H&R Block Reviews

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Edited by: Tammy Burns

About H&R Block

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H&R Block is a tax preparation and financial services company that has been providing its clients with tax advice and assistance for over 60 years. With a network of over 10,000 retail tax offices in the U.S. and around the world, as well as an online tax filing platform, it offers both in-person and do-it-yourself tax preparation services.

Pros
  • Free basic file
  • In-person services
  • Max Refund Guarantee
Cons
  • In-person help can be pricey
  • Limited time for Refund Advance loans

H&R Block Reviews

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    Page 5 Reviews 445 - 645
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    Refunds & PayoutsStaff

    Reviewed March 3, 2021

    H&R Block is very good w/ taxes and they are very thorough and work within the IRS guideline to get you a good amount of money back. All the employees were and are very accommodating. H&R Block is very good.

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    PriceRates

    Reviewed March 2, 2021

    I've been using this software for years. Switched from TurboTax at first because of the price difference. There was a learning curve at first, but I think HRBock software is simpler, though perhaps may or may not be as comprehensive as TurboTax. I have no reason to switch back though because HRBlock fits my needs and still is cheaper.

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    PriceEase of UseTransparency

    Reviewed March 1, 2021

    I have been using the software for over 20 years without an incident. Software is easy to use and has all the latest updates. It also asks some questions that you might have thought about. You are able to file five free returns at no cost.

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    StaffEase of Use

    Reviewed Feb. 28, 2021

    Over the past few years the online program was simple to understand and easy to navigate. This year, because of tax code changes and stimulus packages, it seemed a bit more confusing. All in all, very accurate and secure.

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    Customer ServiceStaff

    Reviewed Feb. 27, 2021

    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.

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    Punctuality & SpeedStaffEase of Use

    Reviewed Feb. 27, 2021

    H&R has gotten so big that it's not always easy to get someone, but they've finally gotten back to the customer interactions needed, possibly because of Covid, but more likely because of competition. With that being said, their software is user friendly and their timing is always fast. When I do speak to someone, it's always effective and efficient.

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    Punctuality & SpeedOnline & AppStaff

    Reviewed Feb. 26, 2021

    Website is very user-friendly, easy to answer their questions, accurate and fast. They also review your return before filing it, and notify you when it is accepted by the IRS. Been using H&R Block for the last 5 years, and would recommend them to anyone needing this service.

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    Staff

    Reviewed Feb. 26, 2021

    I am VERY satisfied with my tax preparation. My preparer is also an instructor for other tax professionals. He always take the time to explain in detail what new is happening regarding taxes, and how to structure my income for a maximum return.

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    Staff

    Reviewed Feb. 25, 2021

    Have used them for many years. Excellent service, stand by accuracy, provide assistance. Friendly, pleasant and courteous. Some of their software needs improvement. Though I have nothing to compare it to.

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    Reviewed Feb. 25, 2021

    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.

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    Customer ServicePunctuality & Speed

    Reviewed Feb. 24, 2021

    I am using H&R Block for the first time in years, and I have called customer service multiple times for an issue. After waiting inordinately long on hold, I reach someone who then hears my issue and transfers me to... no one. I just sit on hold with no announcement on the anticipated wait time. I wait and wait, and no one answers. What an awful customer experience!!! TurboTax at least answers their phone calls. I cannot state enough just how AWFUL this experience has been.

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    PriceRefunds & PayoutsBillingRates

    Reviewed Feb. 21, 2021

    First time user of their tax download software. No live tech support. Cannot download state. Charge multiple times on credit card. They said it will take 10 days for them to refund, making interest on your money. -:(

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    Customer ServicePricePunctuality & SpeedStaffRatesTransparencyHonesty & Transparency

    Reviewed Feb. 17, 2021

    After receiving multiple emails with special promo prices, I purchased the downloadable H&R Block software, Deluxe version. So sorry I purchased. Never, ever again. No chat available, 4 hour hold time one day for help and was transferred 3 times, 2 hour wait time the 2nd day. Company lies about help available. Online help FAQ very, very poor. Couldn't access my return to complete. Multiple glitches in their software. Finally was able to access my return by going into my applications on my PC from the Start search bar. If I went into my return from H&R Block return icon on my desktop, continually told me I had to download updates. This happened 5 times one day. When I was finally able to reach someone at their Helpdesk by phone, was told it was a problem with their software. Of course no online Chat available, even though they have an icon that shows "Chat." When the user clicks it, nothing loads - so no Chat.

    Absolute worst experience I have ever had with software. Would have been far more economical for me to hire a CPA to do my simple taxes, given the hours I spent trying to submit my return and their numerous error messages to download updates, which the Helpdesk admitted was a software glitch. What a total, stressful, frustrating waste of time.

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    Customer ServicePunctuality & SpeedStaff

    Reviewed Feb. 16, 2021

    I used this service in 2020. I'm checked repeatedly on their site, and it shows my federal return is "in progress" 10 months later, and my state return is "not found." My state tax franchise board has no record of my 2019 income or tax status. I never got my returns. Totally messed up my taxes this year. I did it in March, and now I got penalized for supposedly never having done them. Worst experience ever and this stuff is important. Worse of all, if you wish to call their customer support and ask for help, they force you to pay!! Terrible, terrible company, product, and service.

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    Customer ServicePricePunctuality & SpeedRefunds & PayoutsStaff

    Reviewed Feb. 5, 2021

    2019 H&R Block tax program guided me to Ohio State Lump Sum Credit of $1,002.00 and ended up with a $200.00 refund. A few months later I receive a Variance from the Ohio Dept of Taxation saying the proper amount for the credit was $250.00 and I owe $372.00 instead of the refund. Talk with many H&R Block employees on web, phone, and three H&R Block local stores. They could find nothing wrong with the program and did not refund like their guarantee says 100% satisfaction. Have to read the fine print. Cost of the Deluxe + State Tax Software was $37.42

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    PricePunctuality & SpeedRefunds & PayoutsRates

    Reviewed Feb. 1, 2021

    I would highly discourage anyone from getting their taxes done by them. H&R block was not upfront in anyway about tax prep fees, nor in the way they handle getting you your refund. When asked what the price would be when I made the appointment they told me $125 for a single income couple. It was only half way through the appointment when my wife noticed a few chart shoved under a computer base and read it, that we found out, if you are filing jointly with kids it's $169, then $45 for each child credit you claim, then another $45 to claim the earned income credit, then $39 to have them take the fees out of your return and you can't have it deposited into your account.

    The tax preparer who did ours, had no idea about how any of the direct deposit stuff worked or how their emerald card program functioned. I would suggest saving yourself hundreds of dollars and just use turbo tax. These guys don't do anything an online tax program can't do and at least you won't be charged $408 to have your taxes done when all you have is one w-2 to file and nothing else.

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    PriceStaff

    Reviewed Jan. 30, 2021

    Charged a lot of money and didn't tell me about deductions I was eligible for. Worst tax prep I've ever had. Would recommend you use ANYBODY ELSE. Was talked down to by representative. Rather than explain things to my wife and I, talked down to us like we were children.

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    Customer ServicePunctuality & SpeedRefunds & Payouts

    Reviewed Jan. 26, 2021

    I have used H&R Block to file my income taxes for years. I have not used any other company. My mom and my husband were a faithful customers as well. In 2020, I filed my 2019 income taxes in March because I was waiting on a document to be mailed to me that I needed for my taxes. Everything was going fine and the IRS supposedly, according to H&R Block, accepted my tax return. I heard nothing back from anyone. I then got a letter that there would be an adjustment to my income taxes because these documents were not sent, I thought nothing of it because said document was attached to my H&R Block documents.

    Now, my tax status shows as non-filer and there seems to be no reason why. I contacted H&R Block because that is who the IRS told me to contact and the H&R Block has given me the run around on an answer. Due to being a non-filer, not only do I not get the refund I was owed and I did not get the second stimulus. I was instructed that I had to file my 2020 taxes. I cannot even get an "I'm sorry to hear that" from H&R Block who seemingly lost my 2019 taxes...

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    Reviewed Jan. 9, 2021

    I went there for some questions and probably check for what documents are required. They end of putting me on system and next thing I know is I have to pay them $120. I said I am gonna file today still they said I have to pay so I filed it instead.

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    Sales & Marketing

    Reviewed Jan. 6, 2021

    They intercepted my stimulus knowingly I have direct deposit. They skimmed $20 for their own benefit of the scam. How many other people have been part of the elaborate scam. They predicted a bad year for themselves and used consumer information to grease their own palms.

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    Verified purchase
    Alexander increased rating by 2 stars.
    Contract & TermsPriceRefunds & Payouts
    After a positive interaction with H&R Block, Alexander increased their star rating.

    Reviewed Sept. 20, 2020

    This so-called tax preparation app generated a tax return so badly flawed that if it had been audited the IRS could have easily alleged criminal fraud. It failed to report IRA distribution and pension income and left both line items on the 1040 form blank. Its queries about estimated tax and tax paid with extensions are so confusing that it generated an error that would have cost me multiple thousands of dollars in Lost refunds. It erroneously doubled my self-employment income and would have caused me to pay a self employment tax twice as much as was correct. Stay away from this nightmare.

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    Customer ServiceContract & TermsSales & MarketingPricePunctuality & SpeedRefunds & PayoutsStaffBillingLoan ProcessRates

    Reviewed July 28, 2020

    This is entirely too long of a story to completely detail, so I condensed it down. The first time I went into H&R Block The IRS ended up sending me letters and thankfully I had "purchased" their peace of mind protection, because I was told without that I'd have been on my own. Fast forward to this year. I went into the office to have my taxes prepared, I had a form from my student loans but they were put on hold because I started school again so I ended up only paying $10 in interest. I asked if I even needed to file that form and she shrugged and said "I don't know I'll just enter it and see what happens".

    Through countless computer errors and many calls for help later on her part. I was done. We get to the payment portion and mind you I had one w2 and one student loan form. I was never informed of a price. when she asked me how I was going to be paying that day I saw my total was over $300. I was shocked. I asked here where that price came from and I was told that the form that said I paid $10 in interest on a student loan just cost me over $200. I didn't understand why that was and she couldn't give me an answer just kept pressing me for payment till finally I told her just take it out of my tax return.

    I call corporate to ask why and to get some clarification. They forwarded me to a regional manager. It took days of chasing him down to even get him to call me back. Once he did finally call me, he told me to call him in a few days. So I waited and called that Friday, he wasn't available so I left a message. He calls me at 7pm, Calls me the wrong name and I correct him. He then tells me they will refund me the cost of the student loan form. Okay, cool. Then he proceeds to thank me for being a teacher. I am not a teacher. I correct him again. He hangs up on me. Now here we are 7 months later and I still can't get a refund or even clarification on what happened.

    Their customer service is absolutely horrible as well. I asked to not be contacted by the store I went to because I was just completely over that place. THEY CALLED ME ANYWAY, and kept calling me until I answered the phone. Then told me they don't understand why I'm upset I got my taxes done didn't I? Just go see a real tax professional PLEASE. They have cost me so much money between this and the IRS.

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    Customer Service

    Reviewed July 15, 2020

    I paid extra for a "tax pro" to review my taxes. She has on several occasions said that she would finish my taxes that day or the next morning. I haven't seen anything and she doesn't respond to my emails. The company doesn't answer their phones. There's only a recording saying that they have a high number of calls.

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    StaffBilling

    Reviewed July 15, 2020

    Was told I had to pay 100 bucks because I had an HSA. Paid the money and at the end of it all there was no option to get on a payment plan for state tax. Why take my money before I am done filing? Zero guidance how to handle state tax penalty. Will never use H&R Block again.

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    Refunds & PayoutsStaffHonesty & Transparency

    Reviewed July 10, 2020

    I’m a business owner and I went to H & R Block for help with my business taxes. Mirela took me from another person, left me sitting for an hour and then gave me the tax forms and made me fill everything out at home - I prepared my own taxes for her!!! On the areas I didn’t understand what to put in, she got angry with me and was giving me dirty looks. I was supposed to be getting $4,000 back from the IRS but she said she wasn’t going to give me the credit and I had to eat it- because she refused to verify my documents. I had everything with me and she refused to review it and said that the IRS doesn’t like giving refunds so I’m not allowed to get any of my money back from my expenses. I received a small refund for my personal taxes and she made me give it back to the IRS.

    She then overcharged me and said it’s a complicated return?!!! How is it complicated when I prepared my own taxes for her?! She is a huge, lazy and jealous person who is so miserable she didn’t want me to get my money. She was a horrible person to try and work with and I feel very traumatized by her behavior and actions. I hope that if you’re looking for help with your taxes you get anyone other than her. Don’t go to her- why pay for getting your taxes done when you can do it on Turbotax- if I gotta prepare them why did I pay for her help???!!! I’m going to report her to the IRS for tax fraud- misrepresenting my business and lying about the IRS not wanting to give me my refund.

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    Customer ServiceSales & MarketingPriceStaffBilling

    Reviewed July 9, 2020

    H&R Block online Tax service is such a farce... I started and had questions. Started with free. Then told if had questions would cost $70.00. Spent 1 hr on phone and she could answer my questions! Then she said didn't know how to print out conversation. And told could have Taxes checked for another $9.00 ad could call H&R Block. So far been on hold over 1 hour and being told another 50 mins. but this started at 18 mins holding. Told would be 60 mins. Did that for a while. Went down to 50 mins after 51:03 mins and still keeps saying that on hold. 01:04 and 5 sec and still being told another 50 mins. Not paying the bill for nothing and no help. Please don't waste your money...

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    StaffTimeliness

    Reviewed June 16, 2020

    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 **

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    Reviewed June 13, 2020

    Without even asking me any questions, my taxes were ready for review within a day. They were completely wrong. Wrong filing status, included my husband's income but had me filing as single. Made it look like I owed about 3 times as much as I should, as well as penalties. I then explained the errors and it was re-done, again with mistakes. Again they asked me no questions about myself. I’m not sure how they can get all possible deductions without asking me anything. I have now asked for another tax pro to look it over, but I have no confidence left in this service. The “pro” supposedly has 20 years of experience!

