My tax preparer of many years passed and then the group I was originally with got inefficient, made errors, and charged too much. I have never used H & R but a friend recommended the location here in Belmont Shore on 2nd. They staff was very friendly, got me right in and was organized. I was pleased to work with Elena who was very nice, prepared my taxes quickly, and gave me a first time prep discount. The experience was pleasant and I'm appreciative of their professionalism, fairness and efficiency. I felt listened to which is important and we were able to work together very quickly. My appointment only lasted about 30 minutes and I was out the door with my tax forms, and simple automatic filing. My taxes are relatively easy so I don't know about how they are for complicated taxes but for my self employment, they were again friendly and quick. read more

What a disaster! Went to them because I was filing jointly with my wife for the first time. Very little effort was paid to getting the maximum return and walked out with a standard deduction, not the end of the world. We got a few thousand $$ return and were happy enough. But over a year later a notice from the irs that we over counted social security and therefore owed the irs $7k. Found that they entered the social security for 2 incomes under one income; so they botched our tax return. They told us it would be amended and then we got a check in the mail to cover interest and penalties from the irs , $300, if we waive our claim with h and r block. However a follow up on the irs website indicated that the amendment had no effect on our tax bill and we are now subject to additional penalties and fees. I sincerely hope they can fix this and make it right and the review will be amended if they do. But for now all I can is warn others not to get in this horrible situation of h and r blocks making. read more

I was helped by Denise M Garcia and the front desk secretary, they were both wonderful and patient! They made this experience very easy for me, were very kind and explanatory to help me understand exactly what was happening as we filed! I will definitely be returning next year for tax time! The entire office has a pleasant atmosphere! read more

This is the best H&R Block location to go to. I have been using them for many years and have gotten excellent service and good tax advice which has saved me lots of money, especially with retirement contributions to my company 401k plan read more

I had Ric Simmons as my tax accountant and he was kind enough in person. Unfortunately he didn't get back to us for a week or two. When he did he said how it was a complicated issue and was going to bring in another professional to assist. We understood and said okay. Well three weeks later we still hadn't received any updates even after calling the number on his business card. I had to call his office to find out that he wasn't working on it and that Julio was going to help us out further but needed additional information. Which would've been fine if someone had let us know. Julio informed me that apparently Ric is on vacation and that is why the work was passed to him. Again not much of an issue if it was communicated. Will not be using this company anymore. read more

First of all, let me save you all some parking money and time and share that this location is closed! When I called to schedule an appointment they failed to mention that this office was closed and when I called to let them know they were rude and did not apologize for their mistake. They didn't prioritize me even though they made the mistake and had no availability that was convenient for me. I didn't even file my taxes with them and didn't have that initial conversation with them and I already would suggest for you all to save your money and time and go somewhere else! read more

I had my taxes done there by Patricia S. in 2015. I'd just gotten out of the Air Force and needed some corrections made to my taxes along with help on my current year's taxes. We did the following: Amended 2011 state taxes Amended 2012 federal and state taxes Amended 2013 state taxes Filed 2014 federal and state taxes The challenge with my 2014 taxes was that I'd received a chunk of disability severance from the military and knew it might not be taxable. It created a bit of an issue because it's such a rare case that this happens for people and not too many go back to claim the taxes the military takes out. The military also takes the taxes out whether they're supposed to be taken out or not because that's what the regulation has them do. The onus is on the individual to get that money back from the IRS. I'm fortunate to have worked military finance and have that insight, but a lot of others are not. I did the regulation digging and emailed it over to Patricia while she contacted the IRS and worked all the details out on their end. She was so helpful and thorough; I ended up getting just under $6000 back. Fast forward to yesterday. The IRS sent out letters to a large number of people who received disability severance explaining that they are entitled to amend their taxes to get that money back because it should not have been taken out. Thanks to Patricia's help and diligence, I don't have to go back and take care of this after the fact. read more

Unfortunately, tax accounts are not familiar enough to handle complicated taxes. Best to go to a certified CPA.

My previous tax "professional" really messed up everything, I do not recommend Cs Tomasi. She left me without anywhere to go and without much time to file taxes. H&R (Jennifer!) wasn't my first choice but she handled my issues and helped get me on the right track. read more

We come to this location for our taxes because we are loyal Patricia Salkowski fans! She has done wonderful work for us for many years, and actually makes our yearly tax day feel like going to see a friend. We were do-it-yourselfers for submitting taxes until we had a hiccup, prob in 2014 or so. We met Patricia to see if there was something better we could do, and after that first experience we felt like we had been missing the boat by not having a pro help us. Her knowledge and service makes us customers for life, but beyond that she's just a joy to work with personally. Highly recommend! read more

The Best Tax Preparer If you are in need of an honest, thorough tax preparer, I highly recommend Lois Smith at H & R on 2nd St. Belmont Shore. I had my refund 2 days after it was processed. You will not be disappointed! Please tell Lois and staff I referred you. Peggy David read more

