It is normal to go through and see if itemized or standard deductions are better. So we walked slowly through that. I

I advised that I should be partially exempt from the additional tax penalty on the early withdraw from IRA. Should could not understand the difference between EXEMPTION and Itemized deduction. After several attempts to define/differentiate. She seemed to understand. I was wrong. When telling her I qualify for EXEMPTION, because I see the criteria for medical expenses of over 7.5% of AGI, she again got stuck/confused, reverting to thinking about itemized deductions in terms of itemized DEDUCTIONS, versus the CRITERIA requirement to be EXCEMPT from Penalties (the same expenses are used for both)

I sent he links to the IRA page, which outlines the exmemptions from tax penalties. I sent her other resources. I even outline the math. I ALSO DISCOVERED the Tax form necessary to apply the exemption (after I had incorrectly questioned if it is applied in a different manner. Still. While I was wrong the first time, it was a question. You would think a "PRO" would 1)
Know the difference between an Exemption and a Deduction. 2) Know what tax form is neecssary, or at least know that one is necessary, even if she didnt know the exact one. She was clueless about ALL of it.

Throughout the process, I had to be the one to follow up. She never contacted on her own. Even after she requested I email her documents, and I did, there was zero response to my emails. I had to call to follow up. Here too, the office lady, didn't know how to transfer calls. The "Tax Pro" never responded to messages I left. I only was able to speak with her when she happened to be available. This took several attempts. Eventually, she said she couldn't do what I asked of her (apply my exemption). AND it took me calling her, for her to tell me this.

I ended up going with TurboTax. The sign up process was much cleaner and seamless, unlike HR Block. We had connection issues, but nothing like HR Black which had problems with their systems which severely impacted each type of service level they offered. Turbotax options, and execution of those options were seamless, and I was able to do it all from home, online with the Tax Pro.

I immediately stated I had the IRA early withdraw, but should be exempt from additional tax panalty AND wanted to also see if it's better to do Itemized deductions versus standard. This Tax Pro knew exactly what "exemption" meant, with no confusion, and I started exactly the same way I did with HR Block. I also had no need to advise of the tax form needed. This Tax Pro was on it. I ended up having to owe $1000 less than HR Block quoted (multiple times), WITHOUT HANDHOLDING like I had to with HRBLOCK. I was also able to go through the process in under an hour, and it only took that long due to connection issues. HR Block took days of back and forth with me doing all the follow up.

Every aspect of this HR Block experience was atrocious from online help to office "service". It was made even more clear when working with TurboTax, how miserable the HR Block experience was. What is more sad, is that I have been satisfied with them in previous years, with Tax Advisors who knew their stuff, and could also communicate well.

H&R Block, Terrible Service- Avoid at all costs‼ I had a very unsettling conversation today with an unsympathetic manager by the name of Amber Howel. She called me because I filed a complaint against the Palm Harbor, Boot Ranch branch because I had left them 6 different messages over a period of one month to come in and go over my taxes. What's worse is I referred my niece to them who also made two (2) calls, ALL calls were never returned to either of us.

I have been with H&R Block for over 15 years. I also stopped into the office and left three (3) different messages with staff, asking to have Josh (tax representative) or Joe (office manager) to return my calls, NONE were ever returned. There was no empathy whatsoever from Amber. She was uncaring, condescending and rude. Entire call was documented. She had no desire to diffuse the situation, no apology was made, no empathy whatsoever, Amber could care less. What she did though was make up one excuse after another for not being able to return my calls. First excuse being that someone broke their leg, second excuse there was a serious car accident and the list goes on and on. She was rambling and rambling, trying to justify why my calls could not be returned.

Amber NEVER took into account that I had been trying to reach this branch for OVER a month AFTER I had dropped off all my tax forms a month ago. She NEVER took into account that I've been a long-standing customer who has paid over $20,000 in fees to H&R Block. She never took into account the amount of trust customers place with H&R Block in handling very personal information. She never listened to me when I told her that I received a call from H&R Block's call center asking me to pay what I owed for doing my taxes. When the call center rep called, I informed them that I've been trying to reach someone at that office for over a month so I could come in and sit down to go over my taxes. This is customary for customers to do at H&R Block before making payment.