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    Customer ServiceStaff

    Reviewed June 6, 2020

    I filled everything online and did all the work. No one called to support me, just received an email that it's approved and I can go ahead and file. I called and stayed on hold for almost an hour at least 4 days in a row, no one really looked at my filing and helped me. My filing amount actually did increased by 10% after I received approval email from HR Block. Terrible experience. Save your time and money by using other sources.

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    PricePunctuality & SpeedRefunds & PayoutsStaff

    Reviewed May 20, 2020

    They charge you more every time you enter information. The "professional" that is reviewing my taxes has no idea what she is doing. The 3 day review period is a joke, it has been almost 6 weeks and she still can't figure out my HSA form. This is ridiculous. I cant even get a hold of a customer representative, the wait is over an hour! I wish I could just get my money back.

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    Customer ServiceCoveragePricePunctuality & SpeedOnline & AppMaintenanceStaff

    Reviewed May 20, 2020

    I have been working to get a digital copy of my last year's taxes for eight weeks now to no avail. Multiple problems and lock outs on their website caused my case number to be escalated multiple times to various teams. To get help, a person in need must be available to take their call at any hour or your case is dropped. My work does not allow me to answer during work hours. They said they emailed me; they did not. No time estimate is given to me as they said that getting a digital copy of my taxes is a free service; I need to wait on them. Excuse me. I did pay to have my taxes done and getting a digital copy is not an extra charge. It shouldn't be 8 weeks of trying to fix a technical glitch in their system. I asked the team if they were the customer would they choose to do business with H&R Block next year? I don't think so.

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    Reviewed May 14, 2020

    We used the 2019 Deluxe federal software and filed(?) electronically. The IRS never took the money we owed from our account and H&R Block could not tell us whether the filing had happened successfully.

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    Customer Service

    Reviewed April 22, 2020

    I submitted my 2019 to their so called tax pro who could not resolve issues. I paid 132.00 still I didn't get the devices not performed. Finally I got this from their field offices. Paying 334.00. Which I should not have done. Their field tax pro said she cannot do anything about it. That it's two different ways things are done although it is same H&R Block. I am sick and tired of dealing with their BS.

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    StaffTimeliness

    Reviewed April 19, 2020

    I went to the IRS website to file for my stimulus check. I am a non-filer and used that portal. The next day I received a letter from the IRS that I was not eligible for a stimulus check because someone had claimed me as a dependent on their taxes for 2019. I asked the only person who I thought might have done this. He admitted he did add me as a dependent. I asked him how he got my ss#, he said H&R Block advised him to add me as a dependent and that they looked up my information and added me to his tax form for him! Unbelievable! What gives H&R Block the right to add me to someone's tax return without even notifying me that my ss# is being used!? Now, the person who did this is wrong too for not telling me, but had H&R Block not advised he do this and then just added me without me even knowing I wouldn't be here writing this! Unprofessional and downright wrong!

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    Punctuality & SpeedRefunds & Payouts

    Reviewed April 18, 2020

    H&R Block screwed me on getting my Stimulus Check by not sending my bank account info to IRS, they create a 'virtual account number' & process your refund. This means I now have to wait until Sept. to get a paper check. If they had told me this upfront I would not have used them, now it is too late. Do not do business with these liars.

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    Refunds & PayoutsStaff

    Reviewed April 16, 2020

    After being a faithful customer of H&R Block of many years and using their tax software this year I paid to have one of their tax professionals review my taxes before submitting. They signed off on what was done. After submitting both my state and federal taxes to the government, the state reported that the amount that had been reviewed and submitted was incorrect. When I reported this to the tax professional the person admitted their mistake, but no refund was offered. A claim was submitted and still no refund was offered. The claims department also admits that a mistake was made, but still no refund was offered. They refused to pay me back and did not seem to care about customer loyalty or the fact that one of their employees was in error. I am extremely disappointed by this behavior and lack of responsibility. It will be time to find a new tax service for next year.

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    Customer ServicePunctuality & SpeedStaffBilling

    Reviewed April 14, 2020

    Won't be using them again. The COVID crisis has showed how H&R Block does not care about returning customers or customers in general. We will remember how most of us fell behind on bills or couldn’t pay rent because H&R Block did not respond to a situation well. I admit... The IRS should have just rolled a system out where anybody with a SSN or TIN could enter their direct deposit info so they could ensure everyone gets their stimulus. Everybody that has a say-so in this situation has made it more complicated than it has to be. This is a crisis. And H&R Block will regret this situation when 99% of their customers go to Turbo Tax instead (including myself because Turbo Tax acted quick for the customers!). I’d rather risk submitting my taxes incorrectly by myself than to use H&R Block again.

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    Customer ServicePriceStaffBillingRatesTransparency

    Reviewed April 13, 2020

    I had been using the H&R Block Deluxe Federal and State tax software for about 15 years and filed completely documented mail-in returns during all those years without ever having any problems or needing any help. Because I no longer benefit from itemizing my deductions, I decided to e-file my return for 2019, but filed the Federal return on 4/15 and decided to delay e-filing of my Virginia State return until 05/01. My initial Federal submission was rejected by the IRS because the 2018 (prior year) AGI did not match what the IRS had on file, even though the figure had presumably been imported from the identical H&R Block 2018 software on my PC.

    When I attempted, subsequently, to file my VA State return, I had significant difficulty following the e-file menu and needed some help, only to find out that getting such help from a so-called "tax pro" would cost $39.95, more than the price of the software. I finally solved the problem on my own by trial and error. After selecting electronic withdrawal from my checking account as the payment method for VA State the tax due, I found, to my complete consternation and dismay, that to complete the State e-file process, H&R Block assessed me an e-file fee of $19.95. At this point, I had little choice but to proceed, even though the H&R Block Deluxe Federal & State software claims to provide free e-filing. That proved true for the Federal return only, for which I was provided an e-file verification code, but turned out to be a misrepresentation or omission of disclosure for the State tax return.

    Based on these negative experiences with the e-file process using H&R Block software, I provided a lukewarm rating at the end of the process and asked for an explanation. I received an e-mail from a "no-reply" H&R Block address asking me to call in to discuss my complaints further. I had to look up a number to call on Google, but decided first to try chatting online with an agent because I anticipated long delays in having my phone call answered. After reaching a live agent, who gave her name as Michelle, on 04/13/2020, on the chat line, and as I was trying to work my way through my several complaints, this agent turned out to be haughty and dismissive. She failed to allow me even to complete my entries before jumping in and giving me an incomplete or irrelevant response because she had not read my queries in their entirety or in context.

    When I then tried to complete my entry, her response on two occasions was a snotty "I just told you that." I ended the chat in total frustration and anger. This woman had no idea of the meaning of "customer service." I then decided to file a formal complaint and tried to do so by phone. I was repeatedly told that my call would be answered in anywhere from 4-6 minutes. After nearly one hour, the line went dead! I will switch to TurboTax next year!

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    Ease of Use

    Reviewed April 12, 2020

    The claimed "easy to use Deduction Pro" valuation tool for itemizing charitable donations doesn't work. The list opens up and is longer than the viewable screen. Meaning the submit button is somewhere down below but there is no way to scroll to get to it. I used three different browsers (Chrome, Explorer, and FireFox) thinking it was browser related. None worked, how can you have a main feature of your software not even function? It's infuriating and ridiculous. It does however work on categories with short list that fit within the native screen dimensions.

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    Customer ServiceCoveragePricePunctuality & SpeedRefunds & PayoutsStaff

    Reviewed April 10, 2020

    I purchased the premium federal and state tax product with the worry free insurance. I have used HR Block for years at the office level and online. I tried calling to let them know about the bug in their Kentucky state tax program that the KY State Treasury confirmed as well that I am not the only one with this problem. As soon as I said I have a complaint I kept getting transferred to another extension only to be waiting another 20 minutes each time. The customer service is terrible and I would caution anyone paying for the worry free guarantee. I am just thankful I didn't get called in for an audit because the money I spent would have been wasted due to the fact you can't get anyone to help with the not so simple solutions. So to be Ex HR Block user. I would strongly suggest using another software program if you haven't filed this year and if you have to give you warning for next year.

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    Punctuality & SpeedRefunds & PayoutsBillingEase of Use

    Reviewed April 9, 2020

    Have used Turbo Tax and Tax Act previously. HRB is not intuitive. Lots of clicks to navigate to questions. There was no prompt to do Fed est taxes for 2020. Manually went to the page, but was what I learned from using the software & was told that by the chat person that the 2019 refund prevented me from using auto payment of 2020 est taxes!??! Strange that the MN module does allow that. No more HRB for me.

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    Sales & MarketingPriceRefunds & PayoutsFollow-Through

    Reviewed April 4, 2020

    I got through my somewhat complex tax filing this year on the H&R Block Tax file website. I was in a time crunch because I needed to file in order to avoid being loopholed out of my COVID stimulus money. The site works great importing data from other financial institutions. It does everything else quite well and most of it is self explanatory. I have a refund coming plus my EIC was calculated by their site. It's all straightforward until you get to the end. I found there is no free-file as advertised. I went ahead and ordered the cheapest option from their selection.

    Normally I would have left such deception if COVID 19 didn't make things so uncertain. I'm not getting any refunds this year nor any in the foreseeable future because I owe a significant amount of tax from 2017. The government can garnish my Social Security Disability benefits. They never used to be able to do that but the law changed some years ago. My disability benefits will be offset by Treasury if I don't get them paid back soon. The H&R website would not let me just hit a send button and let me be done with it all. They had a whole bunch of convenience options to select which cost more money.

    I wasn't allowed to just hit the send button and be done with them. After some difficulty I managed to get past all that hassle but then the site wouldn't accept my address for some reason. The same address I've had since the 1980s. It finally dawned on me that I had this problem last year and abandoned the site and copied all the amounts onto a paper form and mailed it in. But like I said earlier, I'm in a time crunch because I don't want to get loopholed out of my COVID stimulus check.

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    PriceStaff

    Reviewed April 2, 2020

    I purchased the premium version of H&R Block tax software. I found a blatant error in the program. It links item 9 of form 8889 (employer contributions to HSA) to the W2 form, which is wrong. The form reporting employer contributions to HSA is 5498-SA. Because of the error, the only way to enter the correct amount is to override the item. If I override, I cannot e-file. The program also ignores item 9b of form 8960 (investment expenses). Overlooking the item would result in a higher tax. I explained these issues to the support staff. They were neither knowledgeable nor receptive. They basically gave me a runaround. People with relatively complex tax returns should avoid H&R Block. I found two issues, but there may be tens of errors.

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    Customer ServicePunctuality & SpeedRefunds & PayoutsStaffBilling

    Reviewed March 27, 2020

    I did my taxes 2 MONTHS AGO. Got a letter from the IRS saying "they're taking a closer look at my return. That it could take them up to 60 days to review it and it could go under a further review up to 180 days after the initial 60 days," WELL THAT'S **. I've never claimed anything different. Always filed the same ** way! But I decided to file with H&R Block and they beyond ** ME. I was told at the original appointment that my fees would come out of my federal taxes BUT once H&R Block realized my federal taxes would be delayed (probably due to their ** up) they decided to take MY WHOLE $378 STATE REFUND during this struggle. Well I call and of course the lady at the office claims, "No Hun. We don't take your whole refund and typically never take from the state for payments."

    Well I proceed to ask if there was anything they could do to help me look into my federal being delayed or asking the bank to take fees from my federal instead considering I'm laid off right now and nowhere is hiring plus my federal is super delayed. The lady provided me a number that was NO LONGER IN SERVICE that was suppose to be for the bank so I could call and see if there was anything they could do. Well after calling back and letting her know she pretty much told me, "Well sorry about your luck. I have no way to get any information for you from the IRS or the bank who collected your payment for filing through us." H&R Block is a absolute garbage place to go through. They will provide you no help and have absolutely no compassion for what's going on right now in the world. I would highly recommend doing your taxes online YOURSELF before going to these crooks.

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    Refunds & Payouts

    Reviewed March 26, 2020

    Love H&R Block. They rocccckkkk. Thanksss. They Sent my refund faster than any other company. I will go through them again. Thanks H&R block.

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    PriceStaffEase of UseRates

    Reviewed March 26, 2020

    I had to contact support a few times and received excellent service. I have used other software previously but found that this program is very easy to use and the support was great. The price was competitive and even lower than some of the other programs.

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    Punctuality & SpeedEase of Use

    Reviewed March 26, 2020

    It has a good feature to import last year’s basic personal information so that saved a good amount of time. Also there was very quick processing once submitted. Would recommend. Easy to use and follow.

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    Price

    Reviewed March 25, 2020

    I have been with H&R Block for 15 years I joined there team when my personal accountant retired. I did a in-house visit two times when I first joined them and when my wife and I retired. After that everything is done online. Very simple, no stress and accurate. I think you save money if you go and visit an office. Both times I went it was slightly cheaper than online. I give them five stars.

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    Price

    Reviewed March 25, 2020

    They are direct and to the point, exactly what is needed to prepare taxes, they only ask for what is needed to complete all the forms. You are charged by the form and they complete both Federal and State taxes.

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    Staff

    Reviewed March 24, 2020

    HandR Block took time to listen and executed in fine fashion. There was an item we were not aware of and they informed us it could come up next year. My wife and I have social security and my wife has a small tutoring job. So every penny on our taxes is very important. H and R explained each line item in detail. I had items that were not used because they were not used. Also the Block employee showed us how business miles could make a difference next year.. We had never used a tax company to do our taxes before this year but after researching Block, we were happy to use them.

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    PriceStaffRates

    Reviewed March 24, 2020

    Me and my husband have been working with H&R Block for 12 years. They are exceptional. Always knowledgeable, timely, and professional. I believe the fee is more than worth it. There is no price on peace of mind.

