• H&R Block

H&R Block

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Overview

H&R Block has a rating of 1.27 stars from 286 reviews, indicating that most customers are generally dissatisfied with their purchases. Reviewers complaining about H&R Block most frequently mention customer service, last year, and tax return problems. H&R Block ranks 51st among Tax Preparation sites.

  • Service
    164
  • Value
    161
  • Shipping
    54
  • Returns
    72
  • Quality
    146
Positive reviews (last 12 months): 6.7%
Positive
4
Neutral
0
Negative
56
19
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What reviewers want you to know

Positive highlights

No positive highlights yet

Critical highlights

  • I am deeply disappointed with both the services I paid for and the lack of customer service.
  • The tax preparer added the 2020 return to an account set-up for my dead husband.
How would you rate H&R Block?
Top Positive Review

“Managing taxes all year”

Vakhid G.
3/9/24

That is a truly impressive solution for managing taxes! I am myself quite a cautious person, trying to comply with all the rules the government imposes, so paying taxes is quite mandatory. With their mobile application, it's very easy to manage taxes, pay them and be an obedient citizen :) It doesn't take a lot of time to sign up, to understand how to interact with the mobile application because the interface is intuitively clear and navigation is very straightofrward. Thanks developers for this service!

Top Critical Review

“This place is a noghtmare”

Karine S.
2/29/24

There is no way you can teach a person on the phone. There are no receptionists so it's like you submit your documents into an abyss and hope that someone gets back to you. The manager Osman Mohammed is unprofessional. He only knows how to raise his voice and hung up on customers face. He needs to be fired. I developed anxiety trying to get my taxes done this year and now they have all my documents and I can't even get them back. This is unreal. Don't go here

Reviews (286)

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Reviews that mention popular keywords

customer service (48) tax preparer (31) tax return (32)
Thumbnail of user timh1622
1 review
0 helpful votes
March 26th, 2024

I penned this letter:
Ms. Nicki Cole, VP of Technology, Small Business and Financial Services
1 H and R Block Way
Kansas City, MO *******

Ms. Cole,

I wish to alert you to software 'glitches' in the DIY 2023 Federal return software.

What seemed to be a quick and easy tax reporting this year turned into yet another software aggravation afternoon that has turned into two afternoons lost simply because the downloaded to my pc version of U.S. Federal tax package is unable to identify and insert "Distributions Used to Pay Insurance Premiums for Public Safety Officers" numbers on line 5(b) of form 1040. I did see when the software 'asked me' relevant questions but then the matter 'disappeared' along with the $2066 reduction in adjusted gross income.

Recording the $2066 onto the form 1040 has not happened despite calls to and the apparent efforts of three different 'customer service' representatives over two days. The current status of 'case ******* is 'waiting'. Ms. Maria indicated her entire 'team' was unable to direct me to the portion of the program associated with that line 5(b) entry on form 1040, that "Someone will call back within 5 days".

During the many times to and fro the software, I noticed on the page "Additional Information for Early Distributions", a box was checked for
"Excess Accumulations (Not enough withdrawn) from a retirement plan, … If you have a 1099R in your return, you can't uncheck this box..."
Yes, I could not 'uncheck the box'. Despite assurances, the software did not tell itself to 'uncheck the box'. I have a 1099R report form along with charitable giving checks as documentation. The investment firm computed the required minimum distribution as $624 more than the money I gave away. The distribution is indicated on the 1099R.
HOW can I have "excess accumulations"? Why did I need waste two afternoons on this?

I encourage you to have some semi-literate types test run the FY 2024 software to determine questions 'average Joe & Juliette' have that, if reworded, would reduce angst and irritation for both your employees and those who pay you for doing so.

Tip for consumers:
Software downloaded from the sky ... Federal version only (no state, city taxes) .. representatives - all three pleasant but unable to help because the problem is technical rather than informational 'how do I?'

