1. H&R Block

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    Temecula, CA

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    H&R Block

    3.2 (19 reviews)
    Closed Closed
    Updated 2 months ago

    Services - H&R Block

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    H&R Block Photos

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    5 months ago

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    8 years ago

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    5 years ago

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    9 years ago

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    12 years ago

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    9 years ago

    Great service. Betty is the bomb!! Fast and efficient. I highly recommend this place. Ask for Betty Balo, she will take care of you .

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    15 years ago

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    8 years ago

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    12 years ago

    Betty was awesome. She really helped me understand and get a way better return than when I tried to do it myself online

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    10 years ago

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    Review Highlights - H&R Block

    Was our tax preparer and she really cares.

    Mentioned in 2 reviews

    Read more highlights

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    Team Wealth & Tax Advisors

    Team Wealth & Tax Advisors

    (34 reviews)

    I became a client this year, specifically because they offer tax and wealth management under one…read moreroof -- I was having a complicated tax year and was also considering moving my investment accounts to a smaller local firm. In July my employer was acquired, which created a one-time equity event -- a large block of W-2 income plus a capital gain -- and a genuinely time-sensitive tax question. I sent a one-page summary with my own figures and six specific questions: confirm my analysis, check whether I'd owed AMT on some prior ISO exercises (I asked him to pull my IRS and FTB transcripts), and tell me whether I needed to make a Q3 estimated payment before the September 15 deadline. It took 17 days and a follow-up email from me to get any reply. When it came, none of the six questions were answered. What I got was a rough estimate he explicitly told me not to rely on -- "by no means should you use these for any official calculations" -- plus a note that his system couldn't calculate two of the taxes that applied to my return. The same email told me the firm would no longer be servicing my account. - Basically they fired me HA! I understand this was outside his wheelhouse. He said as much. But that's a conversation to have on day one, not after two and a half weeks of silence on a deadline-driven question. Being dropped as a client in the same message that answered nothing is what moved this from disappointing to worth writing about. I never did move my investments over. This experience made that decision for me -- which is worth mentioning, because the combined tax-and-wealth offering is what brought me in. If you're considering them for both, I'd want to see how they handle a complicated tax year before you hand over anything else. If I can't trust you for the little stuff, how can I trust you with the big stuff. One star instead of Zero (If I could) because he did eventually respond and offered a referral.- Thanks but NO THANKS!

    Did a good job, but after using them for ten years, I find David Leonhart to be less attentive and…read morecharging considerably more than other tax preparers. Priced a CPA for less fees, guess they no longer need tax preparation work or just feel they can charge whatever they want.

    H&R Block - taxservices - Updated September 2026

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