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    Customer ServicePricePunctuality & SpeedRates

    Reviewed March 23, 2020

    I have been using H & R Block for over 20 years and have been pretty happy with the experience. The price, of course is where I rate them the lowest since most of the time my preparation entries stay pretty much the same and many of the forms have hardly any numbers but am apparently charged by the number of forms, since the price keeps going up for less than an hour's preparation time. The customer service, preparation times are great and filing is very fast, being mostly electronic. If you don't mind paying more and want to be pretty sure that you won't be audited, I would definitely recommend using them to prepare your taxes.

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    Refunds & PayoutsStaff

    Reviewed March 23, 2020

    Used online free service. Fed & State forms done in about 30 min. Filing was free. Felt they did good double-check to make sure I got maximum refund, and had all the correct information. Offer to save information for next year just a few dollars. Refund in bank within 7 days. Help was available if I needed it. I've used this for past 8 years, no need to use anyone or anything else. Awesome!

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    Customer ServiceStaff

    Reviewed March 22, 2020

    I’ve used this tax software in the past, but this year’s product was disappointing. I assume changes they made were due to tax law changes, but questions asked were sometimes difficult to understand what they were asking. Customer service was no help. I took over 50 minutes to get representative on chat and then they could not answer my questions. I was transferred to, and again placed on hold with the next level support whom never came on line.

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    Punctuality & SpeedEase of Use

    Reviewed March 22, 2020

    Ease of use and quick. Simple for people who don't have a lot of deductions. Able to be used by anyone no matter how iffy you are with computers. I like how you can easily upload your w2 on the site and it transfers all your information.

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    Reviewed March 21, 2020

    Started using H&R Block software about 5 years ago. Had been using a competitor but decided to change. Had a new learning curve with this software but it almost writes itself. I have my records totaled before starting so I just have to go to the correct form and enter the numbers. The program transfers my data from last years return for me and even prints out a comparison of the two years. Just choose the correct program when you buy. I have rentals out of state and I can even file out of state return also.

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    Staff

    Reviewed March 21, 2020

    They did not take into consideration my long-term capital gains losses. Which increased my taxes owed by over $1000.00, that is why I do not care for their service this year. If you have to use a tax preparation service I would choose someone different than H&R Block.

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    Reviewed March 20, 2020

    I had done the online taxes for 29.99. Well they said I was getting 25K back in taxes. I was like nice but it was a mistake on their end. Now my taxes have been delay for over two months now. I will never use their service again. I should have done them myself. I would have had my tax return already. Please stay clear of this company.

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    Staff

    Reviewed March 20, 2020

    All in all a good experience. Some confusion of which office had my tax forms. After that got straightened out it was good. It seems like a long process with their complicated software. Some of the employees were not sure how to use it but they knew who to ask.

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    Punctuality & SpeedStaff

    Reviewed March 20, 2020

    Very easy to get an appointment with their office, and quick return on the taxes. I have used them for the passed several years. They explain all the details and help me get all the deductions I am entitled to.

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    Customer ServicePunctuality & SpeedStaffHonesty & Transparency

    Reviewed March 19, 2020

    I've been using their service for 14 years and to be honest, they're usually pretty great. I had one tax expert for ten of the years and he was always phenomenal. After he retired, was a bit of a different story. I've been reassessed for two of the 4 years with different experts now. And getting them to help is actually really hard. My files are "in a vault", "someone will call you", etc, etc. No one calls, no one reviews the files. That part really sucks. The service is fast if by appointment but be prepared that they are always behind and book appts too close together. If you can keep one expert, they can be great. Otherwise it's a roll of the die.

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    Staff

    Reviewed March 19, 2020

    They really make sure that you get everything you’re entitled to without causing an audit. They take an aggressive yet conservative approach. Teri ** at H&R Block is extremely knowledgeable. They offer “peace of mind” for a nominal fee and go to bat for you if IRS has any questions. Highly recommend.

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    Punctuality & SpeedRefunds & PayoutsEase of Use

    Reviewed March 18, 2020

    Been using H R Block for the last 3 years. It is nice that all the information is saved from year to year making it quick and easy! Any changes in tax laws are questioned to assure for the fullest refund possible. It's assuring to know if any problems I can contact HRB for assistance with any questions I may have. Software is easy to use for someone who is not computer savvy! I will use to prepare my taxes next year as well!

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    Staff

    Reviewed March 17, 2020

    I contemplated paying the additional $40 for a review, we decided it was a good idea and they found us an additional $300, happy happy. And the Tax Professional who helped me was from Quincy WA. I find the HR Block online very instructive and quite easy to fill out.

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    PriceEase of UseRates

    Reviewed March 17, 2020

    I like how their pricing model was not deceptive and free filing really meant free filing. Higher levels like investments required purchasing but as a college student they provided a great service that got me all the deductions I needed. It was also very straightforward and easy to use.

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    PricePunctuality & SpeedRates

    Reviewed March 16, 2020

    Easiest and most reasonably priced service available with 100% accuracy review. Easy prompts take you through step by step process to ensure every detail. Careful to make sure you purchase your state to efile.

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    Reviewed March 16, 2020

    Love the support you get along with the program... Used 10+ years... Self employed. Includes many areas that does not affect our situation... But always comes out good. Makes you realize what is necessary and what isn’t.

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    Punctuality & SpeedStaff

    Reviewed March 15, 2020

    This software H&R Block was easy to understand and work through. they have chat assistance that will get on there look and view the tax filing with you. They are smart and understandable people online that help you. Fast easy and accurate that work for HR Block online.. Very good software and easy to read and understand.

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    TechStaffEase of Use

    Reviewed March 15, 2020

    My wife and I had been paying a CPA for the past 15 years or so but this year I did a study on the best tax software and decided on H&R Block Deluxe. My research paid off because for the first time using it I was amazed at how user friendly and accurate our return(s) came out. Both the Federal and State were almost the same as previous years but we saved on the driving to the CPA's office and his fees, which were rather high we thought. So, all in all we are very happy with H&R Deluxe and will be using it again next year.

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    Reviewed March 14, 2020

    It walks you step by step through the process and is easy to do. It double checks to see if I missed anything and brings up things used in prior years to see if they apply to the current year. At anytime I need I can consult with one if their tax experts.

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    Refunds & PayoutsStaffCommunication

    Reviewed March 14, 2020

    Had a terrible experience. Tax specialist put in multiple pieces of my information wrong. My refund was denied because of this and I was never notified by HR Block. Had to have my taxes completely redone.

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    Customer ServicePricePunctuality & SpeedStaffRates

    Reviewed March 13, 2020

    I have been using HR Block online for many years, the price is getting higher this year which I paid $146 ($60 extra to be able to live chat to ask questions). Everything looked good, but when I was on the final step to submit to Federal, I got error message that transmitting was failed. And I can't print and view PDF file either. I talked with 5 representatives online, went through every step for 2 days, finally somebody told me it was IT issues, then I was being hold 1:20 minutes on the phone that finally reached out some high-level IT person that I was being told that their server had problem. That they were working on it. Told me to try it again later this afternoon or tomorrow to see if works. It was frustrating. I need to think about if I would keep using them for the future years. I really hope that it doesn't spend too much of my time to be filed it smoothly.

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    Price

    Reviewed March 13, 2020

    I like this product because, someone like me who is not that computer savvy, is comfortable using it. I like it because it is easier and cheaper to use than a tax preparer or CPA. I feel that it is accurately done and complete. It's easy to prepare and easy to import documents. I like that E-File is easy on this program.

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    StaffEase of Use

    Reviewed March 13, 2020

    I have been using H&R Block software since the 1990’s. They have been very accurate, easy to use and through. On the one occasion when I was questioned by the IRS Block Customer Support was awesome. I stood my ground and with Block’s help provided the paperwork to make my case. I will continue to use H&R Block software.

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    Punctuality & Speed

    Reviewed March 12, 2020

    It served the purpose and I was in and out. It answered all the necessary questions for the write offs and got my return relatively quick. All good. I would recommend it to another person. But if someone had complicated taxes, deductions, may not be the best route.

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    Reviewed March 12, 2020

    Use others in the past, then tried H&R Block - and never considered looking further. Been highly satisfied since 2008. They find things others miss.

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    Ease of Use

    Reviewed March 11, 2020

    I’ve used H & R Block-Online for three years now - it’s simple and easy to use. I have told family and friends about them and most agree with the ease of using their online service. I plan to continue using H & R Block online for many years to come.

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    Verified purchase
    Customer ServiceCoveragePunctuality & SpeedMaintenanceBillingRates

    Reviewed March 10, 2020

    This experience occurred during the beginning of 2018 and the summer of 2018 for 2017 taxes. My state return for Arizona involved itemized deductions. When I added my deduction for the taxes I paid AZ last year, H&R Block's software added that amount to both the 1040 Schedule A (correct) and to the AZ 140's estimated tax payments (very incorrect). The instructions for the AZ 140 clearly state to not do this. Unfortunately, I did not catch this mistake before filing since I was under the false assumption that their software worked. When I was informed that I underpaid, I discovered that H&R Block Premium Online did not allow me to fix it through their software. This required me to file a 140X manually.

    I called their support and was told to just fill out the 140X by hand. When I asked them if this means I get this covered, I was told that the guarantee did not apply since it was not an "arithmetic" error (a sly work-around in the guarantee) but an error from the software entering values into fields they did not belong in. This resulted in a $337 mistake that included late fees and interest for a total of $345.99. The timing was also very poor considering that my trips to the Tax Revenue building had to be taken during my usual work hours. It was also the middle of the summer in Phoenix, and I was on crutches with a freshly broken foot. In general, having to clean up a mess caused by H&R Block under these circumstances was especially frustrating.

    When I called H&R Block again to challenge them on the guarantee, I was again told that my case did not apply. I asked how I could avoid this in the future since their online software was forcing errors. I was told to buy the offline software next year. In general: Their program had a significant bug. They did not guarantee their product. They admitted the online product was faulty but that it was my problem. They told me to just use the offline software to avoid the bug (which suggests that they were not concerned about the bug). Do not use in Arizona.

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    Contract & TermsPricePunctuality & SpeedRefunds & PayoutsTransparency

    Reviewed March 8, 2020

    Filed my taxes with this software. They had a mistake in their software and issued an update AFTER I filed my taxes. It cost me money because I could have gotten a larger deduction. This company should tell users to NOT FILE taxes until just before April 15 in case there are updates. The issue involved as the software not allowing a deduction for "Qualified Business Income". After the update the deduction shows and refund goes up - but it's too late.

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    Punctuality & SpeedRefunds & PayoutsStaff

    Reviewed March 4, 2020

    Hey my name is Tay and I am a full-time student with a part-time job and I have been using H&R Block since 2014. I just want to say I’m in my early 20s and I grew up on H&R Block. I have been filing my taxes every single year since turning 18. I have never used a tax preparer or any other service. H&R Block is the most convenient tax prep service Ever. H&R Block helps people like me; students who don’t have any time to make an appointment to go file taxes, students who are smart enough to do it themselves without help. I filed my tax return March 1, 2020 and today is March 4, 2020 and I already have received my state return back. I am 100% serious. This is not a joke, not a sham, nothing. I am not paid to say this. I really have been using H&R Block for the last 6 Years and have received my maximum refund and I am proud to say it. I love HRB. They need to start setting up tax returns on campus for real.

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    Verified purchase
    Customer ServiceStaff

    Reviewed Feb. 27, 2020

    The tax preparation was a breeze initially, but my federal return got rejected because I needed a identity protection PIN (IP PIN). I got my IP PIN from the IRS website. I entered my IP PIN in H&R Block, but the software took me in a loop. Even before it attempted re-filing it, it kept taking me back to the same screen. I called customer care. First they said that you need to call IRS to confirm if the IP PIN is valid. This didn't make sense because we haven't even attempted re-filing it yet.

    Then they said, just print and mail your returns (after I paid $124 to H&R Block). Then, after talking to the supervisor, who also tried to send me on a wild goose chase deliberately, I was able to get them to admit there is a problem in their software. Then they put me on hold for 50 minutes! I eventually figured out that by clicking on a small link on the side (not the main "Next" button), I can get out of the loop and eventually re-file my taxes. The taxes were accepted within 5 minutes of that.

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    Contract & TermsSales & MarketingPriceRefunds & PayoutsStaff

    Reviewed Feb. 25, 2020

    Not sure who still has to file taxes but I just did mine with H&R Block. WORST MISTAKE EVER!! They are essentially robbing money from the hard working parents who really look forward to their refund and rely heavily on the great big help that the child tax credit is if you happen to fall into a certain tax bracket with a child under 17. When I got there I was sat down with a menu of what they can do for me and what it MIGHT cost (though they won't know for sure till the end of the horrific hour long process). They nickle and dime EVERY PENNY from their customers. Straight down to that child tax credit I mentioned. For every child you can get a credit for they want $45 if you choose to accept said credit. So for me.. 3 kids = $135 in extra fees for HR BLOCK to greedily suck up despite it being money that the NYS GOVERNMENT gives to families with children.

    In what world does H&R Block think they are living in where this is ok? And for those who think a private tax accountant is too much money they charge a standard $200 fee for a basic return. After H&R BLOCK was finished with me they took me to the cleaners for a grand total of $400. What scam artists. Please consider looking elsewhere to file. Nobody should be charged a dime to receive a tax credit the government gives away for free. Especially when it's their job to get their customers the max refund possible!!

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    Reviewed Feb. 24, 2020

    If you live in a community property state like AZ. Do not buy this software. The form 8958 for reporting community assets has a glitch. Section 1 W2 of the form when filled out and community property box is checked it eases all the information. When you try to reenter the info it locks up.

