Everything was good except I could NOT download my financial information from my Merrill Lynch account. This caused me a lot of extra work. I am thinking of using TurboTax next year
Pros: Easy to import documents
Cons: Hard to import documents
Value
3
Response from HRBlockBy Maria, Social Media Team, April 17, 2026
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
Overall good - I have been using HR Block for years as well as Kiplinger before that. This year I had over 1000 stock transactions and the review process made me click on each transaction - I could not find a way to review as a group or an option to approve the download from Schwab in bulk. Also, when doing the California state return - no where did I see the option to pay my taxes via FTB Web Pay which is recommended - instead I had to send a check in the paper filing.
Pros: Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sonia, Social Media, April 20, 2026
Thank you for your review. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business and thank you for the valuable feedback!
I have been using this software (under different names) for over 10 years. It makes doing taxes much less stressful. I worried about accuracy with two small businesses and regular income. I feel I get all the deductions possible and my businesses are taken care of.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Maria, Social Media Team, April 20, 2026
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback.
I’ve used for four years. I’ve had errors two of those four years costing me penalties. Now the software asks me questions I can’t answer. I’m going to stop using it
Cons: Doesn't maximize refund, Hard to prepare
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Corrina, Social Media Department, April 20, 2026
Thank you for taking time to give us feedback! We apologize that your experience did not meet your expectations. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. We’d like the opportunity to work with you to address your concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.