H&R Block

I have used H&R Block for the past 5 years. I was a former Turbo Tax user but the software price became insanely high therefore the switch. Our tax situation has changed drastically in the past 5 years. Yet the transition with Block has been The past 2 years I have used the free version and have been pleasantly surprised by the of then simplicity using the program but a quality end product.

The tax preparers were very courteous and professional. There was a discrepancy which caused us to lose money and we had trouble getting help because the main offices in this area close after tax season. There were branch offices open only at certain times of the week. I persisted with the company and talked to corporate. The representative who called me was very polite and professional. In the end they refunded our filing fee.

I used the paid online service and it went well. Docs were easy to upload & my taxes were done quickly by a pro. It cost $179 & I found out later that I could have used their software to file for free. I paid twice in taxes for 2019 than I did in the last 8 years, but that's not their fault. My advice, use the free service unless you want a pro to go over your taxes for peace of mind.

This tax software is easy to follow and asks comprehensive questions for your initial federal and state tax run thru. I had more difficulty going back to add a form that I forgot. The search option was not as flexible as I would have expected. Ex. I tried to search on the 1099-div form. That’s the title of the document I received from the business. But, a search using “1099-div” was a failure. I actually had to change the search to “1099” and wade thru the options. In addition, I had a problem using my AGI. Do not know why, but would have had to pay to find out.

These guys are absolutely the very best! Making sure I could get through school I owe H&R Block everything. Giving me the opportunity to pursue my dream as a United States Air Force Pilot, H&R Block I support you! The Team here at Store ** was great with me for taxes and got my return done on the same day, and the management was super helpful. Going over all of my concerns they made sure everything got done right. Thank you again guys! Sincerely, Sebastian **

I am currently on hold after a woman, named Cynthia, gave me extremely poor service. I have been on hold to speak to her manager for quite a while, and she put me on the Spanish speaking hold line, so I have no idea what they are even saying. She was patronizing me before putting me on hold, on the phone she would not let me finish my sentences. If I tried to say something she would talk over me saying the same information over and over (and that all these other customers are experiencing the same thing - even though I was never ever able to tell her what the website issue I had was). I did try to ask her to not interrupt me for a second so I could get my question out - but she took that as me needing to talk to her manager - now I have been on hold for over an hour (with spanish only information being repeated in my ear).

Do not purchase! The downloaded file will not load. After two tries and hours waiting on hold a rep tried to transfer me to a 'software' tech. Two different calls. It went click and then gone. I still have no software to do my taxes.

Ridiculous that you select one package at the beginning of the online tax program, then get to the end and the premium shows - So you think, ok...mistake...let me downgrade....then you find out your info won't transfer IF you call and ask for a downgrade - after waiting 25 minutes on the phone. This is the WORST case of bait and switch I have ever seen. And it's not like you don't know at the beginning which one you want to use...Premium was if you had a schedule C or rented out property...I knew I had neither so I chose the lower one...although they will question you about choosing the incorrect one. STUPID STUPID STUPID.

The 2019 software worked correctly and allowed the subtraction of military retirement pay from AGI. The 2020 Premium software won’t allow it and therefore makes your tax liability higher. Their Chat line rep said wait for an update but the website says no update is planned for the Kansas software.

H&R charged me $70 to not file my taxes, then I ended up filing with a CPA. They refused a refund, then told me to file elsewhere. I have been on hold for an hour, after I was told I'd be transferred to a supervisor promptly. I'm still seeking a refund for this, and will likely seek other means to submit my returns than H&R in future years.