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    Services - SWM Planning

    Tax planning

    Audit and conflict resolution support

    Current year tax preparation and filing

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    Barbara Uhlich

    Barbara Uhlich

    5.0
    (2 reviews)

    Death and taxes. The only two things that are inevitable…read more While the prospect of both of them are unpleasant, I just experienced a local business that makes the tax process much more bearable. They are a small firm that can provide individual attention, something you will never get from H & R Block (and the like). My taxes are challenging, to say the least. I am an independent contractor, but "on the books" with one client, own property, have deductions, etc. Plus I went to Art School, so numbers just aren't my thing. Ha. Combined with the fact that the tax laws change yearly, who can keep up with that unless it is your business to do so? Well Fleck & Uhlich keeps up with all of that, no worries. From my initial consultation, when I sat down with Barbara and went over all my concerns, I received great customer service. All of my emails and phone calls were returned promptly, and my questions were answered. She even suggested that I open a SEP IRA, in addition to my Roth IRA, to help with deductions and to secure my retirement. I was happy to do just that, and wondered why my former tax preparer had never suggested this to me. If you need help dealing with your taxes, I suggest you give Fleck & Uhlich a try. I found their services to be professional, efficient, and friendly.

    Had them for years and have never been disappointed. When I need stuff in September they are as…read moreresponsive as the were in March. Love them

    H&R Block

    H&R Block

    2.2
    (11 reviews)

    Horrible customer service overall! I went in last week to get my temporary emerald card after…read morespeaking with someone in customer service who assured me I can get a card at this location with no problem. I walk in with my kids and the receptionist is quick to say "I don't think you can get a card here.." she seemed confused and not confident with the information she had. I simply mentioned I already called customer service. She ran to the back to ask a manager and then told me to wait. After waiting an hour and seeing several people come and go. Not to mention literally hearing the receptionist talking about me to two different agents just feet away from me.... Finally someone that had seen me come an hour ago (another agent) said "omg why are you still waiting?!" She finally helped me and it took less than 5 mins to issue me a card. It seems like nobody wanted to help, including the branch manager who came out to randomly talk to people, I guess she didn't view me as a paying customer since I had already filed my taxes...

    Abysmal service at this location, no communication in office and zero accountability. I met met…read morewith Jacob to start tax preparation about 3 months before they were due. He told me during that meeting that I would hear back in "2 days" about what I owed, and he gave me an estimate for about $200 for H&R service. I didn't hear back at all so I began to follow up with calling and messaging, I heard nothing back still for several weeks. Finally I called H&R corporate to help expedite the process, two months after my meeting with Jacob I was finally given the info I needed to file, and was charged $640 by H&R instead of the $200 he estimated. Fast forward a couple months and I get a notification from the IRS that I still owe an additional $200 because Jacob was incorrect with my tax prep, glad I spent the extra $40 on Peace Of Mind right? Not so right. I filed a claim with H&R corporate, I was told to cover the $200 myself and that my case would be put under review to see if the $200 was my fault or Jacob's. It's been about 4 weeks now and I have not been reimbursed for his mistake. If you want clarity/transparency with your taxes, H&R Block is NOT what you want, especially this location. I cannot quiet express how messy this situation was (and still is months later). I would highly recommend finding someone else to handle your tax prep. The person who did my tax prep made a mistake, however my larger frustration is that there is absolutely nobody here who is willing or able to rectify the issues that are still unresolved.

    SWM Planning - financialadvising - Updated July 2026

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