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March 2023 by Jim S.
I have PRAISES for Marguerite Guerrero Tax Pro. If there were 100 stars, I would give it to her and to this Linda Mar location. I do not believe the negative reviews for this location and I do not believe the negative reviews for Marguerite Guerrero. She reviewed my paperwork with a fine tooth & comb and uncovered items that I can claim which saved me $$. My individual tax prepared by her was exceptional. She knows all the tax laws and she's up to date on the tax laws. Again - I don't know believe any negative reviews about her !
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May 2022 by Serena Nitta
DO NOT GO HERE if you want your taxes done correctly and professionally. I am specifically speaking about Tax Advisor Marguerite Guerrero.I lost total trust in her ability to understand and execute tax law due to several major mistakes she made and alarming comments she made.I went in Linda Mar H & R Block on March 10th, 2022, to do my taxes. I made it clear that I needed my taxes done quickly because I needed that final doc to send to a lender to buy a house.First off, I added all my docs to the portal ahead of time but she said she could not access them, had me go to my house and get my laptop, and then send all of them to her individually.Three hours later she told me I owed money and I HAD TO REMIND HER that I contributed to my IRA. She apologized for forgetting about it and I was owed money after that.She informed me I could expect my refund within a few days to a week. When that time came and went I had to call and she told me that they were in peer review.Then a got a stream of emails asking follow-up questions which I answered. When I called to check the status she dodged my calls and told the front desk person to tell me that she was working on them.I have called every other day and I keep getting told by a third party that she would have them done that night or the next morning. This has happened several times.It is now April 8th, 2022, and when I called this morning, she was the one to answer the phone so I asked her what was going on.Without going into personal details about my taxes, she said that a real estate part of it was the issue. This lady Marguerite then said that the other tax advisors in the office knew more than her.Mind you, my taxes are the same as last year, which were filed without a hitch. I asked her why she couldn't perform her duties and get my taxes filed when they were the same as last year. She said that she would not jeopardize her tax license for anyone. No one was trying to come for her license!This woman did not apologize to me, dodged my calls repeatedly, and my taxes are still not done.When I called customer service they were able to get me an appointment today with a different Master Tax Advisor from a different office and they were nice about it.Seriously, if you want your taxes done correctly with the care and attention hey deserve, DO NOT GO HERE.
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April 2022 by Serena N.
DO NOT GO HERE if you want your taxes done correctly and professionally. I am specifically speaking about Tax Advisor Marguerite Guerrero. I lost total trust in her ability to understand and execute tax law due to several major mistakes she made and alarming comments she made. I went in to Linda Mar H & R Block on March 10th, 2022, to do my taxes. I made it clear that I needed my taxes done quickly because I needed that final doc to send to a lender to buy a house. First off, I added all my docs to the portal ahead of time but she said she could not access them, had me go to my house and get my laptop, and then send all of them to her individually. Three hours later she told me I owed money and I HAD TO REMIND HER that I contributed to my IRA. She apologized for forgetting about it and I was owed money after that. She informed me I could expect my refund within a few days to a week. When that time came and went I had to call and she told me that they were in peer review. Then a got a stream of emails asking follow-up questions which I answered. When I called to check the status she dodged my calls and told the front desk person to tell me that she was working on them. I have called every other day and I keep getting told by a third party that she would have them done that night or the next morning. This has happened several times. It is now April 8th, 2022, and when I called this morning, she was the one to answer the phone so I asked her what was going on. Without going into personal details about my taxes, she said that a real estate part of it was the issue. This lady Marguerite then said that the other tax advisors in the office knew more than her. Mind you, my taxes are the same as last year, which were filed without a hitch. I asked her why she couldn't perform her duties and get my taxes filed when they were the same as last year. She said that she would not jeopardize her tax license for anyone. No one was trying to come for her license! This woman did not apologize to me, dodged my calls repeatedly, and my taxes are still not done. I have since escalated the issue and intend on speaking with her manager. When I called customer service they were able to get me an appointment today with a different Master Tax Advisor from a different office and they were nice about it. Seriously, if you want your taxes done correctly with the care and attention hey deserve, DO NOT GO HERE.
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March 2022 by Angela B.
