Block Advisors

"I have used this place before and have even recommended Linda Schafer Lundquist for tax preparation. Not anymore. I paid $269 only to be informed she did them wrong. I received a return from Kansas and within a week had to go back because of her mistake and pay Kansas $304. Wow. Great service block and now she acts out of sorts says she left me a voicemail concerning this issue but I didn’t get it. When I asked her what number she called she said she didn’t have time to look. Nice quality service. Stay away folks. Or heck do your own. If they can make these mistakes why can’t we???? Oh and now I have a claim to see if they will return my money. Sure sure."

"Trish Casey is the best. She has done my taxes for nearly 10 years and takes an interest in my life and how she can help guide me to save on paying taxes. I couldn't ask for a better person to work with."

"I would never recommend this office. They are extremely unprofessional and incompetent. My husband and I sought advice and help with filings from them six months ago and have been strung along ever since with repeated promises to finish, but we have yet to get the information requested and the completed returns. Mr. Weiner, the advisor we have been working with has come up with excuse after excuse for why he hasn't found the time to complete the filings in over 6 months. After multiple complaints to both customer service and Jerry, the office manager, that Mr. Weiner has been unresponsive to emails and phone calls and that he is either unable and/or unwilling to complete our filings in a timely manner, we still have not received the tax advice and completed filings we have been waiting for. I don't understand how these people stay in business with service like this! I have filed another complaint with customer service but I'm not holding my breath that it will make any difference since all other complaints have thus far fallen on deaf ears. I recommend you go elsewhere if you expect any degree of professionalism and competence."

"Exceptional work all the time! The people are very warm and helpful. My tax preparer KNOWS what he's doing. I go to him every year because I know what to expect. I and Jeff Weiner have developed a very good friendship as well, plus, he goes above and beyond his job to help me with advice in other matters. That means a lot to me."

"Appointment right on time, no waiting. FRIENDLY AND VERY KNOWLEDGEABLE STAFF. Helped resolve tax issue that even IRS couldn't didn't know how to do!! Nice office and receptionist too. Plenty of parking in front of office. Thanks again, Terry and Linda, for your kindness and getting the job done RIGHT!! See ya next year."