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    PriceBilling

    Reviewed Feb. 18, 2020

    I have been going to the office at 717 south Semoran Blvd for 12 years and I never had a single problem. However after I made my payment last Thursday my Credit card Info was stolen. The person who stole my Credit Card info tried that day to charge 3000 dollars in charges, then hundreds, and when that failed the person tried a smaller amount to steal. The Credit card stopped them and then informed me.

    I did not use the card anywhere except H and R Block so it had to be them. The person who took my payment was Lisa the Clerk there. The Fraud started only hours after Lisa took my payment. I need to protect all my credit after this Lisa person took my payment. The funny thing is today when I went to complain Lisa who was suppose to be there was absent today. I find that strange that Lisa was missing the day after some person made their last attempt to steal my Credit. H and R block needs to investigate Lisa.

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    Customer ServiceTransparency

    Reviewed Feb. 12, 2020

    My return was transmitted via H&R Block ("HRB") Deluxe Federal software CD on 1/31/2020 and it showed status as "Pending" for over a week until 2/11/2020. Interimly, I contacted HRB and was told heavy e-file submissions to the IRS was the problem. I then called the IRS directly to learn my return was rejected due to missing forms that were not transmitted by HRB. After further communication with HRB, they finally fessed up and informed me that some of their forms were not updated and the software had flaws that would be fixed with the 2/14/2020 update. Needless to say, I was so stressed out, I vowed never to trust this software again.

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    Customer ServiceSales & MarketingPricePunctuality & Speed

    Reviewed Feb. 10, 2020

    I have always used Turbo Tax, but this year my fiance bought me the premium edition of H&R Block for year 2019. Federal was accepted right away, but the State return for California kept getting rejected saying that my prior year's AGI did not match their records. I called H&R Block's customer service, waited on hold for an eternity, then was finally told that it was a problem with the Franchise Tax Board of California, and to try submitting my return again in a few days. After reading these comments, I suspect that the problem is with H&R Block, and NOT the Franchise Tax Board. I did not see anywhere in the software where they would be charging me additional money for my 1099 MISC, so I hope that doesn't happen. They have also charged me $19.95 for the two times I e-filed for my state through them, even though their site states I would not be charged until my return was accepted. What a SCAM.

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    Sales & MarketingPriceRefunds & PayoutsBilling

    Reviewed Feb. 9, 2020

    I got completely thru my taxes, and to the point where they ask how I want to pay the $22.49 for preparation, and how I would like to receive my refund. I opted to have the prep cost come out of my refund. It never did ask me how I wanted to receive my refund. I kept looking and looking, on one screen it said that question hadn't been answered, yet on another, it said it had. In the end I found a little $ sign tucked away in the far right upper corner of the page - I clicked on that and it said my bill would be $22.49 for prep, and $34.95 for REFUND TRANSFER FEE. That being added after I never had the chance to tell them how I wanted to receive my refund. Quite the SCAM. I'd rather start over somewhere else than pay H&R, and will never return.

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    Punctuality & SpeedStaff

    Reviewed Feb. 9, 2020

    Have submitted my taxes with them for years. This year I keep getting rejected by the IRS. Can't seem to figure out because we just have a straightforward tax and no deductions. Tried to get help but the site takes forever and ever to get help then logs you out when you get an Agent. Absolutely an awful product. Then when you log back in it says chat session already open, but it cant be found anywhere. So you have to go back to the end of the line. I would not recommend this product to anyone because if you have a problem good luck getting an agent on the chat log enough before the session expires. How convenient.

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    PriceRefunds & PayoutsStaff

    Reviewed Feb. 6, 2020

    I would give it zero stars if I could. I get social security, a state pension and have a state government 457 retirement account. The instructions ask to select the company managing the retirement savings account. If your company is not listed you are told to select "other". I selected "other" because my retirement plan (not my pension and not my social security). The next page asked for the name of that plan. The box into which this information was to be entered was dead. There were instructions in that box to enter the name of the institution. The letters were red and the box was dead.

    I went back multiple times and tried to add the extra 1099-R and after careful reading could not find another way to enter the data. As a result my income is seriously understated. I tried to get the online or chat help and the cost for that is $40. It is nuts to have to pay for information about why the program doesn't seem to be working. After spending time carefully entering the rest of the information, I now have to start over with another program.

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    Customer ServicePunctuality & SpeedStaffHonesty & Transparency

    Reviewed Feb. 6, 2020

    Honestly I could write a book here - I've now spent 2 hrs waiting on customer support tonight and still have yet to receive my 2018 filing. Not one customer service rep understands how their service works. Not one. Two have cut me off (?!!!) So now I'm on hour 3 waiting to speak to probably yet another ** that has no clue how their own company works. Never ever again. This is utterly insane.

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    PriceRefunds & PayoutsLoan ProcessRatesTimeliness

    Reviewed Feb. 5, 2020

    I have done refund anticipation loans for years with H&R Block. I always got my loan for closest to full amount of my refund within two days (note with bad credit every time). This year my simple claim I went in to do and did the 179$ costing refund plus loan price I had no deductions or anything hard. I was told that I would be able to get my loan for this amount never was I told they now are doing Axis bank credit checks bc if they had told me I never would have paid 179.00 dollars for something I could do free because I know I would be denied. Sneaky, very sneak beings.

    They let me believe it was like any other year. I feel so ripped off bc they most likely knew I was denied when I asked about the high price and asked if there was anything that could prevent me getting and was told just if I met criteria it would be same day. They text me that I was denied five minutes after I walked out. This should be against the law. Nowhere on the site does it tell us they now do credit checks.

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    Honesty & Transparency

    Reviewed Feb. 5, 2020

    After using HR Block for 15 years I will never ever go there again. Online they're great. In their office not so much, we were flat out lied to and taken for over 500 dollars. I have never felt like such a sucker in all my life. Never again.

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    Customer ServiceCoverage

    Reviewed Feb. 3, 2020

    Have used H&R Block online for years. This year it would not let me file my SC state income tax as some pension form is unavailable and it won't let me put in the county. Multiple chats and hours on the phone with horrible customer service. They admit there is an error in their product but they won't fix it.

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    Customer ServiceSales & Marketing

    Reviewed Feb. 2, 2020

    Went to H and R Block in Kingsland Georgia. Filed my taxes. Was told I would be given $20 for referring a friend through the website says $25. No one knew how it worked. Franchise owner wasn’t even sure. Never received email they said I would receive. Probably never will. I can see someone filing a class action lawsuit against h and r block for false advertising.

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    Customer ServiceStaffResolution

    Reviewed Feb. 2, 2020

    I went through and completed my return online. I paid to had a Tax Pro review my work. The tax pro made some change which resulted in a lower return. I am ok with a change if I made a mistake, but the Tax Pro cannot tell what he changed nor can HR Block tell me what changed even after 5 hours on hold and calls escalating to level 3 support. The product might be ok for a w2 on 1040ez, but chat bot does not help, toolbar hints are worthless, and automatic emails ask for things you already supplied which is confusing and annoying.

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    Reviewed Feb. 2, 2020

    The software does not seem to recognize California form 540 ES for 2019. All questions take you to 540 ES for 2020! I have tried multiple paths in the software and trying to reach their support point of contact!

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    Reviewed Feb. 1, 2020

    So I have used HR block for a few years now and in the past I would of given them 4 stars. This year was horrible. I paid 30$ plus tax. Not too bad, but there is no paper check in the mail option anymore. Only direct deposit or a debit card that they provide. So I chose direct deposit. Great right. So not so. There’s a additional fee of 35$ like really. At that point I was so aggravated I just went ahead and finished my return. That should be explained in the beginning. I will never use this website again.

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    Customer ServiceStaff

    Reviewed Jan. 31, 2020

    I have used H&R Block for years. This year when I got to the state section, it said that a form was required by not yet available - SC Pension Form. I called 2 H&R Block offices and they said they had never heard of it. I called the SC Department of Revenue. They said there was no such form. It was an error in H&R Block software and they had been receiving a ton of calls and complaints. I called H&R Block online help and they had never heard of it. However, I cannot continue to file because the software won't let me. Needless to say, did my taxes with a competitor.

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    Refunds & Payouts

    Reviewed Jan. 30, 2020

    I did not see any option for getting my refund without this stupid refund fee. Since when do some bank I never heard of have the authority to intercept my refund and take 35 bucks out. We are already nickel & dimed with every possible tax and now they want us to pay to get the money owed to us. Ridiculous!

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    Customer ServicePunctuality & Speed

    Reviewed Jan. 29, 2020

    Apparently they were unprepared for this season. Their NY State file had an issue, took them 3 days to admit there was a problem. After 8+ hours sitting on hold, over and over and over again, was given a name to contact. Tried to call again, person didn't have a CLUE and refused to connect me. WILL NEVER use this service again, as I sit and wait another 50+ mins to speak to someone!!! Federal was accepted, NY State rejected and NY DOES NOT allow print and file!!!! HIGHLY agitated over this. WILL NEVER use this service again and will write this review everywhere I can!

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    PriceRefunds & PayoutsStaffEase of Use

    Reviewed Jan. 27, 2020

    I have used the H&R Block on-line free tax prep for a few years. I think it is very easy to use and understand. Last year I had to file a 1099 MISC, so the "free" turned into $19.99. Irritated, but paid it. This year for my 2019 taxes, again, I needed to file a 1099 MISC. This year the cost is now $49.99! Turbo Tax is charging $40. I refused to pay that much since all I needed to file for was $19 for a General Motors retiree service. I went to IRS.gov, used one of their recommended sites and got my 1099 MISC filed for free!

    Grant you, it wasn't as easily understood as H&R Block, but I wasn't going to hand them 50 bucks for something that easy, nor was it that involved to where it was going to change anything or change my refund. Maybe they should charge by a case by case of how involved it is. Normally I would give them 4 stars. If I could it would be a 2.5 now. For the simple 1040 without any "extras", it's great. If you don't want to pay the exploded extra charges, shop around or go to IRS.gov.

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    Verified purchase
    Customer Service

    Reviewed Jan. 15, 2020

    I used website to file taxes for 2019 in Jan of 2020 through H&R Block. I was devastated by constant efforts of reaching their Tax Pro after filing through "PREMIUM" version at around $50-$60 bucks. Tax pro did not even bat an eye for 2 days after filing taxes and I was constantly trying to reach but could not except for customer service which transferred my call 3 times to make sure I give up and I did! Too frustrated to follow up now. Apparently "Tax Pro" was a recent grad not qualified (assumed from the profile description and experience), when confronted about this, customer service casually said okay will assign someone else. That shows the company culture and irresponsible behavior they are promoting within. Genuine request - Do not EVER use H&R Block if you value your money and time.

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    Ease of Use

    Reviewed Jan. 11, 2020

    Sure was easy to use. Easy to sign up and send documents. Our 'tax pro' say on the documents. Never filed them. Turned out they were let go. Never was notified until after April 15 I saw taxes weren't filed. Hopefully, a rare occurrence. But, based on other reviews here. Maybe not..

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    Price

    Reviewed Dec. 28, 2019

    H&R Block Identity Shield is very comprehensive and affordable. I receive monthly reports as to the status of my information. It is a great product and value.

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    Customer ServicePunctuality & Speed

    Reviewed Dec. 12, 2019

    I took the time to prepare my 2018 tax returns and filed an extension. When I returned to that extension unduly late due to health reasons, all data I had filed was erased. While H&R Block was quick to send me deals and pricing emails en masse, no one felt it important to notify me, a multi-year paying customer, that all this data was going to be erased. As a result, I am now scrambling to re-do all the data I input in March 2019 into a (new - because I no longer trust H&R Block) online tax system before end of year. A simple email warning would've solved all of these issues. Truly a disgrace and terrible, terrible customer management. Case study level material here, MBA programs!

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    CoverageProcess

    Reviewed Dec. 4, 2019

    My wife and I have been filing for some years with the rural office here in Crockett Texas. We always paid for the better service just in case something came up. We recently received a notice from the IRS billing us for over $4,500 from our 2017 returns. We provided all the forms required for the return but Block overlooked one of the forms. We received a large refund that year and I asked them to double check the return to be sure. They told me it was fine. Upon receipt of the bill from IRS, I went back to Block (the franchise has different owners now) and they rechecked the entire return.

    The new figures show we owed close to $6,000. However we were assured that our "Peace of Mind" insurance would fix things because it was obviously Block's error and not ours. Two weeks later we received a form letter from Block denying our claim. We talked to the office in town and we are told that Block is denying ALL Peace of Mind insurance claims from franchise locations. The only claims they are honoring are from corporate locations. If that is the way the program is set up then why were we allowed to purchase this "protection"? My wife and I are both on disability and have zero savings (due to medical bills) to cover this problem, and we certainly have no resources for an attorney.

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    Staff

    Reviewed Nov. 23, 2019

    Horrible Ridgewood NJ location. Made mistake on my taxes. Now I’m in debt with IRS $3000! I trusted these people and they won’t give me options. Terrible. Stay away! I am definitely seeking legal advice as this has never happened to me before. It’s completely unfair and not to mention the strain on my family as I am a single Mom of two in college!

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    Customer ServiceStaff

    Reviewed Nov. 7, 2019

    Recently received an audit from 2016 and the tax specialist understated my income significantly based on personal judgment call and submitted. When getting second opinions, they all stated this judgment call should not have been hers to make. Spent several weeks working with H&R Block about the issue which essentially got nowhere. Now I owe a significant amount due to this tax specialist. Will never use H&R Block again and had my 2017 taxes reviewed by another party just in case and very glad I did not use them for 2018.

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    Customer ServicePriceStaff

    Reviewed Sept. 24, 2019

    Do never trust H&R Block. I trusted them for my tax refund and it was a complete disaster. Several months of paperwork for a completely wrong result. I, first of all, explained my situation and asked for a budget for their services, and they said between 80-95$, which I thought it was expensive but acceptable. After the service was done, they gave me my tax files and their invoice, which doubled the budget they gave me in the beginning, saying that they didn't expect some of the paperwork they had to do (although I exposed all about my situation at first and having almost daily emails for weeks, they couldn't have explained this increase of the price before..?)

