Had problems (AGAIN) this year with importing from Charles Schwab
Cons: Time consuming, Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Joy, Social Media Department, March 8, 2025
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.
OK overall but sure wish it would import and populate K-1s. Bery confusing advice when data hand-entered.
Response from HRBlockBy Eva, Social Media Team, March 6, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
Once again H&R Block sets the standard for comprehensive, easy to navigate, informative, and well-guided protocol for completing taxes in a timely, problem-free manner, especially for my longevity generation.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sean, Social Media Team, March 6, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
The interview process works great. The thing I have problems with is the help process. I had a capital gains loss that did not show up on this year's return when I went to help it told if it was transferred last year, it will automatically transfer this year. It didn't. That amounted to a mistake in my return. and several hours verifying if it was really transferred.. It wasn't. It was a pretty costly mistake.
Pros: Easy to import documents
Cons: Time consuming
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Chris-Social Media Department, March 6, 2025
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!