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    Advise Financial

    5.0 (2 reviews)
    Closed 11:00 am - 3:00 pm

    By appointment only

    Updated 3 months ago

    Request a consultation

    Response time

    20 minutes

    Response rate

    100%

    Services - Advise Financial

    Inheritance planning

    Investment management

    Retirement planning

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    1 year ago

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    H&R Block

    H&R Block

    (7 reviews)

    First I would just like to say, Ronda (I believe that is her name, can't be too sure. Old woman,…read moreCaucasian, blonde/grey mostly grey hair) was talking with a customer as they checked out it appeared. When she first put her finger up to me, after asking me what I needed in the first place, I took it with a grain of salt. She then asked me what I needed, and why I asked if they had a CPA, and when I tried to explain you cannot acquire your transcripts through the IRS anymore unless you have mortgage or a proof of credit (and that I am 20 and have neither a credit card, nor credit) she began a fit of talking over me. I left without being helped because it was so blatantly disrespectful. I work in the service industry, and I'm young. It's Boca. I understand the plight. But to be rude and interject without letting me explain is uncalled for. Here's a direct quote from the IRS: "Request Online What You Need To register and use this service, you need: *your SSN, date of birth, filing status and mailing address from latest tax return, access to your email account, *your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or car loan, and *a mobile phone with your name on the account."

    I have been going to this particular location on Glades Road and 441 (State Road 7 and next to…read moreDunkin') for over a decade. The staff is wonderful, and they are very good about securing appointments for you as you need or to help facilitate getting your taxes filed in a timely fashion. I particularly deal with Ellen, my tax preparer. She is very well versed in handling my rather complicated return. Mist times, I drop off what is needed in a file folder and get a call rather quickly to come back in and go over/sign and file the return. I highly recommend this location, and the staff goes above and beyond to make sure your needs are met.

    Advise Financial - financialadvising - Updated July 2026

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