The other ratings for this HR Block location are low for a reason, don't waste your time or money. I'm taking the time to write this review with the hopes it will save someone else's time by not using this branch. I prepared my own taxes using HR Block online for the 1st time this year, after last year using HR Block pc version and experiencing an HR Block software bug that impacted my taxes owed. This year I used the online version to get the tax pro review and the guarantee that if there was another software bug that everything would be covered to whatever the HR limit is. The only thing that went fairly well is I was able to use the online software and liked the fact I could scan a lot of documents and reduce data entry. After I submitted my return for review to Lisa Yee, it went downhill, even though her credentials online looked impressive. She had her assistant message me for a long list of documents which I supplied the same day, except 1 which I posed a question about. Ms. Lee responded, "...there are still many documents missing from this review. Please understand, the Tax Pro Review is simply a quick review of your documents for data entry accuracy. Your return is very complex, and I am recommending you go into a retail office for a more complete review of your tax return." Hmmm, I did the hard work and supplied every doc -1, that was requested, and she said there are still many docs missing (not according to what she originally requested). Lastly, the comment about my return being very complex is surprising, as I picked her due to her great credentials online, and if the return wasn't complex I wouldn't waste my money having a professional review it. Her manager Umair Muzaffar then contacted me on my home phone (where coincidentally I don't recall providing to HR block, and I had a bad phone when he called back to back twice while I tried to let him know I needed to switch phones, but of course he assumed I was hanging up on him (seriously ask yourself if someone is paying money to have their taxes reviewed and they know the call is from the tax office why would any sane person intentionally hangup on them, didn't happen). He called a third time after sending me a couple of text messages in the secure hr app one of which where he said he would reassign my case to a different worker and I could come in the office and have an in office review at no additional charge, which I thought was good customer service. Wrong, after we talked he said I can come in but he couldn't let me know how much it would cost (talk about hi pressure sales, hold my taxes hostage, changethe terms of the agreementI already paid for, say I can come in but we can't tell you the cost until you come in). Additionally he said that complex returns like mine have to be performed in the office, although he could not supply me any of that wording in the agreement that I paid for with my online with professional review agreement. He couldn't supply it because it isn't there. I ended up calling HR Block customer service and requesting a refund which I'm waiting to hit my account. Another fail for HR Block and for this office specifically, as I likely would have been a valuable customer for a long time had they did basic customer service. Again save your time and money, don't use this office or these individuals. I think Mr.Muzaffar actually manages at least 2 of the walnut creek HR offices so, beware. read more

Jillian Hall was informative, professional and friendly. With just few simple questions, she was able to get me more refund than I anticipated. I am thankful I went to her instead of my usual H&R Block tax preparer. I will be back next year! read more

The absolute worst experience after years of using them for tax prep. I arrived early for my appointment, the first appointment of the day, and was still left waiting without any recognition from my tax rep for 30 minutes before I went to his cubicle and had to ask if I should even be there or just leave my documents. Next, he fails to complete my taxes during my appointment time and says I will have to return (after an hour and a half of being there, solely W2 and 1099 so pretty straight forward). After much back and forth with management over this experience I've asked for my documents back and I'm told they don't have them/lost them. read more

Where to even begin?! I'd sure like to know what training courses these H&R Block "professionals" are required to take or if they are even required to know anything to work here! With all the money I have payed them, can somebody please explain to me why I am having to tell the H&R Block "professional" how to do my taxes???? The person I got stuck with to do my taxes from this office was so incompetent, they didn't even include my income and had me getting an outrageous government refund. After reviewing their joke of tax paperwork, I discovered countless errors. I then had to send multiple messages to this person telling them how to re-do my taxes! Unbelievable! This is the second year in a row that this has happened! I WILL NOT BE USING THEM EVER AGAIN! THE HEADACHE IS NOT WORTH IT! read more

Ann Stanwood was the BEST tax preparer and it's too bad they lost her. No doubt corporate BS drove her to quit. If anyone knows where Ann is or how to get in touch, message me. No-one else at this office came close to her expertise, communication and thoroughness. She did our taxes for years and it wasn't always straightforward but she was so trustworthy and knowledgeable. 5 stars for Ann Stanwood, zero stars for HR Block for making it impossible for her to serve her clients. read more

We want our money back. We have tried to get in touch with this office and our rep several times and they are not responsive. We filed our taxes here in February and the tax preparer did it wrong so the IRS made us resend everything by mail and now it's July and we still don't have our refund. The LEAST you should do is refund our money!!! read more

My appointment took 4 hours. 2 hours of waiting, 2 hours of waiting for him to figure out how to do my state taxes. I had to come back another day and the office has a note saying they wont be back until 1pm. Very frustrating and a huge wast of my time, not to mention how expensive they are. Very disappointEd. read more

This review is more of a suggestion for the branch manager. We used this branch last year and were satisfied with the service we received so decided to use them again. My wife and I had made an appointment online and received a confirmation of the appointment via text and even received a reminder the day before the scheduled appointment. We had just had a baby 2 weeks ago so going out of the house right now isn't the easiest thing to do and was a bit of an ordeal. When we arrived for our scheduled appointment we were told they had no record of our appointment. We showed the confirmations we had received. The receptionist was helpful and attempted to see if there was any openings at this branch or a nearby one, but unfortunately there was not. The receptionist stated this happens occasionally and it's best to make an appointment over the phone. I stated they should probably get that system fixed or remove it all together to prevent this type of inconvenience. Since we were already there we scheduled an appointment through the receptionist for a few days later. I'm hoping when we go in they will compensate us for the inconvenience. I would also suggest anyone planning on using them make appointments over the phone as the online scheduling system appears unreliable. read more

Hazel was great and very professional. I would highly recommend her. Very good H & R office.

I don't even know where to start. I made an appointment online to file my taxes before the deadline this year and a day before my appointment I got a phone call that my appointment was double-booked and I would have to reschedule. I went into the office to reschedule my appointment because they didn't have anybody to answer the phone. I went in 30 minutes before my schedule time for my third appointment attempt and I was told I would have to file an extension because they double-booked again. Then I proceeded to make another appointment for the following week I was trying to be understanding and reasonable that they were having issues scheduling appointments and then a day before that appointment I was told also that they were not able to see me due to an emergency. I got a text confirming my appointment for the next day I showed up just to find out that the office is closed for another hour and there was nobody here to help me for my appointment time. I would never recommend filing taxes through H&R Block due to the fact that they can't seem to get their appointments in order and they have nobody here to help with customer service. read more

very poor experience. There was a mistake on our taxes--on the part of HR Block. The amended return, done by HR Block was also done incorrectly. These delays caused a 6+ month delay in getting money we needed. Nor were either of the errors caught by HR Block. Trying to get someone to address my dissatisfaction has been near impossible. Even thought we have been coming to HR Block for years, we will not be going back. read more

Called. Told him what I needed Re: tax question. Made appt. then got boiler plate list of nearly 50 items to bring with me. It did not include the items I KNEW I needed. Called to cancel appt. The girl could not find me or appt. in her system. Sent me an evaluation form. I completed it, giving 1 star on all questions. Never heard from them again. You will not get personal attention from Block. read more

The worst experience I had filled my taxes. The San Ramon office made a mistake when they filled my taxes, then I received a letter from the IRS charging me money. I went to the Walnut Creek office to resolve the mistake that H&R Block made and I wait almost two months to have the problem solved. And now H&R Block are calling me to pay for services when I was told because the mistake they did I don't have to pay. I do not recommend this company and I will never again fill my taxes with H&R Block. They hire inexperienced people that have no idea what they are doing. read more