    The worst part is still to come: their work was finished (and I, of course, finally paid them) and, although I was expecting my refund to be negative (so that the CRA was owing me money), their conclusion was that I was owing almost 2.000$ to the CRA. I asked for some explanations about this because I didn't find any logic in that because of my situation. Two other people of H&R answered to the questions on my email, supporting the conclusions the 1st consultant gave me. After all, I accepted and faced the "debt".

    After months, CRA reviewed my tax refund and turned out that it was completely wrong. Not only I was not owing them that big amount but they actually owed me more than 1000$ dollars. So.. what I got from H&R was: poor service, unprofessional results, unexpected invoice (different from the first budget without justifying), long months of worries for no reasons and useless answers to my concerns.

    Take into account that I don't currently live in Canada and English is not my first language, so all this process has been really had to understand, to deal with and to go through. All of this for nothing, because they don't care and don't understand that you trust some professionals when you are lost but they give you more things to worry about instead. I hope this will help other people to avoid the mistake I made trusting H&R block.

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    Customer ServicePunctuality & Speed

    Reviewed Sept. 13, 2019

    I submitted my tax documents online and was assigned a tax pro to work on my tax filing. A week has passed. I received no update. I didn't even know if anyone was working on my tax or not. I sent her a dozen messages but never got responded. I called H&R block customer services. After many long phone calls being directed from one department to another, they couldn't even help me reach this tax pro. All I want to know is if anyone is working on my tax or not. I was told the best thing they can do for me is to reassign me a new tax pro to work on my tax. What a waste of time. I am not going to use H&R block again.

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    Customer ServiceStaff

    Reviewed Sept. 6, 2019

    Staffs are extremely racist. I called to make an appointment to their office at 258 Taschereau Blvd, La Prairie, QC J5R 1T2 and initially, a lady answered the phone and just said, "Oui?" I asked, "Is it H&R Block," she passed the phone to another unprofessional guy and who was talking in French. And I just said, "Sorry I do not speak French," and responded that, "You live in Quebec you must speak French."

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    Customer Service

    Reviewed Aug. 7, 2019

    We filed with them for years and thought everything was going good. We would bring all our records and they would have us leave them and would sort through and figure out what we owed or got back. Always paid for the peace of mind thinking we would be all set until it happened we got audited and they said they had us all taken care of that they would pay any penalties and fees. Well they left us high and dry owing the IRS over $100,000. And anytime we try to call we get crap. Also told us we couldn't call a lawyer and had to deal with them.

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    Customer Service

    Reviewed Aug. 3, 2019

    Today received IRS collection letter, because their system incorrectly transferred information to IRS. Called customer service and they keep switching me around and than hang up. It happened before. I thought that I did not enter this info, but it appears I did.

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    Punctuality & Speed

    Reviewed July 8, 2019

    I've used their tax prep software for over a decade, and ALWAYS been impressed with the ease to complete it, search for forms, enter info, etc. Our life underwent several changes all at once, so it resulted in us filing VERY late for one prior year. Due to that lateness, electronic filing was not supported, and I TOTALLY understand how that would be the case. What I DON'T LIKE, was that once the software determined a paper return was necessary, it did not transfer our pin #'s to the FEDERAL paper copy automatically (it DID do it for the state return), nor alert us to do so. As a result, the IRS processed our return in an extended expected timeframe, & we will wait even LONGER for our paper refund check because the pins weren't on the federal return.

    If there was ANY INDICATOR H&R Block utilized, I would have CERTAINLY wrote-in the PINS - I thoroughly checked my return for all the elements they recommended, but they do NOT include one to ensure a direct deposit can occur. This omission delays our refund for additional weeks. While I acknowledge this glitch, I WILL STILL use H&R Block tax software over ANY of their competitors!

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    Process

    Reviewed June 10, 2019

    I have a basis in Nondeductible Contributions in my IRA. Their program had no provision to enter this amount, causing my taxes to be overstated. When I attempted to do an amended return, again there was no provision to enter the amount. When H&R Block presented the amended return it turned out to be a request to get my entire tax payment refunded. Obviously, I did not send it to the IRS and now have to do an amended return on my own. The "HELP" was useless.

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    Customer ServiceSales & Marketing

    Reviewed June 3, 2019

    My husband and I live outside of the U.S., and to make sure we did the filing correctly we used their Tax Pro Review. First everything seemed OK but then they never sent in the tax documents to the IRS. Any attempt to contact them has been unsuccessful. We have not received any response to our numerous emails and when we try to call them we end up in a loop of automated messages. H&R block shows all the signs of being a scam.

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    Customer ServicePrice

    Reviewed May 18, 2019

    H&R Block provides terrible service. My husband and I filled out 2017 tax with H&R Block. We purchased their peace of mind. This cost is over $ 500.00. I was reassessed for my 2017 tax. It took H & R a month to respond to my reassessment. They indicated they could not find my husband file. I had to write a threatening email for them to respond to my reassessment. Two months after my conversation with H & R Block, I phoned the CRA to inquire about my TAX. To my surprise, none of the documents were mailed to CRA. I had to do this myself. I will not recommend H & R Block to anyone. I have learned my mistake. I paid $ 500 to avoid the hassle and time, which was a waste of money because they did not do their job. I am very disappointed in their service and I will certainly not go back or recommend them. I will give them a -5 star if this was possible.

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    Price

    Reviewed May 17, 2019

    Advertised as free, notifies you at the very end of the filing you need to pay over $120 because your taxes were complicated. Even more, if you want a copy of YOUR taxes from last year, H&R Block intends to charge you $9.99 for a PDF file. Way to go, H&R Block, what a business!

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    Customer ServiceSales & Marketing

    Reviewed May 16, 2019

    I filed my taxes back in the beginning of February and we have still not received our refund. When I finally got a hold of a tax advocate, I learned it was because I "did not claim my husband's unemployment benefits as income." This is false. I did, H&R Block even charged me for it, although they advertised that they will do unemployment forms free (Can we say Bait and Switch??). When I called to find out why this was never reported with the rest of our income, I never received an answer. Now we are facing significant financial hardships, due to not having our taxes and even working with the tax advocates have no idea when we will get our refund or the actual amount.

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    Customer ServiceStaff

    Reviewed April 30, 2019

    When I filed my taxes there was something wrong with me HSA so I called them and let them know that I could not file that correctly. I needed some help so they told me to go to the store and Harrisonburg Virginia that they set me up an appointment that I can meet with someone who can review it. So when I went there Not only was I told that they did not do that and I was lying about having an appointment and that there was nobody there that was going to help me and asked me to leave in a very rude way after I told them that the people on the phone told me to come in and they would help me. So I was refused help and on top of that degraded and disrespected Very much inside store.

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    Customer ServicePunctuality & SpeedStaff

    Reviewed April 30, 2019

    I paid $59.99 + tax for the "expert review" service, which advertised "unlimited" one-time consultation with an "expert" reviewer. An appointment time was scheduled. The reviewer phoned on time, but stated that she only had 1/2 hour to give me. They are supposed to review your entire tax return and be prepared to answer specific questions that you give them ahead of time. I asked them to focus on the T777 (employment expenses), as well as to let me know at what level of income OAS would entirely be clawed back.

    Re: the T777, the reviewer totally missed the fact that I had not entered my mileage rebate from my employer. This would have been a red flag for CRA. I told her about it. Re: my question about OAS, she did not know. The rest of my queries were technical issues that could have been answered by my Priority service, which I already paid $29.99 for. I had another question about my RRSP balance carried forward. She gave me only 1/2 answer. I phoned CRA and got a full answer, for free. In summary, if you have any kind of tax savvy, you will know more than the Expert Reviewer. Do not waste your money on this service, which is not "unlimited" time for your consultation, nor is the expert an expert but missed a glaring mistake.

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    Customer Service

    Reviewed April 29, 2019

    Total Frikkin Ripoff, Paid for peace of mind, got completely 100% ignored, no return phone calls or emails!!! Piece of ** company... $750 in Fees, and I get CRAP ** service!!! Never AGAIN!!!! ** HR BLOCK!!!!

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    Staff

    Reviewed April 28, 2019

    Heavenly service provided for me by H&R Block employees for my tax filing. I visited the office in 6435 Erin Mills Parkway in Mississauga. Mr. ** serviced me and I am very satisfied with the services and definitely recommends to my friends.

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    Customer ServiceCoverage

    Reviewed April 25, 2019

    I have had my taxes prepared for many years now with H&R Block, but the last two years have been horrible in regards to the Emerald Card. My card was hacked by someone another state in which I had proof of being at work in the state I reside, and it took them 30 days to investigate two different times in two years. I had to threaten an attorney and then the same day I did that I magically got my money back on my card and a phone call. I had a vacation planned with family in which I only see once a year, and because of this, I had to reschedule. The experience was horrible. I was basically forced to use the Emerald Card because I had taken out an advanced loan with them and I was told I did not have any choice. This company is insured and as much as you pay to fill your taxes, if fraudulent charges occur you should get the money back before having to threaten an attorney.

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    Punctuality & Speed

    Reviewed April 24, 2019

    I will never take my taxes to them again and I would strongly advise everyone else to go anywhere else but H&R Block. Their complete lack of knowledge costed us over $500.00 and IRS late penalties and they refused to take responsibility for the inept preparer that they hired that completely botched everything up.

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    PriceStaff

    Reviewed April 23, 2019

    My father, 88 years old, took has taxes to H&R Block and was charge $826. $406 went to regular taxes, and $420 to Form 709. Form 709 is very simple to fill out. It is for gifts made to family. If a father gives more than 11 million dollars by the end of his life (assuming he is widowed), taxes are owed. My father will never have 11 million to give away. He is on a limited income, with barely enough money to make ends meet each month. He does not own property. I feel he was taken advantage of because of his age, inability to say "no", and lack of clarity in his thinking. If I had been there, I would not have allowed this to happen. In addition, $420 is an exorbitant fee for a simple form for which no taxes were owed. As his daughter, I do not like people to take advantage of him and in this case he was. My family will never take our business to H&R Block again. A CPA could have done it more cheaply.

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    Customer Service

    Reviewed April 18, 2019

    Please do yourself a favor and don't use these car salesman. They are not professional, will tell you in the beginning what you want to hear and then after they get your money they change the numbers of your taxes. They sent me an email to review my taxes which I NEVER APPROVED and they decided to e file it without my permission! Simply Connivers!! I told the tax guy I need an explanation for the numbers. They promised me the $585 business deduction then they had different version that something was wrong with their computer. After few days my tax return jumped from 8000 to 9100. These people should work in selling cars not doing someone's taxes. I have been told from the tax person that "he's learning the process doing my taxes since it's complicated". I'm checking the option of seeing them for doing such an illegal things. Be aware!

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    Online & App

    Reviewed April 16, 2019

    First, it is a rare day on planet earth for me to take the time to leave a less than stellar review. That said, after H&R Block wasted significant hours of my time, I would say it is deservedly so. I was filling in my business expenses and I wasn't finished editing, or double checking itemizations, etc. The app will not allow you to view your entries, or edit them. There isn't any support for this question. FYI, Turbo Tax allows you to edit freely. Unfortunately, they appear to be down, or I would have used them.

    Furthermore, I am unable to view the details of my income in order to check for errors. What a colossal waste of my time, and I do value my time. Now I have to find another vehicle and redo hours worth of work. I mean, nobody wishes to make unknown errors on their tax returns. The goal is to be as truthful, as possible and not make mathematical errors.

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    Price

    Reviewed April 15, 2019

    I used H&R online tax preparation software before and didn't have issue. But this year it was not good. I couldn't e-file because the software is saying my AGI is incorrect. I have my last year return and even got my Tax return transcript from IRS and the AGI I entered is correct. Still H&R got my tax return rejected. I tried this more than five times. So I decided to mail in my taxes but before filing taxes via paper I just wanted to give TurboTax a shot as today is last day for filing taxes. I just logged into TurboTax and filled all the details all over again, but TurboTax has good integration with my stockbroker and I didn't have to enter manually. It pulled everything correctly.

    Also my Federal return was much higher in TurboTax and calculated my state Tax with Penalty (which I expected) correctly whereas H&R said I didn't owe a penalty. I submitted my Taxes via TurboTax, first time they were rejected but it showed what was wrong, whereas H&R didn't. I submitted second time after correcting and Hurray my taxes were accepted within an hour, whereas on H&R it took almost 3 hours for an update. Although TurboTax charged me $35.00 more the experience is much better.

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    Customer Service

    Reviewed April 15, 2019

    Waited 2 hours on hold then told that someone will call me back. They did call back at their scheduled time but knew less that me. Also the online program continues to give me a college credit. I dont have any tuition to be reimbursed. It's not asking the appropriate questions.

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    Customer Service

    Reviewed April 15, 2019

    This is my first and last time using this company. I filed with them in early January and still haven't received my refund! Granted, in the beginning, my bank account was closed the same day that my check was to be deposited... I ended having to call HR Block and the IRS on multiple occasions and it still hasn't been resolved. Heck, H&R Block told me that they mailed my check on 4/4/19, but I find out today that they mailed it back to the IRS instead on 4/10/19! I'm so irritated by this whole experience and I'll never go back to them. (I'm not even gonna start on all of the fees they charged...)

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    Customer ServiceStaff

    Reviewed April 12, 2019

    I have had a CPA do my taxes for 10 years. I thought since I had such fantastic records of all of my past tax documents, that I could easily do my taxes this year through TurboTax or H&R Block. Well...other than the fact that I had spent a couple of days learning the system and completing my forms on H&R Block, I called the customer service agent to remove an Ask the Pro ($39.99) from my cart, since apparently as a customer you are only allowed to put things into the cart and not out of the cart. Just to give you an idea of what my cart looked like.