Rich did a great job helping me prepare my taxes this year. He helped me file my federal tax return and two state tax returns too (I moved from IL to CA in September). He also took a look at my 2010 taxes for free! All in all a great experience. If you want to make sure your taxes are done 100% right, go here. They have evening/weekend hours and they also will help you if the IRS ever audits you. read more

So I called in last night and 8:03 p.m. To see if my husband and I could come in and do our taxes. I was told no that we couldn't come in because it was too late and our taxes sounded like they were difficult and would take awhile to complete. I hate to be "that guy" but what horrible customer service! And complete laziness by the staff and receptionist that answered the call. I guess they weren't in the mood to make money last night. I decided to call and try the location on 7th street and Orange in Long Beach, Ca and they took us in at 8:45 p.m. We started our taxes and were out of there location by 9:12 p.m. They are a great example of what customer service should be. As far as the location in Belmont Shores, they suck and as a Disabled Veteran I was completely disappointed. read more

I am a H&R Block fan. I trust they will always be thorough and accurate in assessing my numbers. My appointment was made early this year and I was a little aprehensive when they told me my regular agent no longer availabe. My appointment was made with Tanisha Williams. I arrived a few minutes early and Tanisha came to greet me. I found her to be highly personable and engaging. She proceeded to review my statements and ask the important questions. She took genuine interest in me and my situation and did a great job for me. I would recommend Tanisha and H&r Block on 2nd Street to anyone as Tanisha was very professional. read more

It's true, this office does live up to the hype. When I called in two weeks ago to set an appointment, I asked the friendly receptionist to hook me up with someone who was seasoned. I was being audited and needed to file an amended tax return. The receptionist assured me that Lois E. Smith would be great. And- she was right! When I came in, I explained what I THOUGHT was wrong with my tax return. Lois carefully went through my previous tax return and found a ton of errors, and told me what was wrong with the previous return. She worked over two hours with me (mind you, an hour after the office was officially closed) to help me get my paperwork straight on what I needed to send to the IRS. She showed me the numbers along the way and consistently kept me in the loop. I actually think now, I got quite lucky finding her. I highly recommend this office. Everyone is friendly and knowledgeable. Lois did a great job and she made a client for life today. read more

Marnie is the purrfect tax person! Quick like a cat, sharp like a cat claw, and confident like she haz 9 lives. read more

Marney Kincaid is fast as lightning! I had a relatively simple return this year, and I think I was in and out in less than an hour. She even accommodated my 30 minute early arrival to our scheduled appointment! Last year I had a complicated return and she still completed it in a timely manner, maximizing all the deductions she could - she saved me almost $2,000 from the amount I had gotten prepping my taxes myself. She exudes confidence and skill - everything you would want in somebody minimizing the money you possibly owe the government. read more

We went to H&R for the first time 3 years ago because things got very complicated for us, too complicated to do our own taxes at home. By chance, we were set up with Rich W. and we couldn't be happier, even now, 3 years later! Rich was able to navigate through so many complications that popped up, and continued to come up, as recently as this year. We even took advantage of their "second look" program and were more than happy to get MUCH more money than we expected to ever get back. To top it all off, Rich is also just a genuinely nice guy who we enjoy meeting up with now, which really helps when dealing with something as stressful as taxes. Couldn't be happier with our experience at this location and their staff, thanks! read more

Joe Lanning was my best experience of H & R Block out of the past 5 years of using their services. He is a shinning example of what a Tax professional should be. I will return again to this location as long as Joe is working. read more

I really liked H&R Block in Belmont Shore. Patricia has been great, and is a retired IRS Auditor so I feel very secure with her experience. I was impressed with H&R block's special that I could get 1/2 off of last year's return prep from another firm. read more

The tax person I got assigned to was horrible. The lady looked at me all wrong and she rolled her eyes at me. She told me that I she didn't believe that what I was claiming on my taxes and she basically told me to leave the office until I showed her proof. I've been doing my taxes for five years I've told her and nobody has asked me to prove anything. She said she didn't even believe my job. Worst experience ever and when I walked in all the employees were sitting down eating pizza and had me wait. read more

This is my first time doing my taxes in person at H&R Block and it was great. Robert Reigle did a great job with me and double checked everything was correct. Great first experience. read more

Fantastic first time experience at this branch, both me and the wife did our filing here this year and had a very good experience. Friendly staff members, super clean office and easily accessible off the street read more

Joe Lanning is an awesome tax preparer! Always trying to save you money, amazingly respectful to LGBT, and not charging for the stupid things the IRS does to the LGBT community! read more

