Block Advisors

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Block Advisors Our local small business tax professionals can assist with small business tax preparation, bookkeeping, payroll services, and tax planning throughout the year.

At Block Advisors, we provide business tax services for entrepreneurs, small business owners, and self-employed individuals with ongoing tax and financial needs. Serving businesses in Pleasanton, California, we work with sole proprietorships, partnerships, S corporations, and C corporations. Make an appointment with your local Pleasanton Block Advisors office or work with us from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.

09/17/2026

“Financial freedom means being able to do whatever I want, without jeopardizing what I have.” - Andres Kabrera

Sometimes taking the leap feels easier when you have a trusted financial partner in your corner. To all the small business owners out there hustling and making your family and your community proud – we see you.

H&R Block is here to help make your next move toward financial freedom – whatever that means to you.

Not sure if you should be filing quarterly taxes? Our pros can help you make sense of quarterly taxes, all year long.
09/15/2026

Not sure if you should be filing quarterly taxes? Our pros can help you make sense of quarterly taxes, all year long.

09/14/2026

Some things shouldn't be left to chance. If you're a small business owner, skip the guesswork, and meet with a tax pro who can help you find the recipe for your quarterly estimated taxes.

09/14/2026

Check on your self-employed friends today (and every day).

09/12/2026

Non-W2 earners, this one’s for you.

Employees don't want a pizza party. They want to be paid on time, and accurately. So if you're the Big Cheese of your sm...
09/11/2026

Employees don't want a pizza party. They want to be paid on time, and accurately. So if you're the Big Cheese of your small biz, treat them to a payroll process that's compliant, and on schedule. (But they'll probably still want pizza).

09/10/2026

Take the (ahem) sting out of reconciling your books by always staying a step ahead. This way you'll know where your business stands today, to make smarter decisions tomorrow.

Chic AND financially savvy? Turns out knowing where your money is going is a pretty good look.
09/09/2026

Chic AND financially savvy? Turns out knowing where your money is going is a pretty good look.

This Labor Day, give yourself permission to step away for a bit. You’ve earned it. (And when you’re ready, we can help w...
09/07/2026

This Labor Day, give yourself permission to step away for a bit. You’ve earned it. (And when you’re ready, we can help with the tax side of things.)

This is one horror story you can avoid. All it takes is a little prep with your expenses, books, and tax planning now to...
09/04/2026

This is one horror story you can avoid. All it takes is a little prep with your expenses, books, and tax planning now to help make your Q4 way less scary.

🤝 Greetings! 📣✨ Secure a $50 Discount on Professional Tax Preparation! ✨ Offer ends 4/30!We understand that tax season c...
04/14/2026

🤝 Greetings! 📣

✨ Secure a $50 Discount on Professional Tax Preparation! ✨ Offer ends 4/30!

We understand that tax season can be demanding. Our Block Advisors professionals are available to provide comprehensive assistance for both personal and business needs.

✅ Experienced local advisors
✅ Customized tax strategies
✅ $50 Savings – for a limited period

👉 Please complete the form and present your confirmation during your in-office appointment. We are here to assist you!

Take advantage of this opportunity promptly. ⏳

This Easter Sunday, we understand that celebrating with family and friends is what matters most. At Block Advisors, we k...
04/05/2026

This Easter Sunday, we understand that celebrating with family and friends is what matters most. At Block Advisors, we know that managing your finances and tax needs can feel overwhelming, especially during busy holiday seasons.

As you gather with loved ones today, take comfort knowing that our experienced tax professionals are here to support you year-round. We make tax preparation simple and stress-free, so you can focus on what truly counts - spending quality time with the people you care about.

Whether you prefer meeting with us in person or using our convenient Digital Drop-Off service from the comfort of your home, we are committed to making your tax experience as smooth as possible. Our team takes pride in maximizing your refund while ensuring your safety and peace of mind.

From all of us at Block Advisors, we wish you and your family a blessed Easter filled with joy, hope, and precious moments together.

What traditions make Easter special for you and your family?

With only 15 days remaining in the tax season, have you finalized your tax filings? Block Advisors is available to assis...
04/03/2026

With only 15 days remaining in the tax season, have you finalized your tax filings? Block Advisors is available to assist you in maximizing your returns. We offer comprehensive tax preparation services and are committed to providing personalized attention to each client. We welcome the opportunity to schedule your appointment. Please contact us today.

https://www.blockadvisors.com/?intcid=cross_lob_hrb_family-nav_h_block-advisors

03/29/2026

Taxes don't have to be complicated. We believe everyone deserves clear answers and honest guidance when it comes to their finances.

At Block Advisors, we speak your language. No confusing jargon, no hidden surprises. Just straightforward tax help from professionals who genuinely care about getting you the best possible refund. We offer comprehensive services including business tax return preparation, audit services, expat tax services, and notary services.

Choose the option that works best for your life. Visit our local office and work face-to-face with your tax consultant. Prefer to drop off your documents and go? We can do that too. Want to handle everything from home? Our Digital Drop-Off service makes it simple and secure.

We've taken extra steps to ensure our offices are clean and safe, because your peace of mind matters just as much as your tax return.

Let us handle the complexity while you focus on what matters most to you.

How do you prefer to work with your tax professional – in person or remotely?

📢 **OB3 + Overtime Compensation Availability** 📢* **OB3 is operational**, and overtime hours are being remunerated.* If ...
03/27/2026

📢 **OB3 + Overtime Compensation Availability** 📢

* **OB3 is operational**, and overtime hours are being remunerated.
* If you are dedicating supplementary time to facilitate our clientele, **that time is valued and will be remunerated**.
* This presents a pivotal juncture to demonstrate commitment, bolster the enterprise, and **acquire supplementary compensation through authorized overtime**.

⏱️ **Seize the moment.**
Let us conclude the tax season expeditiously, collaborate effectively, and capitalize on OB3's availability.

https://www.blockadvisors.com/?intcid=cross_lob_hrb_family-nav_h_block-advisors

OBBBA Expertise📜 One Big Beautiful Bill Act—we know the details, so you don’t have to!✅ Our experts make sense of the la...
03/25/2026

OBBBA Expertise

📜 One Big Beautiful Bill Act—we know the details, so you don’t have to!
✅ Our experts make sense of the latest tax changes so you can file with confidence.
📞 Schedule your appointment today!
💡 Knowledge is power let us help you maximize your refund.
https://www.blockadvisors.com/tax-office-near-me/california/pleasanton/3698 ?campaignid=lcl_mcm_9308_0146_evrg_lob-ba_401_p01_lea__001_na

Address

3128 Santa Rita Road Ste A
Pleasanton, CA
94566

Opening Hours

10am - 3pm

Telephone

+19254610152

Website

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