Block Advisors - Capitola, California

Debra Sam Powley

Karen Manring is the best at helping me do my annual tax return. Have used her for years and I love how fast, efficient, dependable and accurate she is each year. Always look forward to talking with her and having her find me the tax breaks I need.

Maribel Gonzalez

The system paired me up with an advisor but when I got there it was someone completely different. I did not like how they charge more each year. I feel bad for taking my partner there as everywhere else we have gone before Block he has paid $150 but this year they charged him almost $400 when he provided same documentation as the past years. Definitely not coming back to H&R Block. Seems like they charge you what ever they want based on the advisor you get.

Alina Lombardo

Cristine Gomez was a delight to work with, had a wealth of information, finished my return while I was there with her and I really enjoyed my time spent in her office, gave me green tea. By the time I left she felt like a friend. Will definitely be back next year!

Will Moore

Christine was extremely kind and helpful and helped me with info going back as far as 3 years! She made me comfortable and even offered water, tea, coffee, and cookies!! Ill definitely be back for years to come.

John Fleming

I hired BlockAdvisors to prepare both my personal and corporate returns for the year 2018. This was both for the State and Federal returns. I was given copies of all four returns. They were paid and I thought all was well. In the spring of 2020 I was notified of an audit by the IRS. They said I had received income that I had not reported. They told me I owed in excess of $ 60,000.

I knew I had reported all income, and I could not understand the problem. I contacted Block Advisors for help. During the off season it is difficult to reach someone at Block Advisors. During the tax season, they are too busy to talk to you. It took several months to get a response. I talked to the office manager, Jim Register, three different times. He finally admitted the the error was on their part. Block Advisors had in fact prepared accurate returns, but they failed to file both state and federal corporate returns. This explains the lack of reported income.

Jim Register told me he would resolve the problem with IRS. He did not. After several weeks I contacted the IRS agent and provided him with the corporate return. This resolved the issue with the IRS. I owed no additional money. The return was correctly prepared but not filed.

Subsequently I was contacted by the Franchise Tax Board for the same issue. Again I resolved the problem with the state. The state , however, fined me $ 500 for filing late. I immediately paid the fine to avoid further fines. I provided Jim Register with copies of all communication with both the IRS and the Franchise Tax Board. He told me he would file a claim and have me reimbursed for the fine. That has never happened, and he is not returning my calls. I strongly discourage anyone from using the services of Block Advisors

Heidi Schuler

I look forward to filing my taxes at this location every year. The staff are professional and welcoming. Cristine is incredibly efficient and always digs deeper to make sure I am getting my maximum refund.

S Q

I made an appointment on-line and they had time available for me with just 1-day’s notice. I met with John Aronson and another gentleman, and they were very helpful. I walked in with a complicated situation that included an international transaction, and they efficiently found the answers and applicable procedures. I am very thankful for their assistance and expertise, and I recommend them most highly.

lindsey knepper

I have been to H and R block for the past three years and Daisy helped me each time. She is professional and efficient. The fee is reasonable and I would recommend Daisy/HR block as the best tax preparing solution.