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    H&R Block

    1.3 (3 reviews)
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    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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    6 years ago

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    Benzina Wealth

    Benzina Wealth

    (5 reviews)

    Filip is a trusted advisor. He is always an email away and I can count on a response when things…read morecome up and I just don't know how to handle it. From how I should invest money in my HSA to unclaimed funds that came up from my father's estate he walks me through how to handle it and keeps me from getting overwhelmed with decisions that I would have to do a lot of research on before I would know what to do. I worked with Filip at a larger firm and when he left I was devastated especially since his replacement did not give me the information or confidence that my investments were being handled well. When the chance came then I got to work with him again I was thrilled and absolutely did not hesitate to work with him again. I can count on him to give me straightforward information and a way that is easy for me to understand he doesn't sugarcoat it or make you fearful about things. He just gives you options for how to handle every financial aspect of your life. From reviewing my insurance policies (Home, Auto and Health), to to helping me walk through my early retirement strategy. It's the peace of mind I never knew I needed but I never want to be without.

    Filip is the kind of financial advisor everyone wishes they had. He knows the numbers cold --…read moreinvestments, taxes, estate stuff, all of it -- but just as importantly, he helps you zoom out and think about what it means to actually live a rich life. Working with him never feels transactional. He listens, gives great advice, and keeps everything grounded in what matters most to you. Super thoughtful, smart, and a great communicator. Can't recommend him enough.

    H&R Block - taxservices - Updated September 2026

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