A $127,000 (PLUS) error!! If you're considering Block Advisors (H&R Block) for your taxes, read what happened to me last year before you make that mistake. The financial ramifications were severe! I sold my house at the end of 2020, so when I called Linda Mar Block Advisors in early 2021, I explained that this was THE most important meeting of my life, as I needed to determine the tax ramifications of the sale, specifically my Capital Gains Tax. They set up an appointment in March with their "best tax professional." I brought in all of my paperwork and after 2.5 hours (30 minutes past closing), of talking things through (and hearing all about her personal life), I had to leave. I asked her what she projected for my Capital Gains Tax and she said, "It looks like around $90,000." After 6 voicemails and 5 emails asking when she'd be finishing my taxes, with NO REPLY, I had to involve the manager who went on and on about how that's not how they treat their customers, etc., etc. When my taxes were FINALLY completed 4 WEEKS later, my property taxes were not $90,000 but turned out to be $217,000!!!! I understand that it was her best guess at that time, but it's not even CLOSE! Unfortunately, thinking I had enough in reserve, I decided to start donating $5,000 each to various animal shelters, $1,000 each to a few single moms I knew were struggling, etc. Well, my bad I know, but I figured I could afford it. Obviously, when the tax bill arrived, I was crushed! I asked what I could do, and their "best" told me I didn't have to pay it now, the government just "needs to see intent to pay." Despite asking several times how I go about that, she kept directing me to just log into their website. I did, and long story short, she was wrong and I started accruing interest and penalties ON TOP OF the huge tax bill!! More money spent due to their "expert." I finally met with a different person in their office who said she could help me pay the State tax bill online, so we sat together and I gave her my credit card info so she could do it for me on her computer. When she handed me the printout, I noticed an ADDITIONAL fee of $440!! I asked what that was for and she immediately said she didn't know, but also immediately wrote down the phone number of whatever entity handled the transaction and said I could call them and ask them to waive the fee. Ok. So I called and guess what? I was told that not only would they not waive the fee, but that Block gets a percentage of that fee!! So the "expert" knew all along!! More money spent due to another "expert." I called the manager again about the entire situation and long story short, she said no one had given me any of the advice I stated, despite her not even being there during these conversations (and despite them actually happening)! I was livid! It took me two separate credit cards at a ridiculous interest rate to pay the government and I even had to sell my SUV (which I loved) so I could use that money to pay with because of this. More money spent due to another "expert." Oh, and I paid around $600 for their "expert" work. I still don't know who I'm using this year, but I will NEVER use Block Advisors again and I will post this story every single year at tax time because of their ineptitude!!
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February 2022 by Tommy R.
I needed to get my taxes done, and as a long time Pacifican, I wanted to go local, and while I didn't get my taxes done here, everybody was courteous and professional, as well as down to earth. They were very very honest in advising me to do my taxes online, and explaining to me why, and they are done, and I paid only a fraction of what I would have had to pay them, which is great. Thanks again!
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May 2021 by Christina Blasquez
Enjoy the service, experience and customer care
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May 2021 by Lisa
Person was too busy to even talk to me.
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April 2021 by linda feist
H &R Block is close and convenient and I enjoy working with my tax preparer. She is professional and quick.
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April 2021 by Lois Arlie
Done in a timely manner. Mary made contact with us a few times to clarify and make Sure she had everything.
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April 2021 by carole korp
They were very accommodating to an old lady like me.
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April 2021 by Denise M.
Margarit has been doing our taxes for the last few years. Went from super complicated to not so this year, but it's the confidence that things are right and Margarit is definitely on our side:)
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March 2021 by Adrianne Recidoro
The office staff is extremely informative and helpful. I have the feeling of security and confidence after filing my taxes w/ Block Advisors the past few years. Thank you Gloria for the guidance and education. Looking forward to an even more successful coming year.
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March 2021 by Keani Solano
Margarete is very nice and efficient.
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March 2021 by Romany Hall Sieferman
This is our second year and both times have been very useful. They helped us understand why we owed money and suggested ways we could improve our tax outlook for next year.
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March 2021 by Robert Paping
Agent was very efficient. She quickly completed the returns and informed us where we could reduce the taxes.