Thumbnail of user chelseaw122
2 reviews
4 helpful votes
March 23rd, 2024

I filed my taxes with them last year and the experience was much better than with a certain competitor, but this year I couldn't file at all thanks to their two-step verification and lack of customer service. I changed phones (and numbers) since last year and now they won't let me into my account. The "customer service" number sent me an email which led me into the same horrible loop. Despite me having access to the email, entering the verification number, and entering the password, I could not file because I didn't have access to the phone number. This is sooooooooo ridiculous. They've permanently lost a customer because of this idiocy!

Products used:
tax prep

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Thumbnail of user mg999
1 review
4 helpful votes
February 17th, 2023

I have been using HR for 4 years, last year 2021 IRS said something was wrong and made me pay 800.00, I also look at the cost to use the program, ok they need to make some money. But when you file a state return they take you to the cleaners in fees. I also notice on their website that they only have 5 star reviews, Its clear they pick and choose what reviews they want posted. That is a deception.

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Thumbnail of user stevem2598
1 review
4 helpful votes
May 28th, 2022

Their tax "advisers" are simply clerks who fill out an automated form for you. Their system knows nothing about capital gains, and therefore they know nothing about the 15% capital gains tax. They do know about some deductions, however.

I don't recommend Turbo Tax either. Their system is badly flawed, although they will never admit it. After much research I ended up using Tax Act. I am sticking with them from now on.

Thumbnail of user pennysafe
1 review
0 helpful votes
April 22nd, 2023

Forces you to use upgraded product which is overkill for the tax functions you are performing. Doesn't always remember or autofill previous years information, which is half the reason I use the platform.

Upgrades me to a "Pro" which slows process downa nd has someone review my taxes for an additional $90 because I had one short term sale of a stock. This is a very simple transaction which shouldn't require a tax professional to file my taxes.

Thumbnail of user kathir48
1 review
0 helpful votes
October 16th, 2023

Old computers so could not run TT so H&R Block. I imported from last years return that was in TT. Mac. (Getting a new one after I get this all done).

So on extension deadline finishing it up.

This is a more obscure issue that not many might face. Schedule C Biz codes A & B. But when it SAYS it is a calculated field & still gives an error message does not make sense. But that basic info was also downloaded from previous year. Has been the same. So can't file until fixed. Tried calling # on Help page online linked from program. NO INDICATION THAT WAS FOR ONLINE FILING HELP ONLY! 36 min hold & disconnected. Then 1 hr 1 min. When finally after 40 min or so a person answered. THEN found out that was for online only. Was transferring but then dropped. BAD MOVE TO NOT CLEARLY SAY # for online only. Should clearly show # for online & # for downloaded software. Especially when very long hold times & then dropping calls.

Finally decided to go ahead & download & work on state while I was on hold. That went super quick. As expected.

When I got to state found out doesn't handle estimated taxes so both returns wrong. So it had showed I would owe penalty & then Went back & entered the estimated amounts. But it still kept asking me to fill in the penalty form even tho it was showing refund. Finally got rid of that. After noticing an update. TT makes you update or it did previous years. I finally found info on how to go back to previous pages. That is really easy in TT but not w this.

But it should have fixed it when I entered the payments so it showed refund. Good programming corrects connected forms & fields. This didn't.

So when it finds an error that might be related to an entry a couple pages back, unlike TT when hitting back it doesn't go to previous page in questions but to previous error so really hard to fix. Wasted a LOT of time. I think everything is more or less ok except for this bug that I can't get answers on. So returns are going to be late.

I hope their guarantees cover any penalties for that.

If you have investments it did not have my financial firms to download unlike TT. Others also mentioned that. It has some but a lot of them it does not have to download. So that means data has to be entered manually.

So may be fine for simpler return. But it SHOULD be able to handle what it includes. In this case Sched C for Biz. Including people w 1099 income. Navigation to fix errors was cumbersome.