I was stunned as were the business people in the room that heard the entire conversation, because Amber was on speaker phone. Two of these people have been long standing customers like myself with H&R Block along with my niece. I am stunned at the lack of concern Amber showed me and blatant disrespect. She offered no apology whatsoever, just numerous excuses and talking down to me. I would expect this coming from a man, but never a woman. I would've hoped for more respect and sympathy from a woman, I received anything but that‼ After she hung up, I felt like I had just been scolded! Needless to say, she ruined my day.

I just don't understand the lack of respect and unethical behavior this woman showed. Needless to say this will be the last year I ever deal with H&R Block and they also lost three customers as well. Shame on H&R Block for allowing this type of behavior to go on. They are terrible at this office. Josh also never responded to us after several messages were left for him as well.

The only person that I spoke to today that showed any type of sympathy and professionalism, was Joe the branch manager. I ended up calling to speak to him after I had not heard from anyone after a month of trying. To add insult to injury, Josh who did not return any my calls is supposedly going to be the new office manager, and Joe will be retiring. A very scary thought‼

Regards,
Carl Gordon

Have been using HR Block Business since 2003 when it was called TaxCut. This is the worst I have ever seen, and that's saying something since it has been regularly declining in the last few years. I use it to prepare a single business tax return for a Sub-S corp.

First, 10 days ago I called customer service. The person answering the phone, after about 15 minutes said I can't handle this problem, I will escalate and you will get a call back in 1-5 business days. Well, it's been quite a bit longer than that now, and no call.

I was using Windows 11. When I installed it under Windows 10 some of the problems went away so that I could continue working, which was not possible under Win 11.

Here are just some of the problems:
1. Under Windows 11, it would not import last year's return. Did this OK with W10.
2. Under Windows 11, it would no longer run after I asked it to load Pennsylvania and would crash every time I started it up. The crashes took all forms - sometimes with an error message with the log reporting different errors, sometimes it would just disappear and sometimes it would hang and I would have to kill it with Task Manager.
3. Under W10, the crashes are less frequent, but they still occur frequently when I go to print the return. After it crashes under either W10 or W11, it fails to start again until I reboot the computer.
4. There are numerous places where the interview doesn't request a value, but then later it reports the missing value as an error or warning in the review. I would expect the review to ask for every needed value.
5. The interview asks for distributions from accumulated earnings, but then puts the amount only on line 17c of K and not on line 16d. It then does not flow to line 7 on M-2.
6. I've run into several places where I needed to override the value because the right-click to find from where it is supposed to come either showed no source to choose from or did not show the correct source.
7. I've also run into several instances where the option to undo the override and restore the link is not available.

I've now finished the return, but I've had to do it 4 times because I was totally stuck (twice) or starting over was easier than trying to get the software to do it right, also twice.

In my 60 years of IT experience, I cannot recall ever encountering a worse piece of released software than this.