    I had the normal federal charge, two state charges, a Pro Tax Review charge, and an Ask the Pro charge. I asked customer service if a Pro Tax person is going to be reviewing my charge why do I need Ask the Pro? I asked her to remove the Ask a Tax Pro. She promptly deleted both tax pro services, which automatically deleted ALL of my information. Arghh...whatever. Took it as a sign to go back to my CPA. After all, my CPA charges $300 and H&R Block was already up to $249. My advice to others is to (1) be on the lookout for all of the hidden or added fees "necessary" to file your taxes, (2) don't add any service to your cart that is already included in another mandatory service, and (3) take anything more complex than a couple of W-2s and a 1095-B to an actual brick and mortar CPA.

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    Staff

    Reviewed April 11, 2019

    Make sure your people (I.e. N.J. @ Salem OR Branch) knows what they are talking about BEFORE promising the $189 payment 3 times!!!! Then at end he says “ooops sorry, I told you wrong. It’s actually going to be $299.” VERY, VERY FRUSTRATING and makes it a deal breaker for future tax preparation unless I get that $110 back. Then that will tell me you are stand up people, truly transparent in your pricing, and your satisfaction guarantee is actually guaranteed and not just a slogan to get people in the door. I ended up paying $500 more in tax liability with you folks than what Jackson Hewitt said the day before using the same information!!! Go figure. In the meantime I will post my review online for everyone else to see as a warning and caution about what they can expect????

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    Reviewed April 10, 2019

    Dishonest, frustrating, and misleading. Don't waste time trying to file taxes. Search for an actual FREE service. This company is deceiving and makes false promises/advertisements. FILING TAXES WITH THEM IS NOT FREE...despite how they wiggle it around to make their practice appear fine and legal. I wasted a couple of hours trying to file my taxes thinking it was free to do so. Unfortunately, fees start appearing one after the other at the end of the application after having wasted time and submitting sensitive information. First there is this $30 state tax fee, after that an optional $49 for a tax agent to review the file, then they require another $30+ for "transfer fee" to an account. I deleted my account shortly after and I hope they don't save any of my info. I'll contact my lawyer regarding this. I will NEVER use any of H&R Block's services and will make sure not one of my family members do. Dishonest, frustrating, and misleading.

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    Customer ServiceStaff

    Reviewed April 8, 2019

    I'm a dedicated H&R Block software user for several years but have on occasion had procedural questions about the software. For the most part, you can forget about getting any useful customer support from H&R Block. If you have a rather simple tax situation (salary, interest, dividends, simple deductions) the software for the most part seems to do an adequate job, but then so do most of the other known tax software programs on the market.

    Today, I had two questions about the software: one involved a bizarre warning about an audit risk (none of whose criteria fit my return) and the other involved a seemingly erroneous transfer of information from the federal to the state return, which (in my insignificant opinion) would have resulted in an overpayment of state income tax. When I called their "customer support" number, I had a wait time of nearly an hour, but "Ciera" did eventually pick up.

    However, she would not answer any of my questions until she got a bunch of personal information: name, address, etc. I told her that none of that was germane to my questions and asked for her manager, to which she answered that she would not transfer me to her manager until I first supplied all of my personal information. Moral of the story: H&RB is no better than other software for calculations, and appears to be awful for customer "support," so you're pretty much on your own. Keep your fingers crossed and be prepared to kiss away some money which you should be keeping.

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    Customer ServiceStaff

    Reviewed April 6, 2019

    I signed up for H&R Block's Tax Pro Go service on April 3 online and they assigned me a Tax Pro who never responded to my several messages and also stood me up for our scheduled call on April 6. When I called customer service, all they told me to do was try and book another call for April 8. They had no way to contact the advisor assigned to me and had no guarantees that she would not miss my call again. Keep in mind, they also guarantee a 2-day turnaround for responses, which the tax advisor did not adhere to. With tax deadlines around the corner, I was not going to trust this advisor especially if she hasn't responded to me at all in the past couple of days and missed our scheduled call.

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    Staff

    Reviewed April 6, 2019

    They changed the computers that can use their online filing and did not tell their employees or their clients. Thus, over two hours of my time and of their "chat' employees' time was totally wasted. And I cannot file this year with the results of last year's taxes available in the program. SHAME!

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    Reviewed April 4, 2019

    This is the first year I have used H&R Block. In the past I have used TurboTax. I was unable to reconcile H&R Block downloads from financial firms with my 1099s and the discrepancies were large. I could not reconcile them because H&R Block lumps transactions from different investment accounts. I will never use H&R Block again.

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    Customer Service

    Reviewed April 4, 2019

    Used H&R Block online for tax calculations as I did for last 4 years. This time, despite my triple checking, program did not include carry-over of my investment loses. On top of that I was not able to review IRS forms before submission - software does not give you such option, you can only review your entries.

    Had to recalculate my taxes manually and file amended return. Their support was terrible. When I called and reported the bug, they hold me on the phone for an hour and did nothing for me. No reimbursement even after I had to do my taxes myself! Obviously software has bugs after last overhaul and support won't help you. Watch out. Stephen

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    Reviewed April 3, 2019

    I have used Block for years and have done my families returns by purchasing one product. No more. I purchased it again online, and am unalbe to do more than one return. I contacted customer service and spoke with a representative, (after a long discussion with an automated system). I am being transferred and am told it is a 50 minute wait. TurboTax for me.

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    PriceStaff

    Reviewed April 3, 2019

    Always a TurboTax user but decided to try H&R Block. The employee Vickie ** in Mooresville NC who consulted me disregarded any attempt to enter itemized deductibles (school costs, landlord expenses, moving expenses, donations, etc). She did not tell me about the fees that she was charging until I asked after 35 minutes (I found this dishonest and misleading since there are signs everywhere that say "upfront transparent pricing). H&R would have gotten me $500, $350 of which would go to H&R for their fees. I went on TurboTax, took my time and itemized and got $1200 back. Paid $120. Go with TurboTax. H&R only wants to take your money with no actual work.

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    Sales & Marketing

    Reviewed April 3, 2019

    They advertise the software as Free Electronic Filing, there isn't anything Free about it. I went to pay using the software and they tacked on a 2.49% convenience fee which amounted to over $59 to file and pay for my return; "The convenience fee for this service is 2.49% (minimum of $2.59) of the tax payment amount for credit cards and debit cards. As an added benefit, the convenience fee is tax deductible on business tax payments and on qualified personal tax payments - just one more advantage to managing your tax payments electronically!" Then make it sound like they are doing you a favor with; As an added benefit - for who? This is either False Advertising or Misleading - either way, I mailed in my return.

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    Reviewed March 31, 2019

    All was going well until we came to punching in totals from our Health Insurance Marketplace statement. The numbers were accurate but an error kept coming up that the totals in columns a and b were not divisible by 12, (they were). There wasn't a way around this. For an extra $39.99 we could get tech support. No thank you! We were already paying $70 for this program. I did the taxes by hand and will mail them in. I was a returning customer but will shop around in the future.

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    Customer Service

    Reviewed March 31, 2019

    Addition state form purchased on their site failed to load into the software. No 24 hour support so I had to wait to contact them to finish taxes. Calling puts you into horrible automated help system that almost refuses to let you talk to a real person. When a real person finally came on they transferred me to a queue with a waiting time of 60 minutes, system disconnected us so another 60 minutes... Have used this software for years. Starting last year it got buggy and support seems M.I.A. Will not use this software again.

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    Customer Service

    Reviewed March 26, 2019

    We had used TurboTax for years, but switched preparation software for our 2018 return after several years of problems with e-filing and even printing returns (we were unable to print out copies last year, so had to manually complete a 1040 package using the information we could view online). Each year we receive several K-1s for partnership investments. Yesterday I sat down to enter the last one and discovered that the Premium software only provides 4 dropdown lines to enter detailed information from a K-1. The detailed reporting is required to properly categorize different income and deduction items for tax purposes. One line alone has a potential 31 subentries, yet the software only provides 4 lines for these entries. A similar problem exists with other lines.

    My option? Not include all the information in the K-1, which now means that our return will not match information received by the IRS. And the tax calculations will not be correct. Probably not a good choice... H&R Block response? We only provide 4 lines because "most customers do not have more than 4 entries"??? Tell that to the IRS and maybe they will change THEIR form to match H&R Block’s. Question to H&R Block - have other customers raised the issue? Answer – yes. Proposed solution? None. Oh, wait. I was just told to print additional form pages and put into those extra lines the information that won't fit in the usual input structure.

    Will my tax due be calculated from the forms (with added information) or the input screens? H&R Block doesn't know. I think I do - my "Federal Owe" number hasn't increased by even a penny after additional income was added. So, H&R Block, your workaround only gets numbers onto the paper, but doesn't include that new income in its tax calculation. If I use your suggested approach, I will both be underreporting and underpaying. My new option? Start all over again with TurboTax (which at least had enough lines to handle the input or they used to...) and get ready to write-out that hand copied return. Save your money...and your sanity. Don't use H&R Block software.

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    Customer ServiceStaffEase of Use

    Reviewed March 26, 2019

    This should have been a simple return. The only reason I even have the premium edition is my small freelancing business. We don't itemize. After all of the questions were answered and figures were entered on the interview pages, the summary pages showed different and incorrect figures. After deleting and re-entering information numerous times in the self-employment interview, I called technical support. I was on hold for 90 minutes only to be told that the tech who finally answered would have to transfer me to a tech with a higher level of expertise.

    After holding for another 50 minutes, I decided a chat might be more satisfactory. (Incidentally, there is no obvious way to get to "chat" from the information on the H&R Block Website. Fortunately, I thought to ask the first tech for instructions before hanging up. This involves setting up an account and going through several steps that you would never be able to figure out from the sketchy information on the Website.) In preparing for this chat, I went through all of the interview pages and made notes. I found that boxes were checked that should not have been and couldn't be unchecked. The accuracy review flagged "business name," even though the instructions said not to enter one. The business income summary showed no income even though I had correctly entered the 1099-misc information. The next time the summary showed a negative gross income in the amount of my expenses.

    Another time it had doubled my income and another time showed only the amount from one 1099-misc. On another summary page, my unemployment tax would show up incorrectly one time, much more than it should have been the next, and then not at all. The self-employment summary page indicated my husband had a business, which he does not, but on the schedule C my 1099-misc information showed up under his name. The "accuracy review" continually flagged "issues" on Schedule C. All of which had already been addressed in the interview pages: name of business, "copy" box number, business code. I never did get speak/chat with technical support. I just kept going back to the interview pages and deleting and re-entering the same correct information.

    I lost count of the number of times I had to do this. Finally, the accuracy review flagged no "issues" - until I went to the next step to "file" and there were 5 issues. These were blanks such as address and social security number that could easily be corrected on the 1040 form. Two positives: 1. The "take me to" icon at the top of the screen page was useful and easy to navigate. I used it many times to return to pages to re-enter information. 2. I had to wait more than 30 minutes to "chat" with tax professional Lawrence **, but he was extremely helpful once we got connected. Twice during the chat we were disconnected, (on my end) but I was relieved to find that when I logged back into chat, I was given the option of continuing the same conversation.

    In summary: This is the fifth year I have used H&R Block tax prep software. There have been issues in the past, and while I felt the questions on this year's interview pages were more clear as to the information required, the technical issues were beyond frustrating. I spent way too much time on what should have been a simple, straightforward return and have serious doubts about using this software again.

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    PriceStaff

    Reviewed March 23, 2019

    I went to one in-person appointment to find out how much it would cost to file my taxes and was told a reasonable amount. When I came back for my appointment to file, I met with a different representative and asked to double-check my rates to ensure the cost and was told an amount that was DOUBLE what I was told initially! H&R Block is supposed to have upfront pricing, but apparently that does not mean it is accurate. Their rates are very high and I would recommend double-checking the cost they tell you during your consultation before filing or you may end up with a very large bill! Both the representatives I worked with were very kind, but I was extremely disappointed about the secrecy of the actual cost.

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    Customer ServiceStaff

    Reviewed March 22, 2019

    I will not be purchasing this software again. I had a question on how to enter some information in for my grandson's taxes and I tried to reach the 'advertised' 24-7 support with a tax expert via chat. After 2 phone calls, one hour, several attempts in the program itself, I gave up. Everyone I reached said that they were an HR Block program expert not a tax advisor and therefore, could not assist me with my tax question.

    They advertise 24 7 tax support but make it nearly impossible to obtain that support. Other than this issue, I've used their software for several years now and was very satisfied. The thing I am not too keen on is how they advertise expert help is available to you when you purchase it making it seem like you are also purchasing free tax support when you buy their software.

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    Customer ServiceStaff

    Reviewed March 21, 2019

    This is my 6th year of using H&R Block, but 2018 software is terrible. There is no professional accountants to ask a question. You chat with clerks, and they have no idea about software, never they answer to your questions. I spent five hours on the phone, I was transferred to different individuals, none of them were able to help and they DID NOT CARE at all. One of the supervisors told me that similar happened with his tax returned, but he didn't inform his managers, coworkers or customers. The file generated by H&R Block 2018 filing is INADMISSIBLE. They don't care about customers, their way to do business is TERRIBLE.

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    Customer Service

    Reviewed March 20, 2019

    I got the feeling the preparer did not have a clue on taxes. I liked the preparer. I just don’t trust the software. Their rates were higher than the TAX CPA preparers of years past. If you have a portfolio of over a mil, this is not your place. It was close to my house and I was warned. Call me STUPID. I will not be back.

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    Customer Service

    Reviewed March 19, 2019

    This is my 3rd year of using H&R Block software but I will not be purchasing again. They advertise and talk big about their support, but it is all bluster and show. Here are my complaints: 1) Their "chat with a tax pro" option is invisible, grayed out, having technical problems, or not available for months before April 15. If you are lucky enough to have the option functional, you will wait for 1-2 hours, even in February. 2) You will not chat with an accountant. It is a clerk or office assistant that they call a "tax pro." 3) You will not get an answer to your question. I recently asked where to enter a "K-1 excess deduction" since there was no option in the interview or on the worksheet under Misc/Other Deductions.