Products used:
Tax prep software. H&R Block 2022 Deluxe download. At this point I hope their guarantee will cover late fee since can’t finish due to that 1 little thing. I hope I can still e-file fed.

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Thumbnail of user samu174
3 reviews
2 helpful votes
February 14th, 2023

Avoid at all costs,efiled and discovered that
My idaho state tax for some unknown reason was duplicated for north Dakota, I've never been there,never worked there,and didn't fill out a state return for that state.just hoping it doesn't case me problems...

Tip for consumers:
"Free efile" won't be free if you need help,but they should fix thier mistakes without charge

Thumbnail of user pb303
1 review
1 helpful vote
March 6th, 2022

Although this system that H&R Block has created has the ability to work seamlessly and without problems, they chose to design it in a way that you cant get through it without added costs to you. They so "conveniently" place the option to receive help by paying more right at the exact moment you encounter issues trying to finish your return. Want to talk to a virtual assistant to help get you over that problem your having? That will be 9.99. Oh lucky you, your promised to receive assistance in roughly 13 minutes although the countdown calculator shows you as customer number 99. Then once you've waited 40 min and are at number 37, you lose connection and have to start over again. Now your wait is only 11 minutes, but you still end up being customer number 99, except this time, the connection is lost at some point in the 60's. So then you reluctantly try to finish your return again only to be sent down the same rabbit hole to "fix" a problem they found, but by clicking on "fix the problem", it leads you right back around to where you started which in turn makes it impossible for you to file your return and only allows you to "print and mail which could result in an IRS audit" according to a warning op up. Ahhh but then, alas, you are offered the services of the "pro" who will take it from here and make sure your return is done correctly. The cost? Only 9.99 more plus tax.
Why doesn't H&R Block just offer the services at the "pro amount" to begin and stop advertising free or 19.99 filing costs? This would save everyone time and frustration.

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Thumbnail of user drharoldn
1 review
2 helpful votes
August 30th, 2021

I have gone to the same H & R Block location in New Jersey for 50 years, and have dealt with the
Same Tax Preparer for 20 of those years. This year I had a problem with my 2020 taxes in that the
IRS wanted an additional $1,207.38. When I spoke to an H & R person on the telephone, they said
It probably had to do with the second stimulus check we did not get. However, when I went to the
H & R Block office to discuss this issue, I was met by Ray, a much older man who claimed to be
A master tax preparer, but seemed very confused and was not able to answer most of my questions.
He agreed that the H & R Block computer system made a mistake in its calculations, and that I
Should have been sending in quarterly payments during 2020. I told him that I never was told that
In all of the years that I was going to H & R, but inferred that I was not telling the truth, and that the
Law says that I am responsible to the errors. I told him that it was H & R that was at fault as they
Were the consultants who are suppose to know the regulations and have better equipment. I asked
Him about at least paying to the Penalty of $216.00, but he said it could not be done, but maybe
He could get me $10.00. He also claimed to be a lawyer, which was one of the first clues that he
Did not know what he was talking about. As a valued customer at the same H & R Block office for
50 years, and with all of issues being the fault of that company, I was treated very badly. For my
2021 taxes, I will be looking for a more professional organization. Harold Nolan

Thumbnail of user maryb4274
1 review
0 helpful votes
March 31st, 2022

Hr block does not stand behind $#*!! When you have a problem with your taxes and you call them, they will give you attitude and act like the mistake is all your doing and they didn't have $#*! to do with it! I went and did my taxes at the south Broadway location and the $#*! in there messed up and when I called cause I had a question she had an attitude from jump so now I have to go back in and I won't be going back to south Broadway location! I'm going to the one on gravies cause the woman was willing to explain things to me and told me they would take care of me but the downfall of that is I have to pay out of pocket but that's ok. Somebody needs to check the hr block in St. Louis on south Broadway cause they rude as hell and the one lady at the front desk always wanna talk about someone with her ugly $#*!

