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.

I have used H&R Block for the past 5 years and I am very satisfied with the service. I opt to pay the extra $29.95 and have access to my last 7 years tax filings. I always get confirmations when my tax filing is accepted by the IRS and I do not get an excess amount of email solicitations from them. Very professional and respectful company.

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.

Extremely poor website and phone support ... can’t find much on the website and have waited over an hour at least 10 times in the past 6 months on the phone with no one ever answering. Phone wait has loud annoying music then so very low volume women groveling about something - alternating. Says call will be answered in (then drops silent). I can only assume H&R Block is falling into the pit of bankruptcy ... with such poor and never updated services. Always the high call volume excuse --- this just means you are no good at managing your call system which translates to a negative impact on the perceived quality of your products. After 2.5 hour wait on June 7th (tax filing was 5/17) go someone from India who could not answer my question and gave me cookie cutter 6th grade answers. Software is ok 3/5 if you really know what you are doing.

On 2/16/2021, my account was charged $157.98 from H&R Block. This was an amount that I was quoted that I would be billed if I filed my 2020 taxes successfully through their company. The problem is that I did not end up filing taxes with their company and used another company to process my 2020 taxes. Despite this, I did not receive my money back and was wrongfully charged the $157.98 for services I did not end up using. It took a couple of months before I saw this charge, but when I did, I immediately contacted H&R Block on 5-9-2021. I was relieved after speaking with “Margareth I.” who apologized and assured me that I would be refunded within 3-10 business days. She provided me with case# 05479482 as a reference.

WOW. They take on more customers than they can handle and then just...without telling you...don't bother to do your taxes and leave you in the lurch. We wasted 2 hours with Gail and left all of our paperwork with her. She assured us she would call us shortly once our taxes were done to review them with us and get them filed. 2 weeks later and they were still not done. I left 3 messages and sent an email, with no reply. Nobody in their office picked up the phone either. Called corporate who assured me someone would call me at 6:30 that evening. No call.

Last tax year we had a death in the family and had to use the deluxe version for our taxes. This year when we selected the free software, they waited until we were done inputting our taxes, several hours invested, and then charged us again for deluxe. Apparently, once you use the deluxe, you are automatically charged each year until you asked them to delete your account completely from their files. How many people do you think they'll RIP OFF with this this year! By the time you get to the end you are so tired of dealing with taxes, I bet most people just pay. I'm sure they're counting on that.

Absolutely do not use this product. We are expatriates living in Germany and have been using H&R Block for the past 3 years to our highest satisfaction. However, this year, we entered all of our 2020 information and were ready to file, when we were asked if we wanted to add a "Tax Pro" to our filing. Since there was no further information, we decided to explore the option only to find out that there was no way back out of it. In the Help section, we were advised to call a 1-800 number to ask to "downgrade" our account. So we called the number and an agent told us that with the "downgrade" in order to get out of the "Tax Pro" option, all of our information would be erased.