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    KB Financial Planning

    5.0 (5 reviews)
    Closed 8:00 am - 5:00 pm
    Updated 3 months ago

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    3 years ago

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    3 years ago

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    Kaylyn B.

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    3 years ago

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    3 years ago

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    3 years ago

    Wonderful to work with! Prompt, courteous and professional. Will definitely be using her services again!

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    H&R Block

    H&R Block

    (4 reviews)

    PART-TIME OPERATION!!!…read more NO steady management(they are part-time too), TERRIBLE COMMUNICATION internally and with clients. FOUR WEEKS to do a SIMPLE tax return. Literally, no dependents, no big or multiple assets, investments, I mean SIMPLE. Charged $805 (MORE THAN DOUBLE THE ESTIMATED PRICE) all while continuously telling us that she "over estimated" the cost. This is a TERRIBLE OPERATION. STAY AWAY!! DO NOT USE AMY DOERING. She is the WORST. Zero communication, NEVER available, doesn't even send a quick "got it", "received" when you send her documents via e-mail. Days pass and you ask if she received the information and you NEVER get a response. You have to call the office and demand to speak to her, and even then GOOD LUCK!

    This is the ONLY place I could find outside of the tax center on JBLM that's certified to do NY…read moretaxes. They were very helpful and was able to help me file my NY state taxes and explain everything to me since I was new to Washington. I had to file student loans, W-2 and a 1099 business form. I was able to get an appointment for a week later and it took less than an hour. The best part is the 100% guarantee! Also they advanced up to $3,000 for a small fee if you need money ASAP. The only downside is they did cost much more than I'm used to. However, considering they were very professional and super easy to deal with AND they gave me reassurance with the guarantee - I think I got what I paid for. I've been to the one on base and walked right out after the lady had attitude from the start. I've also been to the one on North Fort on base as well and the lady there is nice but does it all herself so the wait is a while. She suggested drop offs but I rather deal face to face with something this important. Good luck all!

    H&R Block

    H&R Block

    (2 reviews)

    I've been a customer of H&R block for 10 years now. Never had any issues until this years tax…read moreseason. Brought every document I received through mail and filed my taxes with them and paid my fees. A few weeks later, I received a letter from the IRS saying I needed to send them a copy of my 1095-A. I was confused because I wasn't aware of what it was and where to get it. Did some research on my own and found out it's a California insurance form. Before I enlisted into the regular Army, I was a reservist back in California. I had the Tricare Reserve select and California health insurance. So I contacted the H&R block on Ft Lewis and made them aware of what's going on. We got to the bottom of it and got my copy of the 1095-A. Again, I never received a copy through mail nor was aware I had one at the beginning. I had to pay $96.00 for one piece of paper. That much to do an amendment. I didn't forget to bring the paper in or chose not to file it, I never had it in my possession. I pleaded my case to ask if I can be granted a free pass but I was denied. No sympathy. Well all I can say is, they just lost a loyal customer and I will be spreading this story. I want to make sure people who files with H&R will have a second opinion before filing. I do believe in Karma though. What goes around, comes back around.

    used Sherill for years and we have pretty complicated taxes. she has always done an amazing job,…read moreand explained everything to us as well

    H&R Block

    H&R Block

    (3 reviews)

    Hate to give an on base business 1 star - but after waiting almost 3 months for our business taxes…read moreto be done - the bill was $809 - and the "professional" was in her 20's - no experience, did not return phone calls, took 3 months, provided false information and made our experience difficult, and unnecessary difficulties, extra trips, and delays - always make my experience negative... They did waste my time, and charged more than what was expected or worth - and did not even answer how much it would be - and that was another problem - had they gave me a $800 quote for business return, we would have went to a true CPA and not let an inexperienced agent handle it - we will be having it double checked

    If I could give zero stars I would. When my husband and I filed our taxes initially we were given…read morefalse information because the "tax professional" filing for us got confused about including my husband on my state taxes for IL. Instead of taking the time to figure it out and ensure our taxes were 100% accurate before filing she claimed that I must've made an error on my W4 and I owed the state a ridiculous amount of back taxes. Unfortunately I naively thought I must've been missing something, we were in fact paying this trained tax professional to help us, so maybe we should trust her. When we realized how much we were actually getting screwed, we knew we needed to file an amendment. They were able to get us an appointment, but when we showed up for said appointment they were not even open...we waited for 45 minutes and no one ever showed up despite their posted hours saying they should have opened just prior to our appointment time. Needless to say, I will not be using this H&R Block ever again and I recommend everyone else avoids them as well.

    KB Financial Planning - taxservices - Updated August 2026

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