I found out this year that somehow my 2020 state return was never filed, checked on the app, says federal went through but state didn't, Alas I get a letter from the state. So I dig around on there site, find out you have to purchase back dated software for 2020. I pay the 39.95, download the doc from my email, and there's no software, just a PDF. Lookup online to find out everyone else is having the same issue, and no solutions posted. Alright, it said money back guaranteed on the site if it doesn't work or you don't like it. So I got back to the email and it "no returns, all sales final"... Which one is it? So I try calling customer support, the robot gives me 3 options and says "your currently using our free service, to transfer to a live agent, please upgrade"... IN WHAT WORLD IS ANYONE GOING TO PAY JUST FOR CUSTOMER SERVICE!? Tried 3 other numbers finally called *******9288. And the bot finally put me in line for an agent. After about 10 minutes, they pick up, ask my name... And the call drops... Did I fat thumb it? Call again, wait about another 10 minutes, "hi, first and last name please" call drops... Frustrated... Called later in the day, when I got through to someone the first thing I said was "please please don't hang up the phone" she says "I'm not gonna hang up the phone" then she starts muting and un-muting her mic pretending it's breaking up "si... Sir can... Can you hear me" hangs up... Is everyone there really just doing this $#*!ing bit!?! I don't want to blame the people, but are the working conditions at H&R THIS BAD!? So bad that they just sit and answer/hang up. Unbelievable! I tried one more time. Got through to another person named Sade?(I hope I'm spelling that right pronounced(Shaw-Day). Sade was so sweet, I wanted to cry. I explained what happened the other times I called, just based on her tone It felt she like She knew exactly what I was talking about as of it is a bit there doing, honestly no clue. She was able to help me in less than 5 minutes, got a refund under way. Idk if anyone from H&R will read this but Sade, I really $#*!in appreciate you. You deserve to work for a better company. After this whole existence I don't think I'll be working with H&R again. Every year it's been a nightmare with customer service, the automated bot when you first call is absolute $#*! and apparently there wanting you to pay to speak to a LIVING person now. I'm appalled at how there handling there customer service lines now (except you Sade). It wasn't always like this, but last year I do remember the call dropping and thinking it was an actual fluke (don't believe it's a fluke at all anymore).

Suck a $#*! H&R Block.

I made out a free file tax return,for 2021, I tried at least 7 times to e-file but was rejected each time HRBlock said they would help me with my issue but never did,somewhere along the line not only did I not get to e file but was informed that my tax return was lost.and I could not get any further with them.After some time I went with another company and now the IRS is saying they never received anything,but somehow on a tax transcript the IRS said they sent my refund (for 2021) to my bank,I cannot remember if I ever received it,the bank said the IRS deposited on a certian date,Fast forward I went to another tax preparers,who assisted me with the 2021 taxes,I was not aware this company didn't make out the taxes just guided you threw it,I had to mail it in,which I did in April,2023,the reason being it had to be mailed Because I am a victim of Identity theft,and that was a nitemare trying to prove my identity through I'd.me,So If I sound confused it's because I am,in summing this up,The IRS said I got a refund,the bank said I did,but if the first taxes were lost,how could I have gotten the refund,The next insult to injury is I had a much larger refunded coming from the taxes i did with the other company but the IRS states they don't have my return,so where are my taxes,I have tried tax advocate that was a joke,no help whatsoever latest tax preparers said they could only go so far with the IRS,no help there,the IRS states they have nothing I do wander what happen to the big envelope I sent my return is.There have been many agencies I have tried to get help through,like trying to make a appointment with my local IRS and the number one is suppose to call first,every single time, which were many,they were to busy,So now I am at a impass in the beginning of this journey I made many attempts to contact someone from the IRS,yup to busy.So as of now I have no idea where my returns are from either HRBlock,or the other company.in closing I would like to add I feel like I am being treated like a criminal,instead of a victim.

We made an appointment so we could file our return on time and Katherine Faucheaux filed them at HR BLOCK Panama City 23rd st location. She filed our return and left a page blank so we received a letter from IRS and now I have to file an amended return because of her mistake. She also failed to set us up on an installment plan and now we will have to pay penalties and interest which they filed incorrectly and HR fee was $500.
Nobody tells you that their hours are part time and you won't be able to work with the same person because they all only work part time.
I was finally able to make an appointment that would work with my work schedule and I had to take time off work to try to get HR BLOCK to CORRECT their mistake. I go to my appointment and as the lady is reluctantly unlocking the door you could tell by her mannerism she did not want to help anybody that day she just wanted to get through the day and go home. I immediately explained I received a letter from IRS stating my return was filed incomplete and said that y'all have really screwed me filing an incomplete return and failing to set us up on an installment pay plan. She immediately resents the fact that I said y'all and exclaimed she had nothing to do with it and I replied don't take it personally I said y'all not you. She immediately had a bad attitude and got very defensive rather than reassuring me as a client that she could help me. Her name was Arlette Thomas and she showed a lack of empathy, rude customer service, poorly trained, unprofessional and presented a lack of resolution. She was the only employee there I asked to speak with someone else or the manager. She refused to help me and said someone would be in touch. I have already paid $500 to them to have my return filed timely and yet they took my money and filed an incomplete return.

