If you're considering filing your taxes with H&R Block, please read this entire review because it…read morecould save you from the nightmare I've been dealing with.
I filed my taxes at the beginning of March specifically so I wouldn't be stressed or scrambling near the deadline. Unfortunately, H&R Block, and specifically their tax professional Marc Jacobson, managed to turn what should have been a simple filing into one of the worst customer service experiences I've ever had.
After Marc filed my return, he told me I owed New York State over $1,000. That immediately seemed strange because I was only a part‑time resident from January to April before relocating to North Carolina. Four weeks later, I received a letter from New York State saying that information was missing from my return to confirm my part‑year residency, and that it needed to be corrected by April 27th.
I went back to the office on April 6th to have Marc fix the issue. He told me he had "never seen this before" and couldn't understand why I received the letter. When I got home, I reviewed my return myself and discovered the problem instantly. On my New York return, Marc had incorrectly marked me as a full‑year resident for 12 months in 2025. This error is exactly why I was told I owed over $1,000 when in reality, I should have been receiving around $300 back.
I returned to the office the same day, but Marc had already left. The receptionist asked another tax professional, Steven Buckley, to help. He reviewed my return and immediately confirmed that a mistake had been made. I left all my documents with him including my W‑2, which somehow had never been scanned into my original return and wasn't even in my MyBlock account. So at this point, H&R Block had every single one of my physical documents.
Steven told me it would be a simple fix and that he would take care of it. He said he would work on it the evening of 4/9 and call me when it was done so I could pick up my documents. That call never came.
Since then, I have been calling the office almost every day. No one can tell me anything. All I get is, "We'll send him an email." Steven Buckley has never reached back out to me, and as I write this, he still has my original documents. The deadline is approaching, and I have no corrected return, no communication, and no idea where my paperwork is.
I paid over $200 for H&R Block to file my taxes, and they are dragging their feet to fix a mistake they made. According to their own website, if they make an error that causes you to owe taxes you shouldn't owe, they are supposed to refund the filing fee. I have not received a refund, an apology, or even basic communication.
Corporate was no help either. They open a case, tell you a district manager will contact you, and if they don't within five days, the case closes and you have to start over. It's a loop designed to go nowhere.
This entire experience has been unacceptable. I trusted H&R Block with my personal information, my documents, and my tax return and they failed at every step. I will never use them again, and I strongly recommend choosing literally any other tax service. No one should have to chase down their own documents or beg a company to fix their own mistakes.
