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H&R Block

1.5 (8 reviews)
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Updated 2 months ago

Services - H&R Block

Accountants

Current year tax preparation and filing

Past year(s) tax preparation and filing

2 More Services

Audit and conflict resolution support

Tax planning

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Caris Tax Advisory Services

Caris Tax Advisory Services

4.2
(5 reviews)

My brother passed away and I was presented with the need to take care of his estate. One of the key…read moreefforts required on my part was to figure out how to deal with six years of unpaid Federal and State taxes. I found Caris Tax Advisory Services Inc. via an early recommendation when I was initially making my way through the morass of probate. After collecting massive amounts of documents that were literally just in random boxes, I presented the material to Caris Tax and they dove in, creating six sets of returns for both Federal and State. They were mailed in and our friends at the State of California cleared my brother's returns the quickest. It was great to get the letter from them indicating they were fully satisfied with all of the submittals. As for the IRS, that took quite a bit longer and much more effort on the services of Caris Tax. But, in the end, all that needed to be settled was done successfully. I'm happy to have all of my brother's affairs in order. Carol, I can't thank you enough. PS - I live in AZ now but spent most of my life in the SF/Bay Area. My brother also lived in the Bay Area. Hence, Carol's business, based in Benecia, completely aligned with the needs of my brother's estate.

Absolutely terrible. Stay far away. She was great in the beginning but after a while she began to…read morebe unresponsive to emails, phone calls, texts. I had an employee that needed their final payroll check and she never issued it and almost put me as the employer in jeopardy because of her inaction. Payroll checks were incorrect or late. Once I decided to move on to a more professional company to handle our taxes, accounting & payroll. She did not cancel the ADP products that she set up in our name. This has costed me $2,000 plus. Her response to me was "You are no longer my client." Just completely unprofessional. Stay away.

H&R Block - taxservices - Updated June 2026

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