Get matched with your tax advisor
Prepare with the Appointment Readiness Program
Enjoy office privacy and guaranteed accuracy
Receive guidance from tax experts for years to come
Simply answer a few questions and Advisor Match provides you with a tax preparation expert with the right knowledge and experience for your individual tax scenario.
Appointment Readiness Program
We’ll work with you to make sure you’re fully prepared for your appointment. Your tax advisor will help you with the documentation collection process to make the most of your time with us. Contact your local Block Advisors office to get started.
The Private Office Experience
Your taxes are your business. That’s why your appointment will take place in the privacy of your tax advisor’s office. It’s the type of experience you’d expect from a tax preparation expert.
365 Tax Plan
Not only do we offer year-round tax consulting, we provide year-to-year tax return planning. Your tax advisor will provide you with a customized 365 Tax Plan with recommendations to help you minimize your taxes and reach your financial goals.Disclaimer number1. Scroll to bottom of page.
"I’ve been working with my advisor for the past several years. He is extremely calm and explains everything thoroughly. He makes it all easy."
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Advisor Match Let’s Make This Personal
Providing you with the best experience starts by providing you with the best tax advisor. Advisor Match assesses the factors that make your taxes unique – things like your work, your income, and your deductions. Based on the results, it then pairs you with tax advisors who have specialized expertise in your unique tax situation.
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