Thumbnail of user andiem15
1 review
2 helpful votes
February 17th, 2022

I filed online with H&R Block and it got the job done. However, their customer service is not good. Because I had to file for my student loans, I had to upgrade to the Deluxe product and because I updated to the Deluxe product, my state return was no longer free and I had to pay an extra fee for that as well. First of all, if I am "upgrading" to another product that is already costing me a fee, shouldn't I get something in return? Instead I had to pay another fee to finish my taxes because I was already on a Deluxe product. It seems backwards to me. They are trying to get you whenever they can with so many fees. I tried asking the customer service about the state fee because I was confused and they gave me one word answers the entire time. Not a great experience.

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Thumbnail of user lall4
1 review
1 helpful vote
February 6th, 2022

I paid $100 bucks for a return I can normally make on another site for $50. Plus... I waited 6 hours to talk to someone who forwarded me to another person who then hung up. Note to anyone who uses this site.

A) Do not type more then 70 characters on any line. In fact I would stick with 50 to be safe.
B) Avoid Commas, pound sign or any other characters other then letters and numbers, the system will add commas so don't do it.
C) Don't expect much help even though your paying $100-150 bucks. I mean if you really need help get up at the crack of dawn on a Sunday or Monday and plan to sit in front of the TV all day becasue that is how long you'll wait. We used this service because of the Chat option but realized quickly the option is useless.
D) Other sites do not normally have chat or help service so that is the only benefit to using H&R block except for the work you have to do it's prob more worth it to just go to a tax preparer. Or better yet... take some free online tax courses and do them yourself. To get the best return you need to be able to adjust what you claim and don't claim an in person service will not do this for you. What you turn in is what you get... This is especially important for home businesses in which having just the right amount of deductions can save you big time. (too little you get burned... too many you get burned). Also if your only going to save $2.00 is it worth it to find receipts and do a butt ton of work... figure out what deductions are worth it and what deductions are not.

Tip for consumers:
Do not enter more then 50 or 60 characters per line, do not use any other characters except letters and numbers....the site will add commas etc.

Products used:
Delux Return Option

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Value
Quality
Thumbnail of user km971
1 review
0 helpful votes
May 4th, 2022

I recently became a widow. I went to H&R to file my tax returns for my deceased husband. Because I was so prepared; the tax preparer was impressed with how easy the returns were. Unfortunately after the fact; the customer service was non-existent. I was unable to get a softcopy of both our returns. Multiple calls and emails later without any response. Finally 2 weeks later I actually got a Live person at H&R block on the phone. When it was all said and done she still could not help me with this issue. I eventually figured out the issue. The tax preparer added the 2020 return to an account set-up for my dead husband. The goal here is for anyone using H&R services is preparation. If you have any issues after filing you may have a long wait getting help from H&R Block.

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Thumbnail of user lm315
1 review
2 helpful votes
April 10th, 2021

I have used the free version of H&R Block online for many years with no problem. This year (for tax year 2020) I needed a form that wasn't in their free edition so I had to "upgrade" to a paid version that cost around $50.00. Little did I know then that this $50 upgrade did NOT include state filing. For that I would have to pay an additional ~$50.

My state filing is very simple. So instead of paying $50 to H&R Block, I downloaded the state forms and filled them out manually. It took all of maybe 10 minutes at most.

In my opinion all the tax software programs should include at least one state filing for free.