    Also, Line 16 of Schedule A was grayed out so I wasn't able to input anything manually. The tech support (Riquan **. on 3/19/19 at around noon) said it wasn't a programming glitch but couldn't give me an answer on how to make the line editable or not grayed out. I wasted more than an hour. I then requested a supervisor and was connected to "DIY Tier 2" support (Lakiva **., 3/9/19, chat end time around 12:50 PM).

    Again, no answer to my question. I was told to call their 1-800 number (I might get a person or Tier 3 support, she wasn't sure--I have the transcript) or go to my local H&R office (their default answer when they can't quickly determine a response). 4) The Business software is literally just a regurgitation of the IRS forms. There is virtually no explaining or breaking down of the language or concept. Where the "interview" exists, it is highly technical and repeated IRS language. Few help features. In most cases, you type directly into the IRS form itself. 5) There is no support or "tax pro" help. This isn't declared when buying the program; it's basically hidden away.

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    Reviewed March 19, 2019

    It was an easy process to file the taxes. One problem I noted when I inputting my charitable donations is that when I went back to the income section it erased all of my charitable entries. That really sucked. I'm not sure if that has been resolved or not. I did contact customer service about it though.

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    Customer ServicePriceStaff

    Reviewed March 19, 2019

    FOR YOUR SAKE PLEASE READ THIS if you are planning to use H&R Block online software. There are serious issues and H&R Block is doing nothing to inform consumers. I have used H&R Block online tax software for over 5 years with no issues. This year - very different experience. First, there was an entry field in the mortgage interest that did not allow proper entry of date. I verified that it was not my PC. I clicked on live chat and had explained my issue when the representative asked for a Block ID#.

    I did not know how to find, nor did he tell me how to so I finally clicked on Block ID which signed me out and lost my work and live chat. After restarting my PC, I tried to sign back into H&R Block. When I signed back in, I could not get past the "go to last screen I completed". "Next" button nor "?" menu for live chat did not work. I spent hours on the phone getting routed to different individuals who could not offer much help or simply did not care to. One individual was at least honest and said that issues similar to mine have been reported since last week, but could not answer why H&R Block did not have the courtesy to notify people so they did not waste time entering data that they cannot then access to complete and file their returns.

    Someone eventually generated a Tier 2 case # for me, but not sure how that really helped (I suspect it was only to pacify me and stop me from calling). The representatives said they could not have someone call me, nor let me know when the issues were fixed. They only told me to check back to see if it was fixed tomorrow. Great way to leave customers hanging. I cannot trust that this software will be operational or even work correctly to file my taxes (based on some other reviews I have read). So I will likely be starting anew with TurboTax tomorrow (again, based on reviews) or simply file the old fashioned way with a hardcopy print and submit.

    I would have liked to explain to a manager all that has occurred, in the hopes that it would be addressed and other customers would not have to endure the same frustration that I did, but the representative said the only option to provide feedback was the survey. However, the survey cut me off when trying to explain the issue. I have never written a review, but felt obligated to warn others regarding my experience.

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    Customer ServicePriceEase of Use

    Reviewed March 19, 2019

    I used TurboTax Deluxe for many years but it got too expensive, too difficult to use, and customer service was terrible (basically it did not exist)! H&R Federal and State software solved all three—lower cost (especially on Amazon), very easy to use (no fluff), and good customer support.

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    Reviewed March 18, 2019

    I just did my 2018 taxes, I have 1099 (self employed). H&R says I owe around $28K, at IRS site, manual tax table says I owe $19K. I noticed H&R software figured my taxes based on all my income and then added a self employed tax. I can just do my own using manual tables. They owe me over $70 I paid for the software.

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    Customer ServicePriceStaff

    Reviewed March 18, 2019

    On February 27 I went to the H&R Block office on 2nd ave. I was serviced by Sami **. I wanted to file a return for 2013, which he told me I may or may not get a refund for, although I have subsequently heard that it is almost certain I wont get any money. H&R promises “upfront, transparent pricing”. He did not give me any estimate how much it would cost to file. I repeatedly asked for a price, said I had a limited budget and made it clear that I don’t understand numbers very well. He did all the work then told me he was done and I now needed to pay more than $300!!! He hadn’t given me any estimate and this number was nowhere near the other numbers on the H&R price charts.

    In the end I paid $200, which was more than I had and more than I should have. H&R keeps using words like warranty & guarantee but I can't figure out how to make a claim. I have made many phone calls & spoken to many people in H&R & have yet to speak to anyone with any authority who can help me out. Right now, at minimum I would like a full refund for the overpriced, unnecessary, forced payment I made. I would appreciate an apology and I would like to know that Sami ** and all the others I spoke to will get a lecture on customer service and that some improvements will be made to their system.

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    Reviewed March 18, 2019

    I really liked H&R Block when I was doing my taxes, because there weren't as many software programs as there are now. I never got questioned when H&R Block did my taxes, because they were right up to the minute in their knowledge of tax laws.

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    PriceProcess

    Reviewed March 18, 2019

    The program works well but it is difficult to get to the specific section that you want. So you have to start a whole area and go through it step by step to get the one thing you need to change or update in that area. It also seems less user-friendly than other programs I have used in the past such as TurboTax. The price is good and you get to file electronically free for about 5 users.

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    Staff

    Reviewed March 17, 2019

    I am trying to contact the CEO. Our taxes were done wrong in the Topeka, KS office. I am assuming the rep who was very polite wasn’t trained properly. We are still owed $7000's. I rechecked the taxes myself and had a trained professional recheck them also. We need this fixed immediately and a refund processed for the almost $300 filing fees charged. This is completely unacceptable.

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    Customer Service

    Reviewed March 17, 2019

    I have H&R Block tax software for years. It's easy to import previous year's information and updating the currents year's numbers. It walks you through questions to answer and input your information. When I have a question I can contact their online help or review the information about the topic. I can even access IRS information as needed.

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    Reviewed March 17, 2019

    H&R Block converts all the tax mumble jumbo into easy to understand questions. All you have to do is to answer the questions and they fill out the tax forms for you. They also save all your forms for years and will back you up.

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    Customer Service

    Reviewed March 16, 2019

    I have used H&R Block since I was in my early 20's (49 now) and I will NEVER be back. They made a HUGE error when filing my taxes even as I sat there telling my tax 'professional', ''This is WRONG!" I went home very upset, did my research in less than 30 minutes and found out I was right. It took me over a week of arguing and excuses to finally get someone to listen to me and agree I need to file an amendment. They are supposed to have a 100% guarantee and that is not true. I was only able to get a $100 refund of my tax preparation fees. I had to make repeated calls to even finally get that. They did agree to file the amendment for free. Nice since it was THEIR error, not mine. The lack of knowledge of the tax laws is shocking. I have had some small issues with them in the past and have felt overcharged for the past few years, but I always took advantage of the rapid refund, so felt it was worth it. Not anymore. Lifelong customer LOST.

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    Customer ServiceInstallation & SetupPrice

    Reviewed March 16, 2019

    I've been this software when it was called TaxCut before acquired by H&R Block. There were times when I lost the activation code after purchasing and was able to get another one from the customer service. This one works fine and price is reasonable. I've also used the more expensive one and don't feel any difference. I've never had to request the available human service, so I don't know how good or bad that is. Also, the reason I'm keeping using this one is just to make sure there is enough competition for the other major tax software provider. I know they've been trying to significantly hiking the price, but the competition keep them in check.

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    Staff

    Reviewed March 15, 2019

    Unacceptable PDF file of filing. First just to make sure you understand that my tax preparer Carolyn ** is the nicest and sharpest lady. This is the second year I used H&R Block and Carolyn. VERY HAPPY no issues. My issue is that the PDF file generated by H&R Block this year (for 2018 filing) is totally unacceptable. The previous year there were no issues. 2018 filing has a huge diagonal watermark "DO NOT PAPER FILE. NOT AVAILABLE AT TIME OF..."

    I need to be able to print a clean copy of my tax return at any time. I paid close to $300 and this is totally unacceptable. Many people would have to send their tax returns for financial aid, credit application, etc. Having some writing obliterate your tax return is totally uncool. If this is not remedied, this will be the last time I use H&R Block.

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    Customer ServiceStaff

    Reviewed March 15, 2019

    Been using TurboTax for years, but read this year they had a lot of glitches. I found TurboTax easier to use, and more detailed. Also, TurboTax customer service was far much better. They were easier to contact, and had the answers you need right away. It took me an extremely long time to find out how to contact someone on H&R Block, kept on getting transferred from one agent to another without getting 100% of my question answered. I think next year I will return to TurboTax.

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    Reviewed March 14, 2019

    I strongly discourage anyone from using H&R Block software. First, it would not help me with the calculations required for Pub. 535 to determine if the healthcare expenses could be deducted against my income - it simply sent me to the IRS website! I managed to get past this one. But the one that really fired me up was when it said that I was not qualified for the Child Tax Credit because I already had a tax credit. This is only partially true; you can be eligible for a REFUNDABLE tax credit if eligible for the Additional Child Tax Credit - which thankfully I am.

    My income was below the threshold and I have three or more children which is a requirement. Ultimately, I am entitled to $1400 per child rather than the $2000 but this is a refundable tax credit. Nowhere in the software did it try to run me through the calculations to see if I was eligible for this credit. Had I not been aware of this change I would been out the $4200 credit! H&R Block should refund everyone who bought this lousy software!

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    Reviewed March 14, 2019

    Pretty easy to understand and file, but saw no reason to list deductions when taking the standard deduction. Especially this year since they changed the standard deduction amount. It should have stated if you have over the standard to itemize those at a specific portion of the tax rebate.

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    Customer Service

    Reviewed March 13, 2019

    Decided to try H&R Block this year after using Liberty for years. Worst mistake ever. They charged me for electronic filing and could never get their host to accept my return. They never told me it was rejected and after 2 months I decided to call and lucky I did because I would have never known it was rejected. Long story short I had to mail my refund in and I'm out the 170.00 I spent for the electronic filing. NEVER AGAIN!!

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    PriceStaffEase of Use

    Reviewed March 13, 2019

    Software is easy to use and intuitive. Definitions provided are clear and the software literally pulls you through the process. I use the CD’s rather than online system as it is a lower cost option. Support is excellent!

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    Sales & MarketingStaff

    Reviewed March 12, 2019

    Because the forms have changed this year, and the AARP Tax Service was not available this year in my area, I went to a local H&R Block office. I had no income in 2018, no rental properties, no offshore accounts, etc., so the filing of state and federal taxes should have been simple enough. Two years ago, I'd gone to a CPA recommended by my lawyer since I had to settle two family estates and it was complicated. The advisor spent less than 45 minutes, filed my forms electronically, and only THEN told me the cost: over $315!! Had I known that, I would have returned to the CPA! Afterwards, on the office's website, I saw a note that said "service prices are listed on a laminated sheet in the lobby." There was no such sheet, and I was offered no price list from either the receptionist or the advisor. I will NEVER return there again! This is a "get-you-in-the-door" scam. A very bad way to do business!

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    Verified purchase
    Customer ServiceStaffReliability

    Reviewed March 11, 2019

    The H&R Block Deluxe and State Software format this year is HORRIBLE and Confusing. Not professional at all. Never this bad in 20 years. It will not recognize your PC when you log in, requires you to get a code on your phone or text. There is a better format with Turbo Tax. No forms are available to see while doing the taxes like years before. You don't know if the software is saving your return when exiting - no SAVE button. No buttons to view or click on at the top like before. Not enough questions are asked. Difficult to log back in. Hard to return to the place you left off - this is BAD and very Annoying. MAJOR ERROR - for private school tuition contributions for Arizona, Block states that amounts on forms 323 and 348 should be the same when the actual maximum total credits are different.

    For form 323 (if married) is $1,110 and form 348 (if married) is $1,103 for a total credit of $2,213. This total goes to form 301 and then onto the AZ state form 140 line 51. To make it work, I had to make each form to be $1,103. A $7 error. I had to visit the H&R block office twice, call back 4 times, and call the Customer Service Help Desk to explain the error. They could not fix it and confirmed this is a valid error. Time to get it together and re-write the software for all H&R block versions done at home.

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    Staff

    Reviewed March 11, 2019

    Don't ever use the H&R Block emerald card. I had fraud of about $2,600 and DID a fraud claim, police report, etc and was still denied of my money back. They assume everybody is lying apparently!!! An honest person gets denied just because of assumption. I was robbed and they didn't care at all!!!

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    Price

    Reviewed March 11, 2019

    The software has been working actually very well for me. I’ve been using this software for the past few years. I have not completed my 2018 return yet but I do have the software downloaded and ready to go. I do not expect to have any issues so I guess I’ll read this is a pretty good price.

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    Reviewed March 10, 2019

    I had been using TurboTax in the past but thought I would try H&R Block free tax filing this year and am glad I did. I was quite happy that within 24 hours of send the forms to the IRS & State I was told they received them, which was surprising since when I filed last year it was almost 4 days before TurboTax let me know they had been received.

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    Reviewed March 9, 2019

    I have used H&R Block online filing for 6 years. Never had any major issues. This year I found the flaw! Went to import last year's data and it failed on their end. Well, well, well, it is literally impossible to go back and try to import again. It is also impossible to delete the return and try to start over. It is also impossible to create another account to try and find a workaround. I have emailed, chatted, and sat on hold for HOURS trying to find some sort of resolution. There isn't one. Wouldn't be too much of a hassle if I were filing a 1040EZ. I'm not. I have a LOT of data (depreciation, self-employment, expenses, etc.) attached to six rental properties. Hand jamming ALL that information is now going to take tens of hours. What a MASSIVE disappointment. Guess it's time to start from scratch with TurboTax...

