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    H&R Block

    2.8 (5 reviews)
    Closed Closed
    Updated 3 months ago

    Services - H&R Block

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    Charles W Kellett, CPA

    Charles W Kellett, CPA

    3.0
    (2 reviews)

    Through good years and lean years, I've been able to rely on Charlie Kellett's good counsel and pay…read morea fair rate. My parents were first recommended to get Charlie's help in the '90s and I often would drop off documents and sit down and ask questions about real estate and stock transactions and planning. Later when I started my business Charlie extended me lots of grace as I was often not well organized. I've come to rely on Charlie's counsel knowing I can call, visit or email him and make informed business decisions.

    A really unprofessional experience. I was referred by a friend so I went into this feeling…read moreconfident. Very little contact with Mr Kellett as he was always busy with other clients. It was mostly dropping off documents and information with his staff or talking with him via email. I thought this was normal so I had him do my taxes a second time. This time there was little to no communication, only email. When he asked me a question about a stock sale, I asked for clarification and he ended by saying "Am I still confusing you?" This was really insulting. Then he approached me (again via email) saying that he recommended filing an extension because he thought that by doing this he could get me a greater return. I agreed. Well, the increase amounted to $110 and I ended up paying a penalty. So it was a wash. I had already paid $605.00. I received a second invoice for fling the extension for $520.00. I had to inquire and he finally said that I didn't have to pay the second invoice. Somehow i thought going to a Certified Public Accountant (who was referred by a friend) would insure a good experience. I was wrong. I have been going to H & R Block for two years (something I thought I'd NEVER do) and what a difference. They spend as much time as I need to review the final documents before we file. I can ask questions without feeling like an idiot. I get answers that make sense. Having a title/certification does not necessarily mean you are going to have a professional experience.

    Grigg Financial Group

    Grigg Financial Group

    4.8
    (43 reviews)

    I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

    I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

    H&R Block - taxservices - Updated July 2026

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