Value
Thumbnail of user yvonnea160
2 reviews
2 helpful votes
April 13th, 2022

The first time I used HR block for tax filing was in 2020 to file our 2019 taxes and I had a great experience so in 2021, I again used them to file my taxes in bryan Texas and I had a horrible experience. I started the filing online and when I could not upload my documents to their server, I sent several messages to my tax pro and called also on several occasions and no one assisted me. I had no response from the severs messages I sent them and also no response from the calls and messages I left them. After waiting a while, I went to one of their offices in bryan to file my taxes in-person and I had the worse experience of my life in all my tax filing years. My tax pro never spoke to me regarding explaining stuff to me and any time I asked her something and she did, it was quite unfriendly and besides I paid them over $300. I decided to forget about that and file with them this year and the same in professionalism is repeating its self. I used their deluxe app assistance to file my taxes online and contracted the assistance of a pro to review and have my taxes submitted, I did this on April 11th and paid the fees. I have since been trying to reach the tax pro with absolutely no response both via messages and phone calls. I am presently left in limbo not knowing what to do. Egan I log in and check, all I see is the message that automatically appeared the day I submitted my taxes for their review " your tax pro is reviewing your documents". I pray that I am able to survive this ordeal and successfully file my taxes with HR block this year and then I will say goodbye to ever filing my taxes with them or encouraging someone else to. As it stands now the deadline for filing taxes is approaching and I have no idea when my pro will finish reviewing my taxes or for that matter have it submitted to the IRS. This scenario is extremely unprofessional.

Service
Thumbnail of user janinej30
1 review
9 helpful votes
February 29th, 2020

I never had a bad experience like I did with H&R Block getting my tax done, it took literally 3 hours only to find out the little that I was getting back, well the little went to them.
The excessive prices are ridiculous charges was robbery, would never go there again, went and got my text done in the past (2004), and just thought I would try them again for 2019, the worse mistake ever I will never recommend not get my text done there again.

Thumbnail of user ingeborgs12
1 review
1 helpful vote
January 21st, 2022

4 years I do my tax with H&R Block., never I really happy with them., I used because I don't know any accountant near me. My tax is very simple., I do not have depend., I do not have any exeption., is only my wages tips, other comp. And federal income tax withheld., every year it is same., so they need only copy and change number and I paid $85
BUT THIS YEAR IT IS SAME AND THEY WHANT CHARGE $122! I ask why?! They said because I have 4 w2 OMG this is THE MOST RIDICULOS THING I'VE EVER HEARD I m a poor women that have 2 job and one company give to me 3 w2 one is $200 another $700 and other $9,000 I'm not rich person!
So I said give to me back my paper and I m going to try gat another accountant!

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Thumbnail of user melodyt107
1 review
0 helpful votes
April 6th, 2023

First of all i have been doing my taxes with h&r block for over three years if not longer. On march 13th of 2023 i filed my taxes as i always did,on march 30 i called the office to see where is my taxes that were paid to be electronic send to our bank account.for some reason it was over the 21 days of our deposit of our taxes to be deposit,so i decided to contact our agency. We learned that it had not be sent to the IRS. Once this was brought to our attention i was directed to the supervisor,who in turned to offer me 25.00 inconvenience refund at which time its my family springbreak,and we were looking to go to North Carolina trip which now will not happen due to their era.family that was disappointed and missed the sprinbreak vacation the Taylors family

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Thumbnail of user robertf40
10 reviews
345 helpful votes
April 4th, 2015

Their Website is fine; but it stops there! My regular firm decided this year to go out of business (so sad, 15 years of great reliable service). I was in a hurry as I planned for a business trip overseas. Block was close to home, convenient plus I was in a hurry to get it done. After about 4 yours my taxes were done and everything submitted to FED & State. By the time I got home that day I had a few Emails from them; two telling me the FED & State had accepted the returns, burden lifted. By the time I was ready to leave for the trip I had received a number of Emails from them, mostly about how I rated the service. I sent back an Email stating the service rep. Met my expectations. Well it seems that was not enough as I kept getting forms to complete; how did I?, and would I questions. [DEL] key. To no avail continued to requests. I do NOT and will NOT recommend any business or services to any of my friends, if they have a bad experience it is suddenly your fault and peuff an angry friend. I can only suggest do not give them your Email.

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About the business

Need help with tax preparation? H&R Block offers a wide range of tax preparation services to help you get your maximum refund.

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