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    Sales & MarketingStaff

    Reviewed March 9, 2019

    While the agent I worked was nice the rest of the experience was not so much. I was charged probably around $100.00 only to be told I couldn't use their fast refund through H&R Block. Now I have a pending deposit from H&R Block even after being told they couldn't approve the refund. I will be registering a complaint with the IRS against this company as they appear to be scamming their customers.

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    Reviewed March 8, 2019

    When I filed income taxes for the first time in 1993, as I recall there was no software available for consumers to file on their own. I most likely filed by paper, and mailed them for a few years. I used TurboTax for several years, and in 2016, my first time filing income taxes in Pennsylvania for the first time in over 20 years, and with a different address and bank account, TurboTax would not allow me to update my personal information. I used H&R Block, the free version, and I've had no issues whatsoever. In hindsight, I should have used H&R Block several years ago, and it's now what I'll use for the remainder of my life filing income taxes.

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    Sales & Marketing

    Reviewed March 8, 2019

    Personal tax program is great. The business tax program is not good. You have to enter numbers, amounts and answer questions just like you are filling out the forms by hand. There is no help besides what the IRS forms say. The advertising is confusing. The ad said it was the same as I used last year but it was not. Spent hours fixing this problem.

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    Reliability

    Reviewed March 7, 2019

    I have used H&R Block for more than ten years and find their software to be very reliable. Some of the basic features I have enjoyed in the past are: (1) software provides automatic updates for any tax-related changes, (2) basic information from the previous year's filing auto-populates, alleviating the need to re-enter certain information, and (3) information ease of transfer from federal to state filing.

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    Price

    Reviewed March 7, 2019

    H&R Block is not a very nice outfit and totally ripped me off. Got me to pay for a lot of forms that cost a lot of money and then told I wasn't to get a refund after being told in order to get the refund I needed to get these forms, very disappointed they did not seem to know what they were doing.

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    Reviewed March 6, 2019

    I have always done my own taxes until 2016 when I sought “professional” assistance due to a significant change in our tax status. We also had H&R Block in Salem, Oregon prepare our 2017 taxes due to unusual income that year. In getting ready to prepare my 2018 taxes as I do in a typical year, I pulled out my previous year’s taxes to review and was shocked to discover that the tax preparer had entered the incorrect number on the federal income tax withheld line. She entered that amount as $7686 when in reality the amount should have been $15,452!!! Her excuse for the error was that how Social Security Taxes were inputted instead of Federal tax withheld. The math does NOT add up… And this is a certified tax preparer?

    I asked the manager for a refund of the $481 which included $40 for "Peace of Mind" coverage AND a no interest loan for the $7700.00 until the amended return check was received from the IRS. A few days later I received a form letter with a check for $441.00. It did not include the $7700.00 I requested. The letter included a statement hoping that I would be a returning customer sometime in the future. Yeah Right! I e-mailed the branch manager and requested the missing $40 and received the following reply, "Peace of Mind is a product that we offer if we make a mistake and you owe the IRS. In your case you do not owe the IRS." So much for my "Peace of Mind"... They care about one thing, $$ and I assure you it is not the customer! Now I must wait a protracted period of time for money that should have been mine this time last year. I will NEVER have my taxes prepared by H&R Block!

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    Reliability

    Reviewed March 6, 2019

    H&R Block is a reliable and knowledgeable service that I have used for over 30yrs. I never worry about the accuracy and believe I get all the deductions I deserve. I feel totally at ease in using this service for all my needs.

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    Installation & SetupPunctuality & Speed

    Reviewed March 6, 2019

    Easy to follow instructions. Walks you through each form and recommends the best options to maximize your talk return. E-filing was easy. I was notified of updates on forms so that I knew when everything was set for me to submit my return. I was notified of acceptance and received my refund quickly.

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    StaffProcess

    Reviewed March 5, 2019

    I usually file my taxes online but since my husband’s self-employment changed, we decided to have the professionals help in case we missed anything. My mother referred us to H&R Block since this is who she had used in prior years and that rates advertised weren't so bad. The "tax professional" that helped us file seemed to have a lot of trouble entering our information and blamed the errors on the new system she was using. It appeared to be the same format you use when filing online (very simple).

    Even with the trouble she was having it took us about 30 minutes to finish the whole process. We decided to E-file/direct deposit since this was the cheapest and fastest way to get our refund. We finished our paperwork and she asked how we wanted to pay, my mouth dropped when she told me the cost to prepare our taxes would be $415.00 (before the federal transfer fee) when the advertised fee was $59.99. It doesn’t end there, once I got home, I looked over our paperwork and she hadn’t added any of our itemized deductions. I now have to either go back and have my taxes fixed or sum it up to a very large loss. I wish I would have read the reviews before I went to H&R Block and filed them myself online like usual.

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    CoverageEase of Use

    Reviewed March 5, 2019

    I've used H&R Block Deluxe for 10 years or more, and it is very easy to navigate to import prior year data, make new entries, recheck entries, verify entries for missing data, and electronically file tax return. Since I am a regular user, I am used to its format. I wanted to try a free TurboTax Deluxe online this year for comparison, and I was very disappointed, thinking that its features would be the same. However, I had some oil lease rental income this year, and when I entered the rent, a note popped up that said the Deluxe version didn't support this entry and I needed to upgrade to Premier version for $55. H&R Block's Deluxe version covered this entry with no problem. So, as you can imagine, I never proceeded further with TurboTax, and finished my return with my favorite H&R Block.

    I also observed that the online TurboTax version was slow as compared to my computer run H&R Block program. I saw no way to navigate freely online, as it only proceeded in a step-by-step process. Perhaps there was a way to navigate easily, but I couldn't find it, and I stopped using the program after I found out that I would need to upgrade to a higher version of TurboTax. So, if you are considering purchasing a tax program, don't presume that all Deluxe versions include the same features. TurboTax costs much more than H&R Block, and this is also a major concern to me. I also saved money by downloading the email version from Walmart compared to the CD version. It downloaded the program quickly and seamlessly, so I will always use the email download program in the future.

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    Reviewed March 4, 2019

    I don't like the changes to the format of the 2018 software. I used H&R Block for years, but now I will probably look elsewhere for my tax software. The software was very plain and tried to be simplified but ended up being of little help at all.

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    PriceStaff

    Reviewed March 2, 2019

    Charged $350.00 for simple 1040 with my deductions handed in and tallied on paper with state tax simple page for taxes. No prices are posted and nothing is mentioned about the price either. Foolish me I assumed a fair price worthy of the work involved. WRONG - there was minimal work with an exorbitant fee. Cannot imagine what they charge if you own rental property and have gains and losses. The owner does not address the review with an answer to the exorbitant fee. He is just too happy with the outcome $$$ I guess. No principles at all - just greed at any cost. May KARMA be known to this owner.

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    Reviewed March 1, 2019

    Tried them for 2017 and 2018. They made mistakes both years which meant I had to file amendments and corrections. I also feel they overcharged for my very simple 2018 filing. Not much makes me more nervous than taxes. It's hard to tolerate mistakes from the supposed pros. They did make good coffee though. Will never use them again!

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    Reviewed March 1, 2019

    Asked for $ to be placed in bank acct. The $ is put on Emerald Card not in my bank acct. Pay $35 for each transfer w a limit per day. Transfer day 1 works. Transfer day 2 does not. Call & have Emerald Card reactivated. Go to transfer on day 3 declined again. Not only am I paying fees for something that should not have happened but I am losing serious time even trying to move my own $. This is a complete H&R Block Scam. 15 year customer of H&R Block but never again!!

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    Verified purchase
    Customer Service

    Reviewed Feb. 25, 2019

    I think I shouldn't have to pay for a service that doesn't work. I attempted to e-file my taxes and the IRS rejected it several times over the EIC credit which required me to provide Form 8862. Despite several attempts at filing, I spoke to an H&R tax pro through online chat, and despite his advice my return still got rejected. I contacted customer service to have my product fees totaling $114.92 and she informed me that she would not be able to refund me the money. I asked her why should I pay for a service that didn't work? She informed me that she cannot refund me because I e-filed the first time. I will never use H&R Block again. TurboTax approved my refund the FIRST time around with no errors.

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    Reviewed Feb. 25, 2019

    Have been using H&R Block for the past 16 years or so. The last few years I have been charged about 100 dollars for my return which is very short and quick. This year after the work was done I was informed that the fee would be 269 dollars. I was able to get 25 dollars off so the bill came to 239 dollars. Needless to say, I will no longer be using H&R Block, I'll have it done free in the local library.

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    Punctuality & SpeedStaff

    Reviewed Feb. 19, 2019

    My husband and I went to the Sanford H&R Block on 2/19/19. We usually do our taxes online but this year we had purchased a home. Trying to sort through the website and find the information required became a bit overwhelming. There were so many confusing questions so we wanted to make sure we were doing it right. Once we arrived, we were able to be seen promptly. We provided all our paperwork to the tax professional. She began with providing us costs upfront since they advertise everywhere “Know the price, before you start” and “no hidden fees”. We were told it would cost $99.00. We were sure to mention that we attempted to complete them online and that we just wanted to make sure we were doing it correctly.

    Once the tax pro was about to finish imputing all the information into the system, they apologized because what we did at home was accurate. They felt we were wasting time and money having a tax pro complete for us. Since we agreed to the $99.00, we knew we had to finish. Once our visit was complete, we were provided a break down of our taxes for the year.

    At that point, we were told there are extra fees since they had to complete extra forms. We were told these forms were not noticed on the price list prior to and our total is $189.00 and not $99.00. The service was average but we didn’t care about that. If a company as big as H&R Block hires people that do not know how to do their job, they should not advertise “no hidden fees”. They did not honor what was promised! Be very cautious of this as there are in fact hidden fees! We will not be using H&R Block in the future, nor recommending to anyone we know.

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    Customer ServiceSales & Marketing

    Reviewed Feb. 19, 2019

    I went online to the free software, realized it would not do what I needed, upgraded and paid by credit card, at the end of input said I couldn’t do what I needed with the free software and had to pay another $18.00 to get what I needed. Spent 4 hours including phone time trying to get it straightened out. I called a local office and they quoted me $400 and didn’t have any way to credit back the money I already was out. WHAT A SCAM!

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    Price

    Reviewed Feb. 16, 2019

    H&R Block did NOT give me the price it would cost to prepare my taxes prior to my appointment. I am VERY disappointed in your service, and truly feel as if I have been robbed. I paid more than double the amount I have been paying over the last few years as a loyal customer. I will not be returning, unless H&R Block will provide a compensation for lack of transparency.

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    Price

    Reviewed Feb. 16, 2019

    I will never use them or recommend them to anybody. They don’t tell the price to do your taxes until they are done. $150 to input one W-2, so maybe 10 to 15 minutes max. Went in because I needed the rapid refund, only to be told at the end I couldn’t get the rapid refund because it was less than $1000. If this place had any kind of decency, they would advise you to maybe do it at home because it would save you a lot of money. After speaking to the manager, they offered me coupons for next years taxes. They can take those coupons and shove them somewhere else. Never use H&R Block for anything!?

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    Price

    Reviewed Feb. 15, 2019

    I went to H&R Block to do my taxes and they charged me $30.00 dollars to do a $12.00 dollar interest from a bank. They don't want a piece of the pie. They want it all plus. Buyer Beware. Do not use H&R.

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    Customer ServicePricePunctuality & Speed

    Reviewed Feb. 13, 2019

    First I had told the person preparing my taxes several times when we are at the banking part of the refund. I looked up and she said we were all done!!!! The INcorrect information to a third party bank card that has been canceled and extremely difficult to get a person because the phone number is only a recording. That is where my refund is going! She said through H&R that they could “possibly“ change it!!!! But no guarantees and probably would go to closed account. That was all she could do and while trying to get her to do something about this took 45 minutes longer and I missed early overtime and was now looking at being late for work ALL for the price of $145.00!!!! I can’t describe how upset I am and was a very hard lesson (probably won’t get my refund) to NEVER NEVER return to H&R Block.

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    Kendra increased rating by 4 stars.
    Punctuality & SpeedStaff
    After a positive interaction with H&R Block, Kendra increased their star rating.

    Reviewed Feb. 12, 2019

    I paid them 360 for the advance and was told it was put on hold. I am absolutely disgusted. I will NEVER go back. I could have e-filed for 48 bucks and done it myself. Total racketeering, I have a credit score of 668 and no late or missed payments on ANYTHING. I am absolutely disgusted and will be shaming them to everyone I know as well as people I don’t.

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    Customer Service

    Reviewed Feb. 12, 2019

    I used H&R Block’s web based tax preparation service, including the extras, expert advice, peace of mind, etc., I immediately paid their invoice in full when it was presented, $273. I noticed when I printed my personal documents, that invoice showed an amount still owing and they were refusing to e-file my returns. Using the web based system provides, absolutely NO communication with ANY support short of your paid advisor, via a seldom functioning “Message Center”. Through here I was able to find out that “BLOCK” had miscalculated sales tax leaving me underpaid $3.08! No problem, I’ll pay it. Yes, huge problem! They have no avenue available for me to pay. They don’t know what to do. Meanwhile, my $273 and 3 returns are being held captive, and I have what the little boy shot at! AVOID BLOCK AT ALL COSTS!!!

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    Sales & MarketingPrice

    Reviewed Feb. 12, 2019

    I filed my tax returns with H&R Block. What a scam they're! They never told me how much it would cost me until at the very end. For two W2s I was charged $500, which was a quarter of my federal refund. As if that wasn't enough, H&R Block held on to my refund for as long as they could when the IRS released it. The IRS released the money almost a week ago and told me I should get it BY FEBRUARY 13. Today is February 12, the money is still not there. It is the first time my refund has taken this long after being released by the IRS. If you can, use a free service at an IRS office or local library or a private tax return preparer.

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    H&R Block Company Information

    Company Name:
    H&R Block
    Website:
    www.hrblock.com