THE WORST COMMUNICATION EVER! I made an appointment with Marney a week ago and today I got Yazmin instead. There was no COMMUNICATION as to why this happened? An explanation would have been nice, or even a choice for that matter. In addition, my tax "professional" continually checked her cell phone as she was doing my taxes!!! She also spoke Spanish to another employee as I was sitting there, obviously excluding me from the conversation. As a communication professor, this was the single WORST customer service I have EVER had! This affected H &R Blocks credibility as a corporation, a local business and more than likely the quality of my taxes. I am going to tell EVERYONE I know about this, including my 250 students! read more

After not filing my taxes for the last seven years, I bit the bullet and brought them in here. Lois was extremely helpful and thorough. I won't think twice about returning next year. read more

Marney had helped me out the last two tax years. Making an appt online is the best. I walked in and was helped immediately. Coffee was ready and I was taken writhing 5 minutes. The explanations of everything are great. I've really appreciate the help of HR Block during tax season! read more

Just got my taxes done here. Beth Brunn was awesome. Very friendly. Excellent customer service. I already made an appointment for next year. ;) I highly recommend this location. read more

Amazing customer service. Everyone here was super helpful and they did a great job. I already set up my appointment for next year! I would highly suggest this office. Very professional yet friendly at the same time. Kimmeng was beyond helpful. Ask for her read more

Marney is the bee's knees. I've been there two years in a row and they found me much more than I expected both times. You'll love Marney and she will do an amazing job for you. read more

Our tax person Marney Kincaid is just amazing!.....The Cats Pajamas.... The Top Dog!! We came across H&R Block while we were at the Chocolate Festival and cannot say enough about the professionalism and the vast amount of tax Law knowledge that Marney has along with her amazing personalized customer service! read more

I have not filed my taxes since 2013 because I didn't have to when I was a stay at home mom. Therefore, I have many questions and have not gone in yet, but I called concerning these many questions I had in regards to our taxes. Tia assisted me and was so kind, patient and so very helpful! She had a lot of information to share and answered my questions with such patience and to the best of her ability. Any answers she didn't know she was honest about it and did her best to guide me to where I can find the answer. Very nice lady. Now I feel more prepared to go in :D read more

Tax season always stresses me out because of my unfamiliarity with tax terminology and other things. I scheduled an appointment with H&R Block, which was easy to do, and I am so happy I did. Amanda was so personable, informative, and extremely helpful. She eliminated all anxieties I had about filing. The level of customer service with Amanda and the receptionist were exceptional. I would highly recommend going here and even more so, I would highly recommend speaking with Amanda. Great experience. read more

Marney makes doing taxes a "piece of cake!" She's very knowledgeable and explains everything to you. She's also quick!

My wife and I worked with Patricia at the Belmont Shore Branch in Long Beach. It was a terrific experience. Patricia made us feel comfortable and explained every step of the process in clear detail for us. We were so happy to be in and out as she made the dreaded yearly visit so seamless and easy for us. We look forward to working with her again and would gladly recommend her services and H&R Block to all of our friends! Best, Kevin & Elizabeth read more

Lois is the best! We've been coming to Lois for our taxes since 2008 and she is fantastic. She is thorough and efficient, but most of all, she's very friendly and personable. See you next year, Lois! read more

Should've waited for marine or one of the other office favorites. Beth was a disaster, nice lady don't get me wrong. But put things in the wrong bracket and just had NO idea what she was doing... Praying I get money and the IRS doesn't chase me down ? read more

My husband and I always go here to get our taxes done and always specifically ask for Joe Lanning. He is very professional, does a great job on our taxes, and he really takes a personal interest in your file. In the past we received a confusing letter regarding something in our taxes and he took the extra time to help us respond properly. We ended up resolving the issue with his much needed help! Also, I love his bow tie! read more

As a single parent of a three year old, every dollar counts. After returning to work in 2013 and filing my own taxes; I was disheartened to receive a letter from the IRS (12/2014) stating that I owed nearly half of my total earning for the previous year. I was panicked and was relying on the possibility of a minimal return for 2014. Since my earning were barley getting us by for the year. I was able to schedule an appointment the following day after having received my W2. Unbeknownst to me Patricia (Patty) S. was put in my life. She initiated her hospitality from the start, making sure there was coffee available; since I was the first client of the day. Not only did she bring me to tears when I was told how much I would be getting back . But she extended her time, effort and knowledge well beyond anything that I could have imagined. There are "Great People left in the World!" She made several exceptions to her normal work day to rectify my IRS issue, so that it could be completed prior to my relocation to another state the following day. I would highly recommend HER for any tax needs that you may have. read more

H&R block is fantastic. Took my taxes to them last year, I had done them myself, but was having issues with some complicated items such a rental property. They fit me in, even though it was the end of the day and did a free second look. David Tran was exceptional. He was very patient with me (I am not the most organized record keeper), got me in on a very stressful day for me, and then he found me lots of deductions I had overlooked. Bottom line is he saved me tons of money and was so polite and courteous and really knows his stuff! They won a customer for life. I won't be going anywhere else to do my taxes. read more