SAVE YOUR MONEY THEY ARE SCAMMERS…. GO TO A REAL CPA OR ACCOUNTANT NOT TJIS CHAIN SCAM BUSINESS. Oh and read about them HR BLOCK and TURBO TAX.

I have been H & R block customer more than 7 years. H & R block is highly messed up my 2020 and 2021 tax return. I did not get my 2020 tax refund of $ 5,500 yet because the tax preparer did not ask me if I need direct deposited to my account or check by mail. The check was sent by mail and the check was stolen.
I learned that the H & R block is irresponsible and negligent when they do customer tax. H & R block says, 100 percent customer satisfaction, 100 percent accuracy and 100 percent high return guaranteed. These are not true, they are not complaints with their words and it is not true and they don't keep their promises.
On my 2021 tax, I gave to the tax preparer the correct documents for deductions. I gave county property tax $ 10,000 for deduction from my total growth, and amazingly the tax preparer filled out on itemized tax deduction form $ 103,000 instead of filing $ 10,000. This year, I went to file 2022 tax return and I noted $103,000 on the tax preparer computer while comparing the 2021 and 2022 tax return side by side. This tax preparer was the same person who did my 2021 tax return. I ask the tax preparer, I did not give you all these deduction ( $ 103,000) for 2021, where it came from? The tax preparer replied, I don't know where it came from. I told her, I gave you the correct documents, you need to find out because I don't want any problem with the government. Finally, another tax preparer found out it was mistaken with property tax instead of filing $ 10,000 and filed incorrectly with $ 103,000. The tax preparer told me, I need to amend. She amended and she told me on the phone to pay back California franchise tax $ 8,300. I called H & R block customer and filed the compliant case to comply with their policy of 100 percent accuracy and satisfaction. I asked them to help me pay back the state of California franchise tax board because it is the H & R block mistakes. Unfortunately, I am unable to get any help from H & R customer services except saying, we will call you in 3-5 business days but never call me back. I am still waiting for them if they can solve this problem. I am also planning to report this case to DCA and BBB. I am also looking for legal advise someone to take this case seriously.
I am highly advise, my family, my friends and consumers not to file your tax with H & R block. Please find another trustable and honest tax prepare agents around you. I will never do any business with H & R block and so do you.

Summary at the end.
I booked the full package which includes a tax advisor that looks over all the data to make sure it is correct. In the beginning, for some reason the assigned tax advisor switched 2-3 times, but ok, as long as they get their job done it's fine with me. I sent in all my documents and the tax advisor wasn't sure with what to do with one of them. Basically telling me, that I should file the taxes as she prepared them and IRS will make a decision. Then, when it was time to approve and sign the documents that the tax advisor finished, it only went downhill. There was no button or page that would get me to the approval process. I did all the standard stuff like clearing my cache, deleting cookies, trying another browser, another device, but nothing helped. So, I called the support line that my tax advisor pointed me to. Turns out, this was the support line for the internal H&R technical network support which couldn't help me at all. They forwarded me to the H&R customer support. After talking to them for a while they said that they couldn't help me and then I got transferred to another support. Here they walked me through all the standard steps again (cookies, cache, etc.) but of course that didn't help since I already did that. I urged them to push this to the next escalation level since I've already been on the phone for about 2 hours. So, they then opened a ticket for me (*******) and told me that the tech guys will reach out to me in about 3-5 business days. Of course, a week later, I still didn't hear from anyone. Two weeks later, still no response. So I wrote them on Twitter and they gave me another phone number. I called that one and the guy working there knew immediately what was going on. They had a major update and the update basically had a huge bug where it would not redirect some customers to the correct URL for the approval process. He gave me the correct URL and then it finally worked. Then, when I thought everything was finished, two weeks later I received another email that my tax files are ready for approval and signature. I reached out to my tax advisor and she told me that they had another major technical error and basically I had to do the whole approval process again.
So, to summarize: I paid over 200$ for the full service to not have to bother with anything and have an easy tax filing season. The tax advisor did not have the knowledge needed to do my taxes. Additionally, H&R Block managed it, that I spent WEEKS with trying to figure out THEIR technical issues. In the end I spent more time with technical issues than the time I would have needed doing everything on my own! They never ever got back to me on the open case for the technical issue I had with them (although a response was promised within 3-5 days). And on top of it, when I complained about their whole service, they opened up a case for that, customer service reached out to me to see how they could make it right, they told me that they'd get back to me on the same day and of course a week has passed and no one bothered to get back to me. Never in my life did I receive so little compared to what was promised during the sale.

I promised myself I was not going to pay a dollar to H&R block this year and I haven't. I have however still had to spend hours of my time on the phone and online with them, and the IRS trying to sort out the mess that was made back in 2020 when I made the original mistake of engaging H&R Block's services to complete my taxes.
Back story: COVID was in full force, I had found myself in a very abusive relationship, it was the first time in my life I was filing joint taxes and I had made been put in the situation where I had to withdraw my retirement to continue to survive. I chose to enlist the professional services of H&R Block to ensure I was not making mistakes in my calculations. I selected a package with the peace of mind guarantee, I was sure that if I had a company like H&R Block behind me then I should be set.
Boy was I wrong!
First the agent calculated things incorrectly because she was not familiar with the current laws. I went back through the taxes, recalculated everything myself, then went back over it with her step by step, at which point we resubmitted together. At this point the only service I was getting from H&R Block was the peace of mind guarantee, as I had done the tax calculations myself. This was the most important part, and the only thing that mattered (as far as H&R Block was concerned) I wanted to make sure I had that protection since the return was unusual at best for me, and I am not a "tax pro".
Unfortunately to add to things, my then husband held out on a W2 until after the taxes had been submitted to the IRS. That brings me to us doing an amend.
I contacted H&R Block to let them know I needed to Amend the taxes due to the missing W2. I provided the missing information. The H&R Block Tax Pro made her calculations, sent me forms to be signed and at this point I took her calculations as being good and I did not redo them myself. Turns out I should have, there was a large return due to the retirement withdraw and if there had been a tax owed because of the W2 that was withheld not being handled correctly it would have been massively easy to have taken care of it at that time. The first year that I learned there were funds due to IRS because of miscalculated taxes I called H&R block, the agents gave me the run around about getting me back to the same woman who did my taxes the year before. This went on the entire tax season, I would be transferred to the location that she supposedly worked at (in a different state) to make an appointment, she would never call for these appointments, I would call to speak to her manager, I would leave message after message. What got me a response is leaving a review online of my experience. I got an email from someone in an office asking what they could do for me, they said they would look into things. Here I am 2 years later, still dealing with the same problem. The peace of mind guarantee says you must contact H&R Block within 60days... I can't help but laugh when I read that. The first time I called and spoke to a rep and told them I had bought the product that said that H&R block would help me if something went wrong, they acted like they didn't even know what I was talking about. I did not use the right words... I work in healthcare - definitely a form of customer service. I see people when they are not in their best form. If I wanted to play word games and act like I can't help when my patients don't say exactly the right thing, I would do a real disservice to all of my patients, and the industry I work for. I'm not asking H&R Block to do anything I didn't first pay them to do. I'm not asking them to do anything they haven't stated in black and white that they would do. I'm asking them to do what they claim to be in business to do. Help with taxes and stand behind their tax professionals. I have had my state, federal and tabor refunds intercepted even since I started doing business with H&R Block. Something that has never happened to me before, and the IRS claims I still owe them money. Why? Hell if I know. I am doing everything I can to figure it out, I keep calling H&R Block but every time I call the only thing that happens is the agent wants to get me back in contact with the agent that screwed up my taxes originally back in 2020. She is the last person I want to speak to, on top of the fact I wouldn't be in the situation I'm in if the woman responded to messages… But please keep